13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q2 2023 · Filed April 14, 2023 · Accession 0001172661-23-001689
Total Value
$262.8M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 169,346 | $73.8M | 28.09% |
| 2 | SALESFORCE INC | CRM | 303,243 | $60.6M | 23.05% |
| 3 | META PLATFORMS INC | META | 274,100 | $58.1M | 22.10% |
| 4 | WIX COM LTD | WIX | 455,800 | $45.5M | 17.31% |
| 5 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 203,747 | $16.8M | 6.40% |
| 6 | CARVANA CO | CVNA | 709,835 | $6.9M | 2.64% |
| 7 | TRUPANION INC | TRUP | 25,000 | $1.1M | 0.41% |