RV Capital AG: 13F holdings
CIK 17665962026Q2
| Positions | 13 |
|---|
| Reported value | $382.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 13 (+0 vs prior quarter) |
|---|
| Reported value | $382.9m (+0.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CVNA CARVANA CO | 1,763,296 | $116.1m | 30.3% |
| META META PLATFORMS INC | 138,997 | $78.3m | 20.4% |
| CACC CREDIT ACCEP CORP MICH | 108,272 | $68.9m | 18.0% |
| IBKR INTERACTIVE BROKERS GROUP IN | 561,086 | $48.8m | 12.8% |
| HTHT H WORLD GROUP LTD | 513,413 | $21.4m | 5.6% |
| YUMC YUM CHINA HLDGS INC | 398,021 | $16.3m | 4.2% |
| MSFT MICROSOFT CORP | 33,100 | $12.3m | 3.2% |
| GOOGL ALPHABET INC | 32,520 | $11.6m | 3.0% |
| DE DEERE & CO | 5,001 | $3.2m | 0.8% |
| PAYC PAYCOM SOFTWARE INC | 21,395 | $2.7m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766596")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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