RV Capital AG 13F Holdings

CIK 0001766596 · Schindellegi, V8

As of Sep 30, 2025, RV Capital AG reported 13 positions worth $546.2M in its SEC Form 13F filing.

Top 13 holdings

SecurityTickerSectorSharesValue% of portfolio
CARVANA COCVNAConsumer Cyclical445,255 68.0M30.75%
META PLATFORMS INCMETACommunication Services139,712 02.6M18.78%
CREDIT ACCEPTANCE CORPCACCFinancial Services130,431$60.9M11.15%
WIXCOM LTDWIXTechnology314,996$56.0M10.24%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services799,267$55.0M10.07%
PDD HOLDINGS INCPDDConsumer Cyclical301,232$39.8M7.29%
H WORLD GROUP LTDHTHTConsumer Cyclical603,416$23.6M4.32%
YUM CHINA HOLDINGS INCYUMCConsumer Cyclical444,321 9.1M3.49%
ALPHABET INCGOOGLEquity32,520$7.9M1.45%
MICROSOFT CORPMSFTTechnology11,500$6.0M1.09%
SALESFORCE INCCRMTechnology10,980$2.6M0.48%
PAYCOM SOFTWARE INCPAYCTechnology12,395$2.6M0.47%
DEERE & CODEIndustrials5,001$2.3M0.42%