RV Capital GmbH Robert Vinall

Top positions activity

Value History

Quarterly report: Q3 2025

Total portfolio value: $546.2M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
CVNA
Carvana Co. - Class A 168.0M 30.75% 445.3K -65.1K ↓12.76%
FB
Meta Platforms Inc - Class A 102.6M 18.78% 139.7K -3.3K ↓2.29%
CACC
Credit Acceptance Corp. 60.9M 11.14% 130.4K +1.5K ↑1.16%
WIX
Wix.com Ltd 56.0M 10.24% 315.0K -23.0K ↓6.81%
IBKR
Interactive Brokers Group Inc - Class A 55.0M 10.06% 799.3K -50.7K ↓5.96%
PDD
Pinduoduo Inc - ADR 39.8M 7.28% 301.2K -34.3K ↓10.23%
HTHT
Huazhu Group Limited - ADR 23.6M 4.32% 603.4K -56.2K ↓8.53%
YUMC
Yum China Holdings Inc 19.1M 3.49% 444.3K -47.9K ↓9.74%
GOOGL
Alphabet Inc - Class A 7.9M 1.44% 32.5K =
MSFT
Microsoft Corporation 6.0M 1.09% 11.5K =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
PAYC
Paycom Software Inc 2.9M 0.53% 12.4K Sold Out