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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、11 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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Carvana Co. 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

CVNA 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數58613613+40
股數1.26 億47.0 萬1.23 億−183.0 萬 (−1.5%)
市值$255.4 億$9,560 萬$257.6 億+$3.14 億 (+1.2%)

13 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(125 家)

2025 年第 1 季季末持有 Carvana Co.、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 125 家。

2025 年第 1 季新進 CVNA 的機構
機構股數市值佔組合 %
Lone Pine Capital LLC大師孤松資本2,314,168$4.84 億4.24%
Capital Research Global Investors1,438,938$3.01 億0.07%
Coatue Management LLC大師Coatue535,333$1.12 億0.49%
D1 Capital Partners L.P.大師D1 資本370,000$7,736 萬1.19%
Alyeska Investment Group, L.P.343,678$7,186 萬0.29%
RDST Capital LLC222,940$4,661 萬6.63%
Capital World Investors207,568$4,340 萬0.01%
National Pension Service186,961$3,909 萬0.04%
Nuveen, LLC180,000$2,790 萬0.01%
Meridiem Capital Partners LP69,653$1,456 萬1.60%
Maplelane Capital, LLC63,000$1,317 萬1.23%
Sands Capital Management, LLC61,131$1,278 萬0.04%
Royal London Asset Management Ltd52,934$1,107 萬0.03%
Quadrature Capital Ltd50,729$1,060 萬0.24%
Patient Capital Management, LLC47,322$989.4 萬0.51%
Polar Asset Management Partners Inc.34,900$729.7 萬0.24%
Andra AP-fonden22,800$476.7 萬0.08%
ExodusPoint Capital Management, LP21,557$450.7 萬0.06%
XTX Topco Ltd18,752$392.1 萬0.20%
Virginia Retirement Systems Et Al17,400$363.8 萬0.03%
OP Asset Management Ltd15,701$328.3 萬0.06%
Alight Capital Management LP15,000$313.6 萬1.65%
HITE Hedge Asset Management LLC14,520$303.6 萬0.19%
Lighthouse Investment Partners, LLC13,000$271.8 萬0.12%
Quinn Opportunity Partners LLC10,900$227.9 萬0.16%
AG2R la Mondiale Gestion D'Actifs6,926$226.6 萬0.12%
Avalon Global Asset Management LLC10,000$209.1 萬0.71%
Next Century Growth Investors LLC8,977$187.7 萬0.17%
Landscape Capital Management, L.L.C.8,396$175.5 萬0.16%
Vontobel Holding Ltd.7,762$162.3 萬0.01%
ASR Vermogensbeheer N.V.7,698$160.9 萬0.02%
Generali Asset Management SPA SGR7,604$159.0 萬0.04%
Harbert Fund Advisors, Inc.7,500$156.8 萬1.82%
Aware Super Pty Ltd as trustee of Aware Super7,433$155.4 萬0.03%
Tabor Asset Management, LP7,272$152.0 萬1.22%
Sassicaia Capital Advisers LLC7,250$151.6 萬5.49%
Capital Markets Trading UK LLP7,003$146.4 萬1.67%
Royal Fund Management, LLC6,800$142.2 萬0.17%
Hudson Bay Capital Management LP6,388$133.6 萬0.01%
University of Texas/Texas Am Investment Managment Co5,829$121.9 萬0.21%
Armistice Capital, LLC5,055$105.7 萬0.03%
Connor, Clark & Lunn Investment Management Ltd.4,999$104.5 萬0.00%
Kingsview Wealth Management, LLC4,558$95.3 萬0.02%
Dark Forest Capital Management LP4,258$89.0 萬0.04%
Mediolanum International Funds Ltd4,303$88.0 萬0.01%
Vident Advisory, LLC3,844$80.4 萬0.01%
Integrated Advisors Network LLC3,696$77.3 萬0.04%
Pinnacle Wealth Management, LLC3,658$76.5 萬0.86%
Global Assets Advisory, LLC3,550$70.4 萬0.13%
Investment Management Corp of Ontario3,300$69.0 萬0.01%
Buckingham Strategic Partners3,140$65.6 萬0.01%
Rakuten Investment Management, Inc.3,191$65.2 萬0.00%
Banque Cantonale Vaudoise3,024$63.3 萬0.03%
Roberts Capital Advisors, LLC2,739$57.3 萬0.50%
Point72 Asia (Singapore) Pte. Ltd.2,576$53.9 萬0.14%
Prospera Financial Services Inc2,574$53.8 萬0.01%
La Banque Postale Asset Management SA2,451$51.2 萬0.01%
Maven Securities LTD2,391$50.0 萬0.11%
Net Worth Advisory Group2,116$44.2 萬0.14%
Tudor Investment Corp Et Al1,890$39.5 萬0.00%
Gilder Gagnon Howe & Co LLC1,815$37.9 萬0.00%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,770$37.0 萬0.17%
Mach-1 Financial Group, Inc.1,722$36.0 萬0.11%
Stratos Wealth Partners, LTD.1,718$35.9 萬0.01%
Interval Partners, LP1,625$34.0 萬0.01%
Custom Index Systems, LLC1,550$32.4 萬0.16%
Prime Capital Investment Advisors, LLC1,528$31.9 萬0.00%
Wedmont Private Capital1,491$30.7 萬0.02%
Florida Financial Advisors, LLC1,451$30.4 萬0.12%
Stephens Inc1,451$30.3 萬0.00%
Sherbrooke Park Advisers LLC1,441$30.1 萬0.14%
Simon Quick Advisors, LLC1,229$25.7 萬0.01%
Hook Mill Capital Partners, LP1,211$25.3 萬0.03%
Arkadios Wealth Advisors1,156$24.2 萬0.01%
Old Mission Capital LLC1,136$23.8 萬0.00%
United Advisor Group, LLC1,116$23.3 萬0.05%
J.W. Cole Advisors, Inc.1,101$23.0 萬0.01%
Banco Santander, S.A.1,072$22.4 萬0.00%
RSM US Wealth Management LLC1,034$21.6 萬0.00%
Westmount Partners, LLC1,025$21.4 萬0.07%
Janney Montgomery Scott LLC976$20.4 萬0.00%
Perbak Capital Partners LLP975$20.4 萬0.15%
Picton Mahoney Asset Management955$20.0 萬0.01%
Livforsakringsbolaget Skandia, Omsesidigt800$16.7 萬0.01%
TCG Advisory Services, LLC629$13.2 萬0.01%
Coldstream Capital Management Inc546$11.4 萬0.00%
Caisse des Depots Et Consignations533$11.1 萬0.01%
Point72 Hong Kong Ltd500$10.5 萬0.01%
Strategic Investment Solutions, Inc.431$9.01 萬0.03%
Ostrum Asset Management266$5.56 萬0.00%
Loomis Sayles & Co L P179$3.70 萬0.00%
N.E.W. Advisory Services LLC160$3.35 萬0.00%
RiverPark Advisors, LLC145$3.03 萬0.02%
Fourth Dimension Wealth, LLC100$2.09 萬0.01%
Grove Bank & Trust99$2.07 萬0.00%
Bessemer Group Inc95$2.00 萬0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.68$1.42 萬0.00%
South State Corp.64$1.34 萬0.00%
Private Wealth Asset Management, LLC61$1.28 萬0.00%
Bogart Wealth, LLC54$1.13 萬0.00%

清倉機構(85 家)

2024 年第 4 季季末持有 Carvana Co.、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 CVNA 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Scge Management, L.P.989,000$2.01 億
Voloridge Investment Management, LLC479,976$9,761 萬
Arrowstreet Capital, Limited Partnership426,024$8,664 萬
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV358,848$7,556 萬
Twinbeech Capital LP205,090$4,171 萬
FPR Partners LLC197,100$4,008 萬
Citadel Advisors LLC143,286$2,914 萬
ING Groep NV93,700$1,905 萬
Hampton Road Capital Management LP86,545$1,760 萬
Wolverine Trading, LLC66,758$1,406 萬
Quantitative Investment Management, LLC63,531$1,292 萬
CIBC World Markets Inc.41,682$847.6 萬
Zacks Investment Management37,217$756.8 萬
Estate Counselors, LLC27,480$558.8 萬
Edgestream Partners, L.P.25,318$514.9 萬
Virtu Financial LLC22,735$462.3 萬
Eisler Capital Management Ltd.15,852$316.5 萬
Bayesian Capital Management, LP14,111$287.0 萬
Taika Capital, LP13,119$266.8 萬
CTC LLC11,883$241.7 萬
Jupiter Asset Management Ltd11,668$237.3 萬
Truist Financial Corp11,153$226.8 萬
Donoghue Forlines LLC8,514$173.1 萬
Scientech Research LLC8,212$167.0 萬
Headlands Technologies LLC8,164$166.0 萬
Scopia Capital Management LP7,772$158.1 萬
Legacy Capital Group California, Inc.7,059$143.6 萬
Waldron Private Wealth LLC6,180$125.7 萬
Natixis4,901$99.7 萬
Colonial River Wealth Management, LLC4,785$97.3 萬
Axxcess Wealth Management, LLC4,759$96.8 萬
Independent Financial Group, LLC4,474$91.0 萬
Semanteon Capital Management, LP4,472$90.9 萬
Fairvoy Private Wealth, LLC4,163$84.7 萬
VGI Partners Ltd4,000$81.3 萬
K.J. Harrison & Partners Inc4,000$79.8 萬
Winton Group Ltd3,611$73.4 萬
SG Americas Securities, LLC3,502$71.2 萬
Crestline Management, LP3,400$69.1 萬
Caption Management, LLC3,310$67.3 萬
Oak Thistle LLC3,238$65.8 萬
Warberg Asset Management LLC3,100$63.0 萬
Savant Capital, LLC2,686$54.6 萬
West Michigan Advisors, LLC2,502$50.9 萬
Nebula Research & Development LLC2,413$49.1 萬
Bleakley Financial Group, LLC2,373$48.3 萬
Precision Wealth Strategies, LLC2,355$47.9 萬
Harvest Fund Management Co., Ltd2,343$47.6 萬
Fox Run Management, L.L.C.1,925$39.1 萬
Yeomans Consulting Group, Inc.1,837$37.4 萬
Clay Northam Wealth Management, LLC1,650$33.6 萬
Banco BTG Pactual S.A.1,665$33.2 萬
Prelude Capital Management, LLC1,566$31.8 萬
Corton Capital Inc.1,510$30.7 萬
MIG Capital, LLC1,508$30.7 萬
USA Financial Portformulas Corp1,486$30.2 萬
Envestnet Portfolio Solutions, Inc.1,468$29.9 萬
Axq Capital, LP1,460$29.7 萬
Captrust Financial Advisors1,354$27.5 萬
PFG Investments, LLC1,333$27.1 萬
Evergreen Capital Management LLC1,186$24.1 萬
Atria Investments LLC1,181$24.0 萬
Pinkerton Retirement Specialists, LLC1,166$23.7 萬
Scotia Capital Inc.1,143$23.2 萬
Selway Asset Management1,000$20.3 萬
R Squared Ltd840$17.1 萬
Quarry LP527$10.7 萬
Credit Industriel Et Commercial402$8.18 萬
Aster Capital Management (DIFC) Ltd368$7.48 萬
Raleigh Capital Management Inc.330$6.71 萬
Kapitalo Investimentos Ltda264$5.37 萬
Venturi Wealth Management, LLC224$4.56 萬
ORG Wealth Partners, LLC169$3.44 萬
Kestra Investment Management, LLC103$2.09 萬
BOCHK Asset Management Ltd80$1.63 萬
Quadcap Wealth Management, LLC70$1.42 萬
MeadowBrook Investment Advisors LLC42$8,541
Nelson, Van Denburg & Campbell Wealth Management Group, LLC18$3,660
Continuum Advisory, LLC18$3,660
New Wave Wealth Advisors LLC18$3,660
Richard W. Paul & Associates, LLC10$2,034
Colonial Trust Co4$813
Riverview Trust Co3$610
Coppell Advisory Solutions LLC2$421
Migdal Insurance & Financial Holdings Ltd.2$0

尚未申報 2025 年第 1 季的機構(13 家)

2024 年第 4 季季末持有 Carvana Co.、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 CVNA、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC401,866$8,172 萬
Swedbank AB53,413$1,086 萬
Vise Technologies, Inc.4,457$90.6 萬
Caxton Associates LP3,783$76.9 萬
Blue Capital, Inc.3,093$62.9 萬
Strategic Wealth Partners, Ltd.794$21.6 萬
Sherman Porfolios, LLC1,053$21.4 萬
Hanseatic Management Services Inc545$11.1 萬
Hilltop National Bank496$10.1 萬
Sugarloaf Wealth Management, LLC185$3.76 萬
Global Retirement Partners, LLC149$3.03 萬
Cassady Schiller Wealth Management, LLC7$1,424
WR Wealth Planners, LLC2$407