RV Capital GmbH Robert Vinall

Top positions activity

Value History

Quarterly report: Q4 2024

Total portfolio value: $466.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
CVNA
Carvana Co. - Class A 111.3M 23.86% 547.5K -214.2K ↓28.12%
FB
Meta Platforms Inc - Class A 87.6M 18.77% 149.6K =
WIX
Wix.com Ltd 77.2M 16.54% 359.8K -36.5K ↓9.21%
CACC
Credit Acceptance Corp. 61.8M 13.23% 131.6K -2.6K ↓1.94%
IBKR
Interactive Brokers Group Inc - Class A 40.1M 8.6% 224.3K -91.2K ↓28.90%
PDD
Pinduoduo Inc - ADR 33.5M 7.18% 345.5K +26.1K ↑8.17%
YUMC
Yum China Holdings Inc 25.2M 5.39% 522.7K -28.7K ↓5.20%
HTHT
Huazhu Group Limited - ADR 20.4M 4.36% 616.3K =
MSFT
Microsoft Corporation 4.8M 1.03% 11.5K +11.5K Newly Added
PAYC
Paycom Software Inc 2.5M 0.54% 12.4K =