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Investors/ RV Capital AG/ Q1 2023

RV Capital AG

Robert Vinall · As of Q1 2023 · filed Apr 14, 2023

CACC CREDIT ACCEPTANCE CORP
28.1%
Reduced −13.3% 169,346 $73.8M
CRM SALESFORCE INC
23.0%
Held 303,243 $60.6M
META META PLATFORMS INC-CLASS A
22.1%
Added +30.3% 274,100 $58.1M
WIX WIX.COM LTD
17.3%
Held 455,800 $45.5M
IBKR INTERACTIVE BROKERS GRO-CL A
6.4%
New 203,747 $16.8M
CVNA CARVANA CO
2.6%
Held 709,835 $6.9M
TRUP TRUPANION INC
0.4%
Held 25,000 $1.1M

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.