RV Capital AG
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), RV Capital AG reported 13 stock positions worth $382.9 million. Its top holding was Carvana (CVNA) at 30.3% of the portfolio, followed by Meta Platforms Class A (META, 20.4%) and Credit Acceptance (CACC, 18.0%). Compared with Q1 2026, it added to 1 and reduced 6. The biggest buy was Microsoft (MSFT, shares +31%) and the biggest sale H World Group Ltd.-ADR (HTHT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- Schindellegi, V8
- CIK
- 0001766596
- Portfolio Value
- $382.9M (Q2 2026)
- SEC Filing
- 0001766596-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 13 stocks · $382.9M
| CVNA Carvana Co. | 30.31% | 1,763,296 | $116.1M | Reduce -6.5% |
| META Meta Platforms Inc. Class A | 20.45% | 138,997 | $78.3M | Reduce -4.5% |
| CACC Credit Acceptance Corp. | 18.01% | 108,272 | $68.9M | Reduce -12.8% |
| IBKR Interactive Brokers Gro Class A | 12.75% | 561,086 | $48.8M | Reduce -26.0% |
| HTHT H World Group Ltd.-ADR | 5.59% | 513,413 | $21.4M | Reduce -8.1% |
| YUMC Yum China Holdings Inc. | 4.25% | 398,021 | $16.3M | Reduce -5.6% |
| MSFT Microsoft Corp. | 3.22% | 33,100 | $12.3M | Add +31.3% |
| GOOGL Alphabet Inc. Class A | 3.04% | 32,520 | $11.6M | No change |
| DE Deere & Co. | 0.83% | 5,001 | $3.2M | No change |
| PAYC Paycom Software Inc. | 0.70% | 21,395 | $2.7M | No change |
| CRM Salesforce Inc. | 0.63% | 15,511 | $2.4M | No change |
| MORN Morningstar Inc. | 0.15% | 3,700 | $577K | No change |
| SPOT Spotify Technology SA | 0.06% | 500 | $230K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| HTHT H World Group Ltd.-ADR | Reduce -8.1% | 5.59% | −1.74 |
| META Meta Platforms Inc. Class A | Reduce -4.5% | 20.45% | −1.33 |
| YUMC Yum China Holdings Inc. | Reduce -5.6% | 4.25% | −1.13 |
| CVNA Carvana Co. | Reduce -6.5% | 30.31% | −0.74 |
| IBKR Interactive Brokers Gro Class A | Reduce -26.0% | 12.75% | −0.60 |
| CACC Credit Acceptance Corp. | Reduce -12.8% | 18.01% | +4.23 |
Portfolio Buys Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Add +31.3% | 3.22% | +0.77 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $382.9M | CVNA, META, CACC, IBKR, HTHT |
| Q1 2026 | 13 | $382.6M | CVNA, META, CACC, IBKR, HTHT |
| Q4 2025 | 12 | $429.5M | CVNA, META, CACC, IBKR, WIX |
| Q3 2025 | 13 | $546.2M | CVNA, META, CACC, WIX, IBKR |
| Q2 2025 | 12 | $540.2M | CVNA, META, CACC, WIX, IBKR |
| Q1 2025 | 11 | $453.0M | CVNA, META, CACC, WIX, PDD |
| Q4 2024 | 11 | $466.6M | CVNA, META, WIX, CACC, IBKR |
| Q3 2024 | 11 | $484.9M | CVNA, META, WIX, CACC, IBKR |
| Q2 2024 | 8 | $415.6M | CVNA, META, CACC, WIX, PDD |
| Q1 2024 | 6 | $374.5M | META, CACC, CVNA, WIX, IBKR |