13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q1 2023 · Filed February 3, 2023 · Accession 0001172661-23-000424
Total Value
$197.7M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 195,246 | $92.6M | 46.85% |
| 2 | SALESFORCE INC | CRM | 303,243 | $40.2M | 20.33% |
| 3 | WIX COM LTD | WIX | 455,800 | $35.0M | 17.71% |
| 4 | META PLATFORMS INC | META | 210,400 | $25.3M | 12.81% |
| 5 | CARVANA CO | CVNA | 709,835 | $3.4M | 1.70% |
| 6 | TRUPANION INC | TRUP | 25,000 | $1.2M | 0.60% |