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 $486.2 億；維京全球投資、孤松資本等 6 位大師持有。
2021 年第 2 季 13F 持有人
Carvana Co. 在 2021/6/30 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
- 441
- 較 2021 年第 1 季 +11 家
- 持有股數
- 9,424 萬
- 較 2021 年第 1 季 +466.8 萬 (+5.2%)
- 總市值
- $284.7 億
- 較 2021 年第 1 季 +$49.7 億 (+21.1%)
- 新進機構
- 84
- 另有 202 家加碼
- 清倉機構
- 73
- 另有 102 家減碼
另有 5 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | $486.2 億 |
| 2026 年第 1 季 | 781 | $472.9 億 |
| 2025 年第 4 季 | 852 | $617.0 億 |
| 2025 年第 3 季 | 775 | $512.6 億 |
| 2025 年第 2 季 | 741 | $445.6 億 |
| 2025 年第 1 季 | 613 | $257.6 億 |
| 2024 年第 4 季 | 586 | $255.4 億 |
| 2024 年第 3 季 | 489 | $207.9 億 |
| 2024 年第 2 季 | 411 | $150.1 億 |
| 2024 年第 1 季 | 334 | $102.2 億 |
| 2023 年第 4 季 | 292 | $63.1 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 | $10.9 億 |
| 2022 年第 4 季 | 224 | $5.87 億 |
| 2022 年第 3 季 | 272 | $25.7 億 |
| 2022 年第 2 季 | 308 | $27.9 億 |
| 2022 年第 1 季 | 382 | $127.2 億 |
| 2021 年第 4 季 | 422 | $242.5 億 |
| 2021 年第 3 季 | 442 | $292.2 億 |
| 2021 年第 2 季 | 441 | $284.7 億 |
| 2021 年第 1 季 | 435 | $245.5 億 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 7,806,561 | $23.6 億 | 1.15% | +1,569,995+25.2% | 加碼 |
| Price T Rowe Associates Inc | 7,622,127 | $23.0 億 | 0.21% | +365,024+5.0% | 加碼 |
| FMR LLC | 6,777,631 | $20.5 億 | 0.16% | +397,987+6.2% | 加碼 |
| Morgan Stanley | 6,570,893 | $19.8 億 | 0.26% | +50,682+0.8% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 6,355,107 | $19.2 億 | 3.57% | +342,200+5.7% | 加碼 |
| Vanguard Group Inc | 4,513,236 | $13.6 億 | 0.03% | −934,161−17.1% | 減碼 |
| BlackRock Inc. | 4,231,861 | $12.8 億 | 0.04% | +316,844+8.1% | 加碼 |
| Jennison Associates LLC | 4,044,129 | $12.2 億 | 0.81% | −1,066,894−20.9% | 減碼 |
| Spruce House Investment Management LLC | 3,963,463 | $12.0 億 | 28.48% | 00.0% | 不變 |
| CAS Investment Partners, LLC | 3,305,028 | $9.98 億 | 42.43% | 00.0% | 不變 |
| D1 Capital Partners L.P.大師D1 資本 | 2,672,035 | $8.06 億 | 5.27% | +672,709+33.6% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,142,309 | $6.47 億 | 2.08% | −265,900−11.0% | 減碼 |
| JPMorgan Chase & Co | 1,798,199 | $5.43 億 | 0.07% | −197,604−9.9% | 減碼 |
| State Street Corp | 1,522,970 | $4.60 億 | 0.02% | +372,148+32.3% | 加碼 |
| KPS Global Asset Management UK Ltd | 1,331,017 | $4.02 億 | 48.08% | −18,983−1.4% | 減碼 |
| Sands Capital Management, LLC | 1,250,492 | $3.77 億 | 0.64% | +1,250,492 | 新進 |
| Gilder Gagnon Howe & Co LLC | 1,196,101 | $3.61 億 | 1.77% | −194,252−14.0% | 減碼 |
| Capital World Investors | 987,296 | $2.98 億 | 0.05% | +51,067+5.5% | 加碼 |
| Whale Rock Capital Management LLC | 874,728 | $2.64 億 | 1.72% | −225,574−20.5% | 減碼 |
| Goodnow Investment Group, LLC | 860,437 | $2.60 億 | 21.78% | +46,168+5.7% | 加碼 |
| Alua Capital Management LP | 811,373 | $2.45 億 | 12.89% | +40,000+5.2% | 加碼 |
| Geode Capital Management, LLC | 792,174 | $2.39 億 | 0.03% | +97,343+14.0% | 加碼 |
| Luxor Capital Group, LP | 743,307 | $2.24 億 | 5.71% | +357,568+92.7% | 加碼 |
| Pelham Capital Ltd. | 662,441 | $2.00 億 | 11.82% | +79,240+13.6% | 加碼 |
| Franklin Resources Inc | 658,073 | $1.99 億 | 0.08% | +144,326+28.1% | 加碼 |
| 683 Capital Management, LLC | 600,000 | $1.81 億 | 8.99% | 00.0% | 不變 |
| Norges Bank | 586,991 | $1.77 億 | 0.04% | +185,152+46.1% | 加碼 |
| Sculptor Capital LP | 530,045 | $1.60 億 | 1.39% | +150,229+39.6% | 加碼 |
| Clearbridge Investments, LLC | 524,483 | $1.58 億 | 0.11% | −85,642−14.0% | 減碼 |
| TD Asset Management Inc | 459,472 | $1.55 億 | 0.16% | +260,220+130.6% | 加碼 |
| Bank of America Corp | 502,323 | $1.52 億 | 0.02% | +158,598+46.1% | 加碼 |
| Northern Trust Corp | 494,122 | $1.49 億 | 0.03% | +26,953+5.8% | 加碼 |
| Goldman Sachs Group Inc | 483,499 | $1.46 億 | 0.04% | −142,707−22.8% | 減碼 |
| Suvretta Capital Management, LLC | 479,643 | $1.45 億 | 2.17% | +1,853+0.4% | 加碼 |
| Southpoint Capital Advisors LP | 450,000 | $1.36 億 | 2.35% | −175,000−28.0% | 減碼 |
| Renaissance Technologies LLC | 441,900 | $1.33 億 | 0.17% | +153,200+53.1% | 加碼 |
| Antipodean Advisors LLC | 405,000 | $1.22 億 | 33.66% | 00.0% | 不變 |
| Fred Alger Management, LLC | 391,128 | $1.18 億 | 0.28% | +53,278+15.8% | 加碼 |
| Legal & General Group Plc | 380,819 | $1.15 億 | 0.04% | +88,284+30.2% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 361,906 | $1.09 億 | 2.71% | +148,039+69.2% | 加碼 |
| Sachem Head Capital Management LP | 360,000 | $1.09 億 | 2.81% | +185,000+105.7% | 加碼 |
| Invesco Ltd. | 354,213 | $1.07 億 | 0.03% | +128,749+57.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 348,293 | $1.05 億 | 0.22% | +36,401+11.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 337,848 | $1.02 億 | 0.12% | −544,817−61.7% | 減碼 |
| Assenagon Asset Management S.A. | 328,349 | $9,910 萬 | 0.43% | +240,435+273.5% | 加碼 |
| First Trust Advisors LP | 313,952 | $9,466 萬 | 0.10% | +36,485+13.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 311,904 | $9,414 萬 | 0.89% | +311,395+61,177.8% | 加碼 |
| Nuveen Asset Management, LLC | 292,063 | $8,815 萬 | 0.03% | +33,064+12.8% | 加碼 |
| Swiss National Bank | 287,405 | $8,675 萬 | 0.05% | +43,105+17.6% | 加碼 |
| Thrivent Financial for Lutherans | 285,168 | $8,607 萬 | 0.18% | +62,405+28.0% | 加碼 |
| 3G Capital Partners LP | 285,000 | $8,602 萬 | 22.22% | +52,700+22.7% | 加碼 |
| Grosvenor Holdings, L.L.C. | 283,538 | $8,558 萬 | 8.50% | −79,745−22.0% | 減碼 |
| Steadview Capital Management LLC | 282,949 | $8,540 萬 | 7.41% | +15,200+5.7% | 加碼 |
| Newbrook Capital Advisors LP | 253,377 | $7,647 萬 | 5.16% | +91,592+56.6% | 加碼 |
| American Century Companies Inc | 251,163 | $7,581 萬 | 0.05% | +2,385+1.0% | 加碼 |
| Citadel Advisors LLC | 250,259 | $7,553 萬 | 0.08% | −51,827−17.2% | 減碼 |
| UBS Asset Management Americas Inc | 229,080 | $6,914 萬 | 0.03% | +50,849+28.5% | 加碼 |
| Bank of New York Mellon Corp | 226,052 | $6,823 萬 | 0.01% | +38,287+20.4% | 加碼 |
| Deutsche Bank AG | 222,558 | $6,717 萬 | 0.03% | +9,243+4.3% | 加碼 |
| Wells Fargo & Company | 215,990 | $6,519 萬 | 0.01% | −99,044−31.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 209,109 | $6,311 萬 | 0.04% | +11,826+6.0% | 加碼 |
| Charles Schwab Investment Management Inc | 190,420 | $5,747 萬 | 0.02% | +11,896+6.7% | 加碼 |
| Bank of Nova Scotia | 187,609 | $5,662 萬 | 0.11% | +187,609 | 新進 |
| Marshall Wace, LLP | 179,851 | $5,428 萬 | 0.29% | −24,703−12.1% | 減碼 |
| California Public Employees Retirement System | 171,600 | $5,179 萬 | 0.04% | +39,649+30.0% | 加碼 |
| EMS Capital LP | 171,461 | $5,175 萬 | 4.08% | +1,951+1.2% | 加碼 |
| Squarepoint Ops LLC | 166,482 | $5,025 萬 | 0.37% | +137,157+467.7% | 加碼 |
| Selkirk Management LLC | 166,220 | $5,017 萬 | 18.24% | −15,000−8.3% | 減碼 |
| Point72 Asset Management, L.P. | 163,529 | $4,936 萬 | 0.25% | −22,322−12.0% | 減碼 |
| Blair William & Co | 163,318 | $4,929 萬 | 0.17% | −1,851−1.1% | 減碼 |
| Frontier Capital Management Co LLC | 161,190 | $4,865 萬 | 0.36% | −20,859−11.5% | 減碼 |
| Crosslink Capital Inc | 157,714 | $4,760 萬 | 7.87% | −27,190−14.7% | 減碼 |
| Allianz Asset Management GmbH | 150,202 | $4,533 萬 | 0.04% | +148,219+7,474.5% | 加碼 |
| Eminence Capital, LP | 147,186 | $4,442 萬 | 0.55% | +147,186 | 新進 |
| Lansing Management LP | 146,402 | $4,419 萬 | 26.79% | +820+0.6% | 加碼 |
| California State Teachers Retirement System | 138,615 | $4,184 萬 | 0.05% | +33,039+31.3% | 加碼 |
| JS Capital Management LLC | 134,500 | $4,060 萬 | 1.96% | −18,000−11.8% | 減碼 |
| Clough Capital Partners L P | 133,049 | $4,016 萬 | 2.25% | +65,185+96.1% | 加碼 |
| Moore Capital Management, LP | 132,217 | $3,991 萬 | 0.73% | +132,217 | 新進 |
| Brightlight Capital Management LP | 126,500 | $3,818 萬 | 13.69% | 00.0% | 不變 |
| Chicago Capital, LLC | 109,085 | $3,292 萬 | 1.29% | −2,238−2.0% | 減碼 |
| Holocene Advisors, LP | 108,972 | $3,289 萬 | 0.20% | +38,797+55.3% | 加碼 |
| SQN Investors LP | 106,418 | $3,212 萬 | 1.74% | +106,418 | 新進 |
| Parametric Portfolio Associates LLC | 105,311 | $3,179 萬 | 0.02% | +10,635+11.2% | 加碼 |
| Hitchwood Capital Management LP | 105,000 | $3,169 萬 | 1.07% | +56,000+114.3% | 加碼 |
| National Pension Service | 100,997 | $3,048 萬 | 0.06% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 99,974 | $3,004 萬 | 0.03% | −8,838−8.1% | 減碼 |
| New York State Common Retirement Fund | 98,086 | $2,960 萬 | 0.03% | +32,486+49.5% | 加碼 |
| Oakcliff Capital Partners, LP | 91,428 | $2,760 萬 | 11.89% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 90,650 | $2,736 萬 | 0.05% | +17,160+23.4% | 加碼 |
| Voloridge Investment Management, LLC | 90,340 | $2,727 萬 | 0.19% | +90,340 | 新進 |
| Penserra Capital Management LLC | 89,339 | $2,696 萬 | 0.49% | −60,233−40.3% | 減碼 |
| Canada Pension Plan Investment Board | 88,400 | $2,668 萬 | 0.03% | +88,400 | 新進 |
| Atika Capital Management LLC | 80,900 | $2,442 萬 | 2.02% | 00.0% | 不變 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 76,833 | $2,319 萬 | 0.81% | +63,133+460.8% | 加碼 |
| Rhumbline Advisers | 71,755 | $2,166 萬 | 0.03% | +16,005+28.7% | 加碼 |
| Barclays PLC | 69,017 | $2,083 萬 | 0.02% | +8,690+14.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67,497 | $2,037 萬 | 0.11% | +10,304+18.0% | 加碼 |
| Blueshift Asset Management, LLC | 66,117 | $1,996 萬 | 1.09% | +49,718+303.2% | 加碼 |
| Credit Suisse AG | 65,653 | $1,981 萬 | 0.02% | +9,062+16.0% | 加碼 |