§ 13F · FUND PROFILE
RV Capital AG.
AUM · $383M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 1.76M | $116M | 30.3% | +367% |
| 2 | META | META PLATFORMS INC | 139K | $78M | 20.4% | −4% |
| 3 | CACC | CREDIT ACCEP CORP MICH | 108K | $69M | 18.0% | −13% |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | 561K | $49M | 12.8% | −26% |
| 5 | HTHT | H WORLD GROUP LTD | 513K | $21M | 5.6% | −8% |
| 6 | YUMC | YUM CHINA HLDGS INC | 398K | $16M | 4.2% | −6% |
| 7 | MSFT | MICROSOFT CORP | 33K | $12M | 3.2% | +31% |
| 8 | GOOGL | ALPHABET INC | 33K | $12M | 3.0% | ±0% |
| 9 | DE | DEERE & CO | 5K | $3M | 0.8% | ±0% |
| 10 | PAYC | PAYCOM SOFTWARE INC | 21K | $3M | 0.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RV SIGNAL
AC read
RV Capital AG is a Other fund managing $383 million in assets. The fund runs a focused portfolio of just 13 positions.
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