RV Capital AG Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$429.5M
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 303,403 | $128.0M | 29.81% | |
| 2 | METAMETA PLATFORMS INC | 136,311 | $90.0M | 20.95% | |
| 3 | CACCCREDIT ACCEP CORP MICH | 130,431 | $57.8M | 13.47% | |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 752,478 | $48.4M | 11.27% | |
| 5 | WIXWIX COM LTD | 314,996 | $32.7M | 7.62% | |
| 6 | HTHTH WORLD GROUP LTD | 603,416 | $28.4M | 6.61% | |
| 7 | YUMCYUM CHINA HLDGS INC | 444,321 | $21.2M | 4.94% | |
| 8 | GOOGLALPHABET INC | 32,520 | $10.2M | 2.37% | |
| 9 | MSFTMICROSOFT CORP | 11,500 | $5.6M | 1.29% | |
| 10 | CRMSALESFORCE INC | 10,980 | $2.9M | 0.68% | |
| 11 | DEDEERE & CO | 5,001 | $2.3M | 0.54% | |
| 12 | PAYCPAYCOM SOFTWARE INC | 12,395 | $2.0M | 0.46% |