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RV Capital AG

Portfolio Manager
RV Capital AG
Performance
-11.66% (2026 Q1)
AUM (13F)
$382.63M
# of Holdings
13
Performance Rank
Allocation (Top 20)
99.99%

RV Capital AG Holdings Map

Top 13 RV Capital AG Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CVNA
CARVANA CO
31.05%377.3K$118.8M
+24.36%(+73.89K)
2025-Q1: 547.5K shares2025-Q2: 510.4K shares2025-Q3: 445.3K shares2025-Q4: 303.4K shares2026-Q1: 377.3K shares
$173.62(-60.49%)
2026-03-31
META
META PLATFORMS INC
21.77%145.5K$83.3M
+6.77%(+9.22K)
2025-Q1: 143.0K shares2025-Q2: 143.0K shares2025-Q3: 139.7K shares2025-Q4: 136.3K shares2026-Q1: 145.5K shares
$200.02(+191.42%)
2026-03-31
CACC
CREDIT ACCEP CORP MICH
13.77%124.2K$52.7M
-4.81%(-6.27K)
2025-Q1: 128.9K shares2025-Q2: 128.9K shares2025-Q3: 130.4K shares2025-Q4: 130.4K shares2026-Q1: 124.2K shares
$378.29(+73.71%)
2026-03-31
IBKR
INTERACTIVE BROKERS GROUP IN
13.36%757.9K$51.1M
+0.72%(+5.44K)
2025-Q1: 212.5K shares2025-Q2: 849.9K shares2025-Q3: 799.3K shares2025-Q4: 752.5K shares2026-Q1: 757.9K shares
$20.36(+348.50%)
2026-03-31
HTHT
H WORLD GROUP LTD
7.34%558.4K$28.1M
-7.46%(-45.04K)
2025-Q1: 659.7K shares2025-Q2: 659.7K shares2025-Q3: 603.4K shares2025-Q4: 603.4K shares2026-Q1: 558.4K shares
$35.24(+19.57%)
2026-03-31
YUMC
YUM CHINA HLDGS INC
5.37%421.5K$20.6M
-5.13%(-22.78K)
2025-Q1: 492.3K shares2025-Q2: 492.3K shares2025-Q3: 444.3K shares2025-Q4: 444.3K shares2026-Q1: 421.5K shares
$37.93(+9.94%)
2026-03-31
MSFT
MICROSOFT CORP
2.46%25.2K$9.4M
+119.30%(+13.72K)
2025-Q1: 11.5K shares2025-Q2: 11.5K shares2025-Q3: 11.5K shares2025-Q4: 11.5K shares2026-Q1: 25.2K shares
$426.44(-8.43%)
2026-03-31
GOOGL
ALPHABET INC
2.44%32.5K$9.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 32.5K shares2025-Q3: 32.5K shares2025-Q4: 32.5K shares2026-Q1: 32.5K shares
$165.28(+117.76%)
2026-03-31
CRM
SALESFORCE INC
0.76%15.5K$2.9M
+41.27%(+4.53K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 11.0K shares2025-Q4: 11.0K shares2026-Q1: 15.5K shares
$235.22(-29.38%)
2026-03-31
DE
DEERE & CO
0.74%5.0K$2.8M
+0.00%(+0)
2025-Q1: 5.0K shares2025-Q2: 5.0K shares2025-Q3: 5.0K shares2025-Q4: 5.0K shares2026-Q1: 5.0K shares
$392.18(+58.41%)
2026-03-31

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