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Position history for Whale Rock Capital Management LLCWhale Rock Capital Management LLC's holdings in CARVANA CO

Yes. Whale Rock Capital Management holds 4,267,080 shares of CVNA (Carvana), worth $280.9M, as of its Q2 2026 13F filing. It increased the position from 877,554 shares in Q1 2026. Whale Rock Capital Management has held CVNA since Q3 2024, across 8 quarterly 13F filings. CVNA is 2.3% of Whale Rock Capital Management's reported 13F portfolio.

Current Value

$280.9M

Current Shares

4.3M

Total Value Change

+$117.9M

Total Shares Change

+3.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.3M
+386.3%
$280.9M2.3%$65.82
86
2026-Q1
Decreased
877,554
-18.1%
$275.9M3.6%$318.99
0
2025-Q4
Increased
1.1M
+88.6%
$451.9M5.8%$429.55
96
2025-Q3
Decreased
567,711
-2.6%
$214.2M2.5%$392.66
0
2025-Q2
Decreased
582,811
-49.4%
$196.4M2.7%$319.26
0
2025-Q1
Decreased
1.2M
-5.3%
$240.6M4.2%$41.82
0
2024-Q4
Increased
1.2M
+29.8%
$247M2.9%$40.67
67
2024-Q3
New
935,919
-
$163M2.3%$34.82
80

Other major holders of CVNA: PRICE T ROWE ASSOCIATES INC /MD/, VANGUARD GROUP INC

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