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 3 季 13F 持有人
Carvana Co. 在 2024/9/30 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
- 489
- 較 2024 年第 2 季 +81 家
- 持有股數
- 1.19 億
- 較 2024 年第 2 季 +761.7 萬 (+6.8%)
- 總市值
- $207.9 億
- 較 2024 年第 2 季 +$64.1 億 (+44.6%)
- 新進機構
- 119
- 另有 172 家加碼
- 清倉機構
- 38
- 另有 151 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 13,690,213 | $23.8 億 | 0.27% | +1,636,826+13.6% | 加碼 |
| FMR LLC | 12,361,790 | $21.5 億 | 0.13% | +5,882,656+90.8% | 加碼 |
| Vanguard Group Inc | 10,815,133 | $18.8 億 | 0.03% | +849,128+8.5% | 加碼 |
| CAS Investment Partners, LLC | 6,453,594 | $11.2 億 | 74.52% | −77,300−1.2% | 減碼 |
| Greenoaks Capital Partners LLC | 5,838,453 | $10.2 億 | 54.59% | −16,489−0.3% | 減碼 |
| BlackRock, Inc. | 5,593,172 | $9.74 億 | 0.02% | +5,593,172 | 新進 |
| Morgan Stanley | 5,513,977 | $9.60 億 | 0.07% | −656,068−10.6% | 減碼 |
| Spruce House Investment Management LLC | 5,000,000 | $8.71 億 | 42.68% | 00.0% | 不變 |
| Exor Capital LLP | 3,929,935 | $6.84 億 | 19.73% | +153,188+4.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,290,245 | $3.99 億 | 0.52% | −1,364,554−37.3% | 減碼 |
| Thrive Capital Management, LLC | 2,267,610 | $3.95 億 | 39.35% | 00.0% | 不變 |
| Camelot Capital Partners, LLC | 2,099,757 | $3.66 億 | 92.79% | −92,411−4.2% | 減碼 |
| Durable Capital Partners LP | 2,038,986 | $3.55 億 | 2.60% | +1,198,855+142.7% | 加碼 |
| Two Sigma Advisers, LP | 1,950,035 | $3.40 億 | 0.80% | −446,800−18.6% | 減碼 |
| State Street Corp | 1,877,511 | $3.27 億 | 0.01% | +107,610+6.1% | 加碼 |
| Geode Capital Management, LLC | 1,803,546 | $3.15 億 | 0.03% | +131,059+7.8% | 加碼 |
| Two Sigma Investments, LP | 1,517,358 | $2.64 億 | 0.60% | −520,027−25.5% | 減碼 |
| KPS Global Asset Management UK Ltd | 1,500,000 | $2.61 億 | 62.36% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 1,398,613 | $2.44 億 | 0.45% | +494,099+54.6% | 加碼 |
| Renaissance Technologies LLC | 1,000,800 | $1.74 億 | 0.26% | +187,400+23.0% | 加碼 |
| Whale Rock Capital Management LLC | 935,919 | $1.63 億 | 2.29% | +935,919 | 新進 |
| Goodnow Investment Group, LLC | 879,987 | $1.53 億 | 16.25% | −224,270−20.3% | 減碼 |
| RV Capital GmbH | 761,731 | $1.33 億 | 27.35% | −57,900−7.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 725,911 | $1.26 億 | 0.08% | −5,724−0.8% | 減碼 |
| Palestra Capital Management LLC | 698,813 | $1.22 億 | 4.01% | +698,813 | 新進 |
| Contour Asset Management LLC | 692,360 | $1.21 億 | 3.98% | −103,626−13.0% | 減碼 |
| General Equity Holdings LP | 662,463 | $1.15 億 | 80.13% | −400,599−37.7% | 減碼 |
| National Philanthropic Trust | 620,387 | $1.08 億 | 1.96% | 00.0% | 不變 |
| Steadview Capital Management LLC | 612,405 | $1.07 億 | 32.84% | −222,500−26.6% | 減碼 |
| First Trust Advisors LP | 570,996 | $9,942 萬 | 0.09% | +15,849+2.9% | 加碼 |
| Holocene Advisors, LP | 554,112 | $9,648 萬 | 0.39% | +287,983+108.2% | 加碼 |
| Lord, Abbett & Co. LLC | 538,473 | $9,375 萬 | 0.30% | +503,824+1,454.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 536,319 | $9,338 萬 | 0.09% | +191,054+55.3% | 加碼 |
| Millennium Management LLC | 516,770 | $8,997 萬 | 0.08% | −190,349−26.9% | 減碼 |
| Par Capital Management Inc | 504,400 | $8,782 萬 | 2.49% | −1,600−0.3% | 減碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 500,000 | $8,706 萬 | 6.03% | −88,149−15.0% | 減碼 |
| Northern Trust Corp | 499,358 | $8,694 萬 | 0.01% | −398,975−44.4% | 減碼 |
| Bank of America Corp | 454,626 | $7,915 萬 | 0.01% | −106,797−19.0% | 減碼 |
| Driehaus Capital Management LLC | 449,224 | $7,821 萬 | 0.67% | −132,563−22.8% | 減碼 |
| Norges Bank | 445,074 | $7,749 萬 | 0.01% | +223,176+100.6% | 加碼 |
| Senator Investment Group LP | 426,524 | $7,426 萬 | 3.53% | −68,870−13.9% | 減碼 |
| Charles Schwab Investment Management Inc | 423,873 | $7,380 萬 | 0.01% | −261,094−38.1% | 減碼 |
| Eagle Asset Management Inc | 290,222 | $7,092 萬 | 0.36% | +290,222 | 新進 |
| FPR Partners LLC | 400,000 | $6,964 萬 | 6.50% | −400,000−50.0% | 減碼 |
| Dimensional Fund Advisors LP | 392,183 | $6,825 萬 | 0.02% | +38,519+10.9% | 加碼 |
| Nuveen Asset Management, LLC | 388,214 | $6,759 萬 | 0.02% | +60,896+18.6% | 加碼 |
| Divisadero Street Capital Management, LP | 380,772 | $6,630 萬 | 8.53% | +131,000+52.4% | 加碼 |
| Selkirk Management LLC | 365,220 | $6,359 萬 | 25.99% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 357,282 | $6,221 萬 | 0.01% | −1,197,266−77.0% | 減碼 |
| Bank of New York Mellon Corp | 347,546 | $6,051 萬 | 0.01% | +4,622+1.3% | 加碼 |
| Citigroup Inc | 332,909 | $5,796 萬 | 0.05% | +196,357+143.8% | 加碼 |
| Squarepoint Ops LLC | 330,753 | $5,759 萬 | 0.19% | −75,245−18.5% | 減碼 |
| Voloridge Investment Management, LLC | 314,315 | $5,473 萬 | 0.20% | −89,249−22.1% | 減碼 |
| Kinetic Partners Management, LP | 313,700 | $5,462 萬 | 3.79% | −199,100−38.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 306,148 | $5,330 萬 | 0.13% | +13,048+4.5% | 加碼 |
| Capital Fund Management S.A. | 294,187 | $5,122 萬 | 0.57% | +63,342+27.4% | 加碼 |
| Summit Partners Public Asset Management, LLC | 290,351 | $5,055 萬 | 2.28% | −38,864−11.8% | 減碼 |
| Assenagon Asset Management S.A. | 287,110 | $4,999 萬 | 0.10% | −23,622−7.6% | 減碼 |
| Brightlight Capital Management LP | 273,400 | $4,760 萬 | 22.93% | 00.0% | 不變 |
| Viking Global Investors LP大師維京全球投資 | 269,088 | $4,685 萬 | 0.17% | −284,533−51.4% | 減碼 |
| Trexquant Investment LP | 260,472 | $4,535 萬 | 0.57% | +184,428+242.5% | 加碼 |
| Avala Global LP | 255,800 | $4,454 萬 | 2.93% | +255,800 | 新進 |
| Balyasny Asset Management LLC | 252,467 | $4,396 萬 | 0.11% | +15,820+6.7% | 加碼 |
| Steadfast Capital Management LP | 248,648 | $4,329 萬 | 1.01% | +82,500+49.7% | 加碼 |
| Mane Global Capital Management LP | 236,250 | $4,113 萬 | 2.87% | −66,574−22.0% | 減碼 |
| Federated Hermes, Inc. | 236,214 | $4,110 萬 | 0.09% | +137,528+139.4% | 加碼 |
| Bank of Montreal | 239,336 | $4,063 萬 | 0.02% | +35,922+17.7% | 加碼 |
| UBS Group AG | 232,496 | $4,048 萬 | 0.01% | +143,228+160.4% | 加碼 |
| 683 Capital Management, LLC | 225,000 | $3,917 萬 | 3.99% | −50,000−18.2% | 減碼 |
| UBS Asset Management Americas Inc | 218,294 | $3,801 萬 | 0.01% | −13,137−5.7% | 減碼 |
| Scopus Asset Management, L.P. | 215,000 | $3,743 萬 | 1.11% | +215,000 | 新進 |
| Susquehanna International Group, LLP | 214,891 | $3,741 萬 | 0.06% | −182,356−45.9% | 減碼 |
| JPMorgan Chase & Co | 214,854 | $3,741 萬 | 0.00% | +131,662+158.3% | 加碼 |
| Wells Fargo & Company | 214,724 | $3,739 萬 | 0.01% | +161,343+302.2% | 加碼 |
| No Street GP LP | 210,000 | $3,656 萬 | 2.82% | +45,000+27.3% | 加碼 |
| Swiss National Bank | 207,900 | $3,620 萬 | 0.02% | +13,400+6.9% | 加碼 |
| California Public Employees Retirement System | 196,246 | $3,417 萬 | 0.02% | +3,491+1.8% | 加碼 |
| Invesco Ltd. | 192,371 | $3,349 萬 | 0.01% | −60,896−24.0% | 減碼 |
| Tudor Investment Corp Et Al | 186,487 | $3,247 萬 | 0.36% | −21,589−10.4% | 減碼 |
| Global Endowment Management, LP | 180,021 | $3,134 萬 | 3.17% | +165,287+1,121.8% | 加碼 |
| Rhumbline Advisers | 171,394 | $2,984 萬 | 0.03% | +61,534+56.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 171,389 | $2,984 萬 | 0.03% | +4,485+2.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 161,907 | $2,819 萬 | 0.43% | +19,206+13.5% | 加碼 |
| New York State Common Retirement Fund | 156,901 | $2,732 萬 | 0.04% | +8,849+6.0% | 加碼 |
| North Peak Capital Management, LLC | 145,094 | $2,526 萬 | 3.55% | −93,947−39.3% | 減碼 |
| Point72 Asset Management, L.P. | 143,320 | $2,495 萬 | 0.09% | −368,013−72.0% | 減碼 |
| Moore Capital Management, LP | 134,539 | $2,342 萬 | 0.68% | −579,438−81.2% | 減碼 |
| Prudential Financial Inc | 133,348 | $2,322 萬 | 0.03% | +56,762+74.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 130,860 | $2,278 萬 | 0.59% | +130,860 | 新進 |
| Man Group plc | 130,675 | $2,275 萬 | 0.06% | −575,391−81.5% | 減碼 |
| Legal & General Group Plc | 121,991 | $2,124 萬 | 0.01% | −58,037−32.2% | 減碼 |
| Anabranch Capital Management, LP | 120,260 | $2,094 萬 | 12.29% | +6,320+5.5% | 加碼 |
| Jump Financial, LLC | 104,080 | $1,812 萬 | 0.37% | −8,712−7.7% | 減碼 |
| Amundi | 92,249 | $1,762 萬 | 0.01% | +73,398+389.4% | 加碼 |
| Neuberger Berman Group LLC | 101,095 | $1,760 萬 | 0.01% | +92,361+1,057.5% | 加碼 |
| California State Teachers Retirement System | 99,835 | $1,738 萬 | 0.02% | +2,832+2.9% | 加碼 |
| Gotham Asset Management, LLC | 94,757 | $1,650 萬 | 0.17% | −190−0.2% | 減碼 |
| AQR Capital Management LLC | 90,452 | $1,536 萬 | 0.02% | +22,637+33.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 87,191 | $1,518 萬 | 0.03% | +1,720+2.0% | 加碼 |
| Allianz Asset Management GmbH | 85,926 | $1,496 萬 | 0.02% | −43,737−33.7% | 減碼 |