RV Capital AG
Robert Vinall · As of Q2 2024 · filed Aug 7, 2024
| CVNA CARVANA CO | 25.4% | Reduced −3.3% | 819,631 | $105.5M |
| META META PLATFORMS INC-CLASS A | 22.2% | Reduced −7.7% | 183,083 | $92.3M |
| CACC CREDIT ACCEPTANCE CORP | 17.1% | Held | 137,688 | $70.9M |
| WIX WIX.COM LTD | 15.2% | Reduced −8.1% | 396,280 | $63.0M |
| PDD PDD HOLDINGS INC | 10.2% | Added +9.4% | 317,689 | $42.2M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 9.1% | Held | 309,947 | $38.0M |
| DE DEERE & CO | 0.4% | New | 5,001 | $1.9M |
| CRM SALESFORCE INC | 0.4% | New | 7,000 | $1.8M |
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.