Lone Pine Capital — CVNA

How Lone Pine Capital's position in Carvana Co. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarter	Shares	Value	% of portfolio	Change
Q1 2026	1,754,709	$551,645,415	4.4%	TRIM
Q4 2025	1,779,328	$750,912,003	5.52%	NEW