RV Capital AG
Robert Vinall · As of Q3 2022 · filed Nov 14, 2022
| CACC CREDIT ACCEPTANCE CORP | 40.8% | Reduced −1.6% | 195,246 | $85.5M |
| CRM SALESFORCE INC | 20.9% | Reduced −2.9% | 305,143 | $43.9M |
| WIX WIX.COM LTD | 17.0% | Added +1.1% | 455,800 | $35.7M |
| META META PLATFORMS INC-CLASS A | 13.6% | Added +1.0% | 210,400 | $28.5M |
| CVNA CARVANA CO | 6.9% | Added +37.2% | 709,835 | $14.4M |
| TRUP TRUPANION INC | 0.7% | Added +12.6% | 25,000 | $1.5M |
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.