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。
2023 年第 1 季 13F 持有人
Carvana Co. 在 2023/3/31 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
- 215
- 較 2022 年第 4 季 −7 家
- 持有股數
- 1.11 億
- 較 2022 年第 4 季 −1,286 萬 (−10.4%)
- 總市值
- $10.9 億
- 較 2022 年第 4 季 +$5.00 億 (+85.1%)
- 新進機構
- 45
- 另有 46 家加碼
- 清倉機構
- 52
- 另有 72 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Goodnow Investment Group, LLC | 1,473,188 | $1,442 萬 | 2.36% | +459,210+45.3% | 加碼 |
| Point72 Asset Management, L.P. | 1,661,964 | $1,627 萬 | 0.06% | +1,214,843+271.7% | 加碼 |
| FPR Partners LLC | 2,158,500 | $2,113 萬 | 1.06% | 00.0% | 不變 |
| State Street Corp | 2,407,940 | $2,357 萬 | 0.00% | +122,556+5.4% | 加碼 |
| Millennium Management LLC | 2,922,452 | $2,861 萬 | 0.03% | +1,973,298+207.9% | 加碼 |
| Thrive Capital Management, LLC | 2,948,220 | $2,886 萬 | 10.29% | 00.0% | 不變 |
| BlackRock Inc. | 4,440,404 | $4,347 萬 | 0.00% | −213,998−4.6% | 減碼 |
| FMR LLC | 4,667,263 | $4,569 萬 | 0.00% | +2,752,097+143.7% | 加碼 |
| Exor Capital LLP | 5,184,485 | $5,076 萬 | 3.64% | +5,184,485 | 新進 |
| CAS Investment Partners, LLC | 6,827,803 | $6,684 萬 | 13.71% | 00.0% | 不變 |
| Greenoaks Capital Partners LLC | 7,370,124 | $7,215 萬 | 10.50% | 00.0% | 不變 |
| Vanguard Group Inc | 8,717,586 | $8,535 萬 | 0.00% | +76,377+0.9% | 加碼 |
| Spruce House Investment Management LLC | 10,000,000 | $9,790 萬 | 19.16% | 00.0% | 不變 |
| Morgan Stanley | 13,911,227 | $1.36 億 | 0.01% | −171,926−1.2% | 減碼 |
| Baillie Gifford & Co | 14,058,068 | $1.38 億 | 0.12% | −110,713−0.8% | 減碼 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −2,975,000−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,918,338−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −817,474−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −440,477−100.0% | 清倉 |
| Prentice Capital Management, LP | 0 | $0 | 0.00% | −373,325−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −235,503−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −204,781−100.0% | 清倉 |
| Builders Union LLP | 0 | $0 | 0.00% | −203,300−100.0% | 清倉 |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −202,701−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −200,006−100.0% | 清倉 |
| Rip Road Capital Partners LP | 0 | $0 | 0.00% | −190,415−100.0% | 清倉 |
| Iszo Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −80,400−100.0% | 清倉 |
| Stilwell Value LLC | 0 | $0 | 0.00% | −80,000−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −68,781−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −57,592−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −45,132−100.0% | 清倉 |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −45,022−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −43,383−100.0% | 清倉 |
| Clearwater Capital Advisors, LLC | 0 | $0 | 0.00% | −39,500−100.0% | 清倉 |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −29,250−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −26,804−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −22,846−100.0% | 清倉 |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −17,173−100.0% | 清倉 |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −16,271−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,831−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −14,273−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,352−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,335−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,807−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −10,030−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8,511−100.0% | 清倉 |
| Top Ace Asset Management Ltd | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −4,355−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −4,136−100.0% | 清倉 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3,565−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −452−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −390−100.0% | 清倉 |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −313−100.0% | 清倉 |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −2,916−100.0% | 清倉 |
| Cornerstone Planning Group LLC | – | – | – | – | 本季未申報 |
| Trustcore Financial Services, LLC | – | – | – | – | 本季未申報 |