RV Capital AG
Robert Vinall · As of Q4 2025 · filed Jan 30, 2026
| CVNA CARVANA CO | 29.8% | Reduced −31.9% | 303,403 | $128.0M |
| META META PLATFORMS INC-CLASS A | 20.9% | Reduced −2.4% | 136,311 | $90.0M |
| CACC CREDIT ACCEPTANCE CORP | 13.5% | Held | 130,431 | $57.8M |
| IBKR INTERACTIVE BROKERS GRO-CL A | 11.3% | Reduced −5.9% | 752,478 | $48.4M |
| WIX WIX.COM LTD | 7.6% | Held | 314,996 | $32.7M |
| HTHT H WORLD GROUP LTD-ADR | 6.6% | Held | 603,416 | $28.4M |
| YUMC YUM CHINA HOLDINGS INC | 4.9% | Held | 444,321 | $21.2M |
| GOOGL ALPHABET INC-CL A | 2.4% | Held | 32,520 | $10.2M |
| MSFT MICROSOFT CORP | 1.3% | Held | 11,500 | $5.6M |
| CRM SALESFORCE INC | 0.7% | Held | 10,980 | $2.9M |
| DE DEERE & CO | 0.5% | Held | 5,001 | $2.3M |
| PAYC PAYCOM SOFTWARE INC | 0.5% | Held | 12,395 | $2.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PDD PDD HOLDINGS INC | 301,232 | $39.8M |
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.