Fund holdings

Lone Pine Capital disclosed an increased position in CVNA for Q2 2026

Holdings as of Jun 30, 2026 (Q2 2026) · Filed Aug 14, 2026

10.5M
Shares reported · +8.77M vs prior quarter: 4.2%
Disclosed portfolio weight: $692M
Reported value

Why it stands out

3 tracked managers disclosed the same change for Q2 2026. From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.

Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell

View the official recordSEC Form 13F-HR — Institutional Investment Manager Holdings Report

All the details

Dates, kept separate

Transaction date: Not disclosed
Holdings as of (quarter end): Jun 30, 2026
Filed with the SEC: Aug 14, 2026

Increased4.2% of disclosed portfolio+500% shares3 tracked managers

Context

Change vs prior quarter

Increased

Compared with the manager's Q1 2026 13F

Shares, prior quarter

1,754,709

Shares, this quarter

10,520,666

Share-count change

+499.6%

Share count drives classification; reported value also moves with price

Weight in disclosed 13F portfolio

4.23%

Within the filing's reported positions, not the manager's total assets

Tracked managers with the same change

3

For Q2 2026

Source receipt

Record ID: 0000919574-26-005485
Filed / recorded: Aug 14, 2026, 8:06 PM UTC
Added to OQRO: Oct 2, 2026, 9:25 AM UTC
Parser: 13f-infotable-v1
Data quality: Verified: identifiers matched exactly
Issuer (as reported): CARVANA CO
CUSIP: 146869102
Quarter end: Jun 30, 2026
Prior quarter end: Mar 31, 2026
Shares, prior: 1,754,709
Shares, current: 10,520,666
Reported value: $692,470,236
Split-adjusted: No

Around the same time

4w ago

7,016Shares · @ $72.18

Routine share withholding; mechanical by default.

Why it stands out Official record

Officer sold ~$2.1M of Carvana

Scheduled in advance4w ago

Officer sold ~$1.47M of Carvana