13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0001172661-25-002493
Total Value
$540.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 510,352 | $172.0M | 31.83% |
| 2 | META PLATFORMS INC | META | 142,988 | $105.5M | 19.54% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 128,929 | $65.7M | 12.16% |
| 4 | WIX COM LTD | WIX | 338,000 | $53.6M | 9.91% |
| 5 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 849,920 | $47.1M | 8.72% |
| 6 | PDD HOLDINGS INC | PDD | 335,569 | $35.1M | 6.50% |
| 7 | H WORLD GROUP LTD | HWLDF | 659,652 | $22.4M | 4.14% |
| 8 | YUM CHINA HLDGS INC | YUMC | 492,265 | $22.0M | 4.07% |
| 9 | ALPHABET INC | GOOG | 32,520 | $5.7M | 1.06% |
| 10 | MICROSOFT CORP | MSFT | 11,500 | $5.7M | 1.06% |
| 11 | PAYCOM SOFTWARE INC | PAYC | 12,395 | $2.9M | 0.53% |
| 12 | DEERE & CO | DE | 5,001 | $2.5M | 0.47% |