Whale Rock Capital Management LLC

Position in CVNA — Carvana Co.

CIK 1387322 Boston, MA

Position in CVNA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$55,177,085

-$35,202,887 QoQ

Shares Held

877,554

-18.0% QoQ

Ownership

0.400%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Whale Rock Capital Management LLC holds $55,177,085 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	877,554	$55,177,085

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,177,085	877,554	-18.0%	Shares	Sole	2026-05-15
2025-12-31	$90,379,972	1,070,802	+88.6%	Shares	Sole	2026-02-17
2025-09-30	$42,832,659	567,711	-2.6%	Shares	Sole	2025-11-14
2025-06-30	$39,276,798	582,811	-49.3%	Shares	Sole	2025-08-14
2025-03-31	$48,115,580	1,150,650	-5.3%	Shares	Sole	2025-05-15
2024-12-31	$49,403,424	1,214,679	+29.8%	Shares	Sole	2025-02-14
2024-09-30	$32,590,571	935,919	-60.1%	Shares	Sole	2024-11-14
2021-12-31	$108,829,809	2,347,595	+168.4%	Shares	Sole	2022-02-14
2021-09-30	$52,753,096	874,728	0.0%	Shares	Sole	2021-11-15
2021-06-30	$52,802,080	874,728	-20.5%	Shares	Sole	2021-09-24
2021-03-31	$57,743,848	1,100,302	-18.7%	Shares	Sole	2021-05-17
2020-12-31	$64,833,513	1,353,292	+386.4%	Shares	Sole	2021-02-16
2020-09-30	$12,411,638	278,213	-86.1%	Shares	Sole	2020-11-16
2020-06-30	$48,109,857	2,001,242	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$21,850,996	1,983,209	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.