Suvretta Capital Management’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-427,807
Closed -$99.2M 95
2021
Q4
$99.2M Sell
427,807
-51,336
-11% -$11.9M 1.92% 17
2021
Q3
$144M Sell
479,143
-500
-0.1% -$151K 2.43% 17
2021
Q2
$145M Buy
479,643
+1,853
+0.4% +$559K 2.17% 16
2021
Q1
$125M Buy
477,790
+32,253
+7% +$8.46M 1.85% 25
2020
Q4
$107M Buy
445,537
+89,917
+25% +$21.5M 1.52% 29
2020
Q3
$79.3M Sell
355,620
-139,400
-28% -$31.1M 1.43% 28
2020
Q2
$59.5M Buy
+495,020
New +$59.5M 1.28% 34