13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001172661-25-001492
Total Value
$453.0M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 547,514 | $114.5M | 25.27% |
| 2 | META PLATFORMS INC | META | 142,988 | $82.4M | 18.19% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 128,929 | $66.6M | 14.70% |
| 4 | WIX COM LTD | WIX | 338,000 | $55.2M | 12.19% |
| 5 | PDD HOLDINGS INC | PDD | 335,569 | $39.7M | 8.77% |
| 6 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 212,480 | $35.2M | 7.77% |
| 7 | YUM CHINA HLDGS INC | YUMC | 492,265 | $25.6M | 5.66% |
| 8 | H WORLD GROUP LTD | HWLDF | 659,652 | $24.4M | 5.39% |
| 9 | MICROSOFT CORP | MSFT | 11,500 | $4.3M | 0.95% |
| 10 | PAYCOM SOFTWARE INC | PAYC | 12,395 | $2.7M | 0.60% |
| 11 | DEERE & CO | DE | 5,001 | $2.3M | 0.52% |