RV Capital AG
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), RV Capital AG reported 11 stock positions worth $466.6 million. Its top holding was Carvana (CVNA) at 23.9% of the portfolio, followed by Meta Platforms Class A (META, 18.8%) and Wix.com (WIX, 16.5%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 5. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale Carvana (CVNA, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- Schindellegi, V8
- CIK
- 0001766596
- Portfolio Value
- $466.6M (Q4 2024)
- SEC Filing
- 0001172661-25-000291 ↗ filed Jan 22, 2025
Holdings Value
Holdings 11 stocks · $466.6M
| CVNA Carvana Co. | 23.86% | 547,514 | $111.3M | Reduce -28.1% |
| META Meta Platforms Inc. Class A | 18.77% | 149,583 | $87.6M | No change |
| WIX Wix.com Ltd. | 16.54% | 359,780 | $77.2M | Reduce -9.2% |
| CACC Credit Acceptance Corp. | 13.24% | 131,588 | $61.8M | Reduce -1.9% |
| IBKR Interactive Brokers Gro Class A | 8.60% | 224,347 | $40.1M | Reduce -28.9% |
| PDD PDD Holdings Inc. | 7.18% | 345,489 | $33.5M | Add +8.2% |
| YUMC Yum China Holdings Inc. | 5.40% | 522,729 | $25.2M | Reduce -5.2% |
| HTHT H World Group Ltd.-ADR | 4.36% | 616,337 | $20.4M | No change |
| MSFT Microsoft Corp. | 1.04% | 11,500 | $4.8M | New |
| PAYC Paycom Software Inc. | 0.54% | 12,395 | $2.5M | No change |
| DE Deere & Co. | 0.45% | 5,001 | $2.1M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 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 |