Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RV Capital AG (CIK 1766596) reported $382.6M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVNA ($118.8M, 31.05%), META ($83.3M, 21.77%), CACC ($52.7M, 13.77%), IBKR ($51.1M, 13.36%), HTHT ($28.1M, 7.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $118.8M | 31.05% | 377,298 | Added |
| 2 | META | META PLATFORMS INC | $83.3M | 21.77% | 145,534 | Added |
| 3 | CACC | CREDIT ACCEP CORP MICH | $52.7M | 13.77% | 124,160 | Trimmed |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | $51.1M | 13.36% | 757,919 | Added |
| 5 | HTHT | H WORLD GROUP LTD | $28.1M | 7.34% | 558,380 | Trimmed |
| 6 | YUMC | YUM CHINA HLDGS INC | $20.6M | 5.37% | 421,539 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $9.4M | 2.46% | 25,220 | Added |
| 8 | GOOGL | ALPHABET INC | $9.4M | 2.44% | 32,520 | Hold |
| 9 | CRM | SALESFORCE INC | $2.9M | 0.76% | 15,511 | Added |
| 10 | DE | DEERE & CO | $2.8M | 0.74% | 5,001 | Hold |
| 11 | PAYC | PAYCOM SOFTWARE INC | $2.7M | 0.70% | 21,395 | Added |
| 12 | MORN | MORNINGSTAR INC | $653,790 | 0.17% | 3,700 | New |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | $242,455 | 0.06% | 500 | New |
| 14 | WIX | WIX COM LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31