13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001172661-24-004554
Total Value
$484.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 761,731 | $132.6M | 27.35% |
| 2 | META PLATFORMS INC | META | 149,583 | $85.6M | 17.66% |
| 3 | WIX COM LTD | WIX | 396,280 | $66.2M | 13.66% |
| 4 | CREDIT ACCEP CORP MICH | 225310101 | 134,188 | $59.5M | 12.27% |
| 5 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 315,547 | $44.0M | 9.07% |
| 6 | PDD HOLDINGS INC | PDD | 319,389 | $43.1M | 8.88% |
| 7 | YUM CHINA HLDGS INC | YUMC | 551,429 | $24.8M | 5.12% |
| 8 | H WORLD GROUP LTD | HWLDF | 616,337 | $22.9M | 4.73% |
| 9 | DEERE & CO | DE | 5,001 | $2.1M | 0.43% |
| 10 | PAYCOM SOFTWARE INC | PAYC | 12,395 | $2.1M | 0.43% |
| 11 | SALESFORCE INC | CRM | 7,000 | $1.9M | 0.40% |