account_balance
Investment manager · 13F filer · SEC CIK 1766596
RV Capital AG
Reported value$383Mas of Jun 30, 2026
Positions13 0 new, 0 sold out
Top 10 weight99.2%CVNA alone is 30%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CVNACarvana Co.
30.3%Trimmed −7%
METAMeta Platforms, Inc.
20.4%Trimmed −4%
CACCCredit Acceptance Corp
18.0%Trimmed −13%
IBKRInteractive Brokers Group, Inc.
12.8%Trimmed −26%
HTHTH World Group Ltd
5.6%Trimmed −8%
YUMCYum China Holdings, Inc.
4.2%−6%
MSFTMicrosoft Corp
3.2%
GOOGLAlphabet Inc.
3.0%
DE0.8%PAYCCRM0.6%CVNACarvana Co.
30.3%Trimmed −7%
METAMeta Platforms, Inc.
20.4%−4%
CACCCredit Acceptance Corp
18.0%−13%
IBKRInteractive Brokers Group, Inc.
12.8%Trimmed −26%
HTHTYUMC4.2%MSFTGOOGL3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CVNA Carvana Co. 30.3% Trimmed −7%META Meta Platforms, Inc. 20.4% Trimmed −4%CACC Credit Acceptance Corp 18.0% Trimmed −13%IBKR Interactive Brokers Group, Inc. 12.8% Trimmed −26%HTHT H World Group Ltd 5.6% Trimmed −8%YUMC Yum China Holdings, Inc. 4.2% Trimmed −6%MSFT Microsoft Corp 3.2% Added +31%GOOGL Alphabet Inc. 3.0% HeldDE Deere & Co 0.8% HeldPAYC Paycom Software, Inc. 0.7% HeldCRM Salesforce, Inc. 0.6% HeldMORN Morningstar, Inc. 0.2% Held
What changed
Biggest moves since Mar 31, 2026
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