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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 5,101 | $11.4 萬 | 0.00% | −2,448−32.4% | 減碼 |
| Aquatic Capital Management LLC | 6,100 | $13.8 萬 | 0.04% | +5,700+1,425.0% | 加碼 |
| Equitec Proprietary Markets, LLC | 6,300 | $14.2 萬 | 0.07% | +6,300 | 新進 |
| MetLife Investment Management | 6,466 | $14.6 萬 | 0.00% | +1,411+27.9% | 加碼 |
| Westpac Banking Corp | 6,799 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 6,943 | $15.7 萬 | 0.00% | −5,270−43.2% | 減碼 |
| BloombergSen Inc. | 7,300 | $16.5 萬 | 0.01% | +6,300+630.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 7,506 | $17.0 萬 | 0.00% | +1,306+21.1% | 加碼 |
| Royal Bank of Canada | 8,575 | $19.4 萬 | 0.00% | −794−8.5% | 減碼 |
| XTX Topco Ltd | 8,943 | $20.2 萬 | 0.08% | +8,943 | 新進 |
| True North Advisors, LLC | 9,700 | $21.9 萬 | 0.07% | +9,700 | 新進 |
| Public Employees Retirement Association of Colorado | 10,343 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 10,520 | $23.7 萬 | 0.00% | +8,090+332.9% | 加碼 |
| IFM Investors Pty Ltd | 10,774 | $24.3 萬 | 0.00% | −178−1.6% | 減碼 |
| Verition Fund Management LLC | 10,912 | $24.6 萬 | 0.01% | +10,912 | 新進 |
| British Columbia Investment Management Corp | 11,024 | $24.9 萬 | 0.00% | −866−7.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,060 | $25.0 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 11,291 | $25.5 萬 | 0.00% | −11,747−51.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 11,333 | $25.6 萬 | 0.00% | +1,030+10.0% | 加碼 |
| Nissay Asset Management Corp | 11,447 | $25.8 萬 | 0.00% | +3,405+42.3% | 加碼 |
| Echo Street Capital Management LLC | 11,514 | $26.0 萬 | 0.00% | +11,514 | 新進 |
| Xponance, Inc. | 11,830 | $26.7 萬 | 0.01% | +2,803+31.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 12,209 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| XR Securities LLC | 12,555 | $28.3 萬 | 0.14% | +12,555 | 新進 |
| Allianz Asset Management GmbH | 12,563 | $28.4 萬 | 0.00% | +9,458+304.6% | 加碼 |
| Foundations Investment Advisors, LLC | 10,903 | $28.7 萬 | 0.01% | +10,903 | 新進 |
| Rafferty Asset Management, LLC | 12,855 | $29.0 萬 | 0.00% | +8,105+170.6% | 加碼 |
| CTC LLC | 13,134 | $29.6 萬 | 0.02% | −51,000−79.5% | 減碼 |
| DnB Asset Management AS | 14,127 | $31.9 萬 | 0.00% | +2,318+19.6% | 加碼 |
| Compass Financial Advisors LLC | 14,113 | $31.9 萬 | 0.43% | +10,402+280.3% | 加碼 |
| KBC Group NV | 14,110 | $31.9 萬 | 0.00% | +10,645+307.2% | 加碼 |
| Russell Investments Group, Ltd. | 14,647 | $33.3 萬 | 0.00% | −2,000−12.0% | 減碼 |
| Teacher Retirement System of Texas | 15,326 | $34.6 萬 | 0.00% | −332−2.1% | 減碼 |
| Exchange Traded Concepts, LLC | 15,545 | $35.1 萬 | 0.01% | +11,518+286.0% | 加碼 |
| Envestnet Asset Management Inc | 16,289 | $36.8 萬 | 0.00% | −26,824−62.2% | 減碼 |
| Nisa Investment Advisors, LLC | 16,500 | $37.3 萬 | 0.00% | +10,200+161.9% | 加碼 |
| Utah Retirement Systems | 16,800 | $37.9 萬 | 0.01% | +2,900+20.9% | 加碼 |
| Wolverine Trading, LLC | 17,402 | $40.2 萬 | 0.01% | +736+4.4% | 加碼 |
| First Trust Advisors LP | 17,953 | $40.5 萬 | 0.00% | +5,907+49.0% | 加碼 |
| Hongkou Capital LP | 18,000 | $40.6 萬 | 0.90% | +18,000 | 新進 |
| Cutler Group LP | 18,086 | $40.8 萬 | 0.06% | +17,556+3,312.5% | 加碼 |
| Principal Financial Group Inc | 18,430 | $41.6 萬 | 0.00% | +7,043+61.9% | 加碼 |
| Quantbot Technologies LP | 18,668 | $42.1 萬 | 0.04% | +18,668 | 新進 |
| Versor Investments LP | 18,832 | $42.5 萬 | 0.02% | +18,832 | 新進 |
| Bayesian Capital Management, LP | 18,921 | $42.7 萬 | 0.08% | +18,921 | 新進 |
| Nomura Asset Management Co Ltd | 20,790 | $46.9 萬 | 0.00% | +5,900+39.6% | 加碼 |
| Eaton Vance Management | 21,145 | $47.8 萬 | 0.00% | +3,358+18.9% | 加碼 |
| Toronto Dominion Bank | 21,233 | $48.0 萬 | 0.00% | +4,741+28.7% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 22,030 | $49.7 萬 | 0.32% | 00.0% | 不變 |
| Ergoteles LLC | 22,372 | $50.5 萬 | 0.02% | +22,372 | 新進 |
| Taylor Frigon Capital Management LLC | 22,916 | $51.7 萬 | 0.27% | −300−1.3% | 減碼 |
| Amalgamated Bank | 23,266 | $52.5 萬 | 0.00% | +14,467+164.4% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,911 | $54.0 萬 | 0.01% | +100+0.4% | 加碼 |
| Pictet Asset Management SA | 25,461 | $57.5 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 26,556 | $60.0 萬 | 0.01% | +5,114+23.9% | 加碼 |
| LPL Financial LLC | 27,606 | $62.3 萬 | 0.00% | +17,267+167.0% | 加碼 |
| HSBC Holdings PLC | 27,457 | $63.0 萬 | 0.00% | +11,430+71.3% | 加碼 |
| Raymond James & Associates | 29,121 | $65.8 萬 | 0.00% | +8,741+42.9% | 加碼 |
| Donaldson Capital Management, LLC | 29,627 | $66.9 萬 | 0.03% | +21,058+245.7% | 加碼 |
| Asset Management One Co.,Ltd. | 30,705 | $69.3 萬 | 0.00% | +172+0.6% | 加碼 |
| Macquarie Group Ltd | 32,837 | $74.2 萬 | 0.00% | +17,240+110.5% | 加碼 |
| Virtu Financial LLC | 33,154 | $74.9 萬 | 0.06% | +33,154 | 新進 |
| Caption Management, LLC | 36,000 | $81.3 萬 | 0.07% | −2,992−7.7% | 減碼 |
| Old Well Partners, LLC | 36,100 | $81.5 萬 | 0.65% | +7,000+24.1% | 加碼 |
| Swedbank AB | 38,685 | $87.4 萬 | 0.00% | +6,298+19.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 39,357 | $88.9 萬 | 0.02% | +24,614+167.0% | 加碼 |
| Alliancebernstein L.P. | 42,045 | $94.9 萬 | 0.00% | +6,266+17.5% | 加碼 |
| AQR Capital Management LLC | 43,609 | $95.6 萬 | 0.00% | +43,609 | 新進 |
| Treasurer of the State of North Carolina | 44,120 | $99.6 萬 | 0.01% | +15,336+53.3% | 加碼 |
| Voya Investment Management LLC | 44,234 | $99.9 萬 | 0.00% | +6,299+16.6% | 加碼 |
| State of Wisconsin Investment Board | 44,302 | $100.0 萬 | 0.00% | +8,522+23.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 44,997 | $101.6 萬 | 0.00% | +41,860+1,334.4% | 加碼 |
| Neuberger Berman Group LLC | 46,941 | $106.0 萬 | 0.00% | +22,960+95.7% | 加碼 |
| Nomura Holdings Inc | 49,098 | $107.3 萬 | 0.01% | +31,453+178.3% | 加碼 |
| Royal London Asset Management Ltd | 48,620 | $109.8 萬 | 0.01% | +20,228+71.2% | 加碼 |
| Public Employees Retirement System of Ohio | 51,933 | $117.3 萬 | 0.00% | +11,334+27.9% | 加碼 |
| Global Endowment Management, LP | 53,810 | $121.6 萬 | 0.11% | +53,810 | 新進 |
| SEI Investments Co | 54,208 | $122.3 萬 | 0.00% | +50,681+1,436.9% | 加碼 |
| Quadrature Capital Ltd | 54,849 | $123.8 萬 | 0.05% | −62,354−53.2% | 減碼 |
| Dimensional Fund Advisors LP | 55,950 | $126.3 萬 | 0.00% | +769+1.4% | 加碼 |
| Graham Capital Management, L.P. | 56,390 | $127.3 萬 | 0.06% | +56,390 | 新進 |
| Caisse de Depot Et Placement du Quebec | 58,500 | $132.1 萬 | 0.00% | −9,000−13.3% | 減碼 |
| Ensign Peak Advisors, Inc | 59,319 | $134.0 萬 | 0.00% | +20,450+52.6% | 加碼 |
| Amundi | 66,646 | $134.9 萬 | 0.00% | +1,241+1.9% | 加碼 |
| Selkirk Management LLC | 61,220 | $138.2 萬 | 1.62% | −30,200−33.0% | 減碼 |
| Natixis Advisors, L.P. | 62,180 | $140.4 萬 | 0.01% | +17,630+39.6% | 加碼 |
| Jane Street Group, LLC | 62,872 | $142.0 萬 | 0.00% | +14,693+30.5% | 加碼 |
| Crestwood Capital Management, L.P. | 64,199 | $145.0 萬 | 1.36% | −11,226−14.9% | 減碼 |
| Seven Eight Capital, LP | 65,041 | $146.9 萬 | 0.59% | +65,041 | 新進 |
| State of New Jersey Common Pension Fund D | 67,671 | $152.8 萬 | 0.01% | +19,974+41.9% | 加碼 |
| Deutsche Bank AG | 68,831 | $155.4 萬 | 0.00% | +10,041+17.1% | 加碼 |
| Assenagon Asset Management S.A. | 69,177 | $156.2 萬 | 0.01% | −437,365−86.3% | 減碼 |
| Great West Life Assurance Co | 70,093 | $158.4 萬 | 0.00% | +174+0.2% | 加碼 |
| Divisadero Street Capital Management, LP | 74,242 | $167.6 萬 | 1.33% | +74,242 | 新進 |
| Hudson Bay Capital Management LP | 75,000 | $169.3 萬 | 0.02% | +75,000 | 新進 |
| Aviva PLC | 80,953 | $182.8 萬 | 0.01% | +39,243+94.1% | 加碼 |
| Storebrand Asset Management AS | 84,305 | $190.4 萬 | 0.01% | +63,140+298.3% | 加碼 |
| Wells Fargo & Company | 84,668 | $191.2 萬 | 0.00% | −21,457−20.2% | 減碼 |
| Simplex Trading, LLC | 88,108 | $198.9 萬 | 0.07% | +88,108 | 新進 |
| Berylson Capital Partners, LLC | 91,400 | $206.4 萬 | 5.58% | +34,200+59.8% | 加碼 |