RV Capital AG
CIK: 0001766596Latest portfolio: $429.5M · Q4 2025
Holdings
12
Total Value
$429.5M
New Positions
12
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 303,403 | $128.0M | 29.81% | NEW | |
| 2 | METAMETA PLATFORMS INC | 136,311 | $90.0M | 20.95% | NEW | |
| 3 | CACCCREDIT ACCEP CORP MICH | 130,431 | $57.8M | 13.47% | NEW | |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 752,478 | $48.4M | 11.27% | NEW | |
| 5 | WIXWIX COM LTD | 314,996 | $32.7M | 7.62% | NEW | |
| 6 | HTHTH WORLD GROUP LTD | 603,416 | $28.4M | 6.61% | NEW | |
| 7 | YUMCYUM CHINA HLDGS INC | 444,321 | $21.2M | 4.94% | NEW | |
| 8 | GOOGLALPHABET INC | 32,520 | $10.2M | 2.37% | NEW | |
| 9 | MSFTMICROSOFT CORP | 11,500 | $5.6M | 1.29% | NEW | |
| 10 | CRMSALESFORCE INC | 10,980 | $2.9M | 0.68% | NEW | |
| 11 | DEDEERE & CO | 5,001 | $2.3M | 0.54% | NEW | |
| 12 | PAYCPAYCOM SOFTWARE INC | 12,395 | $2.0M | 0.46% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($32724556.1T)
Consumer Cyclical0.0% ($1280422.8T)
Communication Services0.0% ($9.0T)
Financial Services0.0% ($5.8T)
Industrials0.0% ($2.3M)
Filing History
Fund Information
RV Capital AG is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $429.5M across 12 holdings. The largest position is CARVANA CO (CVNA), representing 29.8% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.