RV Capital GmbH Robert Vinall
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $540.2M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
CVNA
|
Carvana Co. - Class A | 172.0M 31.83% | 510.4K | -37.2K ↓6.79% | |
|
FB
|
Meta Platforms Inc - Class A | 105.5M 19.53% | 143.0K | = | |
|
CACC
|
Credit Acceptance Corp. | 65.7M 12.15% | 128.9K | = | |
|
WIX
|
Wix.com Ltd | 53.6M 9.91% | 338.0K | = | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 47.1M 8.71% | 849.9K | +637.4K ↑300.00% | |
|
PDD
|
Pinduoduo Inc - ADR | 35.1M 6.5% | 335.6K | = | |
|
HTHT
|
Huazhu Group Limited - ADR | 22.4M 4.14% | 659.7K | = | |
|
YUMC
|
Yum China Holdings Inc | 22.0M 4.07% | 492.3K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 5.7M 1.06% | 32.5K | +32.5K Newly Added | |
|
MSFT
|
Microsoft Corporation | 5.7M 1.05% | 11.5K | = | |
|
PAYC
|
Paycom Software Inc | 2.9M 0.53% | 12.4K | = |
Sold Out Positions
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