RV Capital AG
Robert Vinall · As of Q3 2024 · filed Nov 12, 2024
| CVNA CARVANA CO | 27.4% | Reduced −7.1% | 761,731 | $132.6M |
| META META PLATFORMS INC-CLASS A | 17.7% | Reduced −18.3% | 149,583 | $85.6M |
| WIX WIX.COM LTD | 13.7% | Held | 396,280 | $66.2M |
| CACC CREDIT ACCEPTANCE CORP | 12.3% | Reduced −2.5% | 134,188 | $59.5M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 9.1% | Added +1.8% | 315,547 | $44.0M |
| PDD PDD HOLDINGS INC | 8.9% | Added +0.5% | 319,389 | $43.1M |
| YUMC YUM CHINA HOLDINGS INC | 5.1% | New | 551,429 | $24.8M |
| HTHT H WORLD GROUP LTD-ADR | 4.7% | New | 616,337 | $22.9M |
| DE DEERE & CO | 0.4% | Held | 5,001 | $2.1M |
| PAYC PAYCOM SOFTWARE INC | 0.4% | New | 12,395 | $2.1M |
| CRM SALESFORCE INC | 0.4% | Held | 7,000 | $1.9M |
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.