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Carvana

Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$2.36B +$427M +7,849,975 +25%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.3B +$99.3M +1,825,120 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.05B +$108M +1,989,935 +6%
Morgan Stanley
4
Morgan Stanley
New York
$1.98B +$13.8M +253,410 +0.8%
Tiger Global Management
5
Tiger Global Management
New York
$1.92B +$93.1M +1,711,000 +6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.36B -$254M -4,670,805 -17%
BlackRock
7
BlackRock
New York
$1.28B +$86.2M +1,584,220 +8%
Jennison Associates
8
Jennison Associates
New York
$1.22B -$290M -5,334,470 -21%
SHIM
9
Spruce House Investment Management
New York
$1.2B
CIP
10
CAS Investment Partners
Connecticut
$998M
DCP
11
D1 Capital Partners
New York
$806M +$183M +3,363,545 +34%
LPC
12
Lone Pine Capital
Connecticut
$647M -$72.3M -1,329,500 -11%
JP Morgan Chase
13
JP Morgan Chase
New York
$543M -$53.8M -988,020 -10%
State Street
14
State Street
Massachusetts
$460M +$101M +1,860,740 +32%
KGAMU
15
KPS Global Asset Management (UK)
United Kingdom
$402M -$5.16M -94,915 -1%
Sands Capital Management
16
Sands Capital Management
Virginia
$377M +$340M +6,252,460 New
GGHC
17
Gilder Gagnon Howe & Co
New York
$361M -$52.8M -971,260 -14%
Capital World Investors
18
Capital World Investors
California
$298M +$13.9M +255,335 +5%
WRCM
19
Whale Rock Capital Management
Massachusetts
$264M -$61.4M -1,127,870 -21%
GIG
20
Goodnow Investment Group
Connecticut
$260M +$12.6M +230,840 +6%
ACM
21
Alua Capital Management
New York
$245M +$10.9M +200,000 +5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$239M +$26.5M +486,715 +14%
LCG
23
Luxor Capital Group
New York
$224M +$97.3M +1,787,840 +93%
PC
24
Pelham Capital
United Kingdom
$200M +$21.6M +396,200 +14%
Franklin Resources
25
Franklin Resources
California
$199M +$39.3M +721,630 +28%