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Investors/ RV Capital AG/ Q3 2023

RV Capital AG

Robert Vinall · As of Q3 2023 · filed Oct 10, 2023

META META PLATFORMS INC-CLASS A
24.6%
Reduced −0.2% 268,583 $80.6M
CACC CREDIT ACCEPTANCE CORP
22.1%
Reduced −8.8% 157,696 $72.6M
CRM SALESFORCE INC
18.2%
Reduced −1.2% 294,843 $59.8M
WIX WIX.COM LTD
13.1%
Added +2.3% 466,300 $42.8M
CVNA CARVANA CO
8.1%
Reduced −10.4% 636,135 $26.7M
IBKR INTERACTIVE BROKERS GRO-CL A
7.6%
Held 288,747 $25.0M
PDD PDD HOLDINGS INC
6.0%
New 199,100 $19.5M
TRUP TRUPANION INC
0.2%
Held 25,000 $705K

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.