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CVNA · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CVNAGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CVNA
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterCVNAGOOGL
Q3 202014 holders, $7.9bn52 holders, $65.2bn
Q4 202015 holders, $8.8bn57 holders, $83.4bn
Q1 202118 holders, $9.1bn56 holders, $96.9bn
Q2 202120 holders, $11.3bn59 holders, $113bn
Q3 202117 holders, $12.6bn59 holders, $123bn
Q4 202113 holders, $11.5bn56 holders, $130bn
Q1 20229 holders, $5.3bn56 holders, $117bn
Q2 202214 holders, $895m49 holders, $88.7bn
Q3 202210 holders, $876m53 holders, $76.8bn
Q4 20221 holders, $67m55 holders, $122bn
Q1 20233 holders, $165m54 holders, $79.8bn
Q2 20239 holders, $350m55 holders, $93.0bn
Q3 202310 holders, $639m59 holders, $103bn
Q4 20238 holders, $888m57 holders, $105bn
Q1 202412 holders, $1.8bn58 holders, $112bn
Q2 202422 holders, $4.5bn56 holders, $132bn
Q3 202424 holders, $6.8bn58 holders, $119bn
Q4 202425 holders, $7.6bn58 holders, $141bn
Q1 202525 holders, $8.6bn61 holders, $106bn
Q2 202534 holders, $14.8bn57 holders, $117bn
Q3 202536 holders, $16.7bn61 holders, $174bn
Q4 202531 holders, $19.8bn62 holders, $236bn
Q1 202628 holders, $16.8bn65 holders, $233bn
Q2 202625 holders, $17.7bn64 holders, $309bn
CVNA

Carvana Co

Holders
22
Reported value
$4.5bn
Buyers
18
Sellers
4

Breadth +14 among 94 comparable managers.

Consumer discretionaryConsumer and digital platforms · L3VLUP
GOOGL

Alphabet Inc

Holders
56
Reported value
$132bn
Buyers
23
Sellers
34

Breadth -11 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q2 2024

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CVNA (8)

Durable Capital Partners LP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC

Only GOOGL (42)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 17 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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