Lingotto Investment Management LLP / CVNA
Lingotto Investment Management LLP’s Carvana Co Position
Does Lingotto Investment Management LLP own Carvana Co (CVNA)? Yes — 2.55M shares worth $801M (+15.82% of its 13F portfolio) as of Q1 2026, down from 2.86M shares the prior filed quarter.
Position Value
$801M
Q1 2026
Shares
2.55M
% of Portfolio
+15.82%
Quarters Held
13
currently held
Position History CVNA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.55M | $801M | +15.82% |
| Q4 2025 | 2.86M | $1.2B | +21.00% |
| Q3 2025 | 6.19M | $2.3B | +21.57% |
| Q2 2025 | 3.77M | $1.3B | +26.97% |
| Q1 2025 | 4.05M | $846M | +22.09% |
| Q4 2024 | 3.99M | $811M | +21.75% |
| Q3 2024 | 3.93M | $684M | +19.73% |
| Q2 2024 | 3.78M | $486M | +16.33% |
| Q1 2024 | 3.72M | $327M | +13.71% |
| Q4 2023 | 4.63M | $245M | +11.79% |
| Q3 2023 | 4.63M | $194M | +10.41% |
| Q2 2023 | 5.18M | $134M | +8.68% |
| Q1 2023 | 5.18M | $51M | +3.64% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lingotto Investment Management LLP’s full portfolio or all institutional holders of CVNA.