Thrive Capital Management, LLC / CVNA
Thrive Capital Management, LLC’s Carvana Co Position
Does Thrive Capital Management, LLC own Carvana Co (CVNA)? Yes — 226.8K shares worth $71M (+20.74% of its 13F portfolio) as of Q1 2026.
Position Value
$71M
Q1 2026
Shares
226.8K
% of Portfolio
+20.74%
Quarters Held
17
currently held
Position History CVNA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 226.8K | $71M | +20.74% |
| Q4 2025 | 226.8K | $96M | +27.18% |
| Q3 2025 | 226.8K | $86M | +17.81% |
| Q2 2025 | 226.8K | $76M | +32.37% |
| Q1 2025 | 2.27M | $474M | +80.50% |
| Q4 2024 | 2.27M | $461M | +78.86% |
| Q3 2024 | 2.27M | $395M | +39.35% |
| Q2 2024 | 2.27M | $292M | +34.24% |
| Q1 2024 | 2.27M | $199M | +28.28% |
| Q4 2023 | 2.27M | $120M | +24.79% |
| Q3 2023 | 2.27M | $95M | +24.38% |
| Q2 2023 | 2.95M | $76M | +22.31% |
| Q1 2023 | 2.95M | $29M | +10.29% |
| Q4 2022 | 2.95M | $14M | +6.34% |
| Q3 2022 | 1.50M | $34M | +9.90% |
| Q2 2022 | 1.50M | $34M | +7.03% |
| Q1 2022 | 812.7K | $97M | +9.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thrive Capital Management, LLC’s full portfolio or all institutional holders of CVNA.