RV Capital GmbH
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 13
- Portfolio value:
- $382,627,000
- Filed:
- May 11, 2026
- CIK:
- 1766596
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| CVNAhist | CARVANA CO | 31.05 | Add 24.00% | 377,298 | $314.92 | $118.82M |
| METAhist | META PLATFORMS INC | 21.77 | Add 7.00% | 145,534 | $572.46 | $83.31M |
| CACChist | CREDIT ACCEP CORP MICH | 13.77 | Reduce 5.00% | 124,160 | $424.43 | $52.70M |
| IBKRhist | INTERACTIVE BROKERS GROUP IN | 13.36 | Add 1.00% | 757,919 | $67.44 | $51.11M |
| HTHThist | H WORLD GROUP LTD | 7.34 | Reduce 7.00% | 558,380 | $50.29 | $28.08M |
| YMMhist | YUM CHINA HLDGS INC | 5.37 | Reduce 5.00% | 421,539 | $48.78 | $20.56M |
| MSFThist | MICROSOFT CORP | 2.46 | Add 119.00% | 25,220 | $373.04 | $9.41M |
| GOOGLhist | ALPHABET INC | 2.44 | — | 32,520 | $287.55 | $9.35M |
| CRMhist | SALESFORCE INC | 0.76 | Add 41.00% | 15,511 | $186.64 | $2.90M |
| DEhist | DEERE & CO | 0.74 | — | 5,001 | $563.29 | $2.82M |
| PAYChist | PAYCOM SOFTWARE INC | 0.70 | Add 73.00% | 21,395 | $125.12 | $2.68M |
| MORNhist | MORNINGSTAR INC | 0.17 | Buy | 3,700 | $176.76 | $654K |
| SPOThist | SPOTIFY TECHNOLOGY S A | 0.06 | Buy | 500 | $484.00 | $242K |
| WIXhist | WIX COM LTD | 0.00 | Sell | 0 | — | $0 |