13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q4 2023 · Filed October 10, 2023 · Accession 0001172661-23-003333
Total Value
$327.7M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 268,583 | $80.6M | 24.60% |
| 2 | CREDIT ACCEP CORP MICH | 225310101 | 157,696 | $72.6M | 22.14% |
| 3 | SALESFORCE INC | CRM | 294,843 | $59.8M | 18.24% |
| 4 | WIX COM LTD | WIX | 466,300 | $42.8M | 13.06% |
| 5 | CARVANA CO | CVNA | 636,135 | $26.7M | 8.15% |
| 6 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 288,747 | $25.0M | 7.63% |
| 7 | PDD HOLDINGS INC | PDD | 199,100 | $19.5M | 5.96% |
| 8 | TRUPANION INC | TRUP | 25,000 | $705,000 | 0.22% |