RV Capital AG 13F Holdings · Q2 2026
RV Capital AG reported 13 securities worth $382.89M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CVNA (30.31%), META (20.45%), CACC (18.01%). Among its top 25 positions this quarter: 2 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $116.1M | 30.31% | 1.8M | Added |
| 2 | META | META PLATFORMS INC | $78.3M | 20.45% | 138,997 | Trimmed |
| 3 | CACC | CREDIT ACCEP CORP MICH | $68.9M | 18.01% | 108,272 | Trimmed |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | $48.8M | 12.75% | 561,086 | Trimmed |
| 5 | HTHT | H WORLD GROUP LTD | $21.4M | 5.59% | 513,413 | Trimmed |
| 6 | YUMC | YUM CHINA HLDGS INC | $16.3M | 4.25% | 398,021 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $12.3M | 3.22% | 33,100 | Added |
| 8 | GOOGL | ALPHABET INC | $11.6M | 3.04% | 32,520 | Hold |
| 9 | DE | DEERE & CO | $3.2M | 0.83% | 5,001 | Hold |
| 10 | PAYC | PAYCOM SOFTWARE INC | $2.7M | 0.70% | 21,395 | Hold |
| 11 | CRM | SALESFORCE INC | $2.4M | 0.63% | 15,511 | Hold |
| 12 | MORN | MORNINGSTAR INC | $577,274 | 0.15% | 3,700 | Hold |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | $229,565 | 0.06% | 500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR