Whale Rock Capital Management LLC

Position in CVNA — Carvana Co.

CIK 1387322 Boston, MA

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$280,859,205

+$4,973,779 QoQ

Shares Held

4,267,080

-2.8% QoQ

Ownership

0.388%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#30

of 814 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Whale Rock Capital Management LLC holds $280,859,205 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	4,267,080	$280,859,205

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,859,205	4,267,080	+386.2%	Shares	Sole	2026-08-14
2026-03-31	$275,885,426	877,554	-18.0%	Shares	Sole	2026-05-15
2025-12-31	$451,899,860	1,070,802	+88.6%	Shares	Sole	2026-02-17
2025-09-30	$214,163,297	567,711	-2.6%	Shares	Sole	2025-11-14
2025-06-30	$196,383,994	582,811	-49.3%	Shares	Sole	2025-08-14
2025-03-31	$240,577,902	1,150,650	-5.3%	Shares	Sole	2025-05-15
2024-12-31	$247,017,121	1,214,679	+29.8%	Shares	Sole	2025-02-14
2024-09-30	$162,952,857	935,919	-60.1%	Shares	Sole	2024-11-14
2021-12-31	$544,149,045	2,347,595	+168.4%	Shares	Sole	2022-02-14
2021-09-30	$263,765,481	874,728	0.0%	Shares	Sole	2021-11-15
2021-06-30	$264,010,404	874,728	-20.5%	Shares	Sole	2021-09-24
2021-03-31	$288,719,244	1,100,302	-18.7%	Shares	Sole	2021-05-17
2020-12-31	$324,167,565	1,353,292	+386.4%	Shares	Sole	2021-02-16
2020-09-30	$62,058,191	278,213	-86.1%	Shares	Sole	2020-11-16
2020-06-30	$240,549,288	2,001,242	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$109,254,983	1,983,209	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.