RV Capital AG
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), RV Capital AG reported 6 stock positions worth $374.5 million. Its top holding was Meta Platforms Class A (META) at 25.7% of the portfolio, followed by Credit Acceptance (CACC, 20.3%) and Carvana (CVNA, 19.9%). Compared with Q4 2023, it sold out of 2, added to 2 and reduced 2. The biggest buy was Carvana (CVNA, shares +18%) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- Schindellegi, V8
- CIK
- 0001766596
- Portfolio Value
- $374.5M (Q1 2024)
- SEC Filing
- 0001172661-24-001979 ↗ filed May 2, 2024
Holdings Value
Holdings 6 stocks · $374.5M
| META Meta Platforms Inc. Class A | 25.73% | 198,383 | $96.3M | No change |
| CACC Credit Acceptance Corp. | 20.28% | 137,688 | $75.9M | Reduce -5.6% |
| CVNA Carvana Co. | 19.90% | 847,531 | $74.5M | Add +18.5% |
| WIX Wix.com Ltd. | 15.83% | 431,280 | $59.3M | Reduce -3.8% |
| IBKR Interactive Brokers Gro Class A | 9.25% | 309,947 | $34.6M | No change |
| PDD PDD Holdings Inc. | 9.02% | 290,400 | $33.8M | Add +45.9% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
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 |