RV Capital AG
Robert Vinall · As of Q2 2025 · filed Jul 8, 2025
| CVNA CARVANA CO | 31.8% | Reduced −6.8% | 510,352 | $172.0M |
| META META PLATFORMS INC-CLASS A | 19.5% | Held | 142,988 | $105.5M |
| CACC CREDIT ACCEPTANCE CORP | 12.2% | Held | 128,929 | $65.7M |
| WIX WIX.COM LTD | 9.9% | Held | 338,000 | $53.6M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 8.7% | Added +300.0% | 849,920 | $47.1M |
| PDD PDD HOLDINGS INC | 6.5% | Held | 335,569 | $35.1M |
| HTHT H WORLD GROUP LTD-ADR | 4.1% | Held | 659,652 | $22.4M |
| YUMC YUM CHINA HOLDINGS INC | 4.1% | Held | 492,265 | $22.0M |
| GOOGL ALPHABET INC-CL A | 1.1% | New | 32,520 | $5.7M |
| MSFT MICROSOFT CORP | 1.1% | Held | 11,500 | $5.7M |
| PAYC PAYCOM SOFTWARE INC | 0.5% | Held | 12,395 | $2.9M |
| DE DEERE & CO | 0.5% | Held | 5,001 | $2.5M |
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.