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 3 季 13F 持有人
Carvana Co. 在 2022/9/30 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
- 272
- 較 2022 年第 2 季 −34 家
- 持有股數
- 1.26 億
- 較 2022 年第 2 季 +344.2 萬 (+2.8%)
- 總市值
- $25.7 億
- 較 2022 年第 2 季 −$2.22 億 (−8.0%)
- 新進機構
- 37
- 另有 90 家加碼
- 清倉機構
- 71
- 另有 97 家減碼
另有 2 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 19,613,733 | $3.99 億 | 0.07% | −487,110−2.4% | 減碼 |
| Baillie Gifford & Co | 14,144,058 | $2.87 億 | 0.30% | +3,242,429+29.7% | 加碼 |
| FMR LLC | 9,237,494 | $1.88 億 | 0.02% | +3,578,207+63.2% | 加碼 |
| Vanguard Group Inc | 8,561,456 | $1.74 億 | 0.01% | −326,668−3.7% | 減碼 |
| Morgan Stanley | 8,528,462 | $1.73 億 | 0.02% | +3,325,702+63.9% | 加碼 |
| CAS Investment Partners, LLC | 6,827,803 | $1.39 億 | 25.30% | +100,000+1.5% | 加碼 |
| Spruce House Investment Management LLC | 6,550,000 | $1.33 億 | 23.97% | +400,000+6.5% | 加碼 |
| Capital World Investors | 5,318,506 | $1.08 億 | 0.02% | +3,701,970+229.0% | 加碼 |
| BlackRock Inc. | 4,346,487 | $8,823 萬 | 0.00% | −754,800−14.8% | 減碼 |
| Greenoaks Capital Partners LLC | 3,740,124 | $7,593 萬 | 5.79% | +1,795,124+92.3% | 加碼 |
| Bank of America Corp | 1,873,788 | $3,804 萬 | 0.00% | +1,590,723+562.0% | 加碼 |
| FPR Partners LLC | 1,848,500 | $3,753 萬 | 1.73% | +63,500+3.6% | 加碼 |
| State Street Corp | 1,659,003 | $3,368 萬 | 0.00% | −486,611−22.7% | 減碼 |
| 683 Capital Management, LLC | 1,650,000 | $3,350 萬 | 2.71% | −150,000−8.3% | 減碼 |
| Thrive Capital Management, LLC | 1,499,962 | $3,045 萬 | 10.37% | 00.0% | 不變 |
| Must Asset Management Inc. | 1,381,986 | $2,981 萬 | 24.54% | +178,005+14.8% | 加碼 |
| KPS Global Asset Management UK Ltd | 1,272,500 | $2,583 萬 | 18.39% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,259,350 | $2,556 萬 | 0.00% | +13,873+1.1% | 加碼 |
| TD Asset Management Inc | 1,138,621 | $2,456 萬 | 0.03% | −6,062−0.5% | 減碼 |
| Point72 Asset Management, L.P. | 1,206,828 | $2,450 萬 | 0.11% | −301,174−20.0% | 減碼 |
| Goodnow Investment Group, LLC | 1,152,978 | $2,341 萬 | 3.94% | +5,590+0.5% | 加碼 |
| Pelham Capital Ltd. | 990,621 | $2,011 萬 | 4.67% | 00.0% | 不變 |
| Vantage Investment Partners, LLC | 851,970 | $1,730 萬 | 2.71% | 00.0% | 不變 |
| Man Group plc | 847,242 | $1,720 萬 | 0.08% | – | – |
| Norges Bank | 757,509 | $1,538 萬 | 0.00% | +169,644+28.9% | 加碼 |
| Goldman Sachs Group Inc | 744,155 | $1,511 萬 | 0.00% | −1,212,086−62.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 735,711 | $1,494 萬 | 0.34% | +39,517+5.7% | 加碼 |
| Squarepoint Ops LLC | 730,549 | $1,483 萬 | 0.13% | +82,933+12.8% | 加碼 |
| Brightlight Capital Management LP | 728,300 | $1,478 萬 | 10.63% | 00.0% | 不變 |
| RV Capital GmbH | 709,835 | $1,441 萬 | 6.88% | +192,500+37.2% | 加碼 |
| Citadel Advisors LLC | 704,790 | $1,431 萬 | 0.02% | +555,827+373.1% | 加碼 |
| General Equity Holdings LP | 572,187 | $1,162 萬 | 18.10% | +181,880+46.6% | 加碼 |
| UBS Asset Management Americas Inc | 548,092 | $1,113 萬 | 0.01% | −132,753−19.5% | 減碼 |
| Clearbridge Investments, LLC | 544,192 | $1,105 萬 | 0.01% | +12,441+2.3% | 加碼 |
| Schusterman Interests, LLC | 536,000 | $1,088 萬 | 9.80% | +268,000+100.0% | 加碼 |
| Gates Foundation Trust大師蓋茲基金會信託 | 520,000 | $1,056 萬 | 0.03% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 488,468 | $991.6 萬 | 0.03% | +49,066+11.2% | 加碼 |
| Northern Trust Corp | 425,152 | $863.1 萬 | 0.00% | −130,012−23.4% | 減碼 |
| Crosslink Capital Inc | 409,570 | $831.4 萬 | 2.13% | +264,490+182.3% | 加碼 |
| Bank of New York Mellon Corp | 365,270 | $741.5 萬 | 0.00% | +2,433+0.7% | 加碼 |
| Antipodean Advisors LLC | 355,000 | $720.7 萬 | 18.44% | −50,000−12.3% | 減碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 355,000 | $720.7 萬 | 0.78% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 350,739 | $712.0 萬 | 0.01% | −280,079−44.4% | 減碼 |
| Steadview Capital Management LLC | 334,355 | $678.7 萬 | 1.92% | 00.0% | 不變 |
| Worth Venture Partners, LLC | 313,487 | $636.4 萬 | 3.98% | 00.0% | 不變 |
| PB Investment Partners, L.P. | 313,487 | $636.4 萬 | 6.27% | 00.0% | 不變 |
| JPMorgan Chase & Co | 288,560 | $585.7 萬 | 0.00% | −217,971−43.0% | 減碼 |
| Nuveen Asset Management, LLC | 280,925 | $570.3 萬 | 0.00% | +6,638+2.4% | 加碼 |
| Charles Schwab Investment Management Inc | 280,162 | $568.8 萬 | 0.00% | −28,548−9.2% | 減碼 |
| Moore Capital Management, LP | 275,000 | $558.3 萬 | 0.15% | +275,000 | 新進 |
| Ameriprise Financial Inc | 259,128 | $531.0 萬 | 0.00% | +5,215+2.1% | 加碼 |
| Twinbeech Capital LP | 252,763 | $513.1 萬 | 0.14% | −9,742−3.7% | 減碼 |
| Swiss National Bank | 213,300 | $433.0 萬 | 0.00% | −198,905−48.3% | 減碼 |
| Alerus Financial NA | 205,022 | $416.2 萬 | 0.41% | +6,271+3.2% | 加碼 |
| Builders Union LLP | 203,300 | $412.7 萬 | 3.62% | +203,300 | 新進 |
| Avenir Management Company, LLC | 201,180 | $408.4 萬 | 6.94% | 00.0% | 不變 |
| California Public Employees Retirement System | 190,736 | $387.2 萬 | 0.00% | +37,085+24.1% | 加碼 |
| Blair William & Co | 189,473 | $384.6 萬 | 0.02% | +12,218+6.9% | 加碼 |
| Anabranch Capital Management, LP | 187,350 | $380.3 萬 | 4.09% | −27,348−12.7% | 減碼 |
| Nomura Holdings Inc | 185,204 | $375.9 萬 | 0.04% | +136,106+277.2% | 加碼 |
| Luxor Capital Group, LP | 181,300 | $368.0 萬 | 0.31% | −1,014,260−84.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 169,267 | $364.6 萬 | 0.00% | +13,058+8.4% | 加碼 |
| Coatue Management LLC大師Coatue | 173,800 | $352.8 萬 | 0.04% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 160,804 | $326.4 萬 | 0.01% | 00.0% | 不變 |
| Barclays PLC | 151,073 | $306.6 萬 | 0.00% | −754,279−83.3% | 減碼 |
| Divisadero Street Capital Management, LP | 146,718 | $297.8 萬 | 3.30% | +72,476+97.6% | 加碼 |
| First Trust Advisors LP | 145,694 | $295.8 萬 | 0.00% | +127,741+711.5% | 加碼 |
| Frontier Capital Management Co LLC | 132,171 | $268.3 萬 | 0.03% | −6,922−5.0% | 減碼 |
| Natixis Advisors, L.P. | 126,654 | $257.1 萬 | 0.01% | +64,474+103.7% | 加碼 |
| Citigroup Inc | 125,842 | $255.4 萬 | 0.00% | −610,400−82.9% | 減碼 |
| Jane Street Group, LLC | 125,666 | $255.1 萬 | 0.00% | +62,794+99.9% | 加碼 |
| Legal & General Group Plc | 123,407 | $250.5 萬 | 0.00% | −309,640−71.5% | 減碼 |
| Ampfield Management, L.P. | 120,634 | $244.9 萬 | 3.56% | 00.0% | 不變 |
| California State Teachers Retirement System | 118,781 | $241.1 萬 | 0.00% | −43,214−26.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 111,721 | $226.8 萬 | 0.01% | +2,083+1.9% | 加碼 |
| Handelsbanken Fonder AB | 109,991 | $223.3 萬 | 0.01% | +3,855+3.6% | 加碼 |
| Rhumbline Advisers | 108,933 | $221.1 萬 | 0.00% | +12,866+13.4% | 加碼 |
| New York State Common Retirement Fund | 108,000 | $219.2 萬 | 0.00% | −9,477−8.1% | 減碼 |
| UBS Group AG | 102,737 | $208.5 萬 | 0.00% | −405,911−79.8% | 減碼 |
| Allianz Asset Management GmbH | 100,000 | $203.0 萬 | 0.00% | +87,437+696.0% | 加碼 |
| Wolverine Trading, LLC | 93,631 | $202.0 萬 | 0.08% | +76,229+438.0% | 加碼 |
| Point72 Hong Kong Ltd | 99,270 | $201.5 萬 | 0.12% | +99,270 | 新進 |
| Credit Suisse AG | 95,360 | $193.6 萬 | 0.00% | +129+0.1% | 加碼 |
| Invesco Ltd. | 95,080 | $193.1 萬 | 0.00% | −14,481−13.2% | 減碼 |
| Lansing Management LP | 92,688 | $188.2 萬 | 2.34% | 00.0% | 不變 |
| Berylson Capital Partners, LLC | 91,400 | $185.5 萬 | 3.06% | 00.0% | 不變 |
| Penserra Capital Management LLC | 90,910 | $184.4 萬 | 0.05% | −7,222−7.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 89,285 | $181.2 萬 | 0.24% | −48,281−35.1% | 減碼 |
| Chicago Capital, LLC | 80,634 | $163.7 萬 | 0.09% | −17,528−17.9% | 減碼 |
| Wolverine Asset Management LLC | 76,239 | $154.7 萬 | 0.02% | −27,357−26.4% | 減碼 |
| Wells Fargo & Company | 75,016 | $152.2 萬 | 0.00% | −9,652−11.4% | 減碼 |
| Selkirk Management LLC | 73,220 | $148.6 萬 | 1.79% | +12,000+19.6% | 加碼 |
| Aquatic Capital Management LLC | 69,600 | $141.3 萬 | 0.14% | +63,500+1,041.0% | 加碼 |
| Assenagon Asset Management S.A. | 69,174 | $140.4 萬 | 0.01% | −30.0% | 減碼 |
| Amundi | 63,954 | $137.8 萬 | 0.00% | −2,692−4.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 64,826 | $131.6 萬 | 0.00% | +19,829+44.1% | 加碼 |
| Crestwood Capital Management, L.P. | 64,417 | $130.8 萬 | 1.20% | +218+0.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 63,533 | $129.0 萬 | 0.01% | −4,138−6.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 63,305 | $128.5 萬 | 0.00% | −84,519−57.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 61,114 | $124.1 萬 | 0.01% | +61,114 | 新進 |