RV Capital AG
Robert Vinall · As of Q1 2024 · filed May 2, 2024
| META META PLATFORMS INC-CLASS A | 25.7% | Held | 198,383 | $96.3M |
| CACC CREDIT ACCEPTANCE CORP | 20.3% | Reduced −5.6% | 137,688 | $75.9M |
| CVNA CARVANA CO | 19.9% | Added +18.5% | 847,531 | $74.5M |
| WIX WIX.COM LTD | 15.8% | Reduced −3.8% | 431,280 | $59.3M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 9.2% | Held | 309,947 | $34.6M |
| PDD PDD HOLDINGS INC | 9.0% | Added +45.9% | 290,400 | $33.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CRM SALESFORCE INC | 186,849 | $49.2M |
| TRUP TRUPANION INC | 25,000 | $763K |
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.