RV Capital AG
13 holdingsFiling period: 2026-06-30Current AUM: $382.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | 1.76M | $116.1M | $120.4M | 31.51% | +1.39M | 2026-06-30 |
| 2 | META | Meta Platforms Inc | 139.0K | $78.3M | $85.5M | 22.37% | -6,537 | 2026-06-30 |
| 3 | CACC | Credit Accep Corp Mich | 108.3K | $68.9M | $50.3M | 13.17% | -15,888 | 2026-06-30 |
| 4 | IBKR | Interactive Brokers Group in | 561.1K | $48.8M | $43.1M | 11.29% | -196,833 | 2026-06-30 |
| 5 | HTHT | H World Group Ltd | 513.4K | $21.4M | $24.5M | 6.41% | -44,967 | 2026-06-30 |
| 6 | YUMC | Yum China Hldgs Inc | 398.0K | $16.3M | $18.2M | 4.77% | -23,518 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 33.1K | $12.3M | $17.3M | 4.52% | +7.9K | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 32.5K | $11.6M | $9.1M | 2.38% | -- | 2026-06-30 |
| 9 | DE | Deere & Co | 5.0K | $3.2M | $3.4M | 0.88% | -- | 2026-06-30 |
| 10 | PAYC | Paycom Software Inc | 21.4K | $2.7M | $5.7M | 1.48% | -- | 2026-06-30 |
| 11 | CRM | Salesforce Inc | 15.5K | $2.4M | $3.6M | 0.93% | -- | 2026-06-30 |
| 12 | MORN | Morningstar Inc | 3.7K | $577K | $837K | 0.22% | -- | 2026-06-30 |
| 13 | — | Spotify Technology S A | 500 | $229K | $229K | 0.06% | -- | 2026-06-30 |
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