Lee Ainslie's CVNA Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 2.31 M shares of Carvana Co. (CVNA) worth $194.92 M, representing 2.09% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 13 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 1.56 M shares. Largest reduction occurred in Q4 2022, reducing 3.68 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.22 M | Add 112.31% | 2.31 M | $84.40 |
| Q3 2025 | +217,552 | New Buy | 1.09 M | $75.45 |
| Q4 2022 | -3.68 M | Sold Out | 0 | $0.00 |
| Q3 2022 | +197,585 | Add 5.68% | 3.68 M | $4.06 |
| Q2 2022 | +315,605 | Add 9.97% | 3.48 M | $4.52 |
| Q1 2022 | +810,395 | Add 34.41% | 3.17 M | $23.86 |
| Q4 2021 | +803,835 | Add 51.82% | 2.35 M | $46.36 |
| Q3 2021 | -8,385 | Reduce 0.54% | 1.55 M | $60.31 |
| Q2 2021 | +1.56 M | Add 61177.80% | 1.56 M | $60.36 |
| Q1 2021 | +2,545 | New Buy | 2,545 | $52.65 |
| Q4 2020 | -7,470 | Sold Out | 0 | $0.00 |
| Q3 2020 | -9,970 | Reduce 57.17% | 7,470 | $44.58 |
| Q2 2020 | +3,488 | New Buy | 17,440 | $24.03 |
Lee Ainslie's Carvana Co Investment FAQs
Lee Ainslie first purchased Carvana Co. (CVNA) in Q2 2020, acquiring 17,440 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 13 quarters since Q2 2020.
Lee Ainslie's largest addition to Carvana Co. (CVNA) was in Q2 2021, adding 1,559,520 shares worth $94.14 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 2,309,370 shares of Carvana Co. (CVNA), valued at approximately $194.92 M.
As of the Q4 2025 filing, Carvana Co. (CVNA) represents approximately 2.09% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Carvana Co. (CVNA) was 3,678,555 shares, as reported at the end of Q3 2022.