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Investors/ RV Capital AG/ Q2 2023

RV Capital AG

Robert Vinall · As of Q2 2023 · filed Jul 17, 2023

CACC CREDIT ACCEPTANCE CORP
28.6%
Added +2.1% 172,846 $87.8M
META META PLATFORMS INC-CLASS A
25.2%
Reduced −1.8% 269,100 $77.2M
CRM SALESFORCE INC
20.6%
Reduced −1.5% 298,543 $63.1M
WIX WIX.COM LTD
11.6%
Held 455,800 $35.7M
IBKR INTERACTIVE BROKERS GRO-CL A
7.8%
Added +41.7% 288,747 $24.0M
CVNA CARVANA CO
6.0%
Held 709,835 $18.4M
TRUP TRUPANION INC
0.2%
Held 25,000 $492K

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.