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 |
|---|---|---|---|---|---|
| JustInvest LLC | 10,971 | $141.2 萬 | 0.03% | −68−0.6% | 減碼 |
| HSBC Holdings PLC | 11,284 | $142.4 萬 | 0.00% | −1,635−12.7% | 減碼 |
| SEI Investments Co | 11,165 | $143.7 萬 | 0.00% | +6,843+158.3% | 加碼 |
| Caption Management, LLC | 11,200 | $144.2 萬 | 0.15% | −76,400−87.2% | 減碼 |
| Edgestream Partners, L.P. | 11,277 | $145.2 萬 | 0.07% | +2,559+29.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 11,290 | $145.3 萬 | 0.05% | +11,290 | 新進 |
| Diversified Trust Co | 11,311 | $145.6 萬 | 0.04% | +2,633+30.3% | 加碼 |
| PFG Investments, LLC | 11,782 | $151.7 萬 | 0.11% | −31,001−72.5% | 減碼 |
| Amalgamated Bank | 11,929 | $153.6 萬 | 0.01% | +8,420+240.0% | 加碼 |
| Laurion Capital Management LP | 11,938 | $153.7 萬 | 0.05% | +11,938 | 新進 |
| KP Management LLC | 12,500 | $160.9 萬 | 0.61% | −2,500−16.7% | 減碼 |
| Options Solutions, LLC | 12,528 | $161.3 萬 | 0.97% | −1,729−12.1% | 減碼 |
| Ieq Capital, LLC | 12,661 | $163.0 萬 | 0.02% | −165−1.3% | 減碼 |
| Headlands Technologies LLC | 12,726 | $163.8 萬 | 0.17% | −7,209−36.2% | 減碼 |
| Pictet Asset Management Holding SA | 12,957 | $166.8 萬 | 0.00% | +595+4.8% | 加碼 |
| Rafferty Asset Management, LLC | 12,989 | $167.2 萬 | 0.01% | −9,696−42.7% | 減碼 |
| Royal Bank of Canada | 13,230 | $170.4 萬 | 0.00% | +7,635+136.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 14,029 | $180.6 萬 | 0.00% | +18+0.1% | 加碼 |
| Alpine Global Management, LLC | 14,048 | $180.8 萬 | 0.31% | +14,048 | 新進 |
| Westpac Banking Corp | 14,102 | $181.5 萬 | 0.14% | +14,102 | 新進 |
| Global Endowment Management, LP | 14,734 | $189.7 萬 | 0.20% | +14,734 | 新進 |
| Qsemble Capital Management, LP | 14,811 | $190.6 萬 | 0.36% | −14,153−48.9% | 減碼 |
| K.J. Harrison & Partners Inc | 15,000 | $193.1 萬 | 0.32% | +15,000 | 新進 |
| PCJ Investment Counsel Ltd. | 15,000 | $193.1 萬 | 0.80% | +15,000 | 新進 |
| Aigen Investment Management, LP | 15,147 | $195.0 萬 | 0.38% | +15,147 | 新進 |
| Creative Planning | 15,296 | $196.9 萬 | 0.00% | +3,913+34.4% | 加碼 |
| Quantinno Capital Management LP | 15,478 | $199.2 萬 | 0.04% | +15,478 | 新進 |
| Convergence Investment Partners, LLC | 15,920 | $204.9 萬 | 0.60% | +15,920 | 新進 |
| Catalyst Funds Management Pty Ltd | 16,300 | $209.8 萬 | 0.56% | +16,300 | 新進 |
| Wolverine Asset Management LLC | 16,345 | $210.4 萬 | 0.04% | −14,582−47.1% | 減碼 |
| Illinois Municipal Retirement Fund | 16,626 | $214.0 萬 | 0.03% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,897 | $217.5 萬 | 0.01% | +1,528+9.9% | 加碼 |
| Omers Administration Corp | 17,200 | $221.4 萬 | 0.02% | +17,200 | 新進 |
| Bricktown Capital, LLC | 17,938 | $230.9 萬 | 0.47% | +17,938 | 新進 |
| HAP Trading, LLC | 18,071 | $232.6 萬 | 1.01% | −74,294−80.4% | 減碼 |
| Amundi | 18,851 | $241.0 萬 | 0.00% | −162,662−89.6% | 減碼 |
| XTX Topco Ltd | 19,752 | $254.2 萬 | 0.22% | +19,752 | 新進 |
| Nisa Investment Advisors, LLC | 19,834 | $255.3 萬 | 0.02% | −6,213−23.9% | 減碼 |
| Cetera Investment Advisers | 20,211 | $260.2 萬 | 0.01% | −651−3.1% | 減碼 |
| Nomura Holdings Inc | 21,003 | $270.4 萬 | 0.02% | +21,003 | 新進 |
| Russell Investments Group, Ltd. | 21,299 | $274.2 萬 | 0.00% | +20,737+3,689.9% | 加碼 |
| Walleye Capital LLC | 22,152 | $285.1 萬 | 0.03% | +5,130+30.1% | 加碼 |
| Envestnet Asset Management Inc | 23,278 | $299.6 萬 | 0.00% | +14,174+155.7% | 加碼 |
| Handelsbanken Fonder AB | 23,500 | $302.5 萬 | 0.01% | +1,800+8.3% | 加碼 |
| Scientech Research LLC | 23,721 | $305.3 萬 | 0.63% | +23,721 | 新進 |
| Great West Life Assurance Co | 24,038 | $309.6 萬 | 0.01% | −268−1.1% | 減碼 |
| Quantitative Investment Management, LLC | 24,474 | $315.0 萬 | 0.34% | +24,474 | 新進 |
| Covalis Capital LLP | 24,590 | $316.5 萬 | 0.43% | +24,590 | 新進 |
| Teacher Retirement System of Texas | 25,339 | $326.2 萬 | 0.02% | +15,166+149.1% | 加碼 |
| Thrivent Financial for Lutherans | 25,398 | $327.0 萬 | 0.01% | +25,398 | 新進 |
| Point72 (DIFC) Ltd | 26,734 | $344.1 萬 | 0.31% | +23,900+843.3% | 加碼 |
| Victory Capital Management Inc | 27,117 | $349.1 萬 | 0.00% | +8,467+45.4% | 加碼 |
| Blair William & Co | 27,266 | $351.0 萬 | 0.01% | −1,920−6.6% | 減碼 |
| Estate Counselors, LLC | 27,580 | $355.0 萬 | 0.39% | −555−2.0% | 減碼 |
| Arizona State Retirement System | 27,669 | $356.2 萬 | 0.02% | +1,032+3.9% | 加碼 |
| Integrated Advisors Network LLC | 28,008 | $360.5 萬 | 0.19% | +28,008 | 新進 |
| Voya Investment Management LLC | 28,053 | $361.1 萬 | 0.00% | −5,404−16.2% | 減碼 |
| Paloma Partners Management Co | 28,172 | $362.6 萬 | 0.31% | +28,172 | 新進 |
| Alight Capital Management LP | 30,000 | $386.2 萬 | 0.96% | +20,000+200.0% | 加碼 |
| Morgens Waterfall Vintiadis & Co Inc | 30,000 | $386.2 萬 | 3.03% | +30,000 | 新進 |
| Engineers Gate Manager LP | 30,297 | $390.0 萬 | 0.09% | −4,877−13.9% | 減碼 |
| Ensign Peak Advisors, Inc | 30,368 | $390.9 萬 | 0.01% | 00.0% | 不變 |
| Flight Deck Capital, LP | 30,700 | $395.2 萬 | 5.23% | +30,700 | 新進 |
| Mercer Global Advisors Inc | 31,139 | $400.8 萬 | 0.01% | +27,442+742.3% | 加碼 |
| Point72 Hong Kong Ltd | 31,414 | $404.4 萬 | 0.25% | +31,414 | 新進 |
| Symmetry Investments LP | 33,700 | $433.8 萬 | 0.54% | +27,700+461.7% | 加碼 |
| Massachusetts Financial Services Co | 33,805 | $435.1 萬 | 0.00% | +1,136+3.5% | 加碼 |
| Lord, Abbett & Co. LLC | 34,649 | $446.0 萬 | 0.01% | +34,649 | 新進 |
| Carnegie Capital Asset Management, LLC | 35,760 | $460.3 萬 | 0.14% | −5,010−12.3% | 減碼 |
| Private Advisor Group, LLC | 36,142 | $465.2 萬 | 0.03% | +5,666+18.6% | 加碼 |
| Macquarie Group Ltd | 36,354 | $467.9 萬 | 0.01% | +36,354 | 新進 |
| Advisor Group Holdings, Inc. | 36,556 | $470.5 萬 | 0.01% | +10,987+43.0% | 加碼 |
| Brevan Howard Capital Management LP | 37,036 | $476.7 萬 | 0.31% | +37,036 | 新進 |
| Alliancebernstein L.P. | 37,273 | $479.8 萬 | 0.00% | −79,747−68.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 37,277 | $479.8 萬 | 0.02% | −20,162−35.1% | 減碼 |
| LPL Financial LLC | 37,669 | $484.9 萬 | 0.00% | −3,251−7.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 37,675 | $485.0 萬 | 0.08% | +34,089+950.6% | 加碼 |
| Public Employees Retirement System of Ohio | 40,206 | $517.5 萬 | 0.02% | +40,206 | 新進 |
| Taylor Frigon Capital Management LLC | 40,503 | $521.4 萬 | 2.48% | −11,418−22.0% | 減碼 |
| Ardmore Road Asset Management LP | 45,200 | $581.8 萬 | 0.90% | +34,200+310.9% | 加碼 |
| Janus Henderson Group PLC | 45,477 | $585.2 萬 | 0.00% | +2,303+5.3% | 加碼 |
| Treasurer of the State of North Carolina | 45,890 | $590.7 萬 | 0.03% | +45,890 | 新進 |
| Simplex Trading, LLC | 46,288 | $595.8 萬 | 0.19% | −14,106−23.4% | 減碼 |
| Penserra Capital Management LLC | 47,497 | $611.4 萬 | 0.08% | −66,644−58.4% | 減碼 |
| Los Angeles Capital Management LLC | 47,961 | $617.4 萬 | 0.02% | +31,448+190.4% | 加碼 |
| Franklin Resources Inc | 51,301 | $660.3 萬 | 0.00% | +37,512+272.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 53,376 | $687.1 萬 | 0.38% | +48,817+1,070.8% | 加碼 |
| Wells Fargo & Company | 53,381 | $687.1 萬 | 0.00% | −500−0.9% | 減碼 |
| Virtu Financial LLC | 55,963 | $720.3 萬 | 0.50% | +55,963 | 新進 |
| ProShare Advisors LLC | 58,309 | $750.6 萬 | 0.02% | −22,714−28.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 59,208 | $762.1 萬 | 0.01% | +8,126+15.9% | 加碼 |
| Metavasi Capital LP | 59,303 | $763.3 萬 | 4.20% | +47,300+394.1% | 加碼 |
| Two Sigma Securities, LLC | 61,747 | $794.8 萬 | 0.38% | −92,450−60.0% | 減碼 |
| Algert Global LLC | 64,095 | $825.0 萬 | 0.27% | +36,915+135.8% | 加碼 |
| Ameriprise Financial Inc | 67,799 | $872.7 萬 | 0.00% | +28,400+72.1% | 加碼 |
| AQR Capital Management LLC | 67,815 | $872.9 萬 | 0.01% | −13,140−16.2% | 減碼 |
| State of Wisconsin Investment Board | 69,337 | $892.5 萬 | 0.02% | +5,103+7.9% | 加碼 |
| IMC-Chicago, LLC | 69,585 | $895.7 萬 | 0.29% | +69,585 | 新進 |
| 3G Capital Partners LP | 70,000 | $901.0 萬 | 3.47% | +70,000 | 新進 |
| Maplelane Capital, LLC | 75,000 | $965.4 萬 | 0.72% | +75,000 | 新進 |