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Investors/ RV Capital AG/ Q1 2020

RV Capital AG

Robert Vinall · As of Q1 2020 · filed May 8, 2020

META META PLATFORMS INC-CLASS A
28.1%
Added +15.3% 238,000 $39.7M
CACC CREDIT ACCEPTANCE CORP
23.1%
Added +11.3% 127,400 $32.6M
WIX WIX.COM LTD
21.5%
Added +10.5% 300,100 $30.3M
TRUP TRUPANION INC
14.2%
Added +3.0% 770,317 $20.1M
GOOGL ALPHABET INC-CL A
9.4%
Added +39.0% 11,400 $13.2M
CVNA CARVANA CO
3.7%
New 94,642 $5.2M

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.