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Adds vs. Reduces by Quarter
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CVNA —
CARVANA CO
CUSIP: 146869102 · Held by 10 superinvestors · Combined value: $8,338,606,665
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.5% | $3,056,611,098 | 7,242,811 | ADD | +1,913,782 |
| 2 | Clifford Sosin | 83.2% | $1,945,596,604 | 4,610,200 | REDUCE | -279,474 |
| 3 | Philippe Laffont | 2.1% | $826,411,802 | 1,958,229 | REDUCE | -44,979 |
| 4 | Steve Mandel | 5.5% | $750,912,003 | 1,779,328 | ADD | +14,037 |
| 5 | Jim Simons | 0.9% | $593,950,104 | 1,407,398 | ADD | +394,286 |
| 6 | Andreas Halvorsen | 1.2% | $447,988,157 | 1,061,533 | REDUCE | -1,039,708 |
| 7 | Henry Ellenbogen | 3.7% | $390,387,491 | 925,045 | ADD | +32,568 |
| 8 | Lee Ainslie | 2.1% | $194,920,065 | 461,874 | ADD | +244,322 |
| 9 | Robert Vinall | 29.8% | $128,042,134 | 303,403 | REDUCE | -141,852 |
| 10 | Polen Capital | 0.0% | $3,787,207 | 8,974 | REDUCE | -1,482 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Henry Ellenbogen | ADD | +32,568 | +3.6% |
| Jim Simons | ADD | +394,286 | +38.9% |
| Ken Griffin | ADD | +1,913,782 | +35.9% |
| Lee Ainslie | ADD | +244,322 | +112.3% |
| Steve Mandel | ADD | +14,037 | +0.8% |
| Andreas Halvorsen | REDUCE | -1,039,708 | -49.5% |
| Clifford Sosin | REDUCE | -279,474 | -5.7% |
| Philippe Laffont | REDUCE | -44,979 | -2.2% |
| Polen Capital | REDUCE | -1,482 | -14.2% |
| Robert Vinall | REDUCE | -141,852 | -31.9% |
| Ray Dalio | SOLD | -14,229 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | NEW BUY | +217,552 | New |
| Ray Dalio | NEW BUY | +14,229 | New |
| Andreas Halvorsen | ADD | +1,023,265 | +94.9% |
| Philippe Laffont | ADD | +203,153 | +11.3% |
| Clifford Sosin | REDUCE | -32,594 | -0.7% |
| Ken Griffin | REDUCE | -43,304 | -0.8% |
| Polen Capital | REDUCE | -1,239 | -10.6% |
| Robert Vinall | REDUCE | -65,097 | -12.8% |
| Steve Mandel | REDUCE | -383,500 | -17.8% |
Who Owns CVNA? Superinvestor Holdings
CARVANA CO is held by 10 tracked superinvestors, with a combined position value of $8.3 billion . The largest positions are held by Ken Griffin (0.5% of portfolio), Clifford Sosin (83.2% of portfolio), Philippe Laffont (2.1% of portfolio).
In the most recent quarter, 5 superinvestors added or initiated positions while 5 reduced or exited.