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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Carvana Co. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

CVNA 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數85212781−59
股數1.46 億1,784 萬1.51 億+2,218 萬 (+17.3%)
市值$617.0 億$75.3 億$472.9 億−$68.8 億 (−12.7%)

12 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（114 家）

2026 年第 1 季季末持有 Carvana Co.、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 114 家。

2026 年第 1 季新進 CVNA 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC8,994,028$28.3 億0.07%
Vanguard Portfolio Management LLC6,347,367$20.0 億0.10%
Capital International Investors3,327,983$10.5 億0.25%
Aspex Management (HK) Ltd1,819,090$5.72 億8.29%
Vanguard Fiduciary Trust Co809,771$2.55 億0.06%
D1 Capital Partners L.P.大師D1 資本668,432$2.10 億1.87%
Jennison Associates LLC313,110$9,844 萬0.07%
Vanguard Global Advisers, LLC310,610$9,765 萬0.05%
Capitolis Liquid Global Markets LLC234,000$7,356 萬0.47%
Vanguard Asset Management, Ltd232,777$7,318 萬0.06%
Scopus Asset Management, L.P.185,375$5,828 萬1.83%
Jacobs Levy Equity Management, Inc139,021$4,371 萬0.18%
Capricorn Fund Managers Ltd95,000$2,987 萬4.66%
Vanguard Investments Australia, Ltd.67,410$2,119 萬0.06%
Pictet & Cie (Europe) SA62,480$1,964 萬0.42%
Tredje AP-fonden47,086$1,480 萬0.08%
Freestone Grove Partners LP42,899$1,349 萬0.10%
Octahedron Capital Management L.P.39,100$1,229 萬8.94%
CIBC Bancorp USA Inc.37,746$1,187 萬0.02%
Empowered Funds, LLC37,621$1,183 萬0.08%
Covalis Capital LLP28,821$906.1 萬0.56%
Defiance ETFs, LLC26,754$841.1 萬0.12%
SEB Asset Management AB26,229$824.6 萬0.04%
KR Capital LP17,817$560.1 萬1.12%
Ilmarinen Mutual Pension Insurance Co17,252$542.4 萬0.04%
Cornerstone Advisors, LLC12,955$407.3 萬0.15%
IMC-Chicago, LLC11,930$375.1 萬0.06%
Banco Santander, S.A.10,141$318.8 萬0.03%
Patriot Financial Group Insurance Agency, LLC9,672$304.1 萬0.17%
CVFG LLC8,807$276.9 萬0.34%
Timothy G. Youngquist 2020 Irrevocable Trust6,172$194.0 萬0.95%
Y-Intercept (Hong Kong) Ltd5,782$181.8 萬0.03%
Saudi Central Bank4,971$156.3 萬0.03%
Parkwood LLC4,280$134.6 萬0.12%
Alphadyne Asset Management LP4,125$129.7 萬0.17%
Fieldview Capital Management, LLC4,051$127.4 萬0.37%
CTC LLC3,866$121.5 萬0.10%
Lombard Odier Asset Management (Switzerland) SA3,706$116.5 萬0.04%
Capital International Sarl3,531$111.0 萬0.02%
Persistent Asset Partners Ltd3,000$94.3 萬0.37%
Sig Brokerage, LP2,729$85.8 萬0.24%
Wall Street Access Asset Management, LLC2,500$84.2 萬0.21%
DoubleLine ETF Adviser LP2,494$78.4 萬0.30%
WealthPlan Investment Management, LLC2,383$74.9 萬0.04%
World Equity Group, Inc.2,362$74.3 萬0.19%
SIH Partners, LLLP2,215$69.6 萬0.02%
Chesley Taft & Associates LLC1,863$58.6 萬0.02%
State of Wyoming1,812$57.0 萬0.07%
Inceptionr LLC1,762$55.4 萬0.13%
Capital Markets Trading UK LLP1,719$54.0 萬0.49%
MJP Associates Inc1,634$51.4 萬0.06%
Trust Asset Management LLC1,557$48.9 萬0.04%
Financiere des Professionnels - Fonds d,investissement inc.1,337$42.0 萬0.02%
Beese Fulmer Investment Management, Inc.1,175$36.9 萬0.02%
Csenge Advisory Group1,091$34.3 萬0.02%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1,037$32.6 萬0.80%
RFG Advisory, LLC962$30.2 萬0.01%
Supplemental Annuity Collective Trust of NJ958$30.1 萬0.08%
Tuttle Tactical Management939$29.5 萬0.49%
Cambria Investment Management, L.P.888$27.9 萬0.02%
Volterra Technologies LP878$27.6 萬0.20%
Frec Markets, Inc.806$25.3 萬0.04%
Groupama Asset Managment793$24.9 萬0.00%
Stevens Capital Management LP765$24.1 萬0.04%
University of Texas/Texas Am Investment Managment Co755$23.7 萬0.03%
AlphaGrep UK Ltd745$23.4 萬0.07%
Nicolet Bankshares Inc742$23.2 萬0.01%
Apollon Wealth Management, LLC714$22.4 萬0.00%
AlphaCore Capital LLC711$22.4 萬0.01%
Beacon Pointe Advisors, LLC702$22.1 萬0.00%
Checchi Capital Advisers, LLC673$21.2 萬0.01%
Moran Wealth Management, LLC664$20.9 萬0.01%
Souders Financial Advisors654$20.6 萬0.02%
AE Wealth Management LLC653$20.5 萬0.00%
Integrated Wealth Concepts LLC644$20.2 萬0.00%
Oslo Pensjonsforsikring AS536$16.9 萬0.03%
Innovative Asset Advisors Group, LLC134$4.21 萬0.02%
Whipplewood Advisors, LLC114$3.58 萬0.02%
Legend Capital Advisors LLC107$3.36 萬0.02%
Owl Creek Wealth Partners LLC101$3.18 萬0.01%
Wall Street Financial Group, Inc.98$3.08 萬0.02%
Mather Group, LLC.90$2.82 萬0.00%
Golden State Equity Partners84$2.64 萬0.00%
Aster Capital Management (DIFC) Ltd120$2.51 萬0.01%
Twin Peaks Wealth Advisors, LLC61$1.92 萬0.00%
RWM Asset Management, LLC45$1.41 萬0.00%
Pension & Wealth Management Advisors, Inc.30$9,4310.00%
JPL Wealth Management, LLC25$7,8610.00%
Joseph Group Capital Management22$6,9160.00%
MCF Advisors LLC19$5,9740.00%
NBT Bank N A19$5,9730.00%
Lloyd Advisory Services, LLC.18$5,6590.00%
Strategic Wealth Partners, Ltd.17$5,2380.00%
Whittier Trust Co16$5,0700.00%
Cassaday & Co Wealth Management LLC16$5,0310.00%
RMG Wealth Management LLC65$4,9550.00%
TD Capital Management LLC15$4,7160.00%
Creative Capital Management Investments LLC10$3,1440.00%
First Command Advisory Services, Inc.9$2,8290.00%
Washington Trust Advisors, Inc.9$2,7540.00%

清倉機構（173 家）

2025 年第 4 季季末持有 Carvana Co.、2026 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 173 家。

2026 年第 1 季清倉 CVNA 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Castle Hook Partners LP695,090$2.93 億
Two Sigma Advisers, LP309,275$1.31 億
Driehaus Capital Management LLC226,963$9,578 萬
Voloridge Investment Management, LLC212,744$8,978 萬
Scge Management, L.P.208,000$8,778 萬
Polar Capital Holdings Plc118,287$4,992 萬
Worldquant Millennium Advisors LLC97,913$4,132 萬
T. Rowe Price Investment Management, Inc.96,682$4,080 萬
Mirabella Financial Services LLP96,199$4,060 萬
Electron Capital Partners, LLC90,864$3,835 萬
Steadfast Capital Management LP87,958$3,712 萬
Ardmore Road Asset Management LP68,721$2,900 萬
LMR Partners LLP60,000$2,532 萬
Maplelane Capital, LLC48,000$2,026 萬
Alta Park Capital, LP45,412$1,916 萬
Alpine Global Management, LLC44,604$1,882 萬
Nishkama Capital, LLC39,833$1,681 萬
Rivermont Capital Management LP38,290$1,616 萬
Connor, Clark & Lunn Investment Management Ltd.37,990$1,603 萬
Wealth High Governance Asset Management Ltda.36,641$1,546 萬
SCHF (Gpe), LLC28,818$1,216 萬
Loup Funds, LLC26,879$1,134 萬
Skandinaviska Enskilda Banken AB (publ)25,716$1,085 萬
BW Gestao de Investimentos Ltda.23,359$985.8 萬
Wealth High Governance Capital Ltda23,359$985.8 萬
Morgens Waterfall Vintiadis & Co Inc15,000$633.0 萬
RH Tailwind Management, LLC14,500$611.9 萬
Motley Fool Asset Management LLC13,181$556.3 萬
Virtu Financial LLC10,084$425.6 萬
Gabelli Funds LLC10,000$422.0 萬
Verition Fund Management LLC9,645$407.0 萬
Estate Counselors, LLC9,553$403.2 萬
Kentucky Retirement Systems8,287$349.7 萬
Maytus Capital Management, LLC8,000$337.6 萬
Scopia Capital Management LP7,772$328.0 萬
Bellwether Advisors, LLC7,634$322.2 萬
KP Management LLC6,500$274.3 萬
Lotus Technology Management, LP6,059$255.7 萬
Harvest Investment Services, LLC5,999$253.2 萬
Wakefield Asset Management LLLP5,588$235.8 萬
Pinnacle Wealth Management, LLC5,574$235.2 萬
VGI Partners Ltd5,550$234.2 萬
Tabor Asset Management, LP5,540$233.8 萬
Main Management ETF Advisors, LLC5,481$231.3 萬
TRB Advisors LP5,465$230.6 萬
Sora Investors LLC5,312$224.2 萬
Hunting Hill Global Capital, LLC4,756$200.7 萬
Jackson Creek Investment Advisors LLC4,572$192.9 萬
Legacy Capital Group California, Inc.4,445$187.6 萬
Simplex Trading, LLC3,923$165.6 萬
Nomura Asset Management International Inc.3,821$161.3 萬
Science & Technology Partners, L.P.3,800$160.4 萬
Yarbrough Capital, LLC3,790$159.9 萬
Smith Group Asset Management, LLC3,560$150.2 萬
Mangrove Partners3,183$134.3 萬
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,160$133.4 萬
Genus Capital Management Inc.2,978$125.7 萬
Caxton Associates LLP2,905$122.6 萬
Drive Wealth Management, LLC2,886$121.8 萬
Highland Capital Management, LLC2,773$117.0 萬
FirstWave Capital Management LLC2,576$108.7 萬
Baird Financial Group, Inc.2,171$91.6 萬
Insight Wealth Partners, LLC2,165$91.4 萬
Stratos Wealth Partners, LTD.2,159$91.1 萬
Windmill Hill Asset Management Ltd1,836$77.5 萬
DRW Securities, LLC1,738$73.3 萬
Catalyst Capital Advisors LLC1,736$73.3 萬
Quantbot Technologies LP1,631$68.8 萬
Bridges Investment Management Inc1,548$65.3 萬
Forum Financial Management, LP1,524$64.3 萬
Kovack Advisors, Inc.1,514$63.9 萬
Numerai GP LLC1,502$63.4 萬
Stephens Inc1,451$61.2 萬
Tudor Investment Corp Et Al1,446$61.0 萬
Oak Thistle LLC1,413$59.6 萬
Employees Retirement System of Texas1,401$59.1 萬
Blue Square Asset Management, LLC1,343$56.7 萬
Quadcap Wealth Management, LLC1,340$56.6 萬
Cynosure Management, LLC1,257$53.0 萬
Shay Capital LLC1,150$48.5 萬
Prelude Capital Management, LLC1,116$47.1 萬
BIT Capital GmbH1,105$46.6 萬
Harvest Fund Management Co., Ltd1,103$46.5 萬
Northwest & Ethical Investments L.P.1,062$45.6 萬
Plato Investment Management Ltd1,048$44.4 萬
Foundations Investment Advisors, LLC1,024$43.2 萬
Aspen Grove Capital, LLC1,005$42.4 萬
Panagora Asset Management Inc1,000$42.2 萬
Cache Advisors, LLC1,000$42.2 萬
J.W. Cole Advisors, Inc.1,054$40.7 萬
SLT Holdings LLC950$40.1 萬
Cooper Financial Group948$40.0 萬
Resources Investment Advisors, LLC.920$38.8 萬
TFB Advisors LLC918$38.7 萬
MidFirst Bank904$38.2 萬
Jump Financial, LLC883$37.3 萬
Krilogy Financial LLC765$36.2 萬
Atom Investors LP824$34.8 萬
Aigen Investment Management, LP816$34.4 萬
Personal Cfo Solutions, LLC801$33.8 萬

尚未申報 2026 年第 1 季的機構（12 家）

2025 年第 4 季季末持有 Carvana Co.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 CVNA、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc16,783,101$70.8 億
Norges Bank977,057$4.12 億
CIBC World Markets Corp30,080$1,269 萬
Forsta Ap-Fonden27,860$1,176 萬
Comerica Bank13,413$566.0 萬
Global Retirement Partners, LLC1,552$65.5 萬
Keystone Investors Pte Ltd1,181$49.8 萬
David Loasby751$34.9 萬
DV Equities, LLC198$8.36 萬
CIBC Private Wealth Group, LLC178$7.51 萬
Motiv8 Investments LLC78$3.30 萬
ORG Partners LLC61$2.57 萬