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 |
|---|---|---|---|---|---|
| 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 |
| Legal & General Group Plc | 380,819 | $1.15 億 | 0.04% | +88,284+30.2% | 加碼 |
| Fred Alger Management, LLC | 391,128 | $1.18 億 | 0.28% | +53,278+15.8% | 加碼 |
| Antipodean Advisors LLC | 405,000 | $1.22 億 | 33.66% | 00.0% | 不變 |
| Renaissance Technologies LLC | 441,900 | $1.33 億 | 0.17% | +153,200+53.1% | 加碼 |
| Southpoint Capital Advisors LP | 450,000 | $1.36 億 | 2.35% | −175,000−28.0% | 減碼 |
| Suvretta Capital Management, LLC | 479,643 | $1.45 億 | 2.17% | +1,853+0.4% | 加碼 |
| Goldman Sachs Group Inc | 483,499 | $1.46 億 | 0.04% | −142,707−22.8% | 減碼 |
| Northern Trust Corp | 494,122 | $1.49 億 | 0.03% | +26,953+5.8% | 加碼 |
| Bank of America Corp | 502,323 | $1.52 億 | 0.02% | +158,598+46.1% | 加碼 |
| TD Asset Management Inc | 459,472 | $1.55 億 | 0.16% | +260,220+130.6% | 加碼 |
| Clearbridge Investments, LLC | 524,483 | $1.58 億 | 0.11% | −85,642−14.0% | 減碼 |
| Sculptor Capital LP | 530,045 | $1.60 億 | 1.39% | +150,229+39.6% | 加碼 |
| Norges Bank | 586,991 | $1.77 億 | 0.04% | +185,152+46.1% | 加碼 |
| 683 Capital Management, LLC | 600,000 | $1.81 億 | 8.99% | 00.0% | 不變 |
| Franklin Resources Inc | 658,073 | $1.99 億 | 0.08% | +144,326+28.1% | 加碼 |
| Pelham Capital Ltd. | 662,441 | $2.00 億 | 11.82% | +79,240+13.6% | 加碼 |
| Luxor Capital Group, LP | 743,307 | $2.24 億 | 5.71% | +357,568+92.7% | 加碼 |
| Geode Capital Management, LLC | 792,174 | $2.39 億 | 0.03% | +97,343+14.0% | 加碼 |
| Alua Capital Management LP | 811,373 | $2.45 億 | 12.89% | +40,000+5.2% | 加碼 |
| Goodnow Investment Group, LLC | 860,437 | $2.60 億 | 21.78% | +46,168+5.7% | 加碼 |
| Whale Rock Capital Management LLC | 874,728 | $2.64 億 | 1.72% | −225,574−20.5% | 減碼 |
| Capital World Investors | 987,296 | $2.98 億 | 0.05% | +51,067+5.5% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,196,101 | $3.61 億 | 1.77% | −194,252−14.0% | 減碼 |
| Sands Capital Management, LLC | 1,250,492 | $3.77 億 | 0.64% | +1,250,492 | 新進 |
| KPS Global Asset Management UK Ltd | 1,331,017 | $4.02 億 | 48.08% | −18,983−1.4% | 減碼 |
| State Street Corp | 1,522,970 | $4.60 億 | 0.02% | +372,148+32.3% | 加碼 |
| JPMorgan Chase & Co | 1,798,199 | $5.43 億 | 0.07% | −197,604−9.9% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,142,309 | $6.47 億 | 2.08% | −265,900−11.0% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 2,672,035 | $8.06 億 | 5.27% | +672,709+33.6% | 加碼 |
| CAS Investment Partners, LLC | 3,305,028 | $9.98 億 | 42.43% | 00.0% | 不變 |
| Spruce House Investment Management LLC | 3,963,463 | $12.0 億 | 28.48% | 00.0% | 不變 |
| Jennison Associates LLC | 4,044,129 | $12.2 億 | 0.81% | −1,066,894−20.9% | 減碼 |
| BlackRock Inc. | 4,231,861 | $12.8 億 | 0.04% | +316,844+8.1% | 加碼 |
| Vanguard Group Inc | 4,513,236 | $13.6 億 | 0.03% | −934,161−17.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 6,355,107 | $19.2 億 | 3.57% | +342,200+5.7% | 加碼 |
| Morgan Stanley | 6,570,893 | $19.8 億 | 0.26% | +50,682+0.8% | 加碼 |
| FMR LLC | 6,777,631 | $20.5 億 | 0.16% | +397,987+6.2% | 加碼 |
| Price T Rowe Associates Inc | 7,622,127 | $23.0 億 | 0.21% | +365,024+5.0% | 加碼 |
| Baillie Gifford & Co | 7,806,561 | $23.6 億 | 1.15% | +1,569,995+25.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 407 | – | – | −593−59.3% | 減碼 |
| Third Point LLC大師第三點資本 | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −284,677−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −184,582−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −117,732−100.0% | 清倉 |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −92,220−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −65,736−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −58,996−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −49,116−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −24,495−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −20,725−100.0% | 清倉 |
| Arrow Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −19,881−100.0% | 清倉 |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −18,800−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| DnB Asset Management AS | 0 | $0 | 0.00% | −12,167−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −9,528−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −8,672−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,571−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,549−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −6,459−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −6,265−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,510−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,374−100.0% | 清倉 |
| Blue Rock Advisors, LLC | 0 | $0 | 0.00% | −5,291−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,275−100.0% | 清倉 |
| Ibex Investors LLC | 0 | $0 | 0.00% | −4,717−100.0% | 清倉 |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −4,199−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −4,164−100.0% | 清倉 |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −4,022−100.0% | 清倉 |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −3,507−100.0% | 清倉 |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −3,217−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,776−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,677−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −2,600−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,224−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,631−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,593−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,495−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,478−100.0% | 清倉 |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −1,425−100.0% | 清倉 |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −1,087−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,033−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −990−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −948−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −924−100.0% | 清倉 |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −837−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −1,873−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −820−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −670−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −439−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −394−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −281−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −277−100.0% | 清倉 |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −193−100.0% | 清倉 |