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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 | +55.25% | +68.67% | 46,313.0 | Vehicles & Parts | |
META | Meta Platforms Inc | 142,988 | 105,538.0 | 0% | 19.540 | 0% | 0.010 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
CACC | Credit Acceptance Corp | 128,929 | 65,680.3 | 0% | 12.160 | 0% | 1.110 | +15.20% | +13.64% | 6,190.2 | Credit Services | |
WIX | Wix.com Ltd | 338,000 | 53,559.5 | 0% | 9.910 | 0% | 0.610 | -2.69% | -27.95% | 8,605.4 | Software | |
IBKR | Interactive Brokers Group Inc | 849,920 | 47,094.1 | 0% | 8.720 | 0% | 0.200 | +56.87% | +43.76% | 27,597.1 | Capital Markets | |
PDD | PDD Holdings Inc | 335,569 | 35,120.7 | 0% | 6.500 | 0% | 0.020 | +17.95% | +22.14% | 168,171.7 | Retail - Cyclical | |
HTHT | H World Group Ltd | 659,652 | 22,375.4 | 0% | 4.140 | 0% | 0.210 | -4.69% | +5.53% | 10,362.3 | Travel & Leisure | |
YUMC | Yum China Holdings Inc | 492,265 | 22,009.2 | 0% | 4.070 | 0% | 0.130 | +5.43% | +2.95% | 18,142.1 | Restaurants | |
GOOGL | Alphabet Inc | 32,520 | 5,731.0 | New Holding | 1.060 | +1.06% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
MSFT | Microsoft Corp | 11,500 | 5,720.2 | 0% | 1.060 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | 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 | $343.00 | 25.58% | 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 | $190.23 | 16.31% | New holding | 32,520 | 32,520 | |
WIX | Wix.com Ltd | 2025-03-31 | Reduce Reduce | -1.00% | 163.38 ($207.73) 246.76 | $154.57 | -25.59% | Reduce -6.05% | 338,000 | -21,780 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.83% | 576.36 ($645.17) 736.67 | $713.58 | 10.60% | 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 | $63.32 | 27.79% | 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 | $33.76 | -2.48% | 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 | $49.08 | 2.31% | Reduce -5.83% | 492,265 | -30,464 | |
CACC | Credit Acceptance Corp | 2025-03-31 | Reduce Reduce | -0.27% | 440.44 ($494.63) 525.64 | $533.48 | 7.85% | Reduce -2.02% | 128,929 | -2,659 | |
PDD | PDD Holdings Inc | 2025-03-31 | Reduce Reduce | -0.21% | 94.68 ($114.76) 131.34 | $118.46 | 3.22% | Reduce -2.87% | 335,569 | -9,920 | |
CVNA | Carvana Co | 2024-12-31 | Reduce Reduce | -7.69% | 176.64 ($225.4) 260.8 | $343.00 | 52.17% | Reduce -28.12% | 547,514 | -214,217 |
RV Capital AG Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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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
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RV Capital AG's Holdings Bubble Chart
RV Capital AG News
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