RV Capital AG
Robert Vinall · As of Q1 2022 · filed May 11, 2022
| CACC CREDIT ACCEPTANCE CORP | 33.4% | Added +1.4% | 195,946 | $107.8M |
| CRM SALESFORCE INC | 20.8% | Reduced −0.7% | 316,743 | $67.3M |
| CVNA CARVANA CO | 18.3% | Added +272.0% | 494,935 | $59.0M |
| WIX WIX.COM LTD | 14.6% | Added +9.6% | 450,800 | $47.1M |
| META META PLATFORMS INC-CLASS A | 12.6% | Reduced −18.1% | 182,900 | $40.7M |
| TRUP TRUPANION INC | 0.3% | Held | 11,700 | $1.0M |
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.