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 2 季 13F 持有人
Carvana Co. 在 2022/6/30 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
- 308
- 較 2022 年第 1 季 −66 家
- 持有股數
- 1.23 億
- 較 2022 年第 1 季 +1,693 萬 (+16.0%)
- 總市值
- $27.9 億
- 較 2022 年第 1 季 −$98.7 億 (−77.9%)
- 新進機構
- 52
- 另有 159 家加碼
- 清倉機構
- 118
- 另有 61 家減碼
另有 8 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 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 | 20,100,843 | $4.54 億 | 0.06% | +6,670,993+49.7% | 加碼 |
| Baillie Gifford & Co | 10,901,629 | $2.46 億 | 0.25% | +1,418,746+15.0% | 加碼 |
| Vanguard Group Inc | 8,888,124 | $2.01 億 | 0.01% | +1,590,698+21.8% | 加碼 |
| CAS Investment Partners, LLC | 6,727,803 | $1.52 億 | 23.04% | +2,564,900+61.6% | 加碼 |
| Spruce House Investment Management LLC | 6,150,000 | $1.39 億 | 20.05% | +1,150,000+23.0% | 加碼 |
| FMR LLC | 5,659,287 | $1.28 億 | 0.01% | −4,778,752−45.8% | 減碼 |
| Morgan Stanley | 5,202,760 | $1.17 億 | 0.02% | −1,967,417−27.4% | 減碼 |
| BlackRock Inc. | 5,101,287 | $1.15 億 | 0.00% | +1,213,401+31.2% | 加碼 |
| Marshall Wace, LLP | 2,538,917 | $5,733 萬 | 0.13% | +2,513,670+9,956.3% | 加碼 |
| State Street Corp | 2,145,614 | $4,845 萬 | 0.00% | +515,728+31.6% | 加碼 |
| Goldman Sachs Group Inc | 1,956,241 | $4,417 萬 | 0.01% | −1,446,127−42.5% | 減碼 |
| Greenoaks Capital Partners LLC | 1,945,000 | $4,392 萬 | 4.12% | +1,163,716+148.9% | 加碼 |
| 683 Capital Management, LLC | 1,800,000 | $4,065 萬 | 2.94% | +885,000+96.7% | 加碼 |
| FPR Partners LLC | 1,785,000 | $4,031 萬 | 1.66% | +1,785,000 | 新進 |
| Capital World Investors | 1,616,536 | $3,650 萬 | 0.01% | +162,217+11.2% | 加碼 |
| Point72 Asset Management, L.P. | 1,508,002 | $3,405 萬 | 0.16% | +1,482,820+5,888.4% | 加碼 |
| Thrive Capital Management, LLC | 1,499,962 | $3,387 萬 | 9.90% | +687,249+84.6% | 加碼 |
| KPS Global Asset Management UK Ltd | 1,272,500 | $2,873 萬 | 16.49% | 00.0% | 不變 |
| Renaissance Technologies LLC | 1,249,000 | $2,820 萬 | 0.03% | +1,249,000 | 新進 |
| Geode Capital Management, LLC | 1,245,477 | $2,809 萬 | 0.00% | +218,924+21.3% | 加碼 |
| Must Asset Management Inc. | 1,203,981 | $2,782 萬 | 20.81% | +1,070,828+804.2% | 加碼 |
| Luxor Capital Group, LP | 1,195,560 | $2,700 萬 | 1.90% | +365,300+44.0% | 加碼 |
| Goodnow Investment Group, LLC | 1,147,388 | $2,591 萬 | 3.99% | +301,370+35.6% | 加碼 |
| TD Asset Management Inc | 1,144,683 | $2,585 萬 | 0.03% | +102,260+9.8% | 加碼 |
| Pelham Capital Ltd. | 990,621 | $2,237 萬 | 3.86% | 00.0% | 不變 |
| Barclays PLC | 905,352 | $2,044 萬 | 0.02% | +792,440+701.8% | 加碼 |
| Vantage Investment Partners, LLC | 851,970 | $1,924 萬 | 1.54% | +520,000+156.6% | 加碼 |
| Citigroup Inc | 736,242 | $1,662 萬 | 0.02% | +690,810+1,520.5% | 加碼 |
| Brightlight Capital Management LP | 728,300 | $1,645 萬 | 10.31% | +608,400+507.4% | 加碼 |
| Man Group plc | – | $1,625 萬 | 0.07% | – | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 696,194 | $1,572 萬 | 0.39% | +63,121+10.0% | 加碼 |
| UBS Asset Management Americas Inc | 680,845 | $1,537 萬 | 0.01% | −380,724−35.9% | 減碼 |
| Squarepoint Ops LLC | 647,616 | $1,462 萬 | 0.13% | +504,693+353.1% | 加碼 |
| Susquehanna International Group, LLP | 630,818 | $1,424 萬 | 0.03% | +582,813+1,214.1% | 加碼 |
| Bank of Nova Scotia | 622,478 | $1,407 萬 | 0.03% | +622,478 | 新進 |
| Sculptor Capital LP | 595,665 | $1,345 萬 | 0.15% | −211,707−26.2% | 減碼 |
| Norges Bank | 587,865 | $1,327 萬 | 0.00% | +393,695+202.8% | 加碼 |
| Northern Trust Corp | 555,164 | $1,254 萬 | 0.00% | +66,124+13.5% | 加碼 |
| Clearbridge Investments, LLC | 531,751 | $1,201 萬 | 0.01% | +228,365+75.3% | 加碼 |
| Gates Foundation Trust大師蓋茲基金會信託 | 520,000 | $1,174 萬 | 0.07% | +520,000 | 新進 |
| RV Capital GmbH | 517,335 | $1,168 萬 | 5.26% | +22,400+4.5% | 加碼 |
| UBS Group AG | 508,648 | $1,149 萬 | 0.01% | −90,213−15.1% | 減碼 |
| JPMorgan Chase & Co | 506,531 | $1,144 萬 | 0.00% | +137,131+37.1% | 加碼 |
| Millennium Management LLC | 504,725 | $1,140 萬 | 0.01% | +504,725 | 新進 |
| Group One Trading, L.P. | 494,756 | $1,117 萬 | 0.32% | +494,756 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 439,402 | $992.2 萬 | 0.03% | +48,522+12.4% | 加碼 |
| Legal & General Group Plc | 433,047 | $977.8 萬 | 0.00% | +38,566+9.8% | 加碼 |
| Swiss National Bank | 412,205 | $930.8 萬 | 0.01% | +78,600+23.6% | 加碼 |
| Antipodean Advisors LLC | 405,000 | $914.5 萬 | 14.90% | 00.0% | 不變 |
| General Equity Holdings LP | 390,307 | $881.3 萬 | 10.94% | +309,779+384.7% | 加碼 |
| Bank of New York Mellon Corp | 362,837 | $819.3 萬 | 0.00% | +121,458+50.3% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 355,000 | $801.6 萬 | 0.78% | 00.0% | 不變 |
| Steadview Capital Management LLC | 334,355 | $755.0 萬 | 1.89% | 00.0% | 不變 |
| Worth Venture Partners, LLC | 313,487 | $716.3 萬 | 4.35% | +296,451+1,740.1% | 加碼 |
| PB Investment Partners, L.P. | 313,487 | $707.8 萬 | 6.30% | +197,918+171.3% | 加碼 |
| Charles Schwab Investment Management Inc | 308,710 | $697.2 萬 | 0.00% | +45,662+17.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 306,902 | $693.0 萬 | 0.05% | +274,052+834.3% | 加碼 |
| National Bank of Canada | 300,050 | $677.5 萬 | 0.04% | +99,698+49.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 291,220 | $657.6 萬 | 0.01% | +277,752+2,062.3% | 加碼 |
| Bank of America Corp | 283,065 | $639.1 萬 | 0.00% | +10,059+3.7% | 加碼 |
| Nuveen Asset Management, LLC | 274,287 | $619.3 萬 | 0.00% | +52,874+23.9% | 加碼 |
| Schusterman Interests, LLC | 268,000 | $605.1 萬 | 6.39% | +138,000+106.2% | 加碼 |
| Platinum Investment Management Ltd | 267,315 | $603.6 萬 | 0.23% | +259,919+3,514.3% | 加碼 |
| Twinbeech Capital LP | 262,505 | $592.7 萬 | 0.27% | +152,477+138.6% | 加碼 |
| K2 Principal Fund, L.P. | 256,692 | $579.6 萬 | 0.99% | +246,734+2,477.7% | 加碼 |
| Two Sigma Investments, LP | 256,218 | $578.5 萬 | 0.02% | +256,218 | 新進 |
| Schonfeld Strategic Advisors LLC | 254,431 | $574.5 萬 | 0.06% | +254,431 | 新進 |
| Ameriprise Financial Inc | 253,913 | $566.7 萬 | 0.00% | +146,194+135.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 239,572 | $541.0 萬 | 0.00% | +30,811+14.8% | 加碼 |
| Senator Investment Group LP | 225,000 | $508.0 萬 | 0.36% | +225,000 | 新進 |
| Anabranch Capital Management, LP | 214,698 | $484.8 萬 | 5.04% | +84,617+65.0% | 加碼 |
| Avenir Management Company, LLC | 201,180 | $454.3 萬 | 7.77% | +176,981+731.4% | 加碼 |
| Alerus Financial NA | 198,751 | $448.8 萬 | 0.41% | +198,751 | 新進 |
| Blair William & Co | 177,255 | $400.2 萬 | 0.02% | +28,265+19.0% | 加碼 |
| Coatue Management LLC大師Coatue | 173,800 | $392.4 萬 | 0.05% | +173,800 | 新進 |
| California State Teachers Retirement System | 161,995 | $365.8 萬 | 0.01% | +33,148+25.7% | 加碼 |
| One Fin Capital Management LP | 162,000 | $365.8 萬 | 1.33% | +162,000 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 160,804 | $363.1 萬 | 0.01% | +82,940+106.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 156,209 | $360.8 萬 | 0.00% | −136,347−46.6% | 減碼 |
| California Public Employees Retirement System | 153,651 | $346.9 萬 | 0.00% | +13,630+9.7% | 加碼 |
| Citadel Advisors LLC | 148,963 | $336.4 萬 | 0.00% | +146,424+5,767.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 147,824 | $333.8 萬 | 0.01% | −135,152−47.8% | 減碼 |
| PEAK6 Investments LLC | 145,781 | $329.2 萬 | 0.08% | +145,117+21,855.0% | 加碼 |
| Crosslink Capital Inc | 145,080 | $327.6 萬 | 0.95% | +20,252+16.2% | 加碼 |
| Blueshift Asset Management, LLC | 143,106 | $323.1 萬 | 0.53% | +108,597+314.7% | 加碼 |
| Frontier Capital Management Co LLC | 139,093 | $314.1 萬 | 0.04% | +26,968+24.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 137,566 | $310.6 萬 | 0.42% | +84,074+157.2% | 加碼 |
| Occudo Quantitative Strategies LP | 134,964 | $304.7 萬 | 0.25% | +134,964 | 新進 |
| BIT Capital GmbH | 127,032 | $286.8 萬 | 0.42% | +126,888+88,116.7% | 加碼 |
| Canada Pension Plan Investment Board | 127,000 | $286.8 萬 | 0.00% | −1,570−1.2% | 減碼 |
| PDT Partners, LLC | 122,336 | $276.2 萬 | 0.24% | +119,836+4,793.4% | 加碼 |
| Ampfield Management, L.P. | 120,634 | $272.4 萬 | 4.23% | +22,334+22.7% | 加碼 |
| Tudor Investment Corp Et Al | 119,034 | $268.8 萬 | 0.08% | +119,034 | 新進 |
| New York State Common Retirement Fund | 117,477 | $265.3 萬 | 0.00% | +20,399+21.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 112,789 | $254.7 萬 | 0.01% | +7,419+7.0% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 112,370 | $253.7 萬 | 0.02% | −8,418,807−98.7% | 減碼 |
| Holocene Advisors, LP | 109,966 | $248.3 萬 | 0.02% | +102,349+1,343.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 109,638 | $247.6 萬 | 0.01% | +18,327+20.1% | 加碼 |
| Invesco Ltd. | 109,561 | $247.3 萬 | 0.00% | +37,881+52.8% | 加碼 |
| Handelsbanken Fonder AB | 106,136 | $239.7 萬 | 0.02% | +83,711+373.3% | 加碼 |