Carvana Co (CVNA) grew to 2.31% of Ole Andreas Halvorsen's Viking Global Investors portfolio in 2026 Q2, from 2.44%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 343% to 12.3M shares, and the position is worth about $811.1M and ranks 13th of 90 stocks by weight.
What did the 2026 Q2 filing report for CVNA?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 2.78M | 12.3M |
| Shares added | +9.54M (343%) | |
| Reported value | $874M | $811.1M |
| Portfolio weight | 2.44% | 2.31% |
| Rank in portfolio | 13th of 90 |
How much did Ole Andreas Halvorsen add to CVNA?
Ole Andreas Halvorsen added 9.54M shares of CVNA during 2026 Q2, taking the stake from 2.78M to 12.3M.
Where does CVNA sit in the Ole Andreas Halvorsen portfolio?
CVNA ranks 13th of 90 stock positions in the Ole Andreas Halvorsen portfolio at 2.31%, above the fund's average stock position of 1%. The largest stock position is V at 6.25%. Next come TSM at 4.31% and APD at 3.96%. The three largest stocks together are 14.53% of the book. The CVNA addition was the 7th largest of the quarter's 101 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Ole Andreas Halvorsen reported 90 stock positions, with 34 opened and 21 closed. The total portfolio value is about $35.1B, down 2% from the prior quarter.
How long has Ole Andreas Halvorsen held CVNA?
Ole Andreas Halvorsen first reported CVNA in the quarter ended September 30, 2019. The fund sold out of the name in 2019 Q4 and came back in 2024 Q2. The weight peaked at 2.44% in 2026 Q1. The fund added to it last quarter as well, by 162%. Every reported trade is on the Ole Andreas Halvorsen CVNA trade history page.
Did other funds buy or sell CVNA in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 5 hold CVNA. Of those, 5 added to the position this quarter and none trimmed it. The largest buyers of CVNA this quarter were Clifford Sosin, Stephen Mandel and Henry Ellenbogen. Every tracked holder of CVNA is on the CVNA ownership page.
FAQ
How many CVNA shares did Ole Andreas Halvorsen buy in 2026 Q2?
Ole Andreas Halvorsen added 9.54M shares of CVNA, a 343% increase, to 12.3M shares.
What is the CVNA position of Ole Andreas Halvorsen worth now?
The CVNA position of Ole Andreas Halvorsen is worth about $811.1M at June 30, 2026 prices, 2.31% of the portfolio.
Is CVNA a top holding of Ole Andreas Halvorsen?
CVNA ranks 13th of 90 stock positions in the Ole Andreas Halvorsen portfolio, at 2.31%.
Did other funds add to CVNA in 2026 Q2?
Among the 5 other tracked funds that hold CVNA, 5 added to it in 2026 Q2 and none trimmed it.