RV Capital AG
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), RV Capital AG reported 13 stock positions worth $382.6 million. Its top holding was Carvana (CVNA) at 31.1% of the portfolio, followed by Meta Platforms Class A (META, 21.8%) and Credit Acceptance (CACC, 13.8%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 6 and reduced 3. The biggest buy was Interactive Brokers Gro Class A (IBKR, shares +1%) and the biggest sale an exit from Wix.com (WIX).
- Most Recent 13F
- Q2 2026
- Location
- Schindellegi, V8
- CIK
- 0001766596
- Portfolio Value
- $382.6M (Q1 2026)
- SEC Filing
- 0001766596-26-000005 ↗ filed May 11, 2026
Holdings Value
Holdings 13 stocks · $382.6M
| CVNA Carvana Co. | 31.05% | 377,298 | $118.8M | Add +24.4% |
| META Meta Platforms Inc. Class A | 21.77% | 145,534 | $83.3M | Add +6.8% |
| CACC Credit Acceptance Corp. | 13.77% | 124,160 | $52.7M | Reduce -4.8% |
| IBKR Interactive Brokers Gro Class A | 13.36% | 757,919 | $51.1M | Add +0.7% |
| HTHT H World Group Ltd.-ADR | 7.34% | 558,380 | $28.1M | Reduce -7.5% |
| YUMC Yum China Holdings Inc. | 5.37% | 421,539 | $20.6M | Reduce -5.1% |
| MSFT Microsoft Corp. | 2.46% | 25,220 | $9.4M | Add +119.3% |
| GOOGL Alphabet Inc. Class A | 2.44% | 32,520 | $9.4M | No change |
| CRM Salesforce Inc. | 0.76% | 15,511 | $2.9M | Add +41.3% |
| DE Deere & Co. | 0.74% | 5,001 | $2.8M | No change |
| PAYC Paycom Software Inc. | 0.70% | 21,395 | $2.7M | Add +72.6% |
| MORN Morningstar Inc. | 0.17% | 3,700 | $654K | New |
| SPOT Spotify Technology SA | 0.06% | 500 | $242K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| IBKR Interactive Brokers Gro Class A | Add +0.7% | 13.36% | +2.09 |
| CVNA Carvana Co. | Add +24.4% | 31.05% | +1.24 |
| MSFT Microsoft Corp. | Add +119.3% | 2.46% | +1.16 |
| META Meta Platforms Inc. Class A | Add +6.8% | 21.77% | +0.83 |
| PAYC Paycom Software Inc. | Add +72.6% | 0.70% | +0.24 |
| MORN Morningstar Inc. | New | 0.17% | +0.17 |
| CRM Salesforce Inc. | Add +41.3% | 0.76% | +0.08 |
| SPOT Spotify Technology SA | New | 0.06% | +0.06 |
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 |