RV Capital AG
Robert Vinall · As of Q1 2025 · filed Apr 14, 2025
| CVNA CARVANA CO | 25.3% | Held | 547,514 | $114.5M |
| META META PLATFORMS INC-CLASS A | 18.2% | Reduced −4.4% | 142,988 | $82.4M |
| CACC CREDIT ACCEPTANCE CORP | 14.7% | Reduced −2.0% | 128,929 | $66.6M |
| WIX WIX.COM LTD | 12.2% | Reduced −6.1% | 338,000 | $55.2M |
| PDD PDD HOLDINGS INC | 8.8% | Reduced −2.9% | 335,569 | $39.7M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 7.8% | Reduced −5.3% | 212,480 | $35.2M |
| YUMC YUM CHINA HOLDINGS INC | 5.7% | Reduced −5.8% | 492,265 | $25.6M |
| HTHT H WORLD GROUP LTD-ADR | 5.4% | Added +7.0% | 659,652 | $24.4M |
| MSFT MICROSOFT CORP | 1.0% | Held | 11,500 | $4.3M |
| PAYC PAYCOM SOFTWARE INC | 0.6% | Held | 12,395 | $2.7M |
| DE DEERE & CO | 0.5% | Held | 5,001 | $2.3M |
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.