RV Capital AG
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), RV Capital AG reported 12 stock positions worth $540.2 million. Its top holding was Carvana (CVNA) at 31.8% of the portfolio, followed by Meta Platforms Class A (META, 19.5%) and Credit Acceptance (CACC, 12.2%). Compared with Q1 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Carvana (CVNA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Schindellegi, V8
- CIK
- 0001766596
- Portfolio Value
- $540.2M (Q2 2025)
- SEC Filing
- 0001172661-25-002493 ↗ filed Jul 8, 2025
Holdings Value
Holdings 12 stocks · $540.2M
| CVNA Carvana Co. | 31.83% | 510,352 | $172.0M | Reduce -6.8% |
| META Meta Platforms Inc. Class A | 19.54% | 142,988 | $105.5M | No change |
| CACC Credit Acceptance Corp. | 12.16% | 128,929 | $65.7M | No change |
| WIX Wix.com Ltd. | 9.91% | 338,000 | $53.6M | No change |
| IBKR Interactive Brokers Gro Class A | 8.72% | 849,920 | $47.1M | No change |
| PDD PDD Holdings Inc. | 6.50% | 335,569 | $35.1M | No change |
| HTHT H World Group Ltd.-ADR | 4.14% | 659,652 | $22.4M | No change |
| YUMC Yum China Holdings Inc. | 4.07% | 492,265 | $22.0M | No change |
| GOOGL Alphabet Inc. Class A | 1.06% | 32,520 | $5.7M | New |
| MSFT Microsoft Corp. | 1.06% | 11,500 | $5.7M | No change |
| PAYC Paycom Software Inc. | 0.53% | 12,395 | $2.9M | No change |
| DE Deere & Co. | 0.47% | 5,001 | $2.5M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| CVNA Carvana Co. | Reduce -6.8% | 31.83% | +6.56 |
Portfolio Buys Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | New | 1.06% | +1.06 |
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 |