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、9 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 3 季 13F 持有人
Carvana Co. 在 2021/9/30 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
- 442
- 較 2021 年第 2 季 +3 家
- 持有股數
- 9,690 萬
- 較 2021 年第 2 季 +268.3 萬 (+2.8%)
- 總市值
- $292.2 億
- 較 2021 年第 2 季 +$7.60 億 (+2.7%)
- 新進機構
- 63
- 另有 140 家加碼
- 清倉機構
- 60
- 另有 168 家減碼
另有 2 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 336,351 | $1.01 億 | 0.01% | −165,972−33.0% | 減碼 |
| Allianz Asset Management GmbH | 337,242 | $1.02 億 | 0.08% | +187,040+124.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 339,405 | $1.02 億 | 0.13% | +1,557+0.5% | 加碼 |
| Legal & General Group Plc | 384,708 | $1.16 億 | 0.04% | +3,889+1.0% | 加碼 |
| Renaissance Technologies LLC | 396,400 | $1.20 億 | 0.15% | −45,500−10.3% | 減碼 |
| Southpoint Capital Advisors LP | 400,000 | $1.21 億 | 2.57% | −50,000−11.1% | 減碼 |
| Antipodean Advisors LLC | 405,000 | $1.22 億 | 34.58% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 418,222 | $1.26 億 | 0.09% | −106,261−20.3% | 減碼 |
| Invesco Ltd. | 457,667 | $1.38 億 | 0.03% | +103,454+29.2% | 加碼 |
| Goldman Sachs Group Inc | 469,303 | $1.42 億 | 0.04% | −14,196−2.9% | 減碼 |
| Suvretta Capital Management, LLC | 479,143 | $1.44 億 | 2.46% | −500−0.1% | 減碼 |
| UBS Asset Management Americas Inc | 520,687 | $1.57 億 | 0.07% | +291,607+127.3% | 加碼 |
| Northern Trust Corp | 522,718 | $1.58 億 | 0.03% | +28,596+5.8% | 加碼 |
| Sculptor Capital LP | 536,419 | $1.62 億 | 1.50% | +6,374+1.2% | 加碼 |
| 683 Capital Management, LLC | 545,000 | $1.64 億 | 8.52% | −55,000−9.2% | 減碼 |
| Norges Bank | 558,515 | $1.68 億 | 0.04% | −28,476−4.9% | 減碼 |
| TD Asset Management Inc | 575,522 | $1.74 億 | 0.18% | +116,050+25.3% | 加碼 |
| Franklin Resources Inc | 660,746 | $1.99 億 | 0.08% | +2,673+0.4% | 加碼 |
| Luxor Capital Group, LP | 668,464 | $2.02 億 | 5.14% | −74,843−10.1% | 減碼 |
| Pelham Capital Ltd. | 703,218 | $2.12 億 | 11.76% | +40,777+6.2% | 加碼 |
| Goodnow Investment Group, LLC | 776,805 | $2.34 億 | 19.52% | −83,632−9.7% | 減碼 |
| Alua Capital Management LP | 811,373 | $2.45 億 | 12.72% | 00.0% | 不變 |
| Whale Rock Capital Management LLC | 874,728 | $2.64 億 | 1.73% | 00.0% | 不變 |
| Geode Capital Management, LLC | 940,708 | $2.83 億 | 0.04% | +148,534+18.8% | 加碼 |
| Capital World Investors | 987,406 | $2.98 億 | 0.05% | +1100.0% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,175,019 | $3.54 億 | 1.84% | −21,082−1.8% | 減碼 |
| KPS Global Asset Management UK Ltd | 1,240,000 | $3.74 億 | 51.01% | −91,017−6.8% | 減碼 |
| Sands Capital Management, LLC | 1,241,293 | $3.74 億 | 0.62% | −9,199−0.7% | 減碼 |
| JPMorgan Chase & Co | 1,542,184 | $4.65 億 | 0.06% | −256,015−14.2% | 減碼 |
| State Street Corp | 1,582,081 | $4.77 億 | 0.03% | +59,111+3.9% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,142,309 | $6.46 億 | 2.18% | 00.0% | 不變 |
| D1 Capital Partners L.P.大師D1 資本 | 2,369,941 | $7.15 億 | 4.00% | −302,094−11.3% | 減碼 |
| CAS Investment Partners, LLC | 3,305,028 | $9.97 億 | 47.50% | 00.0% | 不變 |
| Spruce House Investment Management LLC | 3,750,000 | $11.3 億 | 29.29% | −213,463−5.4% | 減碼 |
| Jennison Associates LLC | 3,935,554 | $11.9 億 | 0.77% | −108,575−2.7% | 減碼 |
| BlackRock Inc. | 4,403,672 | $13.3 億 | 0.04% | +171,811+4.1% | 加碼 |
| Vanguard Group Inc | 4,907,038 | $14.8 億 | 0.04% | +393,802+8.7% | 加碼 |
| Morgan Stanley | 5,465,547 | $16.5 億 | 0.22% | −1,105,346−16.8% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 6,147,977 | $18.5 億 | 3.56% | −207,130−3.3% | 減碼 |
| FMR LLC | 6,763,672 | $20.4 億 | 0.16% | −13,959−0.2% | 減碼 |
| Baillie Gifford & Co | 7,718,043 | $23.3 億 | 1.22% | −88,518−1.1% | 減碼 |
| Price T Rowe Associates Inc | 13,089,247 | $39.5 億 | 0.37% | +5,467,120+71.7% | 加碼 |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −360,000−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −187,609−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −163,529−100.0% | 清倉 |
| Eminence Capital, LP | 0 | $0 | 0.00% | −147,186−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −88,400−100.0% | 清倉 |
| BIT Capital GmbH | 0 | $0 | 0.00% | −56,910−100.0% | 清倉 |
| Rip Road Capital Partners LP | 0 | $0 | 0.00% | −42,021−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −34,963−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −22,199−100.0% | 清倉 |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −15,439−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,318−100.0% | 清倉 |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −9,870−100.0% | 清倉 |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −9,053−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,100−100.0% | 清倉 |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,274−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −5,176−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −4,122−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −3,898−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,442−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,084−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −2,697−100.0% | 清倉 |
| Comerica Bank | 0 | $0 | 0.00% | −2,171−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,470−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −2,265−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −2,237−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,466−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,549−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −1,525−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,502−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,309−100.0% | 清倉 |
| Korea Investment CORP | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −1,090−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,040−100.0% | 清倉 |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −994−100.0% | 清倉 |
| Abbrea Capital, LLC | 0 | $0 | 0.00% | −975−100.0% | 清倉 |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −941−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −890−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −804−100.0% | 清倉 |
| Hayden Royal, LLC | 0 | $0 | 0.00% | −761−100.0% | 清倉 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −745−100.0% | 清倉 |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −695−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −686−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −422−100.0% | 清倉 |
| Personal Wealth Partners | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −198−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Savior LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |