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 3 季 13F 持有人
Carvana Co. 在 2023/9/30 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
- 257
- 較 2023 年第 2 季 +12 家
- 持有股數
- 1.11 億
- 較 2023 年第 2 季 +204.0 萬 (+1.9%)
- 總市值
- $46.5 億
- 較 2023 年第 2 季 +$18.4 億 (+65.3%)
- 新進機構
- 58
- 另有 69 家加碼
- 清倉機構
- 46
- 另有 90 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 14,756,510 | $6.19 億 | 0.06% | +1,784,009+13.8% | 加碼 |
| Spruce House Investment Management LLC | 10,000,000 | $4.20 億 | 37.32% | 00.0% | 不變 |
| Vanguard Group Inc | 9,367,976 | $3.93 億 | 0.01% | +62,820+0.7% | 加碼 |
| BlackRock Inc. | 6,972,658 | $2.93 億 | 0.01% | +3,911,380+127.8% | 加碼 |
| CAS Investment Partners, LLC | 6,827,803 | $2.87 億 | 36.75% | 00.0% | 不變 |
| Greenoaks Capital Partners LLC | 6,040,032 | $2.54 億 | 31.36% | −1,330,092−18.0% | 減碼 |
| Price T Rowe Associates Inc | 5,181,223 | $2.18 億 | 0.03% | +5,143,754+13,728.0% | 加碼 |
| FMR LLC | 4,696,510 | $1.97 億 | 0.02% | +24,560+0.5% | 加碼 |
| Exor Capital LLP | 4,625,272 | $1.94 億 | 10.41% | −559,213−10.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,816,553 | $1.18 億 | 0.20% | −1,096,090−28.0% | 減碼 |
| Thrive Capital Management, LLC | 2,267,610 | $9,519 萬 | 24.38% | −680,610−23.1% | 減碼 |
| FPR Partners LLC | 2,258,500 | $9,481 萬 | 5.13% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 2,237,035 | $9,391 萬 | 0.24% | +55,700+2.6% | 加碼 |
| State Street Corp | 2,187,441 | $9,183 萬 | 0.01% | −233,308−9.6% | 減碼 |
| Two Sigma Investments, LP | 2,149,212 | $9,022 萬 | 0.25% | −84,244−3.8% | 減碼 |
| Geode Capital Management, LLC | 1,937,606 | $8,135 萬 | 0.01% | +39,414+2.1% | 加碼 |
| KPS Global Asset Management UK Ltd | 1,550,000 | $6,507 萬 | 35.49% | −23,046−1.5% | 減碼 |
| Goodnow Investment Group, LLC | 1,441,388 | $6,051 萬 | 10.19% | −35,070−2.4% | 減碼 |
| Renaissance Technologies LLC | 1,375,300 | $5,774 萬 | 0.10% | +1,375,300 | 新進 |
| First Trust Advisors LP | 1,267,051 | $5,319 萬 | 0.06% | +1,267,051 | 新進 |
| General Equity Holdings LP | 1,063,062 | $4,463 萬 | 54.48% | 00.0% | 不變 |
| Northern Trust Corp | 888,505 | $3,730 萬 | 0.01% | −6,477−0.7% | 減碼 |
| Goldman Sachs Group Inc | 873,775 | $3,668 萬 | 0.01% | +502,337+135.2% | 加碼 |
| Charles Schwab Investment Management Inc | 778,561 | $3,268 萬 | 0.01% | +280,851+56.4% | 加碼 |
| Steadview Capital Management LLC | 758,405 | $3,184 萬 | 12.82% | −270,062−26.3% | 減碼 |
| Brightlight Capital Management LP | 711,675 | $2,988 萬 | 20.98% | −16,625−2.3% | 減碼 |
| Millennium Management LLC | 686,923 | $2,884 萬 | 0.03% | −2,613,839−79.2% | 減碼 |
| RV Capital GmbH | 636,135 | $2,670 萬 | 8.15% | −73,700−10.4% | 減碼 |
| Bank of Montreal | 464,083 | $2,518 萬 | 0.01% | −1,280,849−73.4% | 減碼 |
| Voloridge Investment Management, LLC | 580,891 | $2,439 萬 | 0.12% | −189,705−24.6% | 減碼 |
| Point72 Asset Management, L.P. | 549,818 | $2,308 萬 | 0.08% | +549,818 | 新進 |
| TD Asset Management Inc | 545,630 | $2,291 萬 | 0.03% | +545,630 | 新進 |
| Schusterman Interests, LLC | 536,000 | $2,250 萬 | 32.98% | 00.0% | 不變 |
| Bank of America Corp | 529,553 | $2,223 萬 | 0.00% | +98,615+22.9% | 加碼 |
| Gates Foundation Trust大師蓋茲基金會信託 | 520,000 | $2,183 萬 | 0.06% | 00.0% | 不變 |
| Jane Street Group, LLC | 458,986 | $1,927 萬 | 0.03% | −1,378,287−75.0% | 減碼 |
| Invesco Ltd. | 440,191 | $1,848 萬 | 0.00% | −63,817−12.7% | 減碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 425,000 | $1,784 萬 | 1.46% | 00.0% | 不變 |
| Par Capital Management Inc | 402,000 | $1,688 萬 | 0.63% | +120,000+42.6% | 加碼 |
| Bank of New York Mellon Corp | 360,580 | $1,514 萬 | 0.00% | −13,202−3.5% | 減碼 |
| Selkirk Management LLC | 326,220 | $1,369 萬 | 10.19% | +10,000+3.2% | 加碼 |
| Driehaus Capital Management LLC | 265,570 | $1,115 萬 | 0.14% | +265,570 | 新進 |
| Nuveen Asset Management, LLC | 263,611 | $1,107 萬 | 0.00% | +22,630+9.4% | 加碼 |
| Gotham Asset Management, LLC | 254,611 | $1,069 萬 | 0.22% | +122,197+92.3% | 加碼 |
| Balyasny Asset Management LLC | 248,117 | $1,042 萬 | 0.03% | +248,117 | 新進 |
| Dimensional Fund Advisors LP | 237,849 | $998.5 萬 | 0.00% | +237,849 | 新進 |
| Tudor Investment Corp Et Al | 236,650 | $993.5 萬 | 0.15% | −190,460−44.6% | 減碼 |
| Allianz Asset Management GmbH | 235,000 | $986.5 萬 | 0.02% | +235,000 | 新進 |
| Susquehanna Fundamental Investments, LLC | 229,204 | $962.2 萬 | 0.63% | 00.0% | 不變 |
| Avenir Management Company, LLC | 201,180 | $844.6 萬 | 19.29% | 00.0% | 不變 |
| Swiss National Bank | 198,400 | $832.9 萬 | 0.01% | +2,100+1.1% | 加碼 |
| Alta Park Capital, LP | 191,035 | $802.0 萬 | 1.12% | −89,300−31.9% | 減碼 |
| Anabranch Capital Management, LP | 187,350 | $786.5 萬 | 5.75% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 181,190 | $760.6 萬 | 0.02% | +63,769+54.3% | 加碼 |
| Panagora Asset Management Inc | 180,369 | $757.2 萬 | 0.05% | +35,358+24.4% | 加碼 |
| Divisadero Street Capital Management, LP | 150,000 | $629.7 萬 | 1.98% | 00.0% | 不變 |
| Rhumbline Advisers | 149,633 | $628.2 萬 | 0.01% | +4,785+3.3% | 加碼 |
| JPMorgan Chase & Co | 143,537 | $602.6 萬 | 0.00% | +3,828+2.7% | 加碼 |
| Twinbeech Capital LP | 128,523 | $539.5 萬 | 0.10% | +128,523 | 新進 |
| Citadel Advisors LLC | 123,111 | $516.8 萬 | 0.01% | +54,753+80.1% | 加碼 |
| Barclays PLC | 121,068 | $508.2 萬 | 0.00% | +60,501+99.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 120,149 | $504.4 萬 | 0.00% | +82,435+218.6% | 加碼 |
| 3G Capital Partners LP | 115,000 | $482.8 萬 | 2.68% | +55,000+91.7% | 加碼 |
| Penserra Capital Management LLC | 114,990 | $482.7 萬 | 0.10% | −428,493−78.8% | 減碼 |
| ProShare Advisors LLC | 114,965 | $482.6 萬 | 0.02% | +102,479+820.8% | 加碼 |
| Alliancebernstein L.P. | 112,940 | $474.1 萬 | 0.00% | +1,300+1.2% | 加碼 |
| Amundi | 129,988 | $440.3 萬 | 0.00% | +73,540+130.3% | 加碼 |
| California State Teachers Retirement System | 101,026 | $424.1 萬 | 0.01% | −10,234−9.2% | 減碼 |
| Credit Suisse AG | 99,998 | $419.8 萬 | 0.00% | +3,823+4.0% | 加碼 |
| Verition Fund Management LLC | 89,449 | $375.5 萬 | 0.05% | +72,071+414.7% | 加碼 |
| Legal & General Group Plc | 87,233 | $366.2 萬 | 0.00% | +3,880+4.7% | 加碼 |
| Taylor Frigon Capital Management LLC | 87,215 | $366.1 萬 | 2.03% | −72,945−45.5% | 減碼 |
| Simplex Trading, LLC | 87,164 | $365.9 萬 | 0.13% | +87,164 | 新進 |
| Carnegie Capital Asset Management, LLC | 86,080 | $361.4 萬 | 0.14% | −75,360−46.7% | 減碼 |
| Wolverine Trading, LLC | 84,297 | $353.9 萬 | 0.04% | +19,766+30.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 84,109 | $353.1 萬 | 0.47% | −40,972−32.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 82,686 | $347.1 萬 | 0.01% | +190+0.2% | 加碼 |
| UBS Group AG | 81,620 | $342.6 萬 | 0.00% | +63,092+340.5% | 加碼 |
| UBS Asset Management Americas Inc | 79,486 | $333.7 萬 | 0.00% | −69,287−46.6% | 減碼 |
| State of Wisconsin Investment Board | 74,583 | $313.1 萬 | 0.01% | −2,462−3.2% | 減碼 |
| Zweig-DiMenna Associates LLC | 73,537 | $308.7 萬 | 0.37% | 00.0% | 不變 |
| Jump Financial, LLC | 73,259 | $307.5 萬 | 0.11% | +73,259 | 新進 |
| Engineers Gate Manager LP | 72,218 | $303.2 萬 | 0.11% | +55,582+334.1% | 加碼 |
| Quantbot Technologies LP | 68,579 | $287.9 萬 | 0.19% | +68,579 | 新進 |
| Canada Pension Plan Investment Board | 58,600 | $246.0 萬 | 0.00% | +58,600 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 54,544 | $229.0 萬 | 0.00% | −15,811−22.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 52,414 | $220.0 萬 | 0.01% | +52,414 | 新進 |
| Quadrature Capital Ltd | 51,810 | $217.7 萬 | 0.04% | −105,235−67.0% | 減碼 |
| MetLife Investment Management | 50,623 | $212.5 萬 | 0.02% | 00.0% | 不變 |
| Deutsche Bank AG | 50,439 | $211.7 萬 | 0.00% | +6,129+13.8% | 加碼 |
| 683 Capital Management, LLC | 50,000 | $209.9 萬 | 0.21% | +50,000 | 新進 |
| Cutler Group LP | 48,515 | $203.6 萬 | 0.33% | +48,215+16,071.7% | 加碼 |
| Harvest Investment Services, LLC | 48,174 | $202.2 萬 | 1.30% | +33,418+226.5% | 加碼 |
| Janus Henderson Group PLC | 47,981 | $201.5 萬 | 0.00% | +10,001+26.3% | 加碼 |
| American International Group, Inc. | 47,913 | $201.1 萬 | 0.01% | +1,704+3.7% | 加碼 |
| Ameriprise Financial Inc | 47,728 | $200.4 萬 | 0.00% | −26,430−35.6% | 減碼 |
| Advisor Group Holdings, Inc. | 47,033 | $197.4 萬 | 0.00% | −18,548−28.3% | 減碼 |
| Trexquant Investment LP | 43,292 | $181.7 萬 | 0.05% | −591,233−93.2% | 減碼 |
| Wolverine Asset Management LLC | 40,844 | $171.5 萬 | 0.03% | −115,642−73.9% | 減碼 |
| New York State Common Retirement Fund | 40,263 | $169.0 萬 | 0.00% | +563+1.4% | 加碼 |