13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001172661-25-004353
Total Value
$546.2M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 445,255 | $168.0M | 30.75% |
| 2 | META PLATFORMS INC | META | 139,712 | $102.6M | 18.78% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 130,431 | $60.9M | 11.15% |
| 4 | WIX COM LTD | WIX | 314,996 | $56.0M | 10.24% |
| 5 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 799,267 | $55.0M | 10.07% |
| 6 | PDD HOLDINGS INC | PDD | 301,232 | $39.8M | 7.29% |
| 7 | H WORLD GROUP LTD | HWLDF | 603,416 | $23.6M | 4.32% |
| 8 | YUM CHINA HLDGS INC | YUMC | 444,321 | $19.1M | 3.49% |
| 9 | ALPHABET INC | GOOG | 32,520 | $7.9M | 1.45% |
| 10 | MICROSOFT CORP | MSFT | 11,500 | $6.0M | 1.09% |
| 11 | SALESFORCE INC | CRM | 10,980 | $2.6M | 0.48% |
| 12 | PAYCOM SOFTWARE INC | PAYC | 12,395 | $2.6M | 0.47% |
| 13 | DEERE & CO | DE | 5,001 | $2.3M | 0.42% |