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RV Capital AG13F | |
RV Capital AG | |
Last update 2025-07-08 | 12 Stocks (1 new) |
Value $540.00 Mil | Turnover 1 % |
RV Capital AG Top Holdings of 2025-06-30
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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
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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)
RV Capital AG's Asset Allocation
RV Capital AG Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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RV Capital AG's Hypothetical Growth since 2025-06-30
RV Capital AG's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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RV Capital AG's Holdings Heat Map
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RV Capital AG's Holdings Bubble Chart
RV Capital AG News
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