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 2 季 13F 持有人
Carvana Co. 在 2023/6/30 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
- 246
- 較 2023 年第 1 季 +32 家
- 持有股數
- 1.09 億
- 較 2023 年第 1 季 −225.9 萬 (−2.0%)
- 總市值
- $28.2 億
- 較 2023 年第 1 季 +$17.3 億 (+159.3%)
- 新進機構
- 71
- 另有 59 家加碼
- 清倉機構
- 39
- 另有 58 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 240,981 | $624.6 萬 | 0.00% | +240,981 | 新進 |
| Alta Park Capital, LP | 280,335 | $726.6 萬 | 0.82% | −117,900−29.6% | 減碼 |
| Par Capital Management Inc | 282,000 | $730.9 萬 | 0.25% | +282,000 | 新進 |
| Selkirk Management LLC | 316,220 | $819.6 萬 | 6.95% | +243,000+331.9% | 加碼 |
| Sculptor Capital LP | 370,800 | $961.1 萬 | 0.25% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 371,438 | $962.8 萬 | 0.00% | +13,302+3.7% | 加碼 |
| Bank of New York Mellon Corp | 373,782 | $968.8 萬 | 0.00% | +48,919+15.1% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 425,000 | $1,102 萬 | 0.92% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 427,110 | $1,107 萬 | 0.18% | +427,110 | 新進 |
| Bank of America Corp | 430,938 | $1,117 萬 | 0.00% | −994,092−69.8% | 減碼 |
| Charles Schwab Investment Management Inc | 497,710 | $1,290 萬 | 0.00% | +214,600+75.8% | 加碼 |
| Coatue Management LLC大師Coatue | 500,000 | $1,296 萬 | 0.06% | −615,980−55.2% | 減碼 |
| Invesco Ltd. | 504,008 | $1,306 萬 | 0.00% | +223,027+79.4% | 加碼 |
| Gates Foundation Trust大師蓋茲基金會信託 | 520,000 | $1,348 萬 | 0.03% | 00.0% | 不變 |
| Schusterman Interests, LLC | 536,000 | $1,389 萬 | 21.42% | 00.0% | 不變 |
| Penserra Capital Management LLC | 543,483 | $1,409 萬 | 0.28% | +239,221+78.6% | 加碼 |
| Trexquant Investment LP | 634,525 | $1,645 萬 | 0.43% | +634,525 | 新進 |
| RV Capital GmbH | 709,835 | $1,840 萬 | 6.00% | 00.0% | 不變 |
| Brightlight Capital Management LP | 728,300 | $1,888 萬 | 15.41% | 00.0% | 不變 |
| Pelham Capital Ltd. | 769,433 | $1,994 萬 | 6.87% | −221,188−22.3% | 減碼 |
| Voloridge Investment Management, LLC | 770,596 | $1,997 萬 | 0.09% | +770,596 | 新進 |
| Northern Trust Corp | 894,982 | $2,320 萬 | 0.00% | +456,299+104.0% | 加碼 |
| Steadview Capital Management LLC | 1,028,467 | $2,666 萬 | 6.57% | +703,212+216.2% | 加碼 |
| General Equity Holdings LP | 1,063,062 | $2,755 萬 | 40.81% | +92,700+9.6% | 加碼 |
| BIT Capital GmbH | 1,454,490 | $3,770 萬 | 4.39% | +1,454,490 | 新進 |
| Goodnow Investment Group, LLC | 1,476,458 | $3,827 萬 | 5.51% | +3,270+0.2% | 加碼 |
| KPS Global Asset Management UK Ltd | 1,573,046 | $4,077 萬 | 24.48% | +500,546+46.7% | 加碼 |
| Bank of Montreal | 1,744,932 | $4,624 萬 | 0.03% | +1,666,188+2,116.0% | 加碼 |
| Jane Street Group, LLC | 1,837,273 | $4,762 萬 | 0.06% | +1,279,599+229.5% | 加碼 |
| Geode Capital Management, LLC | 1,898,192 | $4,920 萬 | 0.01% | +517,583+37.5% | 加碼 |
| Two Sigma Advisers, LP | 2,181,335 | $5,654 萬 | 0.14% | +2,046,935+1,523.0% | 加碼 |
| Two Sigma Investments, LP | 2,233,456 | $5,789 萬 | 0.15% | +2,075,656+1,315.4% | 加碼 |
| FPR Partners LLC | 2,258,500 | $5,854 萬 | 2.83% | +100,000+4.6% | 加碼 |
| State Street Corp | 2,420,749 | $6,275 萬 | 0.00% | +12,809+0.5% | 加碼 |
| Thrive Capital Management, LLC | 2,948,220 | $7,642 萬 | 22.31% | 00.0% | 不變 |
| BlackRock Inc. | 3,061,278 | $7,935 萬 | 0.00% | −1,379,126−31.1% | 減碼 |
| Millennium Management LLC | 3,300,762 | $8,556 萬 | 0.09% | +378,310+12.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,912,643 | $1.01 億 | 0.16% | +3,853,226+6,485.1% | 加碼 |
| FMR LLC | 4,671,950 | $1.21 億 | 0.01% | +4,687+0.1% | 加碼 |
| Exor Capital LLP | 5,184,485 | $1.34 億 | 8.68% | 00.0% | 不變 |
| CAS Investment Partners, LLC | 6,827,803 | $1.77 億 | 26.95% | 00.0% | 不變 |
| Greenoaks Capital Partners LLC | 7,370,124 | $1.91 億 | 23.14% | 00.0% | 不變 |
| Vanguard Group Inc | 9,305,156 | $2.41 億 | 0.01% | +587,570+6.7% | 加碼 |
| Spruce House Investment Management LLC | 10,000,000 | $2.59 億 | 29.62% | 00.0% | 不變 |
| Morgan Stanley | 12,972,501 | $3.36 億 | 0.03% | −938,726−6.7% | 減碼 |
| Activest Wealth Management | 129 | – | – | 00.0% | 不變 |
| Proequities, Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,661,964−100.0% | 清倉 |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −475,000−100.0% | 清倉 |
| Norges Bank | 0 | $0 | 0.00% | −409,739−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −377,274−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −276,125−100.0% | 清倉 |
| Broad Peak Investment Holdings Ltd. | 0 | $0 | 0.00% | −203,000−100.0% | 清倉 |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −199,596−100.0% | 清倉 |
| PB Investment Partners, L.P. | 0 | $0 | 0.00% | −199,596−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −134,761−100.0% | 清倉 |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −86,676−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −77,581−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −75,701−100.0% | 清倉 |
| Plustick Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −69,903−100.0% | 清倉 |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −61,114−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −57,067−100.0% | 清倉 |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −51,857−100.0% | 清倉 |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −45,600−100.0% | 清倉 |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −42,937−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −19,041−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −15,895−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −13,692−100.0% | 清倉 |
| Xponance, Inc. | 0 | $0 | 0.00% | −13,390−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,313−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −11,338−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,017−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,444−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −740−100.0% | 清倉 |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −183−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| ETF Managers Group, LLC | – | – | – | – | 本季未申報 |