Position in CVNA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$692,470,236
+$140,824,821 QoQ
Shares Held
10,520,666
+19.9% QoQ
Ownership
0.956%
of shares outstanding
% of Portfolio
4.23%
of 13F equity value
Holder Rank
#16
of 814 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVNA Over Time
Shares Held
Position Value (USD)
Derivatives in CVNA
reported options exposure · as of Jun 30, 2025CallValue
$129,224,160
CallShares
1,917,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026LONE PINE CAPITAL LLC holds $692,470,236 across 1 Auto & Truck Dealerships name. CVNA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
This page
|
10,520,666 | $692,470,236 |
All Filings in CVNA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,470,236 | 10,520,666 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $551,645,415 | 1,754,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $750,912,002 | 1,779,328 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $665,938,376 | 1,765,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $594,832,455 | 1,765,291 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $129,224,160 | 383,500 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $80,182,180 | 383,500 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $483,846,245 | 2,314,168 | Shares | Sole | 2025-05-15 | |
| 2021-09-30 | $645,991,855 | 2,142,309 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $646,591,702 | 2,142,309 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $631,914,041 | 2,408,209 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $586,457,398 | 2,448,265 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $102,129,733 | 849,665 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $280,968,640 | 5,100,175 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||