RV Capital AG
Net seller this quarter
$383M
13
-$38.9M
99.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $116M | 30.31% | Not reported | -6.5% | Q1 2020 |
 META | $78.3M | 20.45% | Not reported | -4.5% | Q4 2018 |
 CACC | $68.9M | 18.01% | 1.04% | -12.8% | Q4 2018 |
 IBKR | $48.8M | 12.75% | 0.22% | -26.0% | Q1 2023 |
 HTHT | $21.4M | 5.59% | 0.02% | -8.1% | Q3 2024 |
 YUMC | $16.3M | 4.25% | 0.12% | -5.6% | Q3 2024 |
 MSFT | $12.3M | 3.22% | 0.00% | +31.3% | Q4 2024 |
 GOOGL | $11.6M | 3.04% | 0.00% | Not reported | Q4 2018 |
 DE | $3.17M | 0.83% | 0.00% | Not reported | Q2 2024 |
 PAYC | $2.69M | 0.70% | 0.05% | Not reported | Q3 2024 |
 CRM | $2.43M | 0.63% | 0.00% | Not reported | Q1 2021 |
 MORN | $577K | 0.15% | 0.01% | Not reported | Q1 2026 |
 SPOT | $230K | 0.06% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| CVNA | $119M | 31.05% | Not reported | +24.4% | Q1 2020 |
| META | $83.3M | 21.77% | Not reported | +6.8% | Q4 2018 |
| CACC | $52.7M | 13.77% | 1.19% | -4.8% | Q4 2018 |
| IBKR | $51.1M | 13.36% | 0.30% | +0.7% | Q1 2023 |
| HTHT | $28.1M | 7.34% | 0.02% | -7.5% | Q3 2024 |
| YUMC | $20.6M | 5.37% | 0.12% | -5.1% | Q3 2024 |
| MSFT | $9.41M | 2.46% | 0.00% | +119.3% | Q4 2024 |
| GOOGL | $9.35M | 2.44% | 0.00% | Not reported | Q4 2018 |
| CRM | $2.9M | 0.76% | 0.00% | +41.3% | Q1 2021 |
| DE | $2.82M | 0.74% | 0.00% | Not reported | Q2 2024 |
| PAYC | $2.68M | 0.70% | 0.05% | +72.6% | Q3 2024 |
| MORN | $654K | 0.17% | 0.01% | New | Q1 2026 |
| SPOT | $242K | 0.06% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| CVNA | $128M | 29.81% | Not reported | -31.9% | Q1 2020 |
| META | $90M | 20.95% | Not reported | -2.4% | Q4 2018 |
| CACC | $57.8M | 13.47% | 1.22% | Not reported | Q4 2018 |
| IBKR | $48.4M | 11.27% | 0.29% | -5.9% | Q1 2023 |
 WIX | $32.7M | 7.62% | 0.57% | Not reported | Q4 2019 |
| HTHT | $28.4M | 6.61% | 0.02% | Not reported | Q3 2024 |
| YUMC | $21.2M | 4.94% | 0.13% | Not reported | Q3 2024 |
| GOOGL | $10.2M | 2.37% | 0.00% | Not reported | Q4 2018 |
| MSFT | $5.56M | 1.29% | 0.00% | Not reported | Q4 2024 |
| CRM | $2.91M | 0.68% | 0.00% | Not reported | Q1 2021 |
| DE | $2.33M | 0.54% | 0.00% | Not reported | Q2 2024 |
| PAYC | $1.98M | 0.46% | 0.02% | Not reported | Q3 2024 |
| Q3 2025 | |||||
| CVNA | $168M | 30.75% | Not reported | -12.8% | Q1 2020 |
| META | $103M | 18.78% | Not reported | -2.3% | Q4 2018 |
| CACC | $60.9M | 11.15% | 1.18% | +1.2% | Q4 2018 |
| WIX | $56M | 10.24% | 0.56% | -6.8% | Q4 2019 |
| IBKR | $55M | 10.07% | 0.31% | -6.0% | Q1 2023 |
 PDD | $39.8M | 7.29% | 0.01% | -10.2% | Q3 2023 |
| HTHT | $23.6M | 4.32% | 0.02% | -8.5% | Q3 2024 |
| YUMC | $19.1M | 3.49% | 0.12% | -9.7% | Q3 2024 |
| GOOGL | $7.91M | 1.45% | 0.00% | Not reported | Q4 2018 |
| MSFT | $5.96M | 1.09% | 0.00% | Not reported | Q4 2024 |
| CRM | $2.6M | 0.48% | 0.00% | Not reported | Q1 2021 |
| PAYC | $2.58M | 0.47% | 0.02% | Not reported | Q3 2024 |
| DE | $2.29M | 0.42% | 0.00% | Not reported | Q2 2024 |