RV Capital AG Q2 2025 Filing

Filed July 8, 2025

Portfolio Value

$540.2B

Holdings

12

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (12 positions)

#StockSharesValue% PortfolioType
1
CVNACARVANA CO
510,352$172.0B31.83%
2
METAMETA PLATFORMS INC
142,988$105.5B19.54%
3
CACCCREDIT ACCEP CORP MICH
128,929$65.7B12.16%
4
WIXWIX COM LTD
338,000$53.6B9.91%
5
IBKRINTERACTIVE BROKERS GROUP IN
849,920$47.1B8.72%
6
PDDPDD HOLDINGS INC
335,569$35.1B6.50%
7
HTHTH WORLD GROUP LTD
659,652$22.4B4.14%
8
YUMCYUM CHINA HLDGS INC
492,265$22.0B4.07%
9
GOOGLALPHABET INC
32,520$5.7B1.06%
10
MSFTMICROSOFT CORP
11,500$5.7B1.06%
11
PAYCPAYCOM SOFTWARE INC
12,395$2.9B0.53%
12
DEDEERE & CO
5,001$2.5B0.47%