RV Capital AG
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), RV Capital AG reported 8 stock positions worth $415.6 million. Its top holding was Carvana (CVNA) at 25.4% of the portfolio, followed by Meta Platforms Class A (META, 22.2%) and Credit Acceptance (CACC, 17.1%). Compared with Q1 2024, it opened 2 new positions, added to 1 and reduced 3. The biggest buy was PDD (PDD, shares +9%) and the biggest sale Meta Platforms Class A (META, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- Schindellegi, V8
- CIK
- 0001766596
- Portfolio Value
- $415.6M (Q2 2024)
- SEC Filing
- 0001172661-24-003132 ↗ filed Aug 7, 2024
Holdings Value
Holdings 8 stocks · $415.6M
| CVNA Carvana Co. | 25.38% | 819,631 | $105.5M | Reduce -3.3% |
| META Meta Platforms Inc. Class A | 22.21% | 183,083 | $92.3M | Reduce -7.7% |
| CACC Credit Acceptance Corp. | 17.05% | 137,688 | $70.9M | No change |
| WIX Wix.com Ltd. | 15.17% | 396,280 | $63.0M | Reduce -8.1% |
| PDD PDD Holdings Inc. | 10.16% | 317,689 | $42.2M | Add +9.4% |
| IBKR Interactive Brokers Gro Class A | 9.14% | 309,947 | $38.0M | No change |
| DE Deere & Co. | 0.45% | 5,001 | $1.9M | New |
| CRM Salesforce Inc. | 0.43% | 7,000 | $1.8M | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |