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。
2022 年第 1 季 13F 持有人
Carvana Co. 在 2022/3/31 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
- 382
- 較 2021 年第 4 季 −35 家
- 持有股數
- 1.07 億
- 較 2021 年第 4 季 +206.3 萬 (+2.0%)
- 總市值
- $127.2 億
- 較 2021 年第 4 季 −$114.9 億 (−47.5%)
- 新進機構
- 70
- 另有 151 家加碼
- 清倉機構
- 105
- 另有 107 家減碼
另有 5 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 13,429,850 | $16.0 億 | 0.16% | −9,414−0.1% | 減碼 |
| FMR LLC | 10,438,039 | $12.5 億 | 0.10% | +1,147,419+12.4% | 加碼 |
| Baillie Gifford & Co | 9,482,883 | $11.3 億 | 0.79% | −172,972−1.8% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 8,531,177 | $10.2 億 | 3.82% | +1,268,272+17.5% | 加碼 |
| Vanguard Group Inc | 7,297,426 | $8.71 億 | 0.02% | +2,325,545+46.8% | 加碼 |
| Morgan Stanley | 7,170,177 | $8.55 億 | 0.12% | +1,724,684+31.7% | 加碼 |
| Spruce House Investment Management LLC | 5,000,000 | $5.96 億 | 34.49% | +1,250,000+33.3% | 加碼 |
| CAS Investment Partners, LLC | 4,162,903 | $4.97 億 | 33.24% | +848,600+25.6% | 加碼 |
| BlackRock Inc. | 3,887,886 | $4.64 億 | 0.01% | −436,143−10.1% | 減碼 |
| Goldman Sachs Group Inc | 3,402,368 | $4.06 億 | 0.10% | +2,870,174+539.3% | 加碼 |
| State Street Corp | 1,629,886 | $1.94 億 | 0.01% | +12,615+0.8% | 加碼 |
| Capital World Investors | 1,454,319 | $1.73 億 | 0.03% | −1,093−0.1% | 減碼 |
| KPS Global Asset Management UK Ltd | 1,272,500 | $1.52 億 | 37.70% | +32,500+2.6% | 加碼 |
| UBS Asset Management Americas Inc | 1,061,569 | $1.27 億 | 0.05% | +466,201+78.3% | 加碼 |
| TD Asset Management Inc | 1,042,423 | $1.24 億 | 0.11% | −82,579−7.3% | 減碼 |
| Geode Capital Management, LLC | 1,026,553 | $1.22 億 | 0.02% | +36,083+3.6% | 加碼 |
| Pelham Capital Ltd. | 990,621 | $1.18 億 | 12.81% | +106,053+12.0% | 加碼 |
| Alua Capital Management LP | 974,673 | $1.16 億 | 7.95% | +163,300+20.1% | 加碼 |
| 683 Capital Management, LLC | 915,000 | $1.09 億 | 6.46% | +315,000+52.5% | 加碼 |
| Goodnow Investment Group, LLC | 846,018 | $1.01 億 | 10.67% | +40,570+5.0% | 加碼 |
| Luxor Capital Group, LP | 830,260 | $9,904 萬 | 5.69% | −190,002−18.6% | 減碼 |
| Thrive Capital Management, LLC | 812,713 | $9,695 萬 | 13.09% | +812,713 | 新進 |
| Sculptor Capital LP | 807,372 | $9,631 萬 | 0.78% | +207,017+34.5% | 加碼 |
| Greenoaks Capital Partners LLC | 781,284 | $9,320 萬 | 5.78% | +781,284 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 633,073 | $7,552 萬 | 1.35% | +162,079+34.4% | 加碼 |
| UBS Group AG | 598,861 | $7,144 萬 | 0.03% | +573,881+2,297.4% | 加碼 |
| SCHF (Gpe), LLC | 562,757 | $6,713 萬 | 20.94% | +562,757 | 新進 |
| Southpoint Capital Advisors LP | 550,000 | $6,561 萬 | 1.27% | +200,000+57.1% | 加碼 |
| 3G Capital Partners LP | 515,000 | $6,143 萬 | 23.59% | +60,000+13.2% | 加碼 |
| Assenagon Asset Management S.A. | 506,542 | $6,043 萬 | 0.20% | +435,469+612.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 506,052 | $6,037 萬 | 0.56% | −145,279−22.3% | 減碼 |
| Sachem Head Capital Management LP | 505,000 | $6,024 萬 | 1.54% | +135,000+36.5% | 加碼 |
| RV Capital GmbH | 494,935 | $5,904 萬 | 18.28% | +361,900+272.0% | 加碼 |
| Northern Trust Corp | 489,040 | $5,834 萬 | 0.01% | +1,558+0.3% | 加碼 |
| Antipodean Advisors LLC | 405,000 | $4,831 萬 | 34.98% | 00.0% | 不變 |
| Legal & General Group Plc | 394,481 | $4,706 萬 | 0.01% | +24,896+6.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 390,880 | $4,663 萬 | 0.11% | −9,851−2.5% | 減碼 |
| Thrivent Financial for Lutherans | 383,330 | $4,573 萬 | 0.09% | +106,201+38.3% | 加碼 |
| JPMorgan Chase & Co | 369,400 | $4,407 萬 | 0.01% | −1,097,129−74.8% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 363,233 | $4,333 萬 | 1.86% | +179,500+97.7% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 355,000 | $4,235 萬 | 3.16% | +230,000+184.0% | 加碼 |
| Steadview Capital Management LLC | 334,355 | $3,989 萬 | 5.65% | +46,000+16.0% | 加碼 |
| Swiss National Bank | 333,605 | $3,980 萬 | 0.02% | +44,500+15.4% | 加碼 |
| Vantage Investment Partners, LLC | 331,970 | $3,960 萬 | 1.98% | +331,970 | 新進 |
| American Century Companies Inc | 303,565 | $3,621 萬 | 0.02% | +6,639+2.2% | 加碼 |
| Clearbridge Investments, LLC | 303,386 | $3,619 萬 | 0.03% | −149,847−33.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 292,556 | $3,574 萬 | 0.02% | +289,509+9,501.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 282,976 | $3,376 萬 | 0.07% | +148,878+111.0% | 加碼 |
| Bank of America Corp | 273,006 | $3,257 萬 | 0.00% | −64,220−19.0% | 減碼 |
| Jennison Associates LLC | 263,755 | $3,146 萬 | 0.02% | −263,658−50.0% | 減碼 |
| Charles Schwab Investment Management Inc | 263,048 | $3,138 萬 | 0.01% | +4,315+1.7% | 加碼 |
| Grosvenor Holdings, L.L.C. | 255,289 | $3,045 萬 | 5.94% | −114,846−31.0% | 減碼 |
| Nuveen Asset Management, LLC | 221,413 | $3,018 萬 | 0.01% | +6,493+3.0% | 加碼 |
| Bank of New York Mellon Corp | 241,379 | $2,880 萬 | 0.01% | −7,131−2.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 208,761 | $2,490 萬 | 0.02% | −35,318−14.5% | 減碼 |
| National Bank of Canada | 200,352 | $2,390 萬 | 0.09% | +200,004+57,472.4% | 加碼 |
| Norges Bank | 194,170 | $2,316 萬 | 0.01% | +134,335+224.5% | 加碼 |
| Oakcliff Capital Partners, LP | 180,928 | $2,158 萬 | 11.19% | +89,500+97.9% | 加碼 |
| Lansing Management LP | 168,088 | $2,005 萬 | 14.61% | +19,191+12.9% | 加碼 |
| Blair William & Co | 148,990 | $1,777 萬 | 0.06% | −17,540−10.5% | 減碼 |
| Squarepoint Ops LLC | 142,923 | $1,705 萬 | 0.13% | −11,823−7.6% | 減碼 |
| Must Asset Management Inc. | 133,153 | $1,677 萬 | 8.45% | +97,962+278.4% | 加碼 |
| California Public Employees Retirement System | 140,021 | $1,670 萬 | 0.01% | −10,928−7.2% | 減碼 |
| MFN Partners Management, LP | 136,364 | $1,627 萬 | 0.56% | +136,364 | 新進 |
| Anabranch Capital Management, LP | 130,081 | $1,552 萬 | 10.66% | +49,643+61.7% | 加碼 |
| Schusterman Interests, LLC | 130,000 | $1,551 萬 | 9.80% | 00.0% | 不變 |
| California State Teachers Retirement System | 128,847 | $1,537 萬 | 0.02% | −6,718−5.0% | 減碼 |
| Canada Pension Plan Investment Board | 128,570 | $1,534 萬 | 0.02% | +128,365+62,617.1% | 加碼 |
| Crosslink Capital Inc | 124,828 | $1,489 萬 | 2.80% | +1,015+0.8% | 加碼 |
| Parametric Portfolio Associates LLC | 120,206 | $1,434 萬 | 0.01% | +14,366+13.6% | 加碼 |
| Brightlight Capital Management LP | 119,900 | $1,430 萬 | 6.01% | 00.0% | 不變 |
| Quadrature Capital Ltd | 117,203 | $1,398 萬 | 0.56% | +117,203 | 新進 |
| PB Investment Partners, L.P. | 115,569 | $1,379 萬 | 9.37% | +51,518+80.4% | 加碼 |
| Barclays PLC | 112,912 | $1,347 萬 | 0.01% | +12,263+12.2% | 加碼 |
| Frontier Capital Management Co LLC | 112,125 | $1,338 萬 | 0.12% | −17,614−13.6% | 減碼 |
| Twinbeech Capital LP | 110,028 | $1,313 萬 | 0.58% | +110,028 | 新進 |
| Wells Fargo & Company | 106,125 | $1,266 萬 | 0.00% | −4,285−3.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105,370 | $1,257 萬 | 0.05% | +27,110+34.6% | 加碼 |
| Chicago Capital, LLC | 104,680 | $1,249 萬 | 0.54% | +570+0.5% | 加碼 |
| Ameriprise Financial Inc | 107,719 | $1,194 萬 | 0.00% | +41,610+62.9% | 加碼 |
| Ampfield Management, L.P. | 98,300 | $1,173 萬 | 13.51% | +98,300 | 新進 |
| New York State Common Retirement Fund | 97,078 | $1,158 萬 | 0.01% | −1,500−1.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 95,253 | $1,136 萬 | 0.11% | +43,639+84.5% | 加碼 |
| Selkirk Management LLC | 91,420 | $1,091 萬 | 6.89% | −5,000−5.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 91,311 | $1,089 萬 | 0.02% | +1,772+2.0% | 加碼 |
| Credit Suisse AG | 88,816 | $1,059 萬 | 0.01% | +10,942+14.1% | 加碼 |
| General Equity Holdings LP | 80,528 | $960.6 萬 | 7.13% | +37,262+86.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 77,864 | $928.8 萬 | 0.01% | +30,084+63.0% | 加碼 |
| Crestwood Capital Management, L.P. | 75,425 | $899.7 萬 | 5.42% | +11,816+18.6% | 加碼 |
| Natixis | 74,213 | $885.3 萬 | 0.03% | −217,348−74.5% | 減碼 |
| Great West Life Assurance Co | 69,919 | $884.2 萬 | 0.02% | +1,636+2.4% | 加碼 |
| Invesco Ltd. | 71,680 | $855.1 萬 | 0.00% | −738−1.0% | 減碼 |
| Rhumbline Advisers | 67,791 | $808.7 萬 | 0.01% | −5,021−6.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 67,500 | $805.2 萬 | 0.02% | +67,500 | 新進 |
| CTC LLC | 64,134 | $765.0 萬 | 0.14% | +64,134 | 新進 |
| Moore Capital Management, LP | 62,399 | $744.4 萬 | 0.24% | +62,399 | 新進 |
| Truist Financial Corp | 62,082 | $740.5 萬 | 0.01% | +29,282+89.3% | 加碼 |
| Amundi | 65,405 | $727.3 萬 | 0.00% | +19,540+42.6% | 加碼 |
| Deutsche Bank AG | 58,790 | $701.4 萬 | 0.00% | −87,055−59.7% | 減碼 |
| Berylson Capital Partners, LLC | 57,200 | $682.3 萬 | 8.00% | +57,200 | 新進 |