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Position history for Lone Pine Capital LLCLone Pine Capital LLC's holdings in Carvana Co.

Yes. Lone Pine Capital holds 10,520,666 shares of CVNA (Carvana), worth $692.5M, as of its Q2 2026 13F filing. It increased the position by 1,747,121 shares (+19.9%) from Q1 2026. Lone Pine Capital has held CVNA since Q1 2025, across 6 quarterly 13F filings. CVNA is 4.2% of Lone Pine Capital's reported 13F portfolio.

Current Value

$692.5M

Current Shares

10.5M

Total Value Change

+$208.6M

Total Shares Change

+8.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10.5M
+19.9%
$692.5M4.2%$65.82
70
2026-Q1
Decreased
1.8M
-1.4%
$551.6M4.4%$62.88
0
2025-Q4
Increased
1.8M
+0.8%
$750.9M5.5%$84.40
63
2025-Q3
Unchanged
1.8M
0.0%
$665.9M4.8%$75.45
0
2025-Q2
Decreased
1.8M
-23.7%
$594.8M4.2%$67.39
0
2025-Q1
New
2.3M
—
$483.8M4.2%$41.82
88

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