Carvana Co.

CVNA

交易所: NYSE
產業: Retail-Auto Dealers & Gasoline Stations
SEC CIK: 0001690820

SEC 申報列表（在新分頁開啟）

近 90 天，Carvana Co. 內部人申報 1 筆公開市場買進、9 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 季與 2024 年第 1 季比較

持有 Carvana Co. 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人 2024 年第 1 季全部持有人

CVNA 的 13F 持有人：2024 年第 1 季與 2024 年第 2 季比較
項目	2024 年第 1 季	其中尚未申報 2024 年第 2 季	2024 年第 2 季	變化
持有家數	334	3	411	+80
股數	1.16 億	10.9 萬	1.17 億	+31.9 萬 (+0.3%)
市值	$102.2 億	$956.5 萬	$150.1 億	+$48.0 億 (+47.0%)

3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（111 家）

2024 年第 2 季季末持有 Carvana Co.、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 111 家。

2024 年第 2 季新進 CVNA 的機構
機構	股數	市值	佔組合 %
Durable Capital Partners LP	840,131	$1.08 億	0.89%
Alyeska Investment Group, L.P.	717,432	$9,235 萬	0.53%
HRT Financial LP	640,807	$8,248 萬	0.46%
Viking Global Investors LP大師維京全球投資	553,621	$7,126 萬	0.27%
Sylebra Capital LLC	525,839	$6,769 萬	2.51%
Kinetic Partners Management, LP	512,800	$6,601 萬	4.80%
Senator Investment Group LP	495,394	$6,377 萬	3.11%
Summit Partners Public Asset Management, LLC	329,215	$4,238 萬	1.95%
Assenagon Asset Management S.A.	310,732	$4,000 萬	0.10%
Mane Global Capital Management LP	302,824	$3,898 萬	2.74%
Healthcare of Ontario Pension Plan Trust Fund	293,100	$3,773 萬	0.11%
North Peak Capital Management, LLC	239,041	$3,077 萬	3.61%
Capital Fund Management S.A.	230,845	$2,971 萬	0.34%
Tudor Investment Corp Et Al	208,076	$2,678 萬	0.30%
Steadfast Capital Management LP	166,148	$2,139 萬	0.51%
No Street GP LP	165,000	$2,124 萬	1.79%
BIT Capital GmbH	138,813	$1,787 萬	1.62%
Mirae Asset Global ETFs Holdings Ltd.	115,838	$1,491 萬	0.04%
Natixis Advisors, L.P.	78,831	$1,015 萬	0.02%
Maplelane Capital, LLC	75,000	$965.4 萬	0.72%
3G Capital Partners LP	70,000	$901.0 萬	3.47%
IMC-Chicago, LLC	69,585	$895.7 萬	0.29%
Virtu Financial LLC	55,963	$720.3 萬	0.50%
Treasurer of the State of North Carolina	45,890	$590.7 萬	0.03%
Public Employees Retirement System of Ohio	40,206	$517.5 萬	0.02%
Brevan Howard Capital Management LP	37,036	$476.7 萬	0.31%
Macquarie Group Ltd	36,354	$467.9 萬	0.01%
Lord, Abbett & Co. LLC	34,649	$446.0 萬	0.01%
Point72 Hong Kong Ltd	31,414	$404.4 萬	0.25%
Flight Deck Capital, LP	30,700	$395.2 萬	5.23%
Morgens Waterfall Vintiadis & Co Inc	30,000	$386.2 萬	3.03%
Paloma Partners Management Co	28,172	$362.6 萬	0.31%
Integrated Advisors Network LLC	28,008	$360.5 萬	0.19%
Thrivent Financial for Lutherans	25,398	$327.0 萬	0.01%
Covalis Capital LLP	24,590	$316.5 萬	0.43%
Quantitative Investment Management, LLC	24,474	$315.0 萬	0.34%
Scientech Research LLC	23,721	$305.3 萬	0.63%
Nomura Holdings Inc	21,003	$270.4 萬	0.02%
XTX Topco Ltd	19,752	$254.2 萬	0.22%
Bricktown Capital, LLC	17,938	$230.9 萬	0.47%
Omers Administration Corp	17,200	$221.4 萬	0.02%
Catalyst Funds Management Pty Ltd	16,300	$209.8 萬	0.56%
Convergence Investment Partners, LLC	15,920	$204.9 萬	0.60%
Quantinno Capital Management LP	15,478	$199.2 萬	0.04%
Aigen Investment Management, LP	15,147	$195.0 萬	0.38%
K.J. Harrison & Partners Inc	15,000	$193.1 萬	0.32%
PCJ Investment Counsel Ltd.	15,000	$193.1 萬	0.80%
Global Endowment Management, LP	14,734	$189.7 萬	0.20%
Westpac Banking Corp	14,102	$181.5 萬	0.14%
Alpine Global Management, LLC	14,048	$180.8 萬	0.31%
Laurion Capital Management LP	11,938	$153.7 萬	0.05%
Concurrent Investment Advisors, LLC	11,290	$145.3 萬	0.05%
Mirae Asset Global Investments Co., Ltd.	10,266	$136.4 萬	0.01%
Quadrature Capital Ltd	9,394	$120.8 萬	0.02%
ClariVest Asset Management LLC	9,238	$118.9 萬	0.12%
Eisler Capital (US) LLC	9,000	$115.8 萬	0.22%
Polianta Ltd	8,500	$109.4 萬	0.55%
Maryland State Retirement & Pension System	8,215	$105.7 萬	0.02%
Seven Eight Capital, LP	8,068	$103.9 萬	0.11%
Scopia Capital Management LP	7,772	$100.0 萬	0.15%
Truepoint, Inc.	5,866	$75.5 萬	0.02%
Utah Retirement Systems	5,600	$72.1 萬	0.01%
Numerai GP LLC	4,994	$64.3 萬	0.23%
Prelude Capital Management, LLC	4,454	$57.3 萬	0.05%
Aristeia Capital LLC	4,091	$52.7 萬	0.02%
Diametric Capital, LP	4,069	$52.4 萬	0.28%
Harvest Investment Services, LLC	3,622	$46.6 萬	0.18%
Corton Capital Inc.	3,531	$45.5 萬	0.24%
Inceptionr LLC	3,201	$41.2 萬	0.12%
Nebula Research & Development LLC	2,992	$38.5 萬	0.06%
Keebeck Alpha, LP	2,955	$38.0 萬	0.28%
Greenland Capital Management LP	2,657	$34.2 萬	0.07%
Baader Bank INC	2,541	$32.7 萬	0.03%
Bridgefront Capital, LLC	2,414	$31.1 萬	0.13%
Simplicity Wealth,LLC	2,178	$28.0 萬	0.01%
Bleakley Financial Group, LLC	2,178	$28.0 萬	0.01%
Maven Securities LTD	2,096	$27.0 萬	0.04%
Annex Advisory Services, LLC	2,000	$25.7 萬	0.01%
Forum Financial Management, LP	1,995	$25.7 萬	0.00%
Pathstone Holdings, LLC	1,901	$24.5 萬	0.00%
Veriti Management LLC	1,825	$23.5 萬	0.01%
Vident Advisory, LLC	1,823	$23.5 萬	0.01%
Lido Advisors, LLC	1,796	$23.1 萬	0.00%
Axq Capital, LP	1,764	$22.7 萬	0.05%
Clay Northam Wealth Management, LLC	1,750	$22.5 萬	0.17%
MAI Capital Management	1,725	$22.2 萬	0.00%
Hemington Wealth Management	1,707	$21.9 萬	0.07%
Motley Fool Asset Management LLC	1,747	$21.7 萬	0.01%
Banco Santander, S.A.	1,655	$21.3 萬	0.00%
Corebridge Financial, Inc.	1,261	$16.2 萬	0.00%
Globeflex Capital L P	1,110	$14.3 萬	0.01%
nVerses Capital, LLC	600	$7.72 萬	0.05%
Ronald Blue Trust, Inc.	821	$7.22 萬	0.00%
Hilltop National Bank	532	$6.85 萬	0.02%
Benjamin F. Edwards & Company, Inc.	395	$5.10 萬	0.00%
Clear Street Markets LLC	300	$3.90 萬	0.02%
Ridgewood Investments LLC	250	$3.22 萬	0.02%
Jones Financial Companies LLLP	219	$2.82 萬	0.00%
Smartleaf Asset Management LLC	151	$2.01 萬	0.00%
Versant Capital Management, Inc	150	$1.93 萬	0.00%

清倉機構（31 家）

2024 年第 1 季季末持有 Carvana Co.、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 CVNA 的機構
機構	2024 年第 1 季股數	2024 年第 1 季市值
Gates Foundation Trust大師蓋茲基金會信託	520,000	$4,571 萬
Twinbeech Capital LP	159,682	$1,404 萬
Hampton Road Capital Management LP	108,264	$951.7 萬
Perbak Capital Partners LLP	94,245	$828.5 萬
FORA Capital, LLC	84,969	$747.0 萬
Zweig-DiMenna Associates LLC	73,537	$646.5 萬
American International Group, Inc.	50,870	$447.2 萬
Picton Mahoney Asset Management	49,950	$439.2 萬
Fund 1 Investments, LLC	40,000	$351.6 萬
GTS Securities LLC	23,916	$210.2 萬
Ameritas Investment Partners, Inc.	10,294	$90.5 萬
Banco Bilbao Vizcaya Argentaria, S.A.	10,150	$89.2 萬
SeaCrest Wealth Management, LLC	5,506	$48.4 萬
Metropolitan Life Insurance Co	5,421	$47.7 萬
APG Asset Management N.V.	5,400	$44.0 萬
Gainplan LLC	5,000	$44.0 萬
ASB Consultores, LLC	4,373	$38.4 萬
China Universal Asset Management Co., Ltd.	4,065	$35.7 萬
Legato Capital Management LLC	3,575	$31.4 萬
Pearl River Capital, LLC	3,561	$31.3 萬
Global Strategic Investment Solutions, LLC	3,450	$30.3 萬
Aristides Capital LLC	3,000	$26.4 萬
Guggenheim Capital LLC	2,618	$23.0 萬
Northwest & Ethical Investments L.P.	1,350	$11.9 萬
FSC Wealth Advisors, LLC	540	$4.75 萬
ICA Group Wealth Management, LLC	50	$4,396
Denali Advisors LLC	37	$3,253
Cape Investment Advisory, Inc.	18	$1,582
American Capital Advisory, LLC	10	$98
Migdal Insurance & Financial Holdings Ltd.	2	$0
FNY Investment Advisers, LLC	8	$0

尚未申報 2024 年第 2 季的機構（3 家）

2024 年第 1 季季末持有 Carvana Co.、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 1 季持有 CVNA、尚未申報 2024 年第 2 季的機構
機構	2024 年第 1 季股數	2024 年第 1 季市值
Credit Suisse AG	97,326	$855.6 萬
Imprint Wealth LLC	10,882	$94.4 萬
Cutler Group LP	750	$6.50 萬