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 4 季 13F 持有人
Carvana Co. 在 2022/12/31 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
- 224
- 較 2022 年第 3 季 −44 家
- 持有股數
- 1.24 億
- 較 2022 年第 3 季 −242.8 萬 (−1.9%)
- 總市值
- $5.87 億
- 較 2022 年第 3 季 −$19.8 億 (−77.1%)
- 新進機構
- 51
- 另有 71 家加碼
- 清倉機構
- 95
- 另有 68 家減碼
另有 4 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| General Equity Holdings LP | 1,000,612 | $474.3 萬 | 11.70% | +428,425+74.9% | 加碼 |
| Goodnow Investment Group, LLC | 1,013,978 | $480.6 萬 | 0.77% | −139,000−12.1% | 減碼 |
| 683 Capital Management, LLC | 1,027,100 | $486.8 萬 | 0.44% | −622,900−37.8% | 減碼 |
| KPS Global Asset Management UK Ltd | 1,072,500 | $508.4 萬 | 5.88% | −200,000−15.7% | 減碼 |
| Geode Capital Management, LLC | 1,319,518 | $625.4 萬 | 0.00% | +60,168+4.8% | 加碼 |
| FMR LLC | 1,915,166 | $907.8 萬 | 0.00% | −7,322,328−79.3% | 減碼 |
| Qube Research & Technologies Ltd | 1,918,338 | $909.3 萬 | 0.05% | +1,918,338 | 新進 |
| FPR Partners LLC | 2,158,500 | $1,023 萬 | 0.49% | +310,000+16.8% | 加碼 |
| Two Sigma Investments, LP | 2,276,850 | $1,079 萬 | 0.03% | +2,276,850 | 新進 |
| State Street Corp | 2,285,384 | $1,083 萬 | 0.00% | +626,381+37.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,592,336 | $1,229 萬 | 0.02% | +2,571,806+12,527.1% | 加碼 |
| Thrive Capital Management, LLC | 2,948,220 | $1,397 萬 | 6.34% | +1,448,258+96.6% | 加碼 |
| Renaissance Technologies LLC | 2,975,000 | $1,410 萬 | 0.02% | +2,975,000 | 新進 |
| Bank of America Corp | 4,390,080 | $2,081 萬 | 0.00% | +2,516,292+134.3% | 加碼 |
| BlackRock Inc. | 4,654,402 | $2,206 萬 | 0.00% | +307,915+7.1% | 加碼 |
| CAS Investment Partners, LLC | 6,827,803 | $3,236 萬 | 7.73% | 00.0% | 不變 |
| Greenoaks Capital Partners LLC | 7,370,124 | $3,493 萬 | 5.86% | +3,630,000+97.1% | 加碼 |
| Vanguard Group Inc | 8,641,209 | $4,096 萬 | 0.00% | +79,753+0.9% | 加碼 |
| Goldman Sachs Group Inc | 8,734,764 | $4,140 萬 | 0.01% | +7,990,609+1,073.8% | 加碼 |
| Spruce House Investment Management LLC | 10,000,000 | $4,740 萬 | 12.57% | +3,450,000+52.7% | 加碼 |
| Morgan Stanley | 14,083,153 | $6,675 萬 | 0.01% | +5,554,691+65.1% | 加碼 |
| Baillie Gifford & Co | 14,168,781 | $6,716 萬 | 0.07% | +24,723+0.2% | 加碼 |
| IFP Advisors, Inc | 453 | – | – | +292+181.4% | 加碼 |
| Pathstone Family Office, LLC | 2,916 | – | – | +2,916 | 新進 |
| Capital World Investors | 0 | $0 | 0.00% | −5,318,506−100.0% | 清倉 |
| Must Asset Management Inc. | 0 | $0 | 0.00% | −1,381,986−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −1,138,621−100.0% | 清倉 |
| Vantage Investment Partners, LLC | 0 | $0 | 0.00% | −851,970−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −735,711−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −544,192−100.0% | 清倉 |
| Crosslink Capital Inc | 0 | $0 | 0.00% | −409,570−100.0% | 清倉 |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −280,925−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −275,000−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −252,763−100.0% | 清倉 |
| Alerus Financial NA | 0 | $0 | 0.00% | −205,022−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −185,204−100.0% | 清倉 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −169,267−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −173,800−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −160,804−100.0% | 清倉 |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −146,718−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −145,694−100.0% | 清倉 |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −132,171−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −126,654−100.0% | 清倉 |
| Ampfield Management, L.P. | 0 | $0 | 0.00% | −120,634−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −99,270−100.0% | 清倉 |
| Lansing Management LP | 0 | $0 | 0.00% | −92,688−100.0% | 清倉 |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −91,400−100.0% | 清倉 |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −80,634−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −69,600−100.0% | 清倉 |
| Crestwood Capital Management, L.P. | 0 | $0 | 0.00% | −64,417−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −63,533−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −55,199−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −47,546−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −45,239−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −40,900−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −38,700−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −35,919−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −31,432−100.0% | 清倉 |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −30,582−100.0% | 清倉 |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −29,850−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −28,961−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,978−100.0% | 清倉 |
| Raymond James & Associates | 0 | $0 | 0.00% | −28,275−100.0% | 清倉 |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −27,785−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −27,351−100.0% | 清倉 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −23,911−100.0% | 清倉 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −25,660−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −25,612−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −21,440−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −20,705−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −18,400−100.0% | 清倉 |
| Hongkou Capital LP | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −14,807−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,503−100.0% | 清倉 |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −13,692−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −12,189−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −11,951−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −11,199−100.0% | 清倉 |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −10,262−100.0% | 清倉 |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,997−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,992−100.0% | 清倉 |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −9,839−100.0% | 清倉 |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −2,288−100.0% | 清倉 |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,155−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,104−100.0% | 清倉 |
| KBC Group NV | 0 | $0 | 0.00% | −1,646−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,370−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −1,369−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,334−100.0% | 清倉 |
| Seeyond | 0 | $0 | 0.00% | −1,279−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −525−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −498−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Shell Asset Management Co | 0 | $0 | 0.00% | −72−100.0% | 清倉 |