RV Capital AG
Robert Vinall · As of Q2 2026 · filed Aug 14, 2026
| CVNA CARVANA CO | 30.3% | Added +367.3% | 1,763,296 | $116.1M |
| META META PLATFORMS INC-CLASS A | 20.4% | Reduced −4.5% | 138,997 | $78.3M |
| CACC CREDIT ACCEPTANCE CORP | 18.0% | Reduced −12.8% | 108,272 | $68.9M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 12.8% | Reduced −26.0% | 561,086 | $48.8M |
| HTHT H WORLD GROUP LTD-ADR | 5.6% | Reduced −8.1% | 513,413 | $21.4M |
| YUMC YUM CHINA HOLDINGS INC | 4.2% | Reduced −5.6% | 398,021 | $16.3M |
| MSFT MICROSOFT CORP | 3.2% | Added +31.2% | 33,100 | $12.3M |
| GOOGL ALPHABET INC-CL A | 3.0% | Held | 32,520 | $11.6M |
| DE DEERE & CO | 0.8% | Held | 5,001 | $3.2M |
| PAYC PAYCOM SOFTWARE INC | 0.7% | Held | 21,395 | $2.7M |
| CRM SALESFORCE INC | 0.6% | Held | 15,511 | $2.4M |
| MORN MORNINGSTAR INC | 0.2% | Held | 3,700 | $577K |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Held | 500 | $230K |
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.