RV Capital AG activity
Every position Robert Vinall opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
Add
2
Reduce
5
7 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| MSFT | Add | 2.5% to 3.2% | +31.2% sh | Q1→Q2 |
| CVNA | Add | 31.1% to 30.3% | +367.3% sh | Q1→Q2 |
| CACC | Reduce | 13.8% to 18.0% | −12.8% sh | Q1→Q2 |
| HTHT | Reduce | 7.3% to 5.6% | −8.1% sh | Q1→Q2 |
| META | Reduce | 21.8% to 20.5% | −4.5% sh | Q1→Q2 |
| YUMC | Reduce | 5.4% to 4.3% | −5.6% sh | Q1→Q2 |
| IBKR | Reduce | 13.4% to 12.8% | −26.0% sh | Q1→Q2 |