13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q2 2024 · Filed August 7, 2024 · Accession 0001172661-24-003132
Total Value
$415.6M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 819,631 | $105.5M | 25.38% |
| 2 | META PLATFORMS INC | META | 183,083 | $92.3M | 22.21% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 137,688 | $70.9M | 17.05% |
| 4 | WIX COM LTD | WIX | 396,280 | $63.0M | 15.17% |
| 5 | PDD HOLDINGS INC | PDD | 317,689 | $42.2M | 10.16% |
| 6 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 309,947 | $38.0M | 9.14% |
| 7 | DEERE & CO | DE | 5,001 | $1.9M | 0.45% |
| 8 | SALESFORCE INC | CRM | 7,000 | $1.8M | 0.43% |