NYSE · Consumer Discretionary
Carvana（CVNA）是一家线上二手车零售平台，通过电子商务模式向消费者直销二手车，并提供融资、以旧换新和送车上门等配套服务。公司近年营收与销量高速增长，2026年第一季度零售销量同比增40%，调整后EBITDA利润率达10.4%，并持续扩大市场份额。其长期目标为年销300万辆且调整后EBITDA利润率13.5%，是成长型投资者关注的高增长标的，同时需关注盈利可持续性与宏观风险。
| 机构 | 权重 | 市值 | 披露期 |
|---|---|---|---|
Viking Global Investors
Andreas Halvorsen
|
2.4% | $874.0M | 2026-03-31 |
Sands Capital Management
Frank Sands
|
2.6% | $665.6M | 2026-03-31 |
Lone Pine Capital
Stephen Mandel
|
4.4% | $551.6M | 2026-03-31 |
Dragoneer Investment Group
Marc Stad
|
13.1% | $393.9M | 2026-03-31 |
Durable Capital Partners
Henry Ellenbogen
|
3.2% | $313.0M | 2026-03-31 |
Whale Rock Capital Management
Alex Sacerdote
|
3.6% | $275.9M | 2026-03-31 |
Sachem Head Capital Management
Scott Ferguson
|
6.0% | $248.4M | 2026-03-31 |
Coatue Management
Philippe Laffont
|
0.7% | $214.1M | 2026-03-31 |
Coatue Management
Philippe Laffont
2 个报告期
Lone Pine Capital
Stephen Mandel
2 个报告期
Viking Global Investors
Andreas Halvorsen
2 个报告期
Whale Rock Capital Management
Alex Sacerdote
2 个报告期
Dragoneer Investment Group
Marc Stad
2 个报告期
Durable Capital Partners
Henry Ellenbogen
2 个报告期
Sachem Head Capital Management
Scott Ferguson
2 个报告期
Sands Capital Management
Frank Sands
2 个报告期
Gotham Asset Management
Joel Greenblatt
2 个报告期
暂无公开发言提及。