RV Capital AG
Robert Vinall · As of Q1 2026 · filed May 11, 2026
| CVNA CARVANA CO | 31.1% | Added +24.4% | 377,298 | $118.8M |
| META META PLATFORMS INC-CLASS A | 21.8% | Added +6.8% | 145,534 | $83.3M |
| CACC CREDIT ACCEPTANCE CORP | 13.8% | Reduced −4.8% | 124,160 | $52.7M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 13.4% | Added +0.7% | 757,919 | $51.1M |
| HTHT H WORLD GROUP LTD-ADR | 7.3% | Reduced −7.5% | 558,380 | $28.1M |
| YUMC YUM CHINA HOLDINGS INC | 5.4% | Reduced −5.1% | 421,539 | $20.6M |
| MSFT MICROSOFT CORP | 2.5% | Added +119.3% | 25,220 | $9.4M |
| GOOGL ALPHABET INC-CL A | 2.4% | Held | 32,520 | $9.4M |
| CRM SALESFORCE INC | 0.8% | Added +41.3% | 15,511 | $2.9M |
| DE DEERE & CO | 0.7% | Held | 5,001 | $2.8M |
| PAYC PAYCOM SOFTWARE INC | 0.7% | Added +72.6% | 21,395 | $2.7M |
| MORN MORNINGSTAR INC | 0.2% | New | 3,700 | $654K |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | New | 500 | $242K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WIX WIX.COM LTD | 314,996 | $32.7M |
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.