RV Capital AG
Robert Vinall
Portfolio value
$382.9MQ2 2026
Quarterly filings
| Year | Quarter | Portfolio value | Positions | Largest holding |
|---|---|---|---|---|
| 2026 | Q2 2026 filed Aug 14, 2026 | $382.9M | 13 | CVNA 30.3% |
| Q1 2026 filed May 11, 2026 | $382.6M | 13 | CVNA 31.1% | |
| 2025 | Q4 2025 filed Jan 30, 2026 | $429.5M | 12 | CVNA 29.8% |
| Q3 2025 filed Oct 22, 2025 | $546.2M | 13 | CVNA 30.8% | |
| Q2 2025 filed Jul 8, 2025 | $540.2M | 12 | CVNA 31.8% | |
| Q1 2025 filed Apr 14, 2025 | $453.0M | 11 | CVNA 25.3% | |
| 2024 | Q4 2024 filed Jan 22, 2025 | $466.6M | 11 | CVNA 23.9% |
| Q3 2024 filed Nov 12, 2024 | $484.9M | 11 | CVNA 27.4% | |
| Q2 2024 filed Aug 7, 2024 | $415.6M | 8 | CVNA 25.4% | |
| Q1 2024 filed May 2, 2024 | $374.5M | 6 | META 25.7% | |
| 2023 | Q4 2023 filed Feb 13, 2024 | $345.7M | 8 | CACC 22.5% |
| Q3 2023 filed Oct 10, 2023 | $327.7M | 8 | META 24.6% | |
| Q2 2023 filed Jul 17, 2023 | $306.6M | 7 | CACC 28.6% | |
| Q1 2023 filed Apr 14, 2023 | $262.8M | 7 | CACC 28.1% | |
| 2022 | Q4 2022 filed Feb 3, 2023 | $197.7M | 6 | CACC 46.8% |
| Q3 2022 filed Nov 14, 2022 | $209.5M | 6 | CACC 40.8% | |
| Q2 2022 filed Aug 15, 2022 | $222.0M | 6 | CACC 42.3% | |
| Q1 2022 filed May 11, 2022 | $322.9M | 6 | CACC 33.4% | |
| 2021 | Q4 2021 filed Feb 8, 2022 | $386.3M | 6 | CACC 34.4% |
| Q3 2021 filed Oct 27, 2021 | $344.1M | 4 | CACC 36.4% | |
| Q2 2021 filed Jul 28, 2021 | $373.9M | 5 | CACC 26.9% | |
| Q1 2021 filed Apr 30, 2021 | $312.3M | 5 | WIX 27.0% | |
| 2020 | Q4 2020 filed Feb 4, 2021 | $284.2M | 5 | META 24.3% |
| Q3 2020 filed Nov 13, 2020 | $267.2M | 5 | WIX 25.2% | |
| Q2 2020 filed Aug 10, 2020 | $255.6M | 5 | CACC 30.0% | |
| Q1 2020 filed May 8, 2020 | $141.0M | 6 | META 28.1% | |
| 2019 | Q4 2019 filed Feb 5, 2020 | $165.2M | 5 | CACC 30.7% |
| Q3 2019 filed Nov 14, 2019 | $139.5M | 4 | CACC 38.0% | |
| Q2 2019 filed Aug 9, 2019 | $135.6M | 4 | CACC 37.8% | |
| Q1 2019 filed May 8, 2019 | $126.5M | 4 | CACC 37.9% | |
| 2018 | Q4 2018 filed Feb 6, 2019 | $112.4M | 5 | CACC 37.4% |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.