RV Capital AG
Robert Vinall · As of Q3 2025 · filed Oct 22, 2025
| CVNA CARVANA CO | 30.8% | Reduced −12.8% | 445,255 | $168.0M |
| META META PLATFORMS INC-CLASS A | 18.8% | Reduced −2.3% | 139,712 | $102.6M |
| CACC CREDIT ACCEPTANCE CORP | 11.1% | Added +1.2% | 130,431 | $60.9M |
| WIX WIX.COM LTD | 10.2% | Reduced −6.8% | 314,996 | $56.0M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 10.1% | Reduced −6.0% | 799,267 | $55.0M |
| PDD PDD HOLDINGS INC | 7.3% | Reduced −10.2% | 301,232 | $39.8M |
| HTHT H WORLD GROUP LTD-ADR | 4.3% | Reduced −8.5% | 603,416 | $23.6M |
| YUMC YUM CHINA HOLDINGS INC | 3.5% | Reduced −9.7% | 444,321 | $19.1M |
| GOOGL ALPHABET INC-CL A | 1.4% | Held | 32,520 | $7.9M |
| MSFT MICROSOFT CORP | 1.1% | Held | 11,500 | $6.0M |
| CRM SALESFORCE INC | 0.5% | New | 10,980 | $2.6M |
| PAYC PAYCOM SOFTWARE INC | 0.5% | Held | 12,395 | $2.6M |
| DE DEERE & CO | 0.4% | Held | 5,001 | $2.3M |
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.