RC

RV Capital AG

13F
RV Capital AG
Last update 2025-07-08 12 Stocks (1 new)
Value $540.00 Mil Turnover 1 %
Countries:
Top Holdings: CVNA(31.83%)META(19.54%)CACC(12.16%)WIX(9.91%)IBKR(8.72%)
Summary Stock Picks Current Portfolio
RV Capital AG Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CVNA
Carvana Co
510,352
171,968.2
-6.79%
31.830
-1.72%
0.380
+64.38%
+70.89%
46,923.3
Vehicles & Parts
META
Meta Platforms Inc
142,988
105,538.0
0%
19.540
0%
0.010
+40.55%
+20.48%
1,770,790.4
Interactive Media
CACC
Credit Acceptance Corp
128,929
65,680.3
0%
12.160
0%
1.110
+5.63%
+6.25%
5,787.7
Credit Services
WIX
Wix.com Ltd
338,000
53,559.5
0%
9.910
0%
0.610
-2.95%
-27.73%
8,631.4
Software
IBKR
Interactive Brokers Group Inc
849,920
47,094.1
0%
8.720
0%
0.200
+60.85%
+45.42%
27,915.3
Capital Markets
PDD
PDD Holdings Inc
335,569
35,120.7
0%
6.500
0%
0.020
+16.34%
+12.38%
154,741.9
Retail - Cyclical
HTHT
H World Group Ltd
659,652
22,375.4
0%
4.140
0%
0.210
-4.38%
+3.06%
10,119.8
Travel & Leisure
YUMC
Yum China Holdings Inc
492,265
22,009.2
0%
4.070
0%
0.130
+13.83%
-1.77%
17,318.3
Restaurants
GOOGL
Alphabet Inc
32,520
5,731.0
New Holding
1.060
+1.06%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
MSFT
Microsoft Corp
11,500
5,720.2
0%
1.060
0%
0.000
+38.94%
+21.47%
3,790,969.0
Software

RV Capital AG's Historical Top Holdings Breakdowns

RV Capital AG's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CVNA
Carvana Co
2025-06-30
Reduce
Reduce
-1.72%
●
162.57 ($273.14) 345.64
$347.52
27.23%
Reduce -6.79%
510,352
-37,162
GOOGL
Alphabet Inc
2025-06-30
New Buy
New Buy
+1.06%
●
144.7 ($163.55) 178.6
$185.06
13.15%
New holding
32,520
32,520
WIX
Wix.com Ltd
2025-03-31
Reduce
Reduce
-1.00%
●
163.38 ($207.73) 246.76
$155.05
-25.36%
Reduce -6.05%
338,000
-21,780
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.83%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Reduce -4.41%
142,988
-6,595
IBKR
Interactive Brokers Group Inc
2025-03-31
Reduce
Reduce
-0.45%
●
40.26 ($49.55) 58.88
$64.05
29.26%
Reduce -5.29%
849,920
-11,867
HTHT
H World Group Ltd
2025-03-31
Add
Add
+0.35%
●
30.39 ($34.62) 38.48
$32.97
-4.77%
Add 7.03%
659,652
43,315
YUMC
Yum China Holdings Inc
2025-03-31
Reduce
Reduce
-0.31%
●
42.3 ($47.97) 53.69
$46.83
-2.38%
Reduce -5.83%
492,265
-30,464
CACC
Credit Acceptance Corp
2025-03-31
Reduce
Reduce
-0.27%
●
440.44 ($494.63) 525.64
$498.79
0.84%
Reduce -2.02%
128,929
-2,659
PDD
PDD Holdings Inc
2025-03-31
Reduce
Reduce
-0.21%
●
94.68 ($114.76) 131.34
$109.00
-5.02%
Reduce -2.87%
335,569
-9,920
CVNA
Carvana Co
2024-12-31
Reduce
Reduce
-7.69%
●
176.64 ($225.4) 260.8
$347.52
54.18%
Reduce -28.12%
547,514
-214,217

RV Capital AG Total Holding History ($B)

To

RV Capital AG's Asset Allocation

To

RV Capital AG Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RV Capital AG's Hypothetical Growth since 2025-06-30

RV Capital AG's Yearly Returns

Year Portfolio % % Excess Gain %

RV Capital AG's Holdings Heat Map

Size field:

RV Capital AG's Holdings Bubble Chart

RV Capital AG News

  • 1

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