Question 1

How many shares of CVNA does Whale Rock Capital Management LLC own?

Accepted Answer

As of 2026-Q2, Whale Rock Capital Management LLC holds 4.3M shares of CVNA (CARVANA CO).

Question 2

What is Whale Rock Capital Management LLC's CVNA position worth?

Accepted Answer

As of 2026-Q2, Whale Rock Capital Management LLC's CVNA position is worth $280.9M.

Question 3

Is Whale Rock Capital Management LLC buying or selling CVNA?

Accepted Answer

In 2026-Q2, Whale Rock Capital Management LLC increased their CVNA position (+386.3% change in shares).

Question 4

When did Whale Rock Capital Management LLC first buy CVNA?

Accepted Answer

Based on available 13F filings, Whale Rock Capital Management LLC first reported a position in CVNA in 2024-Q3. They have held the position across 21 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4.3M	+386.3%	$280.9M	2.3%	$65.82	86
2026-Q1	Decreased	877,554	-18.1%	$275.9M	3.6%	$318.99	0
2025-Q4	Increased	1.1M	+88.6%	$451.9M	5.8%	$429.55	96
2025-Q3	Decreased	567,711	-2.6%	$214.2M	2.5%	$392.66	0
2025-Q2	Decreased	582,811	-49.4%	$196.4M	2.7%	$319.26	0
2025-Q1	Decreased	1.2M	-5.3%	$240.6M	4.2%	$204.41	0
2024-Q4	Increased	1.2M	+29.8%	$247M	2.9%	$210.55	67
2024-Q3	New	935,919	—	$163M	2.3%	$169.78	80