Vault-13

CARVANA CO CVNA

CL A · Common Stock · CUSIP 146869102 · ISIN US1468691027

Online used car dealer based in Arizona

742 institutional holders +126 vs Q1 2025
132,242,860132.2m shares reported held*
$44.6bnreported value*
186 new 288 added 201 reduced 66 sold out net bought ≈ $3.0bn (+8.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($81.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $336.99. Options: 53 managers hold calls ($7.9bn notional), 50 hold puts ($4.6bn).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 272Q4 22: 223Q1 23: 215Q2 23: 247Q3 23: 258Q4 23: 293Q1 24: 336Q2 24: 414Q3 24: 492Q4 24: 589Q1 25: 616Q2 25: 742742Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022272
Q4 2022223
Q1 2023215
Q2 2023247
Q3 2023258
Q4 2023293
Q1 2024336
Q2 2024414
Q3 2024492
Q4 2024589
Q1 2025616
Q2 2025742

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 23: 126 bought or addedQ3 23: 136 cut or sold outQ4 23: 154 bought or addedQ4 23: 107 cut or sold outQ4 23Q1 24: 175 bought or addedQ1 24: 146 cut or sold outQ2 24: 241 bought or addedQ2 24: 155 cut or sold outQ2 24Q3 24: 289 bought or addedQ3 24: 189 cut or sold outQ4 24: 329 bought or addedQ4 24: 231 cut or sold outQ4 24Q1 25: 350 bought or addedQ1 25: 269 cut or sold outQ2 25: 474 bought or addedQ2 25: 267 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023126136
Q4 2023154107
Q1 2024175146
Q2 2024241155
Q3 2024289189
Q4 2024329231
Q1 2025350269
Q2 2025474267

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2bn$4bn$6bn$8bnQ3 24 calls: $2.3bnQ3 24 puts: $3.3bnQ3 24P/C 1.45Q4 24 calls: $3.1bnQ4 24 puts: $3.5bnQ4 24P/C 1.13Q1 25 calls: $3.4bnQ1 25 puts: $2.1bnQ1 25P/C 0.61Q2 25 calls: $7.9bnQ2 25 puts: $4.6bnQ2 25P/C 0.58
Numbers
QuarterCallsPutsP/C
Q3 2024$2.3bn$3.3bn1.45
Q4 2024$3.1bn$3.5bn1.13
Q1 2025$3.4bn$2.1bn0.61
Q2 2025$7.9bn$4.6bn0.58

Biggest buyers

JPMORGAN CHASE & CO Added +3,098,798+3.1m
Capital Research Global Investors Added +2,532,240+2.5m
BlackRock, Inc. Added +2,128,489+2.1m
D. E. Shaw & Co., Inc. Added +1,458,558+1.5m
COATUE MANAGEMENT LLC Added +1,264,722+1.3m
PRICE T ROWE ASSOCIATES INC /MD/ Added +1,241,936+1.2m
BANK OF AMERICA CORP /DE/ Added +1,150,185+1.2m
SANDS CAPITAL MANAGEMENT, LLC Added +840,096+840.1k
RENAISSANCE TECHNOLOGIES LLC Added +774,400+774.4k
VOLORIDGE INVESTMENT MANAGEMENT, LLC New +645,148+645.1k

Biggest sellers

FMR LLC Reduced -3,322,531-3.3m
Thrive Capital Management, LLC Reduced -2,040,849-2.0m
VIKING GLOBAL INVESTORS LP Reduced -1,475,885-1.5m
Durable Capital Partners LP Reduced -1,040,495-1.0m
CAS Investment Partners, LLC Reduced -762,761-762.8k
Point72 Asset Management, L.P. Reduced -595,326-595.3k
Whale Rock Capital Management LLC Reduced -567,839-567.8k
Squarepoint Ops LLC Reduced -553,579-553.6k
LONE PINE CAPITAL LLC Reduced -548,877-548.9k
Assenagon Asset Management S.A. Reduced -455,626-455.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.8bn5.5m shares
CITADEL ADVISORS LLC Added $1.3bn3.7m shares
JANE STREET GROUP, LLC Added $947.3m2.8m shares
IMC-Chicago, LLC Added $539.6m1.6m shares
BANK OF AMERICA CORP /DE/ Added $333.1m988.6k shares
PEAK6 LLC Added $294.4m873.6k shares
Squarepoint Ops LLC Added $273.7m812.3k shares
BARCLAYS PLC New $264.5m785.0k shares
GROUP ONE TRADING LLC Reduced $235.9m700.0k shares
Walleye Trading LLC Added $219.7m652.0k shares

Biggest puts

CITIGROUP INC Added $1.4bn4.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $763.5m2.3m shares
CITADEL ADVISORS LLC Added $546.3m1.6m shares
JANE STREET GROUP, LLC Added $506.8m1.5m shares
Caption Management, LLC Added $292.6m868.4k shares
D. E. Shaw & Co., Inc. Added $152.6m452.9k shares
WOLVERINE TRADING, LLC Added $105.6m330.8k shares
WELLS FARGO & COMPANY/MN Added $101.7m301.9k shares
PEAK6 LLC Added $88.2m261.8k shares
Parallax Volatility Advisers, L.P. New $79.2m235.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
GARCIA ERNEST C. II 13D · may seek influence -1.0 pts · filed 2026-05-01
Stated purposeItem 4 of the Original Schedule 13D is hereby amended and restated to include the following information. The information set forth in Item 5 is incorporated by reference in its entirety into this Item 4. The Reporting Persons' acquisitions of the securities reported herein were made for investment purposes. Except as set forth in this Item 4, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the matters described in clauses (a) through (j) of the instructions to Item 4 of Schedule 13D. However, in the future, the Reporting Persons will take such actions with respect to their investment in the Issuer as they deem appropriate, including, without limitation, acquiring or disposing of securities of the Issuer, entering into hedging or le… Full filing
 22.9% -1.0 pts 42.4m≈ $2.8bn 2026-05-01
GARCIA ERNEST C. III 13G · exempt (held before listing) filed 2025-08-01 18.2% 30.3m≈ $2.0bn 2025-08-01
PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution filed 2026-02-17 12.6% 17.8m≈ $1.2bn 2026-02-17
Capital Research Global Investors 13G · institution +1.3 pts · filed 2026-08-12 8.9% +1.3 pts 63.4m≈ $4.2bn 2026-08-12
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 7.2% new 10.4m≈ $683.0m 2026-04-29
BlackRock, Inc. 13G · institution -1.3 pts · filed 2026-07-29 6.3% -1.3 pts 44.9m≈ $3.0bn 2026-07-29
FMR LLC 13G · institution +0.7 pts · filed 2026-05-06 5.2% +0.7 pts 7.4m≈ $490.1m 2026-05-06

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
20020Q3 23: 0 buyingQ3 23: 1 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 1 buyingQ1 24: 8 sellingQ2 24: 0 buyingQ2 24: 11 sellingQ2 24Q3 24: 0 buyingQ3 24: 4 sellingQ4 24: 0 buyingQ4 24: 7 sellingQ4 24Q1 25: 0 buyingQ1 25: 4 sellingQ2 25: 0 buyingQ2 25: 11 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—1$980.0k$980.0k
Q4 20230—1$1.2m$1.2m
Q1 20241$199.8k8$5.1m$4.8m
Q2 20240—11$57.7m$39.7m
Q3 20240—4$24.0m$24.0m
Q4 20240—7$136.5m$129.2m
Q1 20250—4$67.3m$67.3m
Q2 20250—11$326.3m$310.9m
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-30 GARCIA ERNEST C. II +1 10% owner Sold plan 50,000 $327.07 $16.4m50.0k shares -100%
2025-06-30 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 4,790 $329.55 $1.6m4.8k shares -1%
2025-06-30 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 4,790 $329.25 $1.6m4.8k shares -1%
2025-06-30 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 210 $335.29 $70.4k210 shares -<1%
2025-06-30 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 210 $335.29 $70.4k210 shares -<1%
2025-06-27 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $308.32 $1.5m5.0k shares -1%
2025-06-27 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $308.15 $1.5m5.0k shares -1%
2025-06-26 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $313.13 $1.6m5.0k shares -1%
2025-06-26 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $312.87 $1.6m5.0k shares -1%
2025-06-25 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $325.26 $1.6m5.0k shares -1%
2025-06-25 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $324.96 $1.6m5.0k shares -1%
2025-06-25 GARCIA ERNEST C. II +1 10% owner Sold plan 4,971 $325.15 $1.6m5.0k shares -100%
2025-06-24 GARCIA ERNEST C. II +1 10% owner Sold plan 50,000 $325.81 $16.3m50.0k shares -100%
2025-06-24 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $325.26 $1.6m5.0k shares -1%
2025-06-24 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $324.96 $1.6m5.0k shares -1%
2025-06-23 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $309.74 $1.5m5.0k shares -1%
2025-06-23 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $309.74 $1.5m5.0k shares -1%
2025-06-20 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $312.96 $1.6m5.0k shares -1%
2025-06-20 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $312.96 $1.6m5.0k shares -1%
2025-06-18 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $300.61 $1.5m5.0k shares -1%
2025-06-18 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 — —5.0k shares -1%
2025-06-16 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 3,560 $302.60 $1.1m3.6k shares -<1%
2025-06-16 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 3,560 $302.53 $1.1m3.6k shares -0%
2025-06-13 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $307.42 $1.5m5.0k shares -1%
2025-06-13 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $307.42 $1.5m5.0k shares -1%
2025-06-12 GARCIA ERNEST C. II +1 10% owner Sold plan 50,000 $330.76 $16.5m50.0k shares -100%
2025-06-12 SULLIVAN GREGORY B Director Sold 5,000 $332.23 $1.7m5.0k shares -10%
2025-06-12 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $328.07 $1.6m5.0k shares -1%
2025-06-12 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $327.93 $1.6m5.0k shares -1%
2025-06-11 GARCIA ERNEST C. II +1 10% owner Sold plan 50,000 $337.46 $16.9m50.0k shares -100%

The latest 30 of 120 trades.

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRICE T ROWE ASSOCIATES INC /MD/ 0.62% of their portfolio BALTIMORE, MD 16,191,94716.2m $5.5bn $5.5bn 0.62% Added +1.2m +1,241,936
2 VANGUARD GROUP INC 0.07% of their portfolio Valley Forge, PA 12,764,23012.8m $4.3bn $4.3bn 0.07% Added +229.4k +229,387
3 BlackRock, Inc. 0.06% of their portfolio New York, NY 9,481,4369.5m $3.2bn $3.2bn 0.06% Added +2.1m +2,128,489
4 FMR LLC 0.12% of their portfolio BOSTON, MA 6,085,1256.1m $2.1bn $2.1bn 0.12% Reduced -3.3m -3,322,531
5 GREENOAKS LLC 71.57% of their portfolio ORINDA, CA 5,657,5255.7m $1.9bn $1.9bn 71.57% Reduced -207.0k -207,000
6 CAS Investment Partners, LLC 80.82% of their portfolio WESTPORT, CT 4,922,2684.9m $1.7bn $1.7bn 80.82% Reduced -762.8k -762,761
7 Capital Research Global Investors 0.27% of their portfolio Los Angeles, CA 3,971,1784.0m $1.3bn $1.3bn 0.27% Added +2.5m +2,532,240
8 Lingotto Investment Management LLP 27.28% of their portfolio London, X0 3,765,2513.8m $1.3bn $1.3bn 27.28% Reduced -280.0k -280,045
9 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 44.87% of their portfolio NEW YORK, NY 3,609,2883.6m $1.2bn $1.2bn 44.87% Unchanged
10 JPMORGAN CHASE & CO 0.08% of their portfolio NEW YORK, NY 3,262,4153.3m $1.1bn $1.1bn 0.08% Added +3.1m +3,098,798
11 STATE STREET CORP 0.03% of their portfolio BOSTON, MA 2,765,0462.8m $931.7m $931.7m 0.03% Added +361.6k +361,624
12 D. E. Shaw & Co., Inc. 0.86% of their portfolio New York, NY 2,558,5192.6m $862.1m $862.1m 0.86% Added +1.5m +1,458,558
13 GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio BOSTON, MA 2,232,1792.2m $750.3m $750.3m 0.05% Added +221.2k +221,161
14 Camelot Capital Partners, LLC 100.00% of their portfolio LAGUNA BEACH, CA 2,034,5192.0m $685.6m $685.6m 100.00% Reduced -16.1k -16,069
15 COATUE MANAGEMENT LLC 1.69% of their portfolio New York, NY 1,800,0551.8m $606.5m $606.5m 1.69% Added +1.3m +1,264,722
16 LONE PINE CAPITAL LLC 4.31% of their portfolio GREENWICH, CT 1,765,2911.8m $594.8m $594.8m 4.31% Reduced -548.9k -548,877
17 TWO SIGMA ADVISERS, LP 1.16% of their portfolio NEW YORK, NY 1,681,2351.7m $566.5m $566.5m 1.16% Added +597.5k +597,500
18 KPS Global Asset Management UK Ltd 67.13% of their portfolio London, X0 1,500,0001.5m $505.4m $505.4m 67.13% Unchanged
19 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 1,402,7511.4m $472.7m $472.7m 0.04% Added +1.2m +1,150,185
20 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 1,292,5401.3m $435.5m $435.5m 0.03% Reduced -146.6k -146,633
21 Castle Hook Partners LP 5.94% of their portfolio NEW YORK, NY 1,198,2541.2m $403.8m $403.8m 5.94% Added +200.5k +200,459
22 VIKING GLOBAL INVESTORS LP 1.05% of their portfolio STAMFORD, CT 1,077,9761.1m $363.2m $363.2m 1.05% Reduced -1.5m -1,475,885
23 UBS Group AG 0.07% of their portfolio ZURICH, V8 1,048,9761.0m $353.5m $353.5m 0.07% Reduced -48.4k -48,380
24 RENAISSANCE TECHNOLOGIES LLC 0.45% of their portfolio NEW YORK, NY 1,013,1121.0m $341.4m $341.4m 0.45% Added +774.4k +774,400
25 SANDS CAPITAL MANAGEMENT, LLC 0.87% of their portfolio ARLINGTON, VA 901,227901.2k $303.7m $303.7m 0.87% Added +840.1k +840,096
26 Durable Capital Partners LP 2.28% of their portfolio Bethesda, MD 892,477892.5k $300.7m $300.7m 2.28% Reduced -1.0m -1,040,495
27 TWO SIGMA INVESTMENTS, LP 0.50% of their portfolio NEW YORK, NY 824,164824.2k $277.7m $277.7m 0.50% Added +236.5k +236,461
28 NORGES BANK 0.03% of their portfolio OSLO, Q8 770,026770.0k $259.5m $259.5m 0.03% Added +240.0k +239,951
29 GOODNOW INVESTMENT GROUP, LLC 23.58% of their portfolio Darien, CT 751,033751.0k $253.1m $253.1m 23.58% Reduced -109.5k -109,520
30 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 748,609748.6k $252.3m $252.3m 0.03% Added +62.7k +62,745
31 Invesco Ltd. 0.04% of their portfolio ATLANTA, GA 734,436734.4k $247.5m $247.5m 0.04% Added +513.1k +513,092
32 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 707,606707.6k $238.4m $238.4m 0.05% Added +349.0k +348,995
33 Squarepoint Ops LLC 0.52% of their portfolio NEW YORK, NY 701,049701.0k $236.2m $236.2m 0.52% Reduced -553.6k -553,579
34 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio NEW YORK, NY 685,473685.5k $231.0m $231.0m 0.05% Added +155.9k +155,877
35 LORD, ABBETT & CO. LLC 0.72% of their portfolio JERSEY CITY, NJ 664,884664.9k $224.0m $224.0m 0.72% Added +24.5k +24,466
36 National Philanthropic Trust 2.95% of their portfolio Jenkintown, PA 652,740652.7k $219.9m $219.9m 2.95% Reduced -6.0k -6,031
37 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.80% of their portfolio JUPITER, FL 645,148645.1k $217.4m $217.4m 0.80% New
38 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 21.42% of their portfolio CAMBRIDGE, MA 632,924632.9k $213.3m $213.3m 21.42% New
39 Capital World Investors 0.03% of their portfolio LOS ANGELES, CA 626,058626.1k $211.0m $211.0m 0.03% Added +418.5k +418,490
40 Whale Rock Capital Management LLC 2.72% of their portfolio Boston, MA 582,811582.8k $196.4m $196.4m 2.72% Reduced -567.8k -567,839
41 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 580,072580.1k $195.4m $195.4m 0.05% Added +43.0k +43,044
42 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 577,231577.2k $194.5m $194.5m 0.07% Added +294.0k +294,035
43 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio Boston, MA 573,038573.0k $193.1m $193.1m 0.06% New
44 T. Rowe Price Investment Management, Inc. 0.12% of their portfolio BALTIMORE, MD 563,135563.1k $189.8m $189.8m 0.12% Reduced -129.6k -129,590
45 Legal & General Group Plc 0.05% of their portfolio London, X0 559,726559.7k $188.6m $188.6m 0.05% Added +87.1k +87,102
46 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio SAN FRANCISCO, CA 547,610547.6k $184.5m $184.5m 0.03% Added +56.7k +56,736
47 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.13% of their portfolio BOSTON, MA 543,394543.4k $183.1m $183.1m 0.13% New
48 RV Capital AG 31.83% of their portfolio Schindellegi, V8 510,352510.4k $172.0m $172.0m 31.83% Reduced -37.2k -37,162
49 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 505,704505.7k $170.4m $170.4m 0.02% Added +475.8k +475,837
50 FIRST TRUST ADVISORS LP 0.13% of their portfolio Wheaton, IL 479,536479.5k $161.6m $161.6m 0.13% Reduced -23.0k -23,021
51 PAR CAPITAL MANAGEMENT INC 5.15% of their portfolio BOSTON, MA 467,172467.2k $157.4m $157.4m 5.15% Added +90.0k +89,972
52 Steadview Capital Management LLC 21.58% of their portfolio SAN FRANCISCO, CA 443,535443.5k $149.5m $149.5m 21.58% Reduced -71.7k -71,720
53 Qube Research & Technologies Ltd 0.18% of their portfolio LONDON, X0 392,811392.8k $132.4m $132.4m 0.18% Added +361.8k +361,813
54 Nuveen, LLC 0.04% of their portfolio CHARLOTTE, NC 385,794385.8k $130.0m $130.0m 0.04% Added +205.8k +205,794
55 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 380,503380.5k $128.2m $128.2m 0.02% Reduced -58.3k -58,320
56 Driehaus Capital Management LLC 1.01% of their portfolio Chicago, IL 372,785372.8k $125.6m $125.6m 1.01% Added +21.8k +21,819
57 Swiss National Bank 0.07% of their portfolio ZURICH, V8 366,000366.0k $123.3m $123.3m 0.07% Added +39.8k +39,800
58 Selkirk Management LLC 36.39% of their portfolio Chatham, NJ 365,220365.2k $123.1m $123.1m 36.39% Unchanged
59 North Peak Capital Management, LLC 9.64% of their portfolio NEW YORK, NY 364,535364.5k $122.8m $122.8m 9.64% Reduced -42.4k -42,447
60 Man Group plc 0.26% of their portfolio LONDON, X0 360,253360.3k $121.4m $121.4m 0.26% Added +308.0k +307,989
61 No Street GP LP 8.81% of their portfolio San Francisco, CA 350,000350.0k $117.9m $117.9m 8.81% Reduced -70.0k -70,000
62 AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio KANSAS CITY, MO 336,285336.3k $113.3m $113.3m 0.06% Added +318.1k +318,068
63 KBC Group NV 0.29% of their portfolio Brussels, C9 323,662323.7k $109.1m $109.1m 0.29% Added +308.2k +308,166
64 SCOPUS ASSET MANAGEMENT, L.P. 2.73% of their portfolio NEW YORK, NY 303,000303.0k $102.1m $102.1m 2.73% Added +3.5k +3,500
65 Amundi 0.03% of their portfolio Paris, I0 294,002294.0k $101.0m $101.0m 0.03% Reduced -59.5k -59,495
66 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 290,285290.3k $97.8m $97.8m 0.02% Added +22.5k +22,499
67 Point72 Asset Management, L.P. 0.23% of their portfolio STAMFORD, CT 286,822286.8k $96.6m $96.6m 0.23% Reduced -595.3k -595,326
68 BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio PARIS, I0 280,781280.8k $94.6m $94.6m 0.07% Added +25.3k +25,295
69 Palestra Capital Management LLC 2.75% of their portfolio NEW YORK, NY 275,890275.9k $93.0m $93.0m 2.75% Reduced -416.1k -416,069
70 Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio CHIYODA-KU, TOKYO, M0 275,674275.7k $92.9m $92.9m 0.06% Added +24.5k +24,512
71 Contour Asset Management LLC 2.95% of their portfolio NEW YORK, NY 267,586267.6k $90.2m $90.2m 2.95% Reduced -375.5k -375,528
72 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio Toronto, A6 265,493265.5k $89.5m $89.5m 0.08% Added +2.4k +2,392
73 NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio NEW YORK, NY 263,924263.9k $88.9m $88.9m 0.07% Added +91.8k +91,771
74 MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 257,302257.3k $86.7m $86.7m 0.08% Reduced -44.3k -44,271
75 1832 Asset Management L.P. 0.15% of their portfolio TORONTO, A6 257,005257.0k $86.6m $86.6m 0.15% New
76 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 252,794252.8k $85.2m $85.2m 0.02% Added +46.1k +46,092
77 Holocene Advisors, LP 0.21% of their portfolio New York, NY 250,000250.0k $84.2m $84.2m 0.21% Reduced -375.2k -375,245
78 DEUTSCHE BANK AG\ 0.03% of their portfolio FRANKFURT AM MAIN, 2M 248,242248.2k $83.6m $83.6m 0.03% Reduced -18.0k -17,960
79 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 247,318247.3k $83.3m $83.3m 0.02% Added +220.1k +220,059
80 Styrax Capital, LP 5.81% of their portfolio New York, NY 242,370242.4k $81.7m $81.7m 5.81% New
81 STEADFAST CAPITAL MANAGEMENT LP 1.51% of their portfolio NEW YORK, NY 240,837240.8k $81.2m $81.2m 1.51% Reduced -40.7k -40,656
82 General Equity Holdings LP 60.21% of their portfolio Brooklyn, NY 236,080236.1k $79.5m $79.5m 60.21% Reduced -165.3k -165,291
83 CAPITAL FUND MANAGEMENT S.A. 0.84% of their portfolio PARIS, I0 227,102227.1k $76.5m $76.5m 0.84% Added +179.5k +179,526
84 Thrive Capital Management, LLC 32.37% of their portfolio NEW YORK, NY 226,761226.8k $76.4m $76.4m 32.37% Reduced -2.0m -2,040,849
85 California Public Employees Retirement System 0.05% of their portfolio Sacramento, CA 224,338224.3k $75.6m $75.6m 0.05% Added +41.7k +41,709
86 MANE GLOBAL CAPITAL MANAGEMENT LP 3.40% of their portfolio NEW YORK, NY 221,824221.8k $74.7m $74.7m 3.40% Reduced -69.8k -69,768
87 Kinetic Partners Management, LP 3.59% of their portfolio Miami, FL 194,859194.9k $65.7m $65.7m 3.59% Added +34.0k +34,042
88 Divisadero Street Capital Management, LP 4.36% of their portfolio MIAMI, FL 193,319193.3k $65.1m $65.1m 4.36% Added +28.5k +28,479
89 PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio PASADENA, CA 191,125191.1k $64.4m $64.4m 0.05% Reduced -8.0k -7,975
90 BIT Capital GmbH 4.19% of their portfolio BERLIN, 2M 190,924190.9k $64.3m $64.3m 4.19% Reduced -23.1k -23,051
91 Connor, Clark & Lunn Investment Management Ltd. 0.22% of their portfolio VANCOUVER, A1 189,551189.6k $63.9m $63.9m 0.22% Added +184.6k +184,552
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio WEST SACRAMENTO, CA 188,968189.0k $63.7m $63.7m 0.07% Added +6.3k +6,266
93 National Pension Service 0.05% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 188,668188.7k $63.6m $63.6m 0.05% Added +1.7k +1,707
94 Avala Global LP 3.28% of their portfolio NEW YORK, NY 186,836186.8k $63.0m $63.0m 3.28% Reduced -126.7k -126,664
95 RHUMBLINE ADVISERS 0.05% of their portfolio BOSTON, MA 173,436173.4k $58.4m $58.4m 0.05% Reduced -35.4k -35,420
96 Allspring Global Investments Holdings, LLC 0.10% of their portfolio CHARLOTTE, NC 169,750169.8k $57.4m $57.4m 0.10% Reduced -80.0k -80,004
97 MOORE CAPITAL MANAGEMENT, LP 1.13% of their portfolio NEW YORK, NY 167,520167.5k $56.4m $56.4m 1.13% Added +166.6k +166,556
98 CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio TORONTO ONTARIO, A6 167,031167.0k $56.3m $56.3m 0.05% Reduced -24.8k -24,816
99 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.11% of their portfolio TORONTO, A6 164,700164.7k $55.5m $55.5m 0.11% Reduced -128.4k -128,420
100 Senator Investment Group LP 2.09% of their portfolio New York, NY 160,930160.9k $54.2m $54.2m 2.09% Reduced -250.0k -250,000