Dragoneer Investment Group, LLC: CARVANA CO (CVNA): Quarterly 13F Position History
As of Q1 2026, Dragoneer Investment Group, LLC reported 1,252,960 shares of CARVANA CO (CVNA), worth $393.9M and representing 13.1% of its 13F equity book. Quarter-over-quarter share count change: + 273,500 (+27.9%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 1,252,960Shares Held (Latest Filing)
- $393.9MReported Market Value (Latest Filing)
- 13.1%Portfolio Weight (% of 13F Equity Book)
- +273,500Quarter-over-Quarter Share Change
- -$19.4MQuarter-over-Quarter Value Change
- 1,252,960Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,252,960 | +273,500 | +27.9% | $393.9M | 13.1% | $314.4 |
| Q4 2025 | 979,460 | +300,539 | +44.3% | $413.4M | 9.0% | $422.0 |
| Q3 2025 | 678,921 | — | — | $256.1M | 5.7% | $377.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Dragoneer Investment Group, LLC first disclose a CVNA position in 13F-HR filings?
Dragoneer Investment Group, LLC first reported CARVANA CO (CVNA) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Dragoneer Investment Group, LLC's most recent quarter-over-quarter share-count change in CVNA?
Between Q4 2025 and Q1 2026, Dragoneer Investment Group, LLC added 273,500 shares of CVNA (+27.9%), bringing the total reported position to 1,252,960 shares at a market value of $393.9M.
Does the implied price-per-share represent Dragoneer Investment Group, LLC's cost basis in CVNA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.