Manager activity

RV Capital AG

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

Add 2

Reduce 5

7 shown

ticker	action	Δ port	detail	period
MSFT	Add	+0.77 pp	+31.2% sh	Q1→Q2
CVNA	Add	−0.74 pp	+367.3% sh	Q1→Q2
CACC	Reduce	+4.23 pp	−12.8% sh	Q1→Q2
HTHT	Reduce	−1.74 pp	−8.1% sh	Q1→Q2
META	Reduce	−1.33 pp	−4.5% sh	Q1→Q2
YUMC	Reduce	−1.13 pp	−5.6% sh	Q1→Q2
IBKR	Reduce	−0.60 pp	−26.0% sh	Q1→Q2