Featured 13F manager
RV Capital AG Robert Vinall
Schindellegi, V8 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $383M
- 13 Positions
- 2026 Q2
- 0.0% QoQ
- Top 5 87.2%
Portfolio
top 5 87.2% · top 10 99.1%
- CVNA - Carvana · CL A 30.3%
- META - Meta Platforms · CL A 20.5%
- CACC - Credit Accep Mich 18.0%
- IBKR - Interactive Brokers · CL A 12.8%
- HTHT - H World Group 5.6%
- YUMC - Yum China 4.2%
- MSFT - Microsoft 3.2%
- GOOGL - Alphabet · CL A 3.0%
- DE - Deere 0.8%
- PAYC - Paycom Software 0.7%
- CRM - Salesforce 0.6%
- MORN - Morningstar 0.2%
- Other 0.1%
AUM over time
Book
| CVNA - Carvana · CL A | 31.05% | Add +24.4% | 377,298 | $314.92 | $119M | +73,895 | −$9M |
| META - Meta Platforms · CL A | 21.77% | Add +6.8% | 145,534 | $572.46 | $83M | +9,223 | −$7M |
| CACC - Credit Accep Mich | 13.77% | Reduce −4.8% | 124,160 | $424.43 | $53M | −6,271 | −$5M |
| IBKR - Interactive Brokers · CL A | 13.36% | Add +0.7% | 757,919 | $67.44 | $51M | +5,441 | +$3M |
| HTHT - H World Group | 7.34% | Reduce −7.5% | 558,380 | $50.29 | $28M | −45,036 | −$310K |
| YUMC - Yum China | 5.37% | Reduce −5.1% | 421,539 | $48.78 | $21M | −22,782 | −$649K |
| MSFT - Microsoft | 2.46% | Add +119.3% | 25,220 | $373.02 | $9M | +13,720 | +$4M |
| GOOGL - Alphabet · CL A | 2.44% | Hold | 32,520 | $287.56 | $9M | — | — |
| CRM - Salesforce | 0.76% | Add +41.3% | 15,511 | $186.67 | $3M | +4,531 | −$13K |
| DE - Deere | 0.74% | Hold | 5,001 | $563.30 | $3M | — | — |
| PAYC - Paycom Software | 0.70% | Add +72.6% | 21,395 | $125.12 | $3M | +9,000 | +$702K |
| MORN - Morningstar | 0.17% | New | 3,700 | $176.70 | $654K | +3,700 | +$654K |
| SPOT - Spotify Technology S A | 0.06% | New | 500 | $484.91 | $242K | +500 | +$242K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WIX — | 7.62% | Exit | 0 | $103.89 | $33M | −314,996 | −$33M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 13 | $383M | 0.0% | 13F-HR | 8/14/2026 | 000176659626000007 |
| 2026 Q1 | 13 | $383M | −10.9% | 13F-HR | 5/11/2026 | 000176659626000005 |
| 2025 Q4 | 12 | $430M | −21.2% | 13F-HR | 1/30/2026 | 000117266126000401 |
| 2025 Q3 | 13 | $546M | +1.1% | 13F-HR | 10/22/2025 | 000117266125004353 |
| 2025 Q2 | 12 | $540M | +19.2% | 13F-HR | 7/8/2025 | 000117266125002493 |
| 2025 Q1 | 11 | $453M | −3.0% | 13F-HR | 4/14/2025 | 000117266125001492 |
| 2024 Q4 | 11 | $467M | −3.7% | 13F-HR | 1/22/2025 | 000117266125000291 |
| 2024 Q3 | 11 | $485M | +16.6% | 13F-HR | 11/12/2024 | 000117266124004554 |
| 2024 Q2 | 8 | $416M | +11.2% | 13F-HR | 8/7/2024 | 000117266124003132 |
| 2024 Q1 | 6 | $374M | +8.1% | 13F-HR | 5/2/2024 | 000117266124001979 |
| 2023 Q4 | 8 | $346M | +5.5% | 13F-HR | 2/13/2024 | 000117266124000775 |
| 2023 Q3 | 8 | $328M | +6.8% | 13F-HR | 10/10/2023 | 000117266123003333 |
| 2023 Q2 | 7 | $307M | +16.7% | 13F-HR | 7/17/2023 | 000117266123002515 |
| 2023 Q1 | 7 | $263M | +32.8% | 13F-HR | 4/14/2023 | 000117266123001689 |
| 2022 Q4 | 6 | $198M | −5.7% | 13F-HR | 2/3/2023 | 000117266123000424 |
| 2022 Q3 | 6 | $210M | −5.4% | 13F-HR | 11/14/2022 | 000117266122002413 |
| 2022 Q2 | 6 | $222M | −31.3% | 13F-HR | 8/15/2022 | 000117266122001943 |
| 2022 Q1 | 6 | $323M | −16.3% | 13F-HR | 5/11/2022 | 000117266122001230 |
| 2021 Q4 | 6 | $386M | +12.2% | 13F-HR | 2/8/2022 | 000117266122000255 |
| 2021 Q3 | 4 | $344M | — | 13F-HR | 10/27/2021 | 000117266121002068 |
About
RV Capital AG
20 processed 13Fs on this site · 2021 Q3–2026 Q2