Manager activity
Robert Vinall
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/11/2026 · full comparison · all filings
New · 2
Add · 6
Reduce · 3
Exit · 1
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Exit | WIX COM LTD | -314,996 | Exit | -7.62 pp | 5/11/2026 |
| Add | CARVANA CO | +73,895 | +24.4% | +1.24 pp | 5/11/2026 |
| Add | META PLATFORMS INC | +9,223 | +6.8% | +0.83 pp | 5/11/2026 |
| Reduce | CREDIT ACCEP CORP MICH | -6,271 | -4.8% | +0.31 pp | 5/11/2026 |
| Add | MICROSOFT CORP | +13,720 | +119.3% | +1.16 pp | 5/11/2026 |
| Add | INTERACTIVE BROKERS GROUP IN | +5,441 | +0.7% | +2.09 pp | 5/11/2026 |
| Add | PAYCOM SOFTWARE INC | +9,000 | +72.6% | +0.24 pp | 5/11/2026 |
| New | MORNINGSTAR INC | +3,700 | New | +0.17 pp | 5/11/2026 |
| Reduce | YUM CHINA HLDGS INC | -22,782 | -5.1% | +0.44 pp | 5/11/2026 |
| Reduce | H WORLD GROUP LTD | -45,036 | -7.5% | +0.73 pp | 5/11/2026 |
| New | SPOTIFY TECHNOLOGY S A | +500 | New | +0.06 pp | 5/11/2026 |
| Add | SALESFORCE INC | +4,531 | +41.3% | +0.08 pp | 5/11/2026 |