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Investors/ RV Capital AG/ Q2 2022

RV Capital AG

Robert Vinall · As of Q2 2022 · filed Aug 15, 2022

CACC CREDIT ACCEPTANCE CORP
42.3%
Added +1.3% 198,446 $93.9M
CRM SALESFORCE INC
23.4%
Reduced −0.8% 314,143 $51.8M
META META PLATFORMS INC-CLASS A
15.1%
Added +13.9% 208,400 $33.6M
WIX WIX.COM LTD
13.3%
Held 450,800 $29.6M
CVNA CARVANA CO
5.3%
Added +4.5% 517,335 $11.7M
TRUP TRUPANION INC
0.6%
Added +89.7% 22,200 $1.3M

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.