Carvana Co.

CVNA

交易所: NYSE
產業: Retail-Auto Dealers & Gasoline Stations
SEC CIK: 0001690820

SEC 申報列表（在新分頁開啟）

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 2 季與 2026 年第 1 季比較

持有 Carvana Co. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

CVNA 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	781	4	820	+43
股數依 5 比 1 拆股換算	7.53 億	53.1 萬	7.40 億	−1,273 萬 (−1.7%)
市值	$472.9 億	$3,342 萬	$486.2 億	+$13.7 億 (+2.9%)

4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（149 家）

2026 年第 2 季季末持有 Carvana Co.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 149 家。

2026 年第 2 季新進 CVNA 的機構
機構	股數	市值	佔組合 %
Norges Bank	5,243,494	$3.45 億	0.03%
Axxion S.A.	1,925,000	$1.27 億	9.06%
Electron Capital Partners, LLC	813,127	$5,352 萬	2.14%
Goldentree Asset Management LP	774,333	$5,089 萬	2.96%
Worldquant Millennium Advisors LLC	740,773	$4,876 萬	0.17%
HRT Financial LP	410,937	$2,705 萬	0.05%
Winton Group Ltd	350,143	$2,305 萬	0.75%
Trexquant Investment LP	244,524	$1,609 萬	0.10%
Nykredit A/S	241,416	$1,589 萬	0.06%
Laurion Capital Management LP	190,226	$1,252 萬	0.91%
Meridiem Capital Partners LP	166,332	$1,095 萬	0.50%
Ogborne Capital Management, LLC	155,000	$1,020 萬	4.65%
Duquesne Family Office LLC大師杜肯家族辦公室	151,000	$993.9 萬	0.23%
Ossiam	142,310	$936.7 萬	0.12%
ExodusPoint Capital Management, LP	123,084	$810.1 萬	0.07%
LMR Partners LLP	104,601	$688.5 萬	0.05%
Munich Reinsurance Co Stock Corp in Munich	104,460	$687.6 萬	0.15%
Susquehanna Portfolio Strategies, LLC	97,186	$639.7 萬	0.10%
Morgens Waterfall Vintiadis & Co Inc	90,000	$592.4 萬	4.52%
Weiss Asset Management LP	84,502	$556.2 萬	0.06%
Maplelane Capital, LLC	70,000	$460.7 萬	0.19%
Royal Fund Management, LLC	70,000	$460.7 萬	0.38%
Jupiter Topco LLC	59,150	$389.1 萬	0.00%
Schonfeld Strategic Advisors LLC	54,630	$359.6 萬	0.02%
Motley Fool Asset Management LLC	52,760	$347.3 萬	0.13%
CWM Advisors, LLC	50,395	$331.7 萬	0.14%
Catalyst Funds Management Pty Ltd	48,240	$317.5 萬	0.18%
Fund 1 Investments, LLC	47,500	$312.6 萬	0.55%
Havemeyer Place LP	47,179	$310.5 萬	0.31%
Kentucky Retirement Systems	42,670	$280.9 萬	0.07%
ABN AMRO Bank N.V.	41,190	$264.4 萬	0.03%
Steadfast Capital Management LP	34,900	$229.7 萬	0.07%
Brevan Howard Capital Management LP	30,170	$198.6 萬	0.03%
Oak Thistle LLC	25,705	$169.2 萬	0.16%
Polianta Ltd	25,500	$167.8 萬	0.21%
Bleakley Financial Group, LLC	24,489	$161.2 萬	0.02%
Capital International Inc	21,535	$141.7 萬	0.01%
Jump Financial, LLC	21,319	$140.3 萬	0.01%
Hudson Bay Capital Management LP	19,918	$131.1 萬	0.01%
Fox Run Management, L.L.C.	16,194	$106.6 萬	0.18%
Panagora Asset Management Inc	15,813	$104.1 萬	0.00%
Lotus Technology Management, LP	13,612	$94.3 萬	1.17%
Caitong International Asset Management Co., Ltd	13,447	$88.5 萬	0.12%
WCG Wealth Advisors LLC	10,209	$67.2 萬	0.02%
Stonebridge Financial Group, LLC	10,175	$66.9 萬	0.09%
Sound Capital Solutions LLC	10,050	$66.1 萬	0.15%
K.J. Harrison & Partners Inc	10,000	$65.8 萬	0.09%
Aigen Investment Management, LP	9,732	$64.1 萬	0.18%
Greenland Capital Management LP	9,509	$62.6 萬	0.12%
Mission Wealth Management, LP	8,672	$57.1 萬	0.01%
CAPROCK Group, Inc.	8,442	$55.6 萬	0.01%
Fulcrum Asset Management LLP	8,667	$55.2 萬	0.06%
Capstone Capital Management Ltd	8,220	$54.1 萬	0.24%
CTC Alternative Strategies, Ltd.	7,680	$50.5 萬	0.73%
Raiffeisen Bank International AG	7,843	$50.0 萬	0.01%
Arista Wealth Management, LLC	7,255	$47.8 萬	0.05%
General Catalyst Group Management, LLC	6,465	$42.6 萬	0.23%
Virtu Financial LLC	6,426	$42.3 萬	0.01%
Centiva Capital, LP	6,424	$42.3 萬	0.01%
PW Nova Financial Services LLC	6,385	$42.0 萬	0.09%
Tucker Asset Management LLC	6,032	$39.7 萬	0.10%
Atom Investors LP	5,989	$39.4 萬	0.04%
Himension Fund	5,969	$39.3 萬	0.02%
J.W. Cole Advisors, Inc.	5,913	$38.9 萬	0.01%
Quantessence Capital LLC	4,969	$32.7 萬	0.96%
EntryPoint Capital, LLC	4,793	$31.5 萬	0.08%
Principal Securities, Inc.	4,783	$31.5 萬	0.00%
Lighthouse Investment Partners, LLC	4,608	$30.3 萬	0.01%
Cache Advisors, LLC	4,595	$30.2 萬	0.03%
Belvedere Trading LLC	4,393	$28.9 萬	0.02%
Capital Group Private Client Services, Inc.	4,285	$28.2 萬	0.00%
ORG Wealth Partners, LLC	4,218	$27.8 萬	0.04%
Freestone Capital Holdings, LLC	4,139	$27.2 萬	0.01%
Global Retirement Partners, LLC	4,099	$27.0 萬	0.00%
SkyView Investment Advisors, LLC	4,000	$26.3 萬	0.21%
Argentarii, LLC	3,652	$26.3 萬	0.08%
Resources Investment Advisors, LLC.	3,899	$25.7 萬	0.00%
Evolve Private Wealth, LLC	3,876	$25.5 萬	0.02%
Greenleaf Trust	3,681	$24.2 萬	0.00%
Sienna Gestion	3,644	$23.5 萬	0.01%
Claret Asset Management Corp	3,541	$23.3 萬	0.03%
Proficio Capital Partners LLC	3,454	$22.7 萬	0.01%
TCG Advisory Services, LLC	3,447	$22.7 萬	0.00%
K2 Principal Fund, L.P.	3,435	$22.6 萬	0.02%
Turtle Creek Wealth Advisors, LLC	3,424	$22.5 萬	0.01%
Simplicity Wealth,LLC	3,333	$21.9 萬	0.01%
Citizens Financial Group Inc	3,277	$21.6 萬	0.00%
Perigon Wealth Management, LLC	3,254	$21.4 萬	0.00%
Savvy Advisors, Inc.	3,216	$21.2 萬	0.00%
Crestwood Advisors Group LLC	3,174	$20.9 萬	0.00%
Yarbrough Capital, LLC	3,165	$20.8 萬	0.01%
Avid Wealth Partners LLC	3,123	$20.6 萬	0.10%
Foundations Investment Advisors, LLC	3,107	$20.4 萬	0.00%
Index Technologies Group LLC	2,130	$14.0 萬	0.11%
Security National Bank of So Dak	1,840	$12.1 萬	0.06%
Swiss Re Ltd	1,697	$11.2 萬	0.01%
Migdal Insurance & Financial Holdings Ltd.	1,653	$10.9 萬	0.00%
Daytona Street Capital LLC	1,460	$9.61 萬	0.07%
Optiver Holding B.V.	1,141	$7.51 萬	0.00%
Quarry LP	896	$5.90 萬	0.01%

清倉機構（106 家）

2026 年第 1 季季末持有 Carvana Co.、2026 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 106 家。

2026 年第 2 季清倉 CVNA 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Dragoneer Investment Group, LLC	1,252,960	$3.94 億
Capitolis Liquid Global Markets LLC	234,000	$7,356 萬
Thrive Capital Management, LLC	226,761	$7,129 萬
Avala Global LP	224,080	$7,045 萬
Point72 Asset Management, L.P.	214,978	$6,758 萬
Artisan Partners Limited Partnership	184,932	$5,814 萬
Alyeska Investment Group, L.P.	158,420	$4,980 萬
APG Asset Management N.V.	72,680	$1,983 萬
Coronation Fund Managers Ltd.	49,207	$1,547 萬
Freestone Grove Partners LP	42,899	$1,349 萬
Covalis Capital LLP	28,821	$906.1 萬
Defiance ETFs, LLC	26,754	$841.1 萬
Silvant Capital Management LLC	23,337	$733.7 萬
Illinois Municipal Retirement Fund	21,553	$677.6 萬
IMC-Chicago, LLC	11,930	$375.1 萬
D. E. Shaw & Co., Inc.	9,285	$291.9 萬
Patton Fund Management, Inc.	8,090	$254.3 萬
Marex Group plc	7,150	$224.8 萬
PCJ Investment Counsel Ltd.	6,496	$204.2 萬
Timothy G. Youngquist 2020 Irrevocable Trust	6,172	$194.0 萬
First Citizens Bank & Trust Co	6,161	$193.7 萬
Edgestream Partners, L.P.	6,007	$188.8 萬
Carnegie Capital Asset Management, LLC	5,777	$181.6 萬
Next Century Growth Investors LLC	5,512	$173.3 萬
CTC LLC	3,866	$121.5 萬
Quantitative Investment Management, LLC	3,813	$119.8 萬
QVT Financial LP	3,666	$115.3 萬
PDT Partners, LLC	3,427	$107.7 萬
Clear Street Group Inc.	3,141	$98.7 萬
Persistent Asset Partners Ltd	3,000	$94.3 萬
SMART Wealth LLC	2,828	$88.9 萬
Buckingham Strategic Partners	2,799	$88.0 萬
Sig Brokerage, LP	2,729	$85.8 萬
Lido Advisors, LLC	2,714	$85.4 萬
DoubleLine ETF Adviser LP	2,494	$78.4 萬
Calamos Advisors LLC	2,405	$75.6 萬
RiverFront Investment Group, LLC	2,391	$75.2 萬
World Equity Group, Inc.	2,362	$74.3 萬
SIH Partners, LLLP	2,215	$69.6 萬
Marathon Trading Investment Management LLC	1,931	$60.7 萬
Morris Retirement Advisors, LLC	1,871	$58.8 萬
Mount Lucas Management LP	1,865	$58.6 萬
Perbak Capital Partners LLP	1,793	$56.4 萬
Aptus Capital Advisors, LLC	1,780	$56.0 萬
Capital Markets Trading UK LLP	1,719	$54.0 萬
Aristeia Capital LLC	1,618	$50.9 萬
Oak Ridge Investments LLC	1,596	$50.2 萬
Prospera Financial Services Inc	1,567	$49.3 萬
Encompass More Asset Management	1,559	$49.0 萬
Global Endowment Management, LP	1,509	$47.4 萬
Gateway Investment Advisers LLC	1,426	$44.8 萬
GTS Securities LLC	1,414	$44.5 萬
Picton Mahoney Asset Management	1,328	$41.7 萬
Beese Fulmer Investment Management, Inc.	1,175	$36.9 萬
Voleon Capital Management LP	1,111	$34.9 萬
Optimist Retirement Group LLC	1,041	$32.7 萬
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	1,037	$32.6 萬
Tuttle Tactical Management	939	$29.5 萬
Volterra Technologies LP	878	$27.6 萬
Dynasty Wealth Management, LLC	4,285	$26.9 萬
Stevens Capital Management LP	765	$24.1 萬
University of Texas/Texas Am Investment Managment Co	755	$23.7 萬
Equitable Holdings, Inc.	542	$22.9 萬
Peapack Gladstone Financial Corp	711	$22.4 萬
Beacon Pointe Advisors, LLC	702	$22.1 萬
Moran Wealth Management, LLC	664	$20.9 萬
CBOE Vest Financial, LLC	650	$20.4 萬
Ieq Capital, LLC	645	$20.3 萬
Oslo Pensjonsforsikring AS	536	$16.9 萬
Banque Cantonale Vaudoise	441	$13.9 萬
AlphaCentric Advisors LLC	294	$9.24 萬
Root Financial Partners, LLC	289	$9.09 萬
Advisory Services Network, LLC	248	$7.81 萬
Quadrant Capital Group LLC	195	$6.13 萬
Innovative Asset Advisors Group, LLC	134	$4.21 萬
Whipplewood Advisors, LLC	114	$3.58 萬
Legend Capital Advisors LLC	107	$3.36 萬
Wall Street Financial Group, Inc.	98	$3.08 萬
Annis Gardner Whiting Capital Advisors, LLC	96	$3.02 萬
RiverPark Advisors, LLC	92	$2.89 萬
Berbice Capital Management LLC	80	$2.52 萬
Twin Peaks Wealth Advisors, LLC	61	$1.92 萬
Contravisory Investment Management, Inc.	46	$1.45 萬
RWM Asset Management, LLC	45	$1.41 萬
Kemnay Advisory Services Inc.	36	$1.13 萬
Clayton Financial Group LLC	24	$7,546
Sound Income Strategies, LLC	22	$6,866
NBT Bank N A	19	$5,973
Lloyd Advisory Services, LLC.	18	$5,659
Whittier Trust Co	16	$5,070
RMG Wealth Management LLC	65	$4,955
Accent Capital Management, LLC	15	$4,716
NBC Securities, Inc.	12	$3,772
Mosley Wealth Management	7	$2,641
GatePass Capital, LLC	8	$2,639
Vermillion Wealth Management, Inc.	7	$2,201
Addison Advisors LLC	6	$1,887
First Pacific Financial	4	$1,258
Arlington Trust Co LLC	4	$1,258
Johnson Financial Group, Inc.	3	$944

尚未申報 2026 年第 2 季的機構（4 家）

2026 年第 1 季季末持有 Carvana Co.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 CVNA、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Brightlight Capital Management LP	89,263	$2,806 萬
Janus Henderson Group PLC	13,730	$431.9 萬
CWM, LLC	2,304	$72.4 萬
Skopos Labs, Inc.	1,000	$31.4 萬