Lee Ainslie's CVNA Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 217,552 shares of Carvana Co. (CVNA) worth $82.07 M, representing 1.10% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in CVNA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 311,395 shares. Largest reduction occurred in Q3 2025, reducing 518,159 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Carvana Co (CVNA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carvana Co (CVNA) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +3,488 | New Buy | 3,488 | $120.13 |
| Q3 2020 | -1,994 | Reduce 57.17% | 1,494 | $222.89 |
| Q4 2020 | -1,494 | Sold Out | 1,494 | $0.00 |
| Q1 2021 | +509 | New Buy | 509 | $263.26 |
| Q2 2021 | +311,395 | Add 61177.80% | 311,904 | $301.82 |
| Q3 2021 | -1,677 | Reduce 0.54% | 310,227 | $301.54 |
| Q4 2021 | +160,767 | Add 51.82% | 470,994 | $231.79 |
| Q1 2022 | +162,079 | Add 34.41% | 633,073 | $119.29 |
| Q2 2022 | +63,121 | Add 9.97% | 696,194 | $22.58 |
| Q3 2022 | +39,517 | Add 5.68% | 735,711 | $20.30 |
| Q4 2022 | -735,711 | Sold Out | 735,711 | $0.00 |
| Q3 2025 | +217,552 | New Buy | 217,552 | $377.24 |
Lee Ainslie's Carvana Co Investment FAQs
Lee Ainslie first purchased Carvana Co. (CVNA) in Q2 2020, acquiring 3,488 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Carvana Co. (CVNA) for 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Carvana Co. (CVNA) was in Q2 2021, adding 311,904 shares worth $94.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 217,552 shares of Carvana Co. (CVNA), valued at approximately $82.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Carvana Co. (CVNA) represents approximately 1.10% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in Carvana Co. (CVNA) was 735,711 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.