4 tracked superinvestors hold CARVANA CO (CVNA), worth $2.0B combined, led by Andreas Halvorsen. Smart money is trimming CVNA as of the latest 13F filings.
Current price
$67.12
-4.7%
1Y
Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars in the United States. The company offers vehicle acquisition, inspection and reconditioning, online search and shopping experience, financing, complementary products, logistics network and distinctive fulfillment experience, and post-sale customer support services. It also operates…
Market cap
$82.9B
P/E
44.23
Div yield
0.0%
Revenue YoY
48.6%
Analyst target
$317
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$2.0B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
-1
1 buying · 2 selling
Smart money is net reducing CVNA: 2 funds trimmed versus 1 adding.
CARVANA CO (CVNA) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 1 other tracked funds, for $2.0B of combined disclosed exposure.
The largest position belongs to Andreas Halvorsen at 2.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 2.4% | $874M | |
| Held | 4.4% | $552M | |
| Trimmed | 0.6% | $378M | |
| Trimmed | 0.7% | $214M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
None disclosed.
Calls (bullish)
Which superinvestors own CVNA?
4 tracked funds hold CARVANA CO (CVNA), the largest being Andreas Halvorsen (Viking Global Investors) at 2.4% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CVNA?
In the most recent 13F quarter, 1 tracked fund added or opened CVNA and 2 trimmed it.
How much CVNA do tracked funds hold?
Combined disclosed long exposure to CVNA across tracked superinvestors is $2.0B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.