CVNA Carvana Co.
Carvana Co. (CVNA) Hedge Fund Activity
This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.
Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.
Most significant moves
Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.
| Fund | Action | Shares changed | Change | Est. value | Portfolio wt. | Score |
|---|---|---|---|---|---|---|
| Divisadero Street Capital Management Long/Short | Increased | +3.03M | +267.4% | $199.5M | 6.4% | 81 |
| Electron Capital Partners Long/Short | New | +813.1K | — | $53.5M | 2.2% | 71 |
| Palestra Capital Management Long/Short | Reduced | -1.19M | -60.0% | $78.6M | 1.8% | 69 |
| Sachem Head Capital Management Activist Value | Increased | +525.0K | +13.3% | $34.6M | 6.2% | 67 |
| Durable Capital Partners Growth | Increased | +1.74M | +35.0% | $114.7M | 4.3% | 66 |
| Point72 Asset Management, L.P. | Sold Out | -1.07M | -100.0% | $70.7M | 0.0% | 66 |
| Lone Pine Capital Long/Short Growth | Increased | +1.75M | +19.9% | $115.0M | 4.2% | 64 |
| Alyeska Investment Group, L.P. | Sold Out | -792.1K | -100.0% | $52.1M | 0.0% | 63 |
| WORLDQUANT MILLENNIUM ADVISORS LLC Quant | New | +740.8K | — | $48.8M | 0.2% | 61 |
| D. E. Shaw & Co., Inc. Quant | Sold Out | -46.4K | -100.0% | $3.1M | 0.0% | 60 |
Most significant buyers
By move score, not size.
- Divisadero Street Capital Management
- Electron Capital Partners
- Sachem Head Capital Management
- Durable Capital Partners
- Lone Pine Capital
Most significant sellers
By move score, not size.
- Palestra Capital Management
- Point72 Asset Management, L.P.
- Alyeska Investment Group, L.P.
- D. E. Shaw & Co., Inc.
- Aristeia Capital
Hedge fund positions
| Fund | Tier | Shares | Previous | Change | Change % | Portfolio wt. | Action | Score |
|---|---|---|---|---|---|---|---|---|
| Divisadero Street Capital Management | 2 | 4.2M | 1.1M | +3.03M | +267.4% | 6.4% | Increased | 81 |
| Electron Capital Partners | 2 | 813.1K | 0 | +813.1K | — | 2.2% | New | 71 |
| Palestra Capital Management | 2 | 795.6K | 2.0M | -1.19M | -60.0% | 1.8% | Reduced | 69 |
| Sachem Head Capital Management | 1 | 4.5M | 4.0M | +525.0K | +13.3% | 6.2% | Increased | 67 |
| Durable Capital Partners | 1 | 6.7M | 5.0M | +1.74M | +35.0% | 4.3% | Increased | 66 |
| Point72 Asset Management, L.P. | 1 | 0 | 1.1M | -1.07M | -100.0% | 0.0% | Sold Out | 66 |
| Lone Pine Capital | 1 | 10.5M | 8.8M | +1.75M | +19.9% | 4.2% | Increased | 64 |
| Alyeska Investment Group, L.P. | 2 | 0 | 792.1K | -792.1K | -100.0% | 0.0% | Sold Out | 63 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 740.8K | 0 | +740.8K | — | 0.2% | New | 61 |
| D. E. Shaw & Co., Inc. | 1 | 0 | 46.4K | -46.4K | -100.0% | 0.0% | Sold Out | 60 |
| MARSHALL WACE, LLP | 2 | 2.6M | 229.4K | +2.40M | +1044.9% | 0.2% | Increased | 59 |
| MILLENNIUM MANAGEMENT LLC | 2 | 2.1M | 994.5K | +1.10M | +110.5% | 0.1% | Increased | 58 |
| Steadfast Capital Management | 2 | 34.9K | 0 | +34.9K | — | 0.1% | New | 57 |
| Maplelane Capital | 2 | 70.0K | 0 | +70.0K | — | 0.2% | New | 57 |
| Weiss Asset Management | 2 | 84.5K | 0 | +84.5K | — | 0.1% | New | 56 |
| Winton Group | 4 | 350.1K | 0 | +350.1K | — | 0.8% | New | 56 |
| Hudson Bay Capital Management | 3 | 19.9K | 0 | +19.9K | — | 0.0% | New | 55 |
| Trexquant Investment | 3 | 244.5K | 0 | +244.5K | — | 0.1% | New | 55 |
| LMR Partners | 3 | 104.6K | 0 | +104.6K | — | 0.1% | New | 55 |
| ExodusPoint Capital Management | 3 | 123.1K | 0 | +123.1K | — | 0.1% | New | 55 |
| Aristeia Capital | 2 | 0 | 8.1K | -8.1K | -100.0% | 0.0% | Sold Out | 54 |
| Balyasny Asset Management L.P. | 2 | 189.0K | 37.5K | +151.5K | +403.9% | 0.0% | Increased | 53 |
| Schonfeld Strategic Advisors | 3 | 54.6K | 0 | +54.6K | — | 0.0% | New | 53 |
| VIKING GLOBAL INVESTORS LP | 1 | 12.3M | 13.9M | -1.58M | -11.4% | 2.3% | Reduced | 53 |
| Brevan Howard Capital Management | 3 | 30.2K | 0 | +30.2K | — | 0.0% | New | 51 |
| Edgestream Partners | 4 | 0 | 30.0K | -30.0K | -100.0% | 0.0% | Sold Out | 51 |
| Spruce House Investment Management | 1 | 11.7M | 11.7M | 0 | +0.0% | 22.6% | Increased | 51 |
| Voleon Capital Management | 3 | 0 | 5.6K | -5.6K | -100.0% | 0.0% | Sold Out | 51 |
| Woodline Partners LP | 2 | 10.4K | 201.7K | -191.2K | -94.8% | 0.0% | Reduced | 51 |
| Lighthouse Investment Partners | 3 | 4.6K | 0 | +4.6K | — | 0.0% | New | 51 |
| Whale Rock Capital Management | 1 | 4.3M | 4.4M | -120.7K | -2.8% | 2.3% | Reduced | 51 |
| Parallax Volatility Advisers | 3 | 2 | 0 | +2 | — | 0.0% | New | 50 |
| Davidson Kempner Capital Management | 2 | 656.5K | 406.5K | +250.0K | +61.5% | 1.0% | Increased | 50 |
| Capula Management | 2 | 2.1K | 405 | +1.7K | +418.5% | 0.0% | Increased | 50 |
| Moore Capital Management | 3 | 86.2K | 6.2K | +79.9K | +1281.2% | 0.2% | Increased | 49 |
| Centiva Capital | 4 | 6.4K | 0 | +6.4K | — | 0.0% | New | 48 |
| Senator Investment Group | 2 | 1.1M | 922.9K | +215.0K | +23.3% | 2.9% | Increased | 48 |
| Squarepoint Ops LLC | 2 | 34.9K | 18.8K | +16.1K | +85.6% | 0.0% | Increased | 47 |
| D1 Capital Partners L.P. | 1 | 3.8M | 3.3M | +437.4K | +13.1% | 0.7% | Increased | 46 |
| TWO SIGMA INVESTMENTS, LP | 2 | 168.1K | 98.8K | +69.3K | +70.2% | 0.0% | Increased | 45 |
| Walleye Capital | 3 | 8.6K | 5 | +8.6K | +171840.0% | 0.0% | Increased | 45 |
| Y-Intercept | 4 | 96.4K | 28.9K | +67.5K | +233.3% | 0.1% | Increased | 45 |
| Maverick Capital | 2 | 2.6M | 2.1M | +537.3K | +25.6% | 1.6% | Increased | 44 |
| Alphadyne Asset Management | 3 | 3.6K | 20.6K | -17.0K | -82.6% | 0.0% | Reduced | 44 |
| Man Group | 3 | 146.8K | 502.7K | -355.9K | -70.8% | 0.0% | Reduced | 43 |
| Capstone Investment Advisors | 3 | 4.6K | 17.4K | -12.8K | -73.7% | 0.0% | Reduced | 40 |
| RENAISSANCE TECHNOLOGIES LLC | 1 | 5.1M | 6.0M | -883.6K | -14.7% | 0.5% | Reduced | 40 |
| PAR Capital Management | 2 | 1.7M | 1.7M | 0 | +0.0% | 2.8% | Increased | 40 |
| Scopus Asset Management | 2 | 1.0M | 926.9K | +89.9K | +9.7% | 1.8% | Increased | 38 |
| COATUE MANAGEMENT LLC | 1 | 3.3M | 3.4M | -126.1K | -3.7% | 0.4% | Reduced | 37 |
| CITADEL ADVISORS LLC | 1 | 308.9K | 240.3K | +68.6K | +28.5% | 0.0% | Increased | 36 |
| Tremblant Capital Group | 2 | 631.0K | 641.9K | -11.0K | -1.7% | 1.2% | Reduced | 32 |
| Boothbay Fund Management | 4 | 50.1K | 34.9K | +15.3K | +43.8% | 0.1% | Increased | 31 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 638.4K | 553.5K | +84.9K | +15.3% | 0.1% | Increased | 31 |
| Gotham Asset Management, LLC | 2 | 261.0K | 286.1K | -25.1K | -8.8% | 0.0% | Reduced | 28 |
| AQR Capital Management | 3 | 116.5K | 99.8K | +16.6K | +16.7% | 0.0% | Increased | 26 |
| Holocene Advisors, LP | 2 | 250.0K | 250.0K | 0 | +0.0% | 0.0% | Increased | 24 |
| Wolverine Asset Management | 2 | 8.0K | 8.0K | 0 | +0.0% | 0.0% | Increased | 22 |
Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeHedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.