RV Capital AG
Robert Vinall · As of Q4 2024 · filed Jan 22, 2025
| CVNA CARVANA CO | 23.9% | Reduced −28.1% | 547,514 | $111.3M |
| META META PLATFORMS INC-CLASS A | 18.8% | Held | 149,583 | $87.6M |
| WIX WIX.COM LTD | 16.5% | Reduced −9.2% | 359,780 | $77.2M |
| CACC CREDIT ACCEPTANCE CORP | 13.2% | Reduced −1.9% | 131,588 | $61.8M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 8.6% | Reduced −28.9% | 224,347 | $40.1M |
| PDD PDD HOLDINGS INC | 7.2% | Added +8.2% | 345,489 | $33.5M |
| YUMC YUM CHINA HOLDINGS INC | 5.4% | Reduced −5.2% | 522,729 | $25.2M |
| HTHT H WORLD GROUP LTD-ADR | 4.4% | Held | 616,337 | $20.4M |
| MSFT MICROSOFT CORP | 1.0% | New | 11,500 | $4.8M |
| PAYC PAYCOM SOFTWARE INC | 0.5% | Held | 12,395 | $2.5M |
| DE DEERE & CO | 0.5% | Held | 5,001 | $2.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CRM SALESFORCE INC | 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.