RV Capital AG
Robert Vinall · As of Q4 2021 · filed Feb 8, 2022
| CACC CREDIT ACCEPTANCE CORP | 34.4% | Reduced −9.7% | 193,158 | $132.8M |
| CRM SALESFORCE INC | 21.0% | Added +7.3% | 318,943 | $81.1M |
| META META PLATFORMS INC-CLASS A | 19.5% | Added +4.1% | 223,400 | $75.1M |
| WIX WIX.COM LTD | 16.8% | Added +23.3% | 411,400 | $64.9M |
| CVNA CARVANA CO | 8.0% | New | 133,035 | $30.8M |
| TRUP TRUPANION INC | 0.4% | New | 11,700 | $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.