Thrive Capital Management (New York)’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.4M Sell
226,761
-2,040,849
-90% -$688M 32.37% 2
2025
Q1
$474M Hold
2,267,610
80.5% 1
2024
Q4
$461M Hold
2,267,610
78.86% 1
2024
Q3
$395M Hold
2,267,610
39.35% 2
2024
Q2
$292M Hold
2,267,610
34.24% 2
2024
Q1
$199M Hold
2,267,610
28.28% 2
2023
Q4
$120M Hold
2,267,610
24.79% 2
2023
Q3
$95.2M Sell
2,267,610
-680,610
-23% -$28.6M 24.38% 2
2023
Q2
$76.4M Hold
2,948,220
22.31% 2
2023
Q1
$28.9M Hold
2,948,220
10.29% 3
2022
Q4
$14M Buy
2,948,220
+1,448,258
+97% +$6.86M 6.34% 3
2022
Q3
$30.4M Hold
1,499,962
10.37% 2
2022
Q2
$33.9M Buy
1,499,962
+687,249
+85% +$15.5M 9.9% 4
2022
Q1
$96.9M Buy
+812,713
New +$96.9M 13.09% 3