DRIEHAUS CAPITAL MANAGEMENT LLC CVNA — CARVANA CO

Ownership history in DRIEHAUS CAPITAL MANAGEMENT LLC  ·  20 quarters on record

AI Ownership Summary

DRIEHAUS CAPITAL MANAGEMENT LLC reported CARVANA CO (CVNA) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.01% in 2025 Q2. The latest visible filing shows CVNA at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CVNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DRIEHAUS CAPITAL MANAGEMENT LLC's position in CARVANA CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CVNA was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVNA stock page DRIEHAUS CAPITAL MANAGEMENT LLC fund profile DRIEHAUS CAPITAL MANAGEMENT LLC full holdings
How DRIEHAUS CAPITAL MANAGEMENT LLC held CVNA — position size vs. price
% of Fund (quarterly)    CVNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 28.6% -25.5% ✅ 226,963 -90,945 -28.6% 0.65% $95.8M 2026-02-14 (Est.) $68.57
2025 Q3 REDUCED 14.7% +14.9% ❌ 317,908 -54,877 -14.7% 0.86% $119.9M 2025-11-14 $63.66
2025 Q2 ADDED — — — 372,785 +21,819 +6.2% 1.01% $125.6M 2025-08-14 $68.52
2025 Q1 REDUCED 25.5% +61.1% ❌ 350,966 -120,286 -25.5% 0.71% $73.4M 2025-05-15 $59.48
2024 Q4 ADDED — — — 471,252 +22,028 +4.9% 0.79% $95.8M 2025-02-14 $57.07
2024 Q3 REDUCED 22.8% +20.9% ❌ 449,224 -132,563 -22.8% 0.67% $78.2M 2024-11-14 $48.09
2024 Q2 ADDED — — — 581,787 +323,153 +124.9% 0.72% $74.9M 2024-08-14 $28.40
2024 Q1 REDUCED 37.3% +41.5% ❌ 258,634 -153,659 -37.3% 0.23% $22.7M 2024-05-15 $24.21
2023 Q4 ADDED — — — 412,293 +146,723 +55.2% 0.26% $21.8M 2024-02-14 $10.83
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CVNA

As of 2026 Q1 — sorted by position size

Steadview Capital Management LLC 3Y 20.35% Capricorn Fund Managers Ltd 3Y 4.66% Amanah Holdings Trust 3.17% Taylor Frigon Capital Management LLC 3Y 7Y 1.57% GatePass Capital, LLC 1.47% Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3Y 7Y 0.8% Tuttle Capital Management, LLC 3Y 7Y 0.49% NAVELLIER & ASSOCIATES INC 3Y 7Y 0.48% IFC & Insurance Marketing, Inc. 0.47% PATTON FUND MANAGEMENT, INC. 3Y 0.43%

FAQ About DRIEHAUS CAPITAL MANAGEMENT LLC and CVNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has DRIEHAUS CAPITAL MANAGEMENT LLC reported owning CVNA?

DRIEHAUS CAPITAL MANAGEMENT LLC reported CVNA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CVNA position in DRIEHAUS CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for CVNA was 1.01% in 2025 Q2.

What is the latest reported CVNA position on this page?

The most recent filing on this page is 2025 Q4, when DRIEHAUS CAPITAL MANAGEMENT LLC reported 226,963 shares, equal to 0.65% of portfolio, with an estimated market value of $95.8M.

What does the chart on this CVNA ownership page compare?

The chart compares DRIEHAUS CAPITAL MANAGEMENT LLC's quarterly CVNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DRIEHAUS CAPITAL MANAGEMENT LLC time their CVNA position?

Based on 13F filing dates vs. subsequent CVNA price moves, DRIEHAUS CAPITAL MANAGEMENT LLC correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on CVNA relative to SPY over the holding period was +95.9%.

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