13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001172661-25-000291
Total Value
$466.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 547,514 | $111.3M | 23.86% |
| 2 | META PLATFORMS INC | META | 149,583 | $87.6M | 18.77% |
| 3 | WIX COM LTD | WIX | 359,780 | $77.2M | 16.54% |
| 4 | CREDIT ACCEP CORP MICH | 225310101 | 131,588 | $61.8M | 13.24% |
| 5 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 224,347 | $40.1M | 8.60% |
| 6 | PDD HOLDINGS INC | PDD | 345,489 | $33.5M | 7.18% |
| 7 | YUM CHINA HLDGS INC | YUMC | 522,729 | $25.2M | 5.40% |
| 8 | H WORLD GROUP LTD | HWLDF | 616,337 | $20.4M | 4.36% |
| 9 | MICROSOFT CORP | MSFT | 11,500 | $4.8M | 1.04% |
| 10 | PAYCOM SOFTWARE INC | PAYC | 12,395 | $2.5M | 0.54% |
| 11 | DEERE & CO | DE | 5,001 | $2.1M | 0.45% |