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。
2024 年第 2 季 13F 持有人
Carvana Co. 在 2024/6/30 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
- 411
- 較 2024 年第 1 季 +80 家
- 持有股數
- 1.17 億
- 較 2024 年第 1 季 +31.9 萬 (+0.3%)
- 總市值
- $150.1 億
- 較 2024 年第 1 季 +$48.0 億 (+47.0%)
- 新進機構
- 111
- 另有 133 家加碼
- 清倉機構
- 31
- 另有 124 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 12,053,387 | $15.5 億 | 0.19% | +4,594,322+61.6% | 加碼 |
| Vanguard Group Inc | 9,966,005 | $12.8 億 | 0.02% | −324,546−3.2% | 減碼 |
| CAS Investment Partners, LLC | 6,530,894 | $8.41 億 | 65.65% | 00.0% | 不變 |
| FMR LLC | 6,479,134 | $8.34 億 | 0.05% | +2,686,509+70.8% | 加碼 |
| Morgan Stanley | 6,170,045 | $7.94 億 | 0.06% | −8,542,759−58.1% | 減碼 |
| Greenoaks Capital Partners LLC | 5,854,942 | $7.54 億 | 50.75% | −160,090−2.7% | 減碼 |
| Spruce House Investment Management LLC | 5,000,000 | $6.44 億 | 42.38% | 00.0% | 不變 |
| BlackRock Inc. | 4,917,652 | $6.33 億 | 0.01% | −3,063,397−38.4% | 減碼 |
| Exor Capital LLP | 3,776,747 | $4.86 億 | 16.33% | +52,833+1.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,654,799 | $4.70 億 | 0.66% | −828,950−18.5% | 減碼 |
| Two Sigma Advisers, LP | 2,396,835 | $3.09 億 | 0.69% | +15,900+0.7% | 加碼 |
| Thrive Capital Management, LLC | 2,267,610 | $2.92 億 | 34.24% | 00.0% | 不變 |
| Camelot Capital Partners, LLC | 2,192,168 | $2.82 億 | 93.53% | 00.0% | 不變 |
| Two Sigma Investments, LP | 2,037,385 | $2.62 億 | 0.62% | −223,137−9.9% | 減碼 |
| State Street Corp | 1,769,901 | $2.28 億 | 0.01% | −616,450−25.8% | 減碼 |
| Geode Capital Management, LLC | 1,672,487 | $2.15 億 | 0.02% | −585,844−25.9% | 減碼 |
| Goldman Sachs Group Inc | 1,554,548 | $2.00 億 | 0.04% | +292,045+23.1% | 加碼 |
| KPS Global Asset Management UK Ltd | 1,500,000 | $1.93 億 | 57.42% | +95,494+6.8% | 加碼 |
| Jane Street Group, LLC | 1,278,383 | $1.65 億 | 0.18% | +757,895+145.6% | 加碼 |
| Goodnow Investment Group, LLC | 1,104,257 | $1.42 億 | 16.45% | −219,427−16.6% | 減碼 |
| General Equity Holdings LP | 1,063,062 | $1.37 億 | 83.58% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 904,514 | $1.16 億 | 0.21% | +903,616+100,625.4% | 加碼 |
| Northern Trust Corp | 898,333 | $1.16 億 | 0.02% | −47,918−5.1% | 減碼 |
| Durable Capital Partners LP | 840,131 | $1.08 億 | 0.89% | +840,131 | 新進 |
| Steadview Capital Management LLC | 834,905 | $1.07 億 | 36.07% | −42,000−4.8% | 減碼 |
| RV Capital GmbH | 819,631 | $1.06 億 | 25.38% | −27,900−3.3% | 減碼 |
| Renaissance Technologies LLC | 813,400 | $1.05 億 | 0.18% | +88,500+12.2% | 加碼 |
| FPR Partners LLC | 800,000 | $1.03 億 | 10.41% | −168,700−17.4% | 減碼 |
| Contour Asset Management LLC | 795,986 | $1.02 億 | 3.46% | +333,868+72.2% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 731,635 | $9,418 萬 | 0.06% | +14,628+2.0% | 加碼 |
| Alyeska Investment Group, L.P. | 717,432 | $9,235 萬 | 0.53% | +717,432 | 新進 |
| Moore Capital Management, LP | 713,977 | $9,190 萬 | 2.01% | +225,322+46.1% | 加碼 |
| Millennium Management LLC | 707,119 | $9,102 萬 | 0.08% | +218,545+44.7% | 加碼 |
| Man Group plc | 706,066 | $9,088 萬 | 0.24% | −193,701−21.5% | 減碼 |
| Charles Schwab Investment Management Inc | 684,967 | $8,817 萬 | 0.02% | −174,113−20.3% | 減碼 |
| HRT Financial LP | 640,807 | $8,248 萬 | 0.46% | +640,807 | 新進 |
| National Philanthropic Trust | 620,387 | $7,986 萬 | 1.52% | −450−0.1% | 減碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 588,149 | $7,571 萬 | 4.74% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 581,787 | $7,489 萬 | 0.72% | +323,153+124.9% | 加碼 |
| Bank of America Corp | 561,423 | $7,227 萬 | 0.01% | −322,557−36.5% | 減碼 |
| First Trust Advisors LP | 555,147 | $7,146 萬 | 0.07% | −514,286−48.1% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 553,621 | $7,126 萬 | 0.27% | +553,621 | 新進 |
| Sylebra Capital LLC | 525,839 | $6,769 萬 | 2.51% | +525,839 | 新進 |
| Kinetic Partners Management, LP | 512,800 | $6,601 萬 | 4.80% | +512,800 | 新進 |
| Point72 Asset Management, L.P. | 511,333 | $6,582 萬 | 0.21% | +38,792+8.2% | 加碼 |
| Par Capital Management Inc | 506,000 | $6,513 萬 | 2.05% | 00.0% | 不變 |
| Senator Investment Group LP | 495,394 | $6,377 萬 | 3.11% | +495,394 | 新進 |
| Squarepoint Ops LLC | 405,998 | $5,226 萬 | 0.20% | +36,741+9.9% | 加碼 |
| Voloridge Investment Management, LLC | 403,564 | $5,195 萬 | 0.19% | −458,036−53.2% | 減碼 |
| Susquehanna International Group, LLP | 397,247 | $5,113 萬 | 0.09% | +389,804+5,237.2% | 加碼 |
| Selkirk Management LLC | 365,220 | $4,701 萬 | 22.04% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 353,664 | $4,556 萬 | 0.01% | +59,482+20.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 345,265 | $4,444 萬 | 0.05% | +227,341+192.8% | 加碼 |
| Bank of New York Mellon Corp | 342,924 | $4,414 萬 | 0.01% | −23,522−6.4% | 減碼 |
| Summit Partners Public Asset Management, LLC | 329,215 | $4,238 萬 | 1.95% | +329,215 | 新進 |
| Nuveen Asset Management, LLC | 327,318 | $4,213 萬 | 0.01% | −7,938−2.4% | 減碼 |
| Assenagon Asset Management S.A. | 310,732 | $4,000 萬 | 0.10% | +310,732 | 新進 |
| Mane Global Capital Management LP | 302,824 | $3,898 萬 | 2.74% | +302,824 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 293,100 | $3,773 萬 | 0.11% | +293,100 | 新進 |
| 683 Capital Management, LLC | 275,000 | $3,540 萬 | 3.71% | −55,000−16.7% | 減碼 |
| Brightlight Capital Management LP | 273,400 | $3,519 萬 | 18.82% | −141,100−34.0% | 減碼 |
| Schusterman Interests, LLC | 268,000 | $3,450 萬 | 45.05% | −268,000−50.0% | 減碼 |
| Holocene Advisors, LP | 266,129 | $3,426 萬 | 0.14% | +210,410+377.6% | 加碼 |
| Group One Trading, L.P. | 262,129 | $3,374 萬 | 1.06% | −98,311−27.3% | 減碼 |
| Canada Pension Plan Investment Board | 256,600 | $3,303 萬 | 0.03% | +76,100+42.2% | 加碼 |
| Invesco Ltd. | 253,267 | $3,260 萬 | 0.01% | +78,467+44.9% | 加碼 |
| Divisadero Street Capital Management, LP | 249,772 | $3,215 萬 | 5.25% | −30,035−10.7% | 減碼 |
| North Peak Capital Management, LLC | 239,041 | $3,077 萬 | 3.61% | +239,041 | 新進 |
| Balyasny Asset Management LLC | 236,647 | $3,046 萬 | 0.08% | +62,824+36.1% | 加碼 |
| UBS Asset Management Americas Inc | 231,431 | $2,979 萬 | 0.01% | +141,952+158.6% | 加碼 |
| Capital Fund Management S.A. | 230,845 | $2,971 萬 | 0.34% | +230,845 | 新進 |
| Norges Bank | 221,898 | $2,856 萬 | 0.00% | −226,415−50.5% | 減碼 |
| Tudor Investment Corp Et Al | 208,076 | $2,678 萬 | 0.30% | +208,076 | 新進 |
| Bank of Montreal | 203,414 | $2,628 萬 | 0.01% | +90,835+80.7% | 加碼 |
| Swiss National Bank | 194,500 | $2,504 萬 | 0.02% | +3,200+1.7% | 加碼 |
| California Public Employees Retirement System | 192,755 | $2,481 萬 | 0.02% | +9,678+5.3% | 加碼 |
| Legal & General Group Plc | 180,028 | $2,317 萬 | 0.01% | +85,343+90.1% | 加碼 |
| Nishkama Capital, LLC | 176,121 | $2,267 萬 | 3.39% | −10,995−5.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 166,904 | $2,148 萬 | 0.02% | +15,088+9.9% | 加碼 |
| Steadfast Capital Management LP | 166,148 | $2,139 萬 | 0.51% | +166,148 | 新進 |
| No Street GP LP | 165,000 | $2,124 萬 | 1.79% | +165,000 | 新進 |
| New York State Common Retirement Fund | 148,052 | $1,906 萬 | 0.03% | +107,156+262.0% | 加碼 |
| Citadel Advisors LLC | 144,728 | $1,863 萬 | 0.02% | −487,188−77.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 142,701 | $1,837 萬 | 0.32% | +96,831+211.1% | 加碼 |
| BIT Capital GmbH | 138,813 | $1,787 萬 | 1.62% | +138,813 | 新進 |
| Citigroup Inc | 136,552 | $1,758 萬 | 0.02% | +73,010+114.9% | 加碼 |
| Allianz Asset Management GmbH | 129,663 | $1,669 萬 | 0.03% | −53,107−29.1% | 減碼 |
| Verition Fund Management LLC | 128,474 | $1,654 萬 | 0.13% | +75,568+142.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 122,551 | $1,577 萬 | 0.12% | +90,508+282.5% | 加碼 |
| Panagora Asset Management Inc | 120,085 | $1,546 萬 | 0.08% | −117,653−49.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 115,838 | $1,491 萬 | 0.04% | +115,838 | 新進 |
| Anabranch Capital Management, LP | 113,940 | $1,467 萬 | 8.73% | −46,695−29.1% | 減碼 |
| Jump Financial, LLC | 112,792 | $1,452 萬 | 0.29% | +72,546+180.3% | 加碼 |
| Rhumbline Advisers | 109,860 | $1,414 萬 | 0.01% | −49,895−31.2% | 減碼 |
| Federated Hermes, Inc. | 98,686 | $1,270 萬 | 0.03% | +42,055+74.3% | 加碼 |
| California State Teachers Retirement System | 97,003 | $1,249 萬 | 0.02% | −704−0.7% | 減碼 |
| Marshall Wace, LLP | 95,181 | $1,225 萬 | 0.02% | +35,283+58.9% | 加碼 |
| Gotham Asset Management, LLC | 94,947 | $1,222 萬 | 0.16% | −27,344−22.4% | 減碼 |
| Alta Park Capital, LP | 93,951 | $1,209 萬 | 1.59% | +10,521+12.6% | 加碼 |
| Deutsche Bank AG | 91,074 | $1,172 萬 | 0.01% | −55,867−38.0% | 減碼 |