Andreas Halvorsen's CVNA Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 1.06 M shares of Carvana Co. (CVNA) worth $447.99 M, representing 1.19% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in CVNA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 1.68 M shares. Largest reduction occurred in Q2 2025, reducing 1.48 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Carvana Co (CVNA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carvana Co (CVNA) Trades by Andreas Halvorsen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.04 M | Reduce 49.48% | 1.06 M | $422.02 |
| Q3 2025 | +1.02 M | Add 94.92% | 2.1 M | $377.24 |
| Q2 2025 | -1.48 M | Reduce 57.79% | 1.08 M | $336.96 |
| Q1 2025 | +1.68 M | Add 192.34% | 2.55 M | $209.08 |
| Q4 2024 | +604,495 | Add 224.65% | 873,583 | $203.36 |
| Q3 2024 | -284,533 | Reduce 51.39% | 269,088 | $174.11 |
| Q2 2024 | +553,621 | New Buy | 553,621 | $128.72 |
| Q4 2019 | -120,287 | Sold Out | 0 | $0.00 |
| Q3 2019 | +120,287 | New Buy | 120,287 | $66.00 |
Andreas Halvorsen's Carvana Co Investment FAQs
Andreas Halvorsen first purchased Carvana Co. (CVNA) in Q3 2019, acquiring 120,287 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Carvana Co. (CVNA) for 9 quarters since Q3 2019.
Andreas Halvorsen's largest addition to Carvana Co. (CVNA) was in Q1 2025, adding 2,553,861 shares worth $533.96 M.
According to the latest 13F filing for Q4 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 1,061,533 shares of Carvana Co. (CVNA), valued at approximately $447.99 M.
As of the Q4 2025 filing, Carvana Co. (CVNA) represents approximately 1.19% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings.
Andreas Halvorsen's peak holding in Carvana Co. (CVNA) was 2,553,861 shares, as reported at the end of Q1 2025.