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Coatue Management's Carvana Co. (CVNA) position

Yes: as of Q1 2026, Coatue Management holds 681K shares of CVNA worth $214M (0.7% of the disclosed portfolio). Last quarter the position was reduced by 65.2%. First disclosed Q2 2022.
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Current value
$214M
Shares held
681K
% of portfolio
0.7%
Est. average buy price (i)
$268.50
Quarter-end price
$314.49

Estimated trade prices

Average price in quarters with purchases
$169.05
Average prices in quarters with sales
  • Q1 2026: $371.64 (1.3M shares sold)
  • Q4 2025: $371.57 (45K shares sold)

CVNA price vs Management's position

1Y 3Y 5Y MAX
Dates
$3$200$400$60020222023202420252026New position of 174K shares · Q2 2022. Average closing price $52.61 · Price range $20.92–$132.96174KsharespurchasedNew position of 1.1M shares · Q1 2023. Average closing price $8.67 · Price range $4.41–$14.451.1MsharespurchasedNew position of 535K shares · Q1 2025. Average closing price $221.24 · Price range $166.52–$285.33535KsharespurchasedAdded 1.3M shares (236.2%) · Q2 2025. Average closing price $274.19 · Price range $162.57–$345.641.3MsharespurchasedAdded 203K shares (11.3%) · Q3 2025. Average closing price $357.61 · Price range $326.09–$392.66203KsharespurchasedSold 45K shares (2.2%) · Q4 2025. Average closing price $371.57 · Price range $290.14–$472.7345KsharessoldSold 1.3M shares (65.2%) · Q1 2026. Average closing price $371.64 · Price range $281.28–$477.901.3Msharessold
Average closing price · filing quarter
$371.64
Price range · filing quarter
$281.28 – $477.90
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −1.3M −$475M −65.2% 681K May 15, 2026
Q4 2025 Reduced −45K −$17M −2.2% 2.0M May 15, 2026
Q3 2025 Added +203K +$73M +11.3% 2.0M Nov 14, 2025
Q2 2025 Added +1.3M +$347M +236.2% 1.8M Aug 14, 2025
Q1 2025 New +535K +$118M – 535K May 15, 2025
Q2 2023 First covered – – – 500K Aug 14, 2023
Q1 2023 New +1.1M +$9.7M – 1.1M May 15, 2023
Q3 2022 First covered – – – 174K Nov 14, 2022
Q2 2022 New +174K +$9.1M – 174K Aug 15, 2022
Data through Q1 2026 · filed May 15, 2026
9 grouped rows from 9 quarters

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Common questions

Does Coatue Management own CVNA?

Yes. As of Q1 2026, Coatue Management disclosed 681K shares of CVNA, worth $214M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy CVNA?

Coatue Management first disclosed a CVNA position in Q2 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell CVNA?

The quarter-by-quarter table above shows each sale and reduction Coatue Management disclosed in CVNA. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of CVNA does Coatue Management own?

Coatue Management disclosed 681K shares of CVNA as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for CVNA?

Coatue Management's estimated average buy price for CVNA is $268.50, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.