RV Capital AG
Robert Vinall · As of Q4 2023 · filed Feb 13, 2024
| CACC CREDIT ACCEPTANCE CORP | 22.5% | Reduced −7.5% | 145,888 | $77.7M |
| META META PLATFORMS INC-CLASS A | 20.3% | Reduced −26.1% | 198,383 | $70.2M |
| WIX WIX.COM LTD | 16.0% | Reduced −3.9% | 448,287 | $55.1M |
| CRM SALESFORCE INC | 14.2% | Reduced −36.6% | 186,849 | $49.2M |
| CVNA CARVANA CO | 11.0% | Added +12.5% | 715,412 | $37.9M |
| PDD PDD HOLDINGS INC | 8.4% | Held | 199,100 | $29.1M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 7.4% | Added +7.3% | 309,947 | $25.7M |
| TRUP TRUPANION INC | 0.2% | Held | 25,000 | $763K |
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.