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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 9,992 | $20.3 萬 | 0.00% | +9,992 | 新進 |
| Great Valley Advisor Group, Inc. | 10,176 | $20.7 萬 | 0.01% | +10,176 | 新進 |
| Harbor Capital Advisors, Inc. | 10,246 | $20.8 萬 | 0.19% | +6,384+165.3% | 加碼 |
| National Wealth Management Group, LLC | 10,262 | $20.8 萬 | 0.27% | +10,262 | 新進 |
| Public Employees Retirement Association of Colorado | 10,343 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 10,812 | $21.9 萬 | 0.00% | +10,812 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,087 | $22.5 萬 | 0.00% | +27+0.2% | 加碼 |
| Brinker Capital Investments, LLC | 11,199 | $22.7 萬 | 0.00% | +11,199 | 新進 |
| Occudo Quantitative Strategies LP | 11,335 | $23.0 萬 | 0.02% | −123,629−91.6% | 減碼 |
| Royal Bank of Canada | 11,450 | $23.2 萬 | 0.00% | +2,875+33.5% | 加碼 |
| Rafferty Asset Management, LLC | 11,809 | $24.0 萬 | 0.00% | −1,046−8.1% | 減碼 |
| Neuberger Berman Group LLC | 11,951 | $24.3 萬 | 0.00% | −34,990−74.5% | 減碼 |
| Allstate Corp | 12,189 | $24.7 萬 | 0.01% | +12,189 | 新進 |
| Xponance, Inc. | 12,297 | $25.0 萬 | 0.00% | +467+3.9% | 加碼 |
| Teacher Retirement System of Texas | 13,037 | $26.5 萬 | 0.00% | −2,289−14.9% | 減碼 |
| Compass Financial Advisors LLC | 13,692 | $27.8 萬 | 0.41% | −421−3.0% | 減碼 |
| Principal Financial Group Inc | 13,917 | $28.3 萬 | 0.00% | −4,513−24.5% | 減碼 |
| LMR Partners LLP | 14,273 | $29.0 萬 | 0.01% | +14,273 | 新進 |
| Blueshift Asset Management, LLC | 14,503 | $29.4 萬 | 0.06% | −128,603−89.9% | 減碼 |
| Woodline Partners LP | 14,807 | $30.1 萬 | 0.00% | +14,807 | 新進 |
| Corton Capital Inc. | 16,020 | $32.5 萬 | 0.40% | +16,020 | 新進 |
| Delphia (USA) Inc. | 16,317 | $33.1 萬 | 0.38% | +16,317 | 新進 |
| State of Wisconsin Investment Board | 16,660 | $33.8 萬 | 0.00% | −27,642−62.4% | 減碼 |
| True North Advisors, LLC | 16,890 | $34.2 萬 | 0.11% | +7,190+74.1% | 加碼 |
| Hongkou Capital LP | 18,000 | $36.5 萬 | 0.89% | 00.0% | 不變 |
| Janus Henderson Group PLC | 18,219 | $37.0 萬 | 0.00% | +6,928+61.4% | 加碼 |
| Algert Global LLC | 18,400 | $37.4 萬 | 0.02% | +18,400 | 新進 |
| Cutler Group LP | 19,174 | $38.9 萬 | 0.05% | +1,088+6.0% | 加碼 |
| NuWave Investment Management, LLC | 20,155 | $40.9 萬 | 0.47% | +20,155 | 新進 |
| D. E. Shaw & Co., Inc. | 20,530 | $41.7 萬 | 0.00% | −270,690−93.0% | 減碼 |
| Envestnet Asset Management Inc | 20,705 | $42.0 萬 | 0.00% | +4,416+27.1% | 加碼 |
| Bank of Montreal | 13,535 | $43.4 萬 | 0.00% | +11,970+764.9% | 加碼 |
| Jennison Associates LLC | 21,440 | $43.5 萬 | 0.00% | +21,440 | 新進 |
| Storebrand Asset Management AS | 21,910 | $44.5 萬 | 0.00% | −62,395−74.0% | 減碼 |
| Ergoteles LLC | 22,330 | $45.3 萬 | 0.02% | −42−0.2% | 減碼 |
| Eaton Vance Management | 22,422 | $45.5 萬 | 0.00% | +1,277+6.0% | 加碼 |
| Amalgamated Bank | 23,669 | $48.0 萬 | 0.00% | +403+1.7% | 加碼 |
| Arizona State Retirement System | 24,425 | $49.6 萬 | 0.01% | −2,131−8.0% | 減碼 |
| Echo Street Capital Management LLC | 25,612 | $52.0 萬 | 0.00% | +14,098+122.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,660 | $52.1 萬 | 0.00% | −87,129−77.2% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,911 | $54.0 萬 | 0.01% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 27,351 | $55.5 萬 | 0.01% | +27,351 | 新進 |
| Dimensional Fund Advisors LP | 27,785 | $56.4 萬 | 0.00% | −28,165−50.3% | 減碼 |
| Raymond James & Associates | 28,275 | $57.4 萬 | 0.00% | −846−2.9% | 減碼 |
| Millennium Management LLC | 28,525 | $57.9 萬 | 0.00% | −476,200−94.3% | 減碼 |
| Seven Eight Capital, LP | 28,961 | $58.8 萬 | 0.12% | −36,080−55.5% | 減碼 |
| ExodusPoint Capital Management, LP | 28,978 | $58.8 萬 | 0.01% | +28,978 | 新進 |
| Old Well Partners, LLC | 29,850 | $60.6 萬 | 0.50% | −6,250−17.3% | 減碼 |
| Global Endowment Management, LP | 30,128 | $61.1 萬 | 0.06% | −23,682−44.0% | 減碼 |
| LPL Financial LLC | 30,157 | $61.2 萬 | 0.00% | +2,551+9.2% | 加碼 |
| K2 Principal Fund, L.P. | 30,582 | $62.1 萬 | 0.15% | −226,110−88.1% | 減碼 |
| Tudor Investment Corp Et Al | 31,432 | $63.8 萬 | 0.02% | −87,602−73.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 32,621 | $66.2 萬 | 0.00% | −274,281−89.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,044 | $68.2 萬 | 0.01% | +32,044 | 新進 |
| Ensign Peak Advisors, Inc | 33,856 | $68.7 萬 | 0.00% | −25,463−42.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 35,919 | $72.9 萬 | 0.00% | −22,581−38.6% | 減碼 |
| Alliancebernstein L.P. | 37,230 | $75.6 萬 | 0.00% | −4,815−11.5% | 減碼 |
| PDT Partners, LLC | 38,700 | $78.6 萬 | 0.12% | −83,636−68.4% | 減碼 |
| Virtu Financial LLC | 39,594 | $80.4 萬 | 0.07% | +6,440+19.4% | 加碼 |
| Great West Life Assurance Co | 39,774 | $80.6 萬 | 0.00% | −30,319−43.3% | 減碼 |
| XTX Topco Ltd | 39,743 | $80.7 萬 | 0.20% | +30,800+344.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 40,900 | $83.0 萬 | 0.01% | −213,531−83.9% | 減碼 |
| Voya Investment Management LLC | 43,235 | $87.8 萬 | 0.00% | −999−2.3% | 減碼 |
| Treasurer of the State of North Carolina | 44,700 | $90.7 萬 | 0.01% | +580+1.3% | 加碼 |
| SEI Investments Co | 45,239 | $91.8 萬 | 0.00% | −8,969−16.5% | 減碼 |
| Versor Investments LP | 47,546 | $96.5 萬 | 0.06% | +28,714+152.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 48,548 | $98.6 萬 | 0.02% | +9,191+23.4% | 加碼 |
| HSBC Holdings PLC | 49,305 | $103.8 萬 | 0.00% | +21,848+79.6% | 加碼 |
| Public Employees Retirement System of Ohio | 52,346 | $106.3 萬 | 0.00% | +413+0.8% | 加碼 |
| Engineers Gate Manager LP | 53,894 | $109.4 萬 | 0.07% | −48,125−47.2% | 減碼 |
| Marshall Wace, LLP | 55,199 | $112.0 萬 | 0.00% | −2,483,718−97.8% | 減碼 |
| Taylor Frigon Capital Management LLC | 58,474 | $118.7 萬 | 0.62% | +35,558+155.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 61,114 | $124.1 萬 | 0.01% | +61,114 | 新進 |
| BNP Paribas Arbitrage, SA | 63,305 | $128.5 萬 | 0.00% | −84,519−57.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 63,533 | $129.0 萬 | 0.01% | −4,138−6.1% | 減碼 |
| Crestwood Capital Management, L.P. | 64,417 | $130.8 萬 | 1.20% | +218+0.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 64,826 | $131.6 萬 | 0.00% | +19,829+44.1% | 加碼 |
| Amundi | 63,954 | $137.8 萬 | 0.00% | −2,692−4.0% | 減碼 |
| Assenagon Asset Management S.A. | 69,174 | $140.4 萬 | 0.01% | −30.0% | 減碼 |
| Aquatic Capital Management LLC | 69,600 | $141.3 萬 | 0.14% | +63,500+1,041.0% | 加碼 |
| Selkirk Management LLC | 73,220 | $148.6 萬 | 1.79% | +12,000+19.6% | 加碼 |
| Wells Fargo & Company | 75,016 | $152.2 萬 | 0.00% | −9,652−11.4% | 減碼 |
| Wolverine Asset Management LLC | 76,239 | $154.7 萬 | 0.02% | −27,357−26.4% | 減碼 |
| Chicago Capital, LLC | 80,634 | $163.7 萬 | 0.09% | −17,528−17.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 89,285 | $181.2 萬 | 0.24% | −48,281−35.1% | 減碼 |
| Penserra Capital Management LLC | 90,910 | $184.4 萬 | 0.05% | −7,222−7.4% | 減碼 |
| Berylson Capital Partners, LLC | 91,400 | $185.5 萬 | 3.06% | 00.0% | 不變 |
| Lansing Management LP | 92,688 | $188.2 萬 | 2.34% | 00.0% | 不變 |
| Invesco Ltd. | 95,080 | $193.1 萬 | 0.00% | −14,481−13.2% | 減碼 |
| Credit Suisse AG | 95,360 | $193.6 萬 | 0.00% | +129+0.1% | 加碼 |
| Point72 Hong Kong Ltd | 99,270 | $201.5 萬 | 0.12% | +99,270 | 新進 |
| Wolverine Trading, LLC | 93,631 | $202.0 萬 | 0.08% | +76,229+438.0% | 加碼 |
| Allianz Asset Management GmbH | 100,000 | $203.0 萬 | 0.00% | +87,437+696.0% | 加碼 |
| UBS Group AG | 102,737 | $208.5 萬 | 0.00% | −405,911−79.8% | 減碼 |
| New York State Common Retirement Fund | 108,000 | $219.2 萬 | 0.00% | −9,477−8.1% | 減碼 |
| Rhumbline Advisers | 108,933 | $221.1 萬 | 0.00% | +12,866+13.4% | 加碼 |
| Handelsbanken Fonder AB | 109,991 | $223.3 萬 | 0.01% | +3,855+3.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 111,721 | $226.8 萬 | 0.01% | +2,083+1.9% | 加碼 |
| California State Teachers Retirement System | 118,781 | $241.1 萬 | 0.00% | −43,214−26.7% | 減碼 |
| Ampfield Management, L.P. | 120,634 | $244.9 萬 | 3.56% | 00.0% | 不變 |