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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 4 季與 2025 年第 3 季比較

持有 Carvana Co. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

CVNA 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數77513852+90
股數1.36 億3.10 萬1.46 億+1,041 萬 (+7.7%)
市值$512.6 億$1,169 萬$617.0 億+$104.5 億 (+20.4%)

13 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（201 家）

2025 年第 4 季季末持有 Carvana Co.、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 201 家。

2025 年第 4 季新進 CVNA 的機構
機構股數市值佔組合 %
Norges Bank977,057$4.12 億0.04%
Sachem Head Capital Management LP625,000$2.64 億6.18%
Artisan Partners Limited Partnership290,142$1.22 億0.19%
Spyglass Capital Management LLC180,668$7,625 萬3.82%
Tremblant Capital Group141,135$5,956 萬1.52%
Adage Capital Partners GP, L.L.C.127,700$5,389 萬0.08%
New York State Teachers Retirement System102,214$4,314 萬0.08%
Electron Capital Partners, LLC90,864$3,835 萬1.78%
Chevy Chase Trust Holdings, Inc.71,712$3,026 萬0.08%
APG Asset Management N.V.70,400$2,530 萬0.07%
PFA Pension, Forsikringsaktieselskab55,140$2,369 萬0.07%
State of Tennessee, Treasury Department46,819$1,878 萬0.06%
Dream Peak Capital Ltd44,353$1,872 萬2.91%
Coronation Fund Managers Ltd.42,860$1,809 萬0.81%
Quantitative Investment Management, LLC38,322$1,617 萬1.57%
Rivermont Capital Management LP38,290$1,616 萬3.84%
Czech National Bank37,261$1,572 萬0.10%
State of Michigan Retirement System37,000$1,561 萬0.08%
Wealth High Governance Asset Management Ltda.36,641$1,546 萬2.76%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,896$1,388 萬0.07%
Retirement Systems of Alabama30,084$1,270 萬0.04%
CIBC World Markets Corp30,080$1,269 萬0.06%
QVT Financial LP30,000$1,266 萬1.20%
SCHF (Gpe), LLC28,818$1,216 萬1.55%
Public Sector Pension Investment Board19,600$827.2 萬0.03%
New York Life Investment Management LLC19,337$816.1 萬0.07%
Eurizon Capital SGR S.p.A.17,429$736.1 萬0.02%
NEOS Investment Management LLC17,284$729.4 萬0.04%
Oregon Public Employees Retirement Fund16,200$683.7 萬0.09%
Colony Group, LLC15,596$658.2 萬0.01%
Mutual of America Capital Management LLC15,181$640.7 萬0.07%
RH Tailwind Management, LLC14,500$611.9 萬6.16%
State of Alaska, Department of Revenue14,050$592.9 萬0.06%
Ieq Capital, LLC13,955$588.9 萬0.02%
PensionDanmark Pensionsforsikringsaktieselskab12,600$531.7 萬0.05%
PBU - The Pension Fund of Early Childhood & Youth Educators11,048$466.2 萬0.07%
Teachers Retirement System of the State of Kentucky11,000$464.2 萬0.03%
Mizuho Securities USA LLC10,297$463.6 萬0.08%
Dba Trading, LLC10,500$443.1 萬4.42%
Virtu Financial LLC10,084$425.6 萬0.16%
Gabelli Funds LLC10,000$422.0 萬0.03%
Estate Counselors, LLC9,553$403.2 萬0.34%
Hartford Investment Management Co8,158$344.3 萬0.10%
Maytus Capital Management, LLC8,000$337.6 萬0.80%
EFG International AG7,719$325.8 萬0.06%
Louisiana State Employees Retirement System7,200$303.9 萬0.05%
New Mexico Educational Retirement Board6,500$274.3 萬0.08%
XTX Topco Ltd6,251$263.8 萬0.07%
Lotus Technology Management, LP6,059$255.7 萬1.42%
First Citizens Bank & Trust Co5,949$251.1 萬0.05%
MUFG Securities EMEA plc5,798$244.7 萬0.03%
Norinchukin Bank, The5,584$235.7 萬0.03%
TRB Advisors LP5,465$230.6 萬0.54%
Virtus Investment Advisers, Inc.5,267$222.3 萬0.60%
North Dakota State Investment Board4,647$196.1 萬0.07%
Northwestern Mutual Investment Management Company, LLC4,519$190.7 萬0.02%
Banco Bilbao Vizcaya Argentaria, S.A.4,020$169.7 萬0.01%
Simplex Trading, LLC3,923$165.6 萬0.05%
Securian Asset Management, Inc3,846$162.3 萬0.06%
Nomura Asset Management International Inc.3,821$161.3 萬0.00%
MUFG Securities Americas Inc.3,810$160.8 萬0.10%
Science & Technology Partners, L.P.3,800$160.4 萬0.45%
Wahed Invest LLC3,553$149.9 萬0.20%
Marathon Trading Investment Management LLC3,500$147.7 萬0.18%
Mangrove Partners3,183$134.3 萬0.11%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,160$133.4 萬0.02%
Canada Post Corp Registered Pension Plan2,950$124.5 萬0.05%
Drive Wealth Management, LLC2,886$121.8 萬0.24%
FirstWave Capital Management LLC2,576$108.7 萬0.65%
RiverFront Investment Group, LLC2,472$104.3 萬0.02%
J. Safra Sarasin Holding AG2,303$97.2 萬0.02%
Tema ETFs LLC2,276$96.1 萬0.07%
Horizon Investments, LLC2,198$92.8 萬0.01%
TCW Group Inc2,173$91.7 萬0.01%
Baird Financial Group, Inc.2,171$91.6 萬0.00%
Laird Norton Trust Company, LLC2,055$86.7 萬0.02%
Two Sigma Securities, LLC1,957$82.6 萬0.11%
Windmill Hill Asset Management Ltd1,836$77.5 萬0.18%
DRW Securities, LLC1,738$73.3 萬0.06%
Quantbot Technologies LP1,631$68.8 萬0.02%
IFC & Insurance Marketing, Inc.1,516$64.0 萬0.63%
Kovack Advisors, Inc.1,514$63.9 萬0.03%
Peapack Gladstone Financial Corp1,433$60.5 萬0.01%
GTS Securities LLC1,267$53.5 萬0.02%
Ameritas Investment Partners, Inc.1,266$53.4 萬0.02%
Cynosure Management, LLC1,257$53.0 萬0.05%
Osmosis Investment Management UK Ltd1,238$52.2 萬0.01%
Keystone Investors Pte Ltd1,181$49.8 萬0.04%
Shay Capital LLC1,150$48.5 萬0.08%
Aristeia Capital LLC1,069$45.1 萬0.01%
Foundations Investment Advisors, LLC1,024$43.2 萬0.01%
Aspen Grove Capital, LLC1,005$42.4 萬0.07%
AlTi Global, Inc.1,003$42.3 萬0.01%
Anson Funds Management LP1,000$42.2 萬0.06%
Cache Advisors, LLC1,000$42.2 萬0.05%
Unifi Asset Management LP960$40.5 萬0.44%
SLT Holdings LLC950$40.1 萬0.27%
TFB Advisors LLC918$38.7 萬0.11%
MidFirst Bank904$38.2 萬0.03%
Wagner Wealth Management, Corp888$37.5 萬0.37%

清倉機構（111 家）

2025 年第 3 季季末持有 Carvana Co.、2025 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 111 家。

2025 年第 4 季清倉 CVNA 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Qube Research & Technologies Ltd542,546$2.05 億
Winslow Capital Management, LLC484,757$1.83 億
Scopus Asset Management, L.P.281,900$1.06 億
Soma Equity Partners LP177,786$6,707 萬
Contour Asset Management LLC108,201$4,082 萬
Jain Global LLC97,915$3,694 萬
Quadrature Capital Ltd92,515$3,492 萬
Schonfeld Strategic Advisors LLC90,202$3,403 萬
WT Asset Management Ltd61,100$2,305 萬
Capital Fund Management S.A.56,281$2,123 萬
Aquatic Capital Management LLC52,128$1,966 萬
Bornite Capital Management LP50,000$1,886 萬
Hudson Bay Capital Management LP49,688$1,874 萬
Symmetry Investments LP46,257$1,745 萬
Engineers Gate Manager LP40,319$1,521 萬
M&G Plc36,157$1,363 萬
Interval Partners, LP35,887$1,354 萬
Y-Intercept (Hong Kong) Ltd35,495$1,339 萬
Trexquant Investment LP32,436$1,224 萬
Shellback Capital, LP30,000$1,132 萬
Brevan Howard Capital Management LP28,939$1,092 萬
Meridiem Capital Partners LP27,602$1,041 萬
Achmea Investment Management B.V.22,886$863.4 萬
Octahedron Capital Management L.P.21,600$814.8 萬
Varma Mutual Pension Insurance Co21,060$794.5 萬
Virginia Retirement Systems Et Al18,200$686.6 萬
Kovitz Investment Group Partners, LLC17,996$678.9 萬
Bridgewater Associates, LP14,229$536.8 萬
Alberta Investment Management Corp14,100$531.9 萬
Newlands Management Operations LLC13,985$527.6 萬
Lee Johnson Capital Management, LLC13,729$517.9 萬
Candelo Capital Management LP11,375$429.1 萬
Globeflex Capital L P10,065$379.7 萬
Vinva Investment Management Ltd8,957$351.7 萬
Independent Financial Group, LLC7,935$299.3 萬
Entropy Technologies, LP7,899$298.0 萬
Dark Forest Capital Management LP7,521$283.7 萬
Armistice Capital, LLC7,110$268.2 萬
Graham Capital Management, L.P.5,609$211.6 萬
Williamson Legacy Group, LLC5,598$211.2 萬
Qsemble Capital Management, LP5,255$198.2 萬
K.J. Harrison & Partners Inc5,000$197.4 萬
Polar Asset Management Partners Inc.5,100$192.4 萬
Affinity Investment Advisors, LLC4,713$177.8 萬
HITE Hedge Asset Management LLC4,641$175.1 萬
Catalyst Funds Management Pty Ltd4,400$166.0 萬
Empowered Funds, LLC4,260$160.7 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.4,049$152.7 萬
Polianta Ltd3,600$135.8 萬
O'Neil Global Advisors, Inc.3,543$133.7 萬
Absoluto Partners Gestao de Recursos Ltda3,491$131.7 萬
Private Advisory Group LLC3,379$127.5 萬
CIBC World Markets Inc.3,172$119.7 萬
iA Global Asset Management Inc.2,906$109.6 萬
Generali Asset Management SPA SGR2,774$104.6 萬
Pinkerton Retirement Specialists, LLC2,648$99.9 萬
Kingdon Capital Management, L.L.C.2,500$94.3 萬
Wall Street Access Asset Management, LLC2,500$94.3 萬
Hampton Road Capital Management LP2,500$94.3 萬
Financiere des Professionnels - Fonds d,investissement inc.2,469$93.1 萬
Fox Run Management, L.L.C.2,180$82.2 萬
Caisse des Depots Et Consignations2,110$79.6 萬
Baader Bank INC2,147$78.9 萬
Hollencrest Capital Management1,838$69.3 萬
Florida Financial Advisors, LLC1,812$68.4 萬
Campbell & CO Investment Adviser LLC1,748$65.9 萬
Sheets Smith Wealth Management1,652$62.3 萬
Polymer Capital Management (HK) LTD1,623$61.2 萬
Pitcairn Co1,495$56.4 萬
Versor Investments LP1,410$53.2 萬
Ossiam1,405$53.0 萬
Polymer Capital Management (US) LLC1,291$48.7 萬
Convergence Investment Partners, LLC1,203$45.4 萬
Warren Street Wealth Advisors, LLC1,173$44.2 萬
Asahi Life Asset Management Co., Ltd.1,085$40.9 萬
State of Wyoming1,085$40.9 萬
Arista Wealth Management, LLC1,052$39.7 萬
Left Brain Wealth Management, LLC1,025$38.7 萬
Knollwood Investment Advisory, LLC966$36.4 萬
Lombard Odier Asset Management (USA) Corp955$36.0 萬
Sherbrooke Park Advisers LLC854$32.2 萬
Integrated Wealth Concepts LLC826$31.1 萬
Brookwood Investment Group LLC791$29.8 萬
Consolidated Portfolio Review Corp788$29.7 萬
Lighthouse Investment Partners, LLC770$29.0 萬
Freestone Capital Holdings, LLC724$27.3 萬
Main Street Financial Solutions, LLC651$24.6 萬
Caerus Investment Advisors, LLC643$24.3 萬
Volterra Technologies LP640$24.1 萬
Seven Mile Advisory636$24.0 萬
CVFG LLC613$23.1 萬
Sherman Porfolios, LLC597$22.5 萬
Mutual Advisors, LLC630$21.5 萬
Twinbeech Capital LP550$20.7 萬
C M Bidwell & Associates Ltd352$13.3 萬
Fourth Dimension Wealth, LLC100$3.77 萬
Washington Trust Advisors, Inc.99$3.75 萬
Logan Capital Management Inc39$1.47 萬
JPL Wealth Management, LLC32$1.21 萬
GPS Wealth Strategies Group, LLC18$6,790

尚未申報 2025 年第 4 季的機構（13 家）

2025 年第 3 季季末持有 Carvana Co.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 CVNA、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Aware Super Pty Ltd as trustee of Aware Super7,433$280.4 萬
Point72 (DIFC) Ltd4,386$165.5 萬
CIBC Bancorp USA Inc.4,357$164.4 萬
Sheets Smith Investment Management3,915$147.7 萬
AXA Investment Managers S.A.3,373$127.2 萬
Bryce Point Capital, LLC1,766$66.6 萬
Hemington Wealth Management1,580$59.6 萬
Shell Asset Management Co1,503$56.7 萬
Pinebridge Investments, L.P.1,069$40.3 萬
Point72 Europe (London) LLP863$32.5 萬
Synovus Financial Corp662$25.0 萬
Binnacle Investments Inc70$2.64 萬
Guerra Advisors Inc5$1,886