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Whale Rock Capital Management LLC → CVNA
Whale Rock Capital Management LLC CVNA Position History
Carvana Co. • Consumer Cyclical
Quarters held
8
Latest value
$280.9M
Q2 2026
Peak value
$451.9M
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $163M |
| Q4 2024 | $247M |
| Q1 2025 | $240.6M |
| Q2 2025 | $196.4M |
| Q3 2025 | $214.2M |
| Q4 2025 | $451.9M |
| Q1 2026 | $275.9M |
| Q2 2026 | $280.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $280.9M | 4.27M | — | — |
| Q1 2026 | $275.9M | 877.6K | — | — |
| Q4 2025 | $451.9M | 1.07M | — | — |
| Q3 2025 | $214.2M | 567.7K | — | — |
| Q2 2025 | $196.4M | 582.8K | — | — |
| Q1 2025 | $240.6M | 1.15M | — | — |
| Q4 2024 | $247M | 1.21M | — | — |
| Q3 2024 | $163M | 935.9K | — | — |