Manager

Robert Vinall

SEC filing name: RV Capital AG

All 13F filings

Notable person
Robert Vinall
SEC filing name
RV Capital AG
Location
Schindellegi, V8
CIK
0001766596
All SEC filings
View on sec.gov

AUM over time

13F holdings value ($ millions)

showing latest · scroll left for older quarters

Portfolio

Latest Disclosed Portfolio

2026 Q1 · filed 5/11/2026 · 13 long positions · top 12 shown

  1. CARVANA CO - CVNA 31.0%
  2. META PLATFORMS INC - META 21.8%
  3. CREDIT ACCEP CORP MICH 13.8%
  4. INTERACTIVE BROKERS GROUP IN - IBKR 13.4%
  5. H WORLD GROUP LTD 7.3%
  6. YUM CHINA HLDGS INC 5.4%
  7. MICROSOFT CORP - MSFT 2.5%
  8. ALPHABET INC - GOOGL 2.4%
  9. SALESFORCE INC - CRM 0.7%
  10. DEERE & CO - DE 0.7%
  11. PAYCOM SOFTWARE INC 0.7%
  12. MORNINGSTAR INC 0.2%
  13. Other 0.1%

This quarter’s activity

2026 Q1 vs 2025 Q4 · filed 5/11/2026

all activity → full comparison →
Action Issuer Δ Shares Δ Port %
Exit WIX COM LTD -314,996 -7.62 pp
Add CARVANA CO +73,895 +1.24 pp
Add META PLATFORMS INC +9,223 +0.83 pp
Reduce CREDIT ACCEP CORP MICH -6,271 +0.31 pp
Add MICROSOFT CORP +13,720 +1.16 pp
Add INTERACTIVE BROKERS GROUP IN +5,441 +2.09 pp
Add PAYCOM SOFTWARE INC +9,000 +0.24 pp
New MORNINGSTAR INC +3,700 +0.17 pp
Reduce YUM CHINA HLDGS INC -22,782 +0.44 pp
Reduce H WORLD GROUP LTD -45,036 +0.73 pp
New SPOTIFY TECHNOLOGY S A +500 +0.06 pp
Add SALESFORCE INC +4,531 +0.08 pp
Filing ID Report period Holdings Value ($000) Form type Date filed Name
000176659626000005 Q1 2026 13 382,628,512 13F-HR 5/11/2026 RV Capital AG
000117266126000401 Q4 2025 12 429,532,680 13F-HR 1/30/2026 RV Capital AG
000117266125004353 Q3 2025 13 546,236,782 13F-HR 10/22/2025 RV Capital AG
000117266125002493 Q2 2025 12 540,207,662 13F-HR 7/8/2025 RV Capital AG
000117266125001492 Q1 2025 11 452,994,175 13F-HR 4/14/2025 RV Capital AG
000117266125000291 Q4 2024 11 466,591,008 13F-HR 1/22/2025 RV Capital AG
000117266124004554 Q3 2024 11 484,852,251 13F-HR 11/12/2024 RV Capital AG
000117266124003132 Q2 2024 8 415,623,011 13F-HR 8/7/2024 RV Capital AG
000117266124001979 Q1 2024 6 374,454,636 13F-HR 5/2/2024 RV Capital AG
000117266124000775 Q4 2023 8 345,715,862 13F-HR 2/13/2024 RV Capital AG
000117266123003333 Q3 2023 8 327,714,614 13F-HR 10/10/2023 RV Capital AG
000117266123002515 Q2 2023 7 306,629,109 13F-HR 7/17/2023 RV Capital AG
000117266123001689 Q1 2023 7 262,847,998 13F-HR 4/14/2023 RV Capital AG
000117266123000424 Q4 2022 6 197,723,209 13F-HR 2/3/2023 RV Capital AG
000117266122002413 Q3 2022 6 209,510 13F-HR 11/14/2022 RV Capital AG
000117266122001943 Q2 2022 6 221,966 13F-HR 8/15/2022 RV Capital AG
000117266122001230 Q1 2022 6 322,939 13F-HR 5/11/2022 RV Capital GmbH
000117266122000255 Q4 2021 6 386,321 13F-HR 2/8/2022 RV Capital GmbH
000117266121002068 Q3 2021 4 344,115 13F-HR 10/27/2021 RV Capital GmbH
000117266121001557 Q2 2021 5 373,889 13F-HR 7/28/2021 RV Capital GmbH
000117266121001048 Q1 2021 5 312,321 13F-HR 4/30/2021 RV Capital GmbH
000117266121000255 Q4 2020 5 284,155 13F-HR 2/4/2021 RV Capital GmbH
000117266120002134 Q3 2020 5 267,151 13F-HR 11/13/2020 RV Capital GmbH
000117266120001613 Q2 2020 5 255,632 13F-HR 8/10/2020 RV Capital GmbH
000117266120001167 Q1 2020 6 141,040 13F-HR 5/8/2020 RV Capital GmbH
000117266120000321 Q4 2019 5 165,223 13F-HR 2/5/2020 RV Capital GmbH
000117266119002196 Q3 2019 4 139,540 13F-HR 11/14/2019 RV Capital GmbH
000117266119001663 Q2 2019 4 135,635 13F-HR 8/9/2019 RV Capital GmbH
000117266119001120 Q1 2019 4 126,499 13F-HR 5/9/2019 RV Capital GmbH