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Taylor Frigon Capital Management LLC → CVNA

Taylor Frigon Capital Management LLC CVNA Position History

Carvana Co. • Consumer Cyclical

Quarters held
4
Latest value
$3.4M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.3M
Q1 2026$2.8M
Q2 2026$3.8M
Q3 2026$3.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.4M54.6K——
Q2 2026$3.8M57.1K——
Q1 2026$2.8M8.8K——
Q4 2025$3.3M7.8K——

Other funds holding CVNA

Other Taylor Frigon Capital Management LLC positions

ALAB

ASTERA LABS INC

$6.4M
NET

CLOUDFLARE INC

$5.3M
CRDO

CREDO TECHNOLOGY GROUP HOLDI

$5.2M
CDNL

CARDINAL INFRASTRUCTURE GROU

$5M
PANW

PALO ALTO NETWORKS INC

$4.4M
KLAC

KLA CORP

$4.4M
TSEM

TOWER SEMICONDUCTOR LTD

$4.3M
ALAB

ASTERA LABS INC

$4.3M