Lone Pine Capital LLC’s Carvana Co Position
Does Lone Pine Capital LLC own Carvana Co (CVNA)? Yes — 1.75M shares worth $552M (+4.40% of its 13F portfolio) as of Q1 2026, down from 1.78M shares the prior filed quarter.
Position Value
$552M
Q1 2026
Shares
1.75M
% of Portfolio
+4.40%
Quarters Held
12
currently held
Position History CVNA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.75M | $552M | +4.40% |
| Q4 2025 | 1.78M | $751M | +5.52% |
| Q3 2025 | 1.77M | $666M | +4.85% |
| Q2 2025 | 1.77M | $595M | +4.23% |
| Q1 2025 | 2.31M | $484M | +4.18% |
| Q3 2021 | 2.14M | $646M | +2.18% |
| Q2 2021 | 2.14M | $647M | +2.04% |
| Q1 2021 | 2.41M | $632M | +2.30% |
| Q4 2020 | 2.45M | $586M | +2.13% |
| Q2 2020 | 849.7K | $102M | +0.52% |
| Q1 2020 | 5.10M | $281M | +1.67% |
| Q4 2019 | 1.00M | $92M | +0.49% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lone Pine Capital LLC’s full portfolio or all institutional holders of CVNA.