Institutional Manager · CIK 0001766596
RV Capital AG
Schindellegi, V8 · File #028-19039
Latest AUM
$429.5M
Positions
12
Top-10 Concentration
99.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202512 pos · $429.5M
- 13F HOLDINGS REPORTQ/E Sep 202513 pos · $546.2M
- 13F HOLDINGS REPORTQ/E Jun 202512 pos · $540.2M
- 13F HOLDINGS REPORTQ/E Mar 202511 pos · $453.0M
- 13F HOLDINGS REPORTQ/E Dec 202411 pos · $466.6M
- 13F HOLDINGS REPORTQ/E Sep 202411 pos · $484.9M
- 13F HOLDINGS REPORTQ/E Jun 20248 pos · $415.6M
- 13F HOLDINGS REPORTQ/E Mar 20246 pos · $374.5M
- 13F HOLDINGS REPORTQ/E Dec 20238 pos · $327.7M
- 13F HOLDINGS REPORTQ/E Sep 20237 pos · $306.6M
- 13F HOLDINGS REPORTQ/E Jun 20237 pos · $262.8M
- 13F HOLDINGS REPORTQ/E Mar 20236 pos · $197.7M
Top 12 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 303,403 | $128.0M | 29.81% |
| 2 | META PLATFORMS INC | META | 136,311 | $90.0M | 20.95% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 130,431 | $57.8M | 13.47% |
| 4 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 752,478 | $48.4M | 11.27% |
| 5 | WIX COM LTD | WIX | 314,996 | $32.7M | 7.62% |
| 6 | H WORLD GROUP LTD | HWLDF | 603,416 | $28.4M | 6.61% |
| 7 | YUM CHINA HLDGS INC | YUMC | 444,321 | $21.2M | 4.94% |
| 8 | ALPHABET INC | GOOG | 32,520 | $10.2M | 2.37% |
| 9 | MICROSOFT CORP | MSFT | 11,500 | $5.6M | 1.29% |
| 10 | SALESFORCE INC | CRM | 10,980 | $2.9M | 0.68% |
| 11 | DEERE & CO | DE | 5,001 | $2.3M | 0.54% |
| 12 | PAYCOM SOFTWARE INC | PAYC | 12,395 | $2.0M | 0.46% |