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

Hist	Stock	Activity	Share change	% change to portfolio
Q1 2026filed May 11, 262 new5 added1 reduced1 exited
≡	WIX – WIX COM LTD	Sell	−314,996	−7.62
≡	HTHT – H WORLD GROUP LTD	Reduce 7.00%	−45,036	0.73
Q4 2025filed Jan 30, 262 reduced1 exited
≡	PDD – PDD HOLDINGS INC	Sell	−301,232	−7.29
≡	IBKR – INTERACTIVE BROKERS GROUP IN	Reduce 6.00%	−46,789	1.20
≡	CVNA – CARVANA CO	Reduce 32.00%	−141,852	−0.94
Q3 2025filed Oct 22, 251 new6 reduced
≡	IBKR – INTERACTIVE BROKERS GROUP IN	Reduce 6.00%	−50,653	1.35
≡	CVNA – CARVANA CO	Reduce 13.00%	−65,097	−1.08
≡	PDD – PDD HOLDINGS INC	Reduce 10.00%	−34,337	0.79
≡	YUMC – YUM CHINA HLDGS INC	Reduce 10.00%	−47,944	−0.58
≡	WIX – WIX COM LTD	Reduce 7.00%	−23,004	0.33
≡	HTHT – H WORLD GROUP LTD	Reduce 9.00%	−56,236	0.18
Q2 2025filed Jul 8, 251 new1 added1 reduced
≡	CVNA – CARVANA CO	Reduce 7.00%	−37,162	6.56
Q1 2025filed Apr 14, 251 added2 reduced
≡	WIX – WIX COM LTD	Reduce 6.00%	−21,780	−4.35
≡	YUMC – YUM CHINA HLDGS INC	Reduce 6.00%	−30,464	0.26
Q4 2024filed Jan 22, 251 new1 added3 reduced1 exited
≡	CVNA – CARVANA CO	Reduce 28.00%	−214,217	−3.49
≡	WIX – WIX COM LTD	Reduce 9.00%	−36,500	2.88
≡	IBKR – INTERACTIVE BROKERS GROUP IN	Reduce 29.00%	−91,200	−0.47
≡	CRM – SALESFORCE INC	Sell	−7,000	−0.40
Q3 2024filed Nov 12, 243 new2 reduced
≡	META – META PLATFORMS INC	Reduce 18.00%	−33,500	−4.55
≡	CVNA – CARVANA CO	Reduce 7.00%	−57,900	1.97
Q2 2024filed Aug 7, 242 new1 added2 reduced
≡	META – META PLATFORMS INC	Reduce 8.00%	−15,300	−3.51
≡	WIX – WIX COM LTD	Reduce 8.00%	−35,000	−0.67
Q1 2024filed May 2, 242 added1 reduced2 exited
≡	CRM – SALESFORCE INC	Sell	−186,849	−14.22
≡	CACC – CREDIT ACCEP CORP MICH	Reduce 6.00%	−8,200	−2.20
≡	TRUP – TRUPANION INC	Sell	−25,000	−0.22