SEC 13F Intelligence

Semanteon Capital Management, LP / CVNA

Semanteon Capital Management, LP’s Carvana Co Position

Does Semanteon Capital Management, LP own Carvana Co (CVNA)? Not currently — the last reported position was 2.8K shares worth $951,238 in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$951,238
Q2 2025
Shares
2.8K
% of Portfolio
+1.43%
Quarters Held
2
position exited

Position History CVNA

Reported value by quarter
Q4 ’24: $909,426Q4 ’24Q2 ’25: $951,238Q2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20252.8K$951,238+1.43%
Q4 20244.5K$909,426+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Semanteon Capital Management, LP’s full portfolio or all institutional holders of CVNA.