In a recent disclosure, Whale Rock Capital reported a significant increase in its position in the online auto retailer Carvana. The investment firm added over 3.39 million shares, boosting its total holdings by approximately 386% to 4.27 million shares. This trade increased the reported market value of Whale Rock's holding to $280.86 million at the end of the quarter.
This 13F filing, made public on August 14, 2026, reflects trading activity that occurred during the second quarter, which ended June 30. During that period, Carvana announced record Q2 results, with revenue growing 52% year-over-year to $7.38 billion and retail units sold increasing by 38%. The company also reported its tenth consecutive quarter of growth and profitability.