Carvana Co.
CVNA- 交易所
- NYSE
- 產業
- Retail-Auto Dealers & Gasoline Stations
- SEC CIK
- 0001690820
近 90 天，Carvana Co. 內部人申報 1 筆公開市場買進、12 筆賣出；2026 年第 2 季末有 820 家機構在 13F 申報持有，市值合計 $488.8 億；維京全球投資、孤松資本等 6 位大師持有。
2026 年第 2 季 13F 持有人
Carvana Co. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 820
- 較 2026 年第 1 季 +43 家
- 持有股數
- 7.40 億
- 較 2026 年第 1 季 +5.89 億 (+391.5%)
- 總市值
- $488.8 億
- 較 2026 年第 1 季 +$16.2 億 (+3.4%)
- 新進機構
- 149
- 另有 648 家加碼
- 清倉機構
- 106
- 另有 19 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CVNA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 820 | $488.8 億 |
| 2026 年第 1 季 | 781 | $472.9 億 |
| 2025 年第 4 季 | 852 | $618.1 億 |
| 2025 年第 3 季 | 775 | $548.5 億 |
| 2025 年第 2 季 | 741 | $446.5 億 |
| 2025 年第 1 季 | 613 | $257.9 億 |
| 2024 年第 4 季 | 586 | $251.2 億 |
| 2024 年第 3 季 | 489 | $204.6 億 |
| 2024 年第 2 季 | 411 | $147.4 億 |
| 2024 年第 1 季 | 334 | $126.5 億 |
| 2023 年第 4 季 | 292 | $71.0 億 |
| 2023 年第 3 季 | 257 | $46.5 億 |
| 2023 年第 2 季 | 246 | $28.2 億 |
| 2023 年第 1 季 | 215 | $11.3 億 |
| 2022 年第 4 季 | 224 | $5.88 億 |
| 2022 年第 3 季 | 272 | $25.7 億 |
| 2022 年第 2 季 | 308 | $28.0 億 |
| 2022 年第 1 季 | 382 | $127.2 億 |
| 2021 年第 4 季 | 422 | $242.8 億 |
| 2021 年第 3 季 | 442 | $292.4 億 |
| 2021 年第 2 季 | 441 | $284.7 億 |
| 2021 年第 1 季 | 435 | $247.2 億 |
2026 年第 2 季持有機構
每家機構持有 Carvana Co. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 84,695,539 | $55.7 億 | 0.56% | +66,913,832+376.3% | 加碼 |
| Capital Research Global Investors | 63,423,386 | $41.7 億 | 0.58% | +52,572,881+484.5% | 加碼 |
| BlackRock, Inc. | 48,494,910 | $31.9 億 | 0.05% | +36,962,753+320.5% | 加碼 |
| Vanguard Capital Management LLC | 45,590,117 | $30.0 億 | 0.06% | +36,596,089+406.9% | 加碼 |
| FMR LLC | 33,604,708 | $22.1 億 | 0.10% | +26,157,893+351.3% | 加碼 |
| Vanguard Portfolio Management LLC | 32,154,471 | $21.2 億 | 0.10% | +25,807,104+406.6% | 加碼 |
| State Street Corp | 29,435,364 | $19.4 億 | 0.06% | +23,742,422+417.1% | 加碼 |
| Capital International Investors | 23,257,742 | $15.3 億 | 0.32% | +19,929,759+598.9% | 加碼 |
| CAS Investment Partners, LLC | 22,559,570 | $14.8 億 | 78.85% | +18,018,279+396.8% | 加碼 |
| Greenoaks Capital Partners LLC | 21,344,170 | $14.0 億 | 59.61% | +17,141,336+407.9% | 加碼 |
| Geode Capital Management, LLC | 16,653,349 | $10.9 億 | 0.06% | +12,740,582+325.6% | 加碼 |
| Capital World Investors | 14,200,258 | $9.35 億 | 0.11% | +11,594,873+445.0% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 12,322,311 | $8.11 億 | 2.31% | +9,542,276+343.2% | 加碼 |
| Spruce House Investment Management LLC | 11,675,000 | $7.68 億 | 22.61% | +9,340,000+400.0% | 加碼 |
| Aspex Management (HK) Ltd | 10,891,999 | $7.17 億 | 8.08% | +9,072,909+498.8% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 10,520,666 | $6.92 億 | 4.23% | +8,765,957+499.6% | 加碼 |
| Exor Capital LLP | 9,283,819 | $6.11 億 | 13.15% | +6,735,742+264.3% | 加碼 |
| Sands Capital Management, LLC | 8,462,945 | $5.57 億 | 2.07% | +6,345,697+299.7% | 加碼 |
| JPMorgan Chase & Co | 8,617,436 | $5.49 億 | 0.03% | +6,080,634+239.7% | 加碼 |
| Invesco Ltd. | 7,616,853 | $5.01 億 | 0.04% | +6,550,240+614.1% | 加碼 |
| KPS Global Asset Management UK Ltd | 7,500,000 | $4.94 億 | 79.62% | +6,000,000+400.0% | 加碼 |
| Durable Capital Partners LP | 6,720,882 | $4.42 億 | 4.30% | +5,725,141+575.0% | 加碼 |
| Morgan Stanley | 6,370,368 | $4.19 億 | 0.02% | +5,022,072+372.5% | 加碼 |
| Northern Trust Corp | 6,168,923 | $4.06 億 | 0.05% | +4,955,868+408.5% | 加碼 |
| Charles Schwab Investment Management Inc | 5,538,645 | $3.65 億 | 0.05% | +4,503,905+435.3% | 加碼 |
| Norges Bank | 5,243,494 | $3.45 億 | 0.03% | +5,243,494 | 新進 |
| Renaissance Technologies LLC | 5,122,450 | $3.37 億 | 0.46% | +3,921,232+326.4% | 加碼 |
| UBS Group AG | 4,507,857 | $2.97 億 | 0.05% | +3,584,337+388.1% | 加碼 |
| Sachem Head Capital Management LP | 4,475,000 | $2.95 億 | 6.11% | +3,685,000+466.5% | 加碼 |
| Whale Rock Capital Management LLC | 4,267,080 | $2.81 億 | 2.25% | +3,389,526+386.2% | 加碼 |
| Divisadero Street Capital Management, LP | 4,163,614 | $2.74 億 | 6.39% | +3,936,978+1,737.1% | 加碼 |
| Vanguard Fiduciary Trust Co | 4,082,645 | $2.69 億 | 0.06% | +3,272,874+404.2% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 3,779,517 | $2.49 億 | 0.72% | +3,111,085+465.4% | 加碼 |
| Alliancebernstein L.P. | 781,958 | $2.46 億 | 0.08% | +627,129+405.0% | 加碼 |
| Wells Fargo & Company | 3,608,854 | $2.38 億 | 0.04% | +2,839,664+369.2% | 加碼 |
| Bank of New York Mellon Corp | 3,475,532 | $2.29 億 | 0.04% | +2,765,268+389.3% | 加碼 |
| Goldman Sachs Group Inc | 3,412,565 | $2.25 億 | 0.02% | +2,778,801+438.5% | 加碼 |
| Goodnow Investment Group, LLC | 3,403,185 | $2.24 億 | 23.24% | +2,678,744+369.8% | 加碼 |
| UBS Asset Management Americas Inc | 3,325,237 | $2.19 億 | 0.04% | +2,579,295+345.8% | 加碼 |
| Coatue Management LLC大師Coatue | 3,278,865 | $2.16 億 | 0.44% | +2,597,865+381.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,075,680 | $2.02 億 | 0.04% | +2,470,951+408.6% | 加碼 |
| Dream Peak Capital Ltd | 2,998,748 | $1.97 億 | 19.48% | +2,543,223+558.3% | 加碼 |
| Legal & General Group Plc | 2,958,502 | $1.95 億 | 0.04% | +2,304,307+352.2% | 加碼 |
| Franklin Resources Inc | 2,944,858 | $1.94 億 | 0.04% | +2,210,832+301.2% | 加碼 |
| Massachusetts Institute of Technology | 2,891,500 | $1.90 億 | 25.98% | +2,313,200+400.0% | 加碼 |
| National Philanthropic Trust | 2,755,452 | $1.81 億 | 2.62% | +2,098,368+319.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 2,638,673 | $1.74 億 | 1.57% | +2,218,397+527.8% | 加碼 |
| Marshall Wace, LLP | 2,626,104 | $1.73 億 | 0.15% | +2,580,230+5,624.6% | 加碼 |
| Nuveen, LLC | 2,484,804 | $1.64 億 | 0.04% | +2,061,519+487.0% | 加碼 |
| Amundi | 2,421,045 | $1.59 億 | 0.04% | +1,916,349+379.7% | 加碼 |
| North Peak Capital Management, LLC | 2,306,869 | $1.52 億 | 16.87% | +1,885,904+448.0% | 加碼 |
| Massachusetts Financial Services Co | 2,287,092 | $1.51 億 | 0.05% | +1,362,257+147.3% | 加碼 |
| Citigroup Inc | 2,185,480 | $1.44 億 | 0.07% | +1,928,838+751.6% | 加碼 |
| Millennium Management LLC | 2,093,072 | $1.38 億 | 0.09% | +1,894,168+952.3% | 加碼 |
| Axxion S.A. | 1,925,000 | $1.27 億 | 9.06% | +1,925,000 | 新進 |
| Manufacturers Life Insurance Company, The | 1,898,095 | $1.25 億 | 0.10% | +1,506,145+384.3% | 加碼 |
| Deutsche Bank AG | 1,852,668 | $1.22 億 | 0.04% | +1,418,893+327.1% | 加碼 |
| Swiss National Bank | 1,814,900 | $1.19 億 | 0.06% | +1,419,720+359.3% | 加碼 |
| Selkirk Management LLC | 1,801,100 | $1.19 億 | 41.15% | +1,435,880+393.2% | 加碼 |
| Bank of America Corp | 1,791,844 | $1.18 億 | 0.01% | +1,412,188+372.0% | 加碼 |
| RV Capital GmbH | 1,763,296 | $1.16 億 | 30.31% | +1,385,998+367.3% | 加碼 |
| Par Capital Management Inc | 1,739,360 | $1.14 億 | 2.84% | +1,391,488+400.0% | 加碼 |
| First Trust Advisors LP | 1,708,542 | $1.12 億 | 0.07% | +1,299,792+318.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,661,389 | $1.09 億 | 0.06% | +1,351,253+435.7% | 加碼 |
| Vanguard Global Advisers, LLC | 1,543,618 | $1.02 億 | 0.05% | +1,233,008+397.0% | 加碼 |
| National Pension Service | 1,508,963 | $9,932 萬 | 0.06% | +1,234,144+449.1% | 加碼 |
| Styrax Capital, LP | 1,500,000 | $9,873 萬 | 6.51% | +1,200,000+400.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,491,778 | $9,819 萬 | 0.06% | +1,202,008+414.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,395,257 | $9,184 萬 | 0.05% | +1,130,977+427.9% | 加碼 |
| Lord, Abbett & Co. LLC | 1,391,558 | $9,159 萬 | 0.26% | +1,122,040+416.3% | 加碼 |
| Vanguard Asset Management, Ltd | 1,314,302 | $8,651 萬 | 0.06% | +1,081,525+464.6% | 加碼 |
| HSBC Holdings PLC | 1,270,750 | $8,324 萬 | 0.04% | +1,034,981+439.0% | 加碼 |
| Rhumbline Advisers | 1,220,128 | $8,031 萬 | 0.06% | +953,218+357.1% | 加碼 |
| No Street GP LP | 1,201,343 | $7,907 萬 | 4.75% | +924,343+333.7% | 加碼 |
| Senator Investment Group LP | 1,137,870 | $7,489 萬 | 2.73% | +953,296+516.5% | 加碼 |
| General Equity Holdings LP | 1,085,165 | $7,143 萬 | 42.64% | +836,519+336.4% | 加碼 |
| Susquehanna International Group, LLP | 1,037,474 | $6,829 萬 | 0.06% | +982,083+1,773.0% | 加碼 |
| Scopus Asset Management, L.P. | 1,016,750 | $6,692 萬 | 1.58% | +831,375+448.5% | 加碼 |
| Natixis Advisors, L.P. | 1,014,441 | $6,677 萬 | 0.08% | +852,671+527.1% | 加碼 |
| Spyglass Capital Management LLC | 992,632 | $6,534 萬 | 3.54% | +825,241+493.0% | 加碼 |
| Primecap Management Co | 987,625 | $6,501 萬 | 0.04% | +790,100+400.0% | 加碼 |
| California State Teachers Retirement System | 970,319 | $6,387 萬 | 0.06% | +766,804+376.8% | 加碼 |
| California Public Employees Retirement System | 964,057 | $6,345 萬 | 0.04% | +780,191+424.3% | 加碼 |
| Jones Financial Companies LLLP | 991,141 | $6,180 萬 | 0.02% | +833,194+527.5% | 加碼 |
| Bessemer Group Inc | 878,133 | $5,780 萬 | 0.08% | +700,339+393.9% | 加碼 |
| Kinetic Partners Management, LP | 868,295 | $5,715 萬 | 1.36% | +695,876+403.6% | 加碼 |
| Raymond James Financial Inc | 844,917 | $5,561 萬 | 0.02% | +484,370+134.3% | 加碼 |
| TD Asset Management Inc | 817,024 | $5,378 萬 | 0.05% | +650,408+390.4% | 加碼 |
| Electron Capital Partners, LLC | 813,127 | $5,352 萬 | 2.14% | +813,127 | 新進 |
| Barclays PLC | 811,106 | $5,339 萬 | 0.02% | +511,816+171.0% | 加碼 |
| Principal Financial Group Inc | 803,982 | $5,292 萬 | 0.03% | +642,556+398.0% | 加碼 |
| Palestra Capital Management LLC | 795,635 | $5,237 萬 | 1.78% | +397,628+99.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 764,193 | $5,187 萬 | 0.08% | +545,834+250.0% | 加碼 |
| 3G Capital Partners LP | 775,000 | $5,101 萬 | 13.67% | +637,500+463.6% | 加碼 |
| Goldentree Asset Management LP | 774,333 | $5,089 萬 | 2.96% | +774,333 | 新進 |
| Steadview Capital Management LLC | 755,616 | $4,973 萬 | 14.96% | +608,956+415.2% | 加碼 |
| 683 Capital Management, LLC | 750,000 | $4,937 萬 | 4.54% | +595,000+383.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 740,773 | $4,876 萬 | 0.17% | +740,773 | 新進 |
| New York State Common Retirement Fund | 699,670 | $4,605 萬 | 0.06% | +630,196+907.1% | 加碼 |
| Nordea Investment Management AB | 733,124 | $4,604 萬 | 0.04% | +588,111+405.6% | 加碼 |