13F ticker
CVNA
Summary
Fund evidence
1Q flow window
Rank
1
Managers
23
Net value
$207.3M
Conviction
0.888
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
13F
Latest institutional flows
2026 Q2 · 1-quarter aggregate. Rank basis: manager-quality-weighted share/lifecycle flow and breadth—not reported dollars. Net shares / units are filed position changes; reported value Δ is price-sensitive and can move opposite to share direction.
| Rank | Ticker | Flow score | Flow managers | Adds / increases | Trims / exits | Net shares / units Δ | Value Δ · price-sensitive | Weighted flow |
|---|---|---|---|---|---|---|---|---|
| 1 | 100.0 | 27 | 23 | 4 | +118,126,758 | $207.3M | 0.888 |
Latest quarter
Fresh flow rows
| Ticker | State | Managers | Adds | Trims | Net value | Driver |
|---|---|---|---|---|---|---|
| CVNASector: Consumer CyclicalIndustry: Auto - DealershipsOpen CVNA on Seeking Alpha in a new tab. | net_accumulation | 27 | 23 | 4 | $207.3M | CAS Investment Partners |
Manager ledger
Who changed the position
| Manager | Lifecycle | Shares Δ | Value Δ | Weight | Evidence |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | BUILD | 4,705,400 | -$210.5M | 0.1% | C |
| MARSHALL WACE, LLP | BUILD | 2,580,230 | $158.4M | 0.1% | C |
| Aspex Management (HK) Ltd | BUILD | 9,072,909 | $145.0M | 7.0% | A+ |
| Lone Pine Capital | BUILD | 8,765,957 | $140.8M | 3.2% | B |
| Durable Capital Partners | BUILD | 5,725,141 | $129.3M | 3.7% | C |
| SANDS CAPITAL MANAGEMENT, LLC | BUILD | 6,345,697 | -$108.6M | 2.2% | B |
| Greenoaks Capital Partners | BUILD | 17,141,336 | $83.6M | 54.4% | A+ |
| MILLENNIUM MANAGEMENT LLC | BUILD | 1,894,168 | $75.2M | 0.0% | C |
| CITADEL ADVISORS LLC | BUILD | 15,922,500 | -$72.6M | 0.2% | C |
| Thrive Capital Management, LLC | EXIT | -226,761 | -$71.3M | 10.7% | A |
| Point72 Asset Management, L.P. | EXIT | -214,978 | -$67.6M | 0.1% | C |
| Viking Global Investors | BUILD | 9,542,276 | -$62.9M | 1.9% | A |
| CAS Investment Partners | BUILD | 18,018,279 | $57.2M | 74.6% | A+ |
| Alyeska Investment Group, L.P. | EXIT | -158,420 | -$49.8M | 0.1% | C |
| MAVERICK CAPITAL LTD | BUILD | 2,218,397 | $41.6M | 1.3% | B |
| RENAISSANCE TECHNOLOGIES LLC | BUILD | 3,921,232 | -$40.5M | 0.4% | C |
| MILLENNIUM MANAGEMENT LLC | BUILD | 557,400 | $27.2M | 0.0% | C |
| D. E. Shaw & Co., Inc. | BUILD | 431,700 | -$26.1M | 0.0% | C |
| MAPLELANE CAPITAL, LLC | INITIATION | 370,000 | $24.4M | 0.4% | B |
| Davis Advisors | EXIT | -50,000 | -$15.7M | 0.2% | C |
| Duquesne Family Office | INITIATION | 151,000 | $9.9M | 0.2% | A |
| D. E. Shaw & Co., Inc. | BUILD | 804,100 | -$8.9M | 0.0% | C |
| Davis Advisors | BUILD | 831,375 | $8.6M | 0.8% | C |
| Octahedron Capital Management L.P. | BUILD | 272,900 | $8.2M | 8.9% | A+ |
| 3G Capital Partners LP | BUILD | 637,500 | $7.8M | 10.9% | C |
| Point72 Asset Management, L.P. | BUILD | 201,300 | $5.8M | 0.0% | C |
| CITADEL ADVISORS LLC | BUILD | 260,860 | $5.2M | 0.0% | C |
| Whale Rock Capital | BUILD | 3,389,526 | $5.0M | 2.0% | A+ |
| MAPLELANE CAPITAL, LLC | INITIATION | 70,000 | $4.6M | 0.1% | B |
| MILLENNIUM MANAGEMENT LLC | BUILD | 424,300 | $4.1M | 0.0% | C |
| D. E. Shaw & Co., Inc. | EXIT | -9,285 | -$2.9M | 0.0% | C |
| RV Capital AG | BUILD | 1,385,998 | -$2.8M | 29.4% | A+ |
| STEADFAST CAPITAL MANAGEMENT LP | INITIATION | 34,900 | $2.3M | 0.0% | B |
| Point72 Asset Management, L.P. | BUILD | 278,000 | $2.0M | 0.0% | C |
| Coatue Management | BUILD | 2,597,865 | $1.7M | 0.5% | A+ |
| Gotham Asset Management, LLC | BUILD | 203,800 | -$808.0K | 0.0% | C |
| POLEN CAPITAL MANAGEMENT LLC | BUILD | 30,156 | $158.4K | 0.0% | C |
Reported value change can reflect price movement. Share count and lifecycle state are the primary read on buying or selling.