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CVNA · GOOG 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.

CVNAGOOG
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
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterCVNAGOOG
Q3 202014 holders, $7.9bn47 holders, $73.8bn
Q4 202015 holders, $8.8bn48 holders, $88.6bn
Q1 202118 holders, $9.1bn42 holders, $102bn
Q2 202120 holders, $11.3bn42 holders, $122bn
Q3 202117 holders, $12.6bn44 holders, $128bn
Q4 202113 holders, $11.5bn48 holders, $138bn
Q1 20229 holders, $5.3bn48 holders, $125bn
Q2 202214 holders, $895m46 holders, $93.3bn
Q3 202210 holders, $876m46 holders, $79.3bn
Q4 20221 holders, $67m46 holders, $62.7bn
Q1 20233 holders, $165m48 holders, $65.5bn
Q2 20239 holders, $350m43 holders, $75.1bn
Q3 202310 holders, $639m45 holders, $81.6bn
Q4 20238 holders, $888m45 holders, $82.8bn
Q1 202412 holders, $1.8bn46 holders, $83.4bn
Q2 202422 holders, $4.5bn45 holders, $98.4bn
Q3 202424 holders, $6.8bn48 holders, $86.1bn
Q4 202425 holders, $7.6bn49 holders, $94.5bn
Q1 202525 holders, $8.6bn53 holders, $72.6bn
Q2 202534 holders, $14.8bn50 holders, $77.5bn
Q3 202536 holders, $16.7bn49 holders, $107bn
Q4 202531 holders, $19.8bn54 holders, $152bn
Q1 202628 holders, $16.8bn56 holders, $148bn
Q2 202625 holders, $17.7bn53 holders, $194bn
CVNA

Carvana Co

Holders
25
Reported value
$8.6bn
Buyers
13
Sellers
14

Breadth -1 among 95 comparable managers.

Consumer discretionaryConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
53
Reported value
$72.6bn
Buyers
25
Sellers
27

Breadth -2 among 95 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2025

Among the 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CVNA (12)

Coatue Management LLC, D1 Capital Partners LP, Durable Capital Partners LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Lone Pine Capital LLC, PDT Partners LLC, Steadfast Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Whale Rock Capital Management LLC

Only GOOG (40)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, and 15 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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