RV Capital AG
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), RV Capital AG reported 13 stock positions worth $546.2 million. Its top holding was Carvana (CVNA) at 30.8% of the portfolio, followed by Meta Platforms Class A (META, 18.8%) and Credit Acceptance (CACC, 11.1%). Compared with Q2 2025, it opened 1 new position, added to 1 and reduced 7. The biggest buy was a new position in Salesforce (CRM) and the biggest sale Carvana (CVNA, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Schindellegi, V8
- CIK
- 0001766596
- Portfolio Value
- $546.2M (Q3 2025)
- SEC Filing
- 0001172661-25-004353 ↗ filed Oct 22, 2025
Holdings Value
Holdings 13 stocks · $546.2M
| CVNA Carvana Co. | 30.75% | 445,255 | $168.0M | Reduce -12.8% |
| META Meta Platforms Inc. Class A | 18.78% | 139,712 | $102.6M | Reduce -2.3% |
| CACC Credit Acceptance Corp. | 11.15% | 130,431 | $60.9M | Add +1.2% |
| WIX Wix.com Ltd. | 10.24% | 314,996 | $56.0M | Reduce -6.8% |
| IBKR Interactive Brokers Gro Class A | 10.07% | 799,267 | $55.0M | Reduce -6.0% |
| PDD PDD Holdings Inc. | 7.29% | 301,232 | $39.8M | Reduce -10.2% |
| HTHT H World Group Ltd.-ADR | 4.32% | 603,416 | $23.6M | Reduce -8.5% |
| YUMC Yum China Holdings Inc. | 3.49% | 444,321 | $19.1M | Reduce -9.7% |
| GOOGL Alphabet Inc. Class A | 1.45% | 32,520 | $7.9M | No change |
| MSFT Microsoft Corp. | 1.09% | 11,500 | $6.0M | No change |
| CRM Salesforce Inc. | 0.48% | 10,980 | $2.6M | New |
| PAYC Paycom Software Inc. | 0.47% | 12,395 | $2.6M | No change |
| DE Deere & Co. | 0.42% | 5,001 | $2.3M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CVNA Carvana Co. | Reduce -12.8% | 30.75% | −1.08 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 18.78% | −0.75 |
| YUMC Yum China Holdings Inc. | Reduce -9.7% | 3.49% | −0.58 |
| HTHT H World Group Ltd.-ADR | Reduce -8.5% | 4.32% | +0.18 |
| WIX Wix.com Ltd. | Reduce -6.8% | 10.24% | +0.33 |
| PDD PDD Holdings Inc. | Reduce -10.2% | 7.29% | +0.79 |
| IBKR Interactive Brokers Gro Class A | Reduce -6.0% | 10.07% | +1.35 |
Portfolio Buys Q2 2025 → Q3 2025
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 |