Rv Capital Ag (Robert Vinall)
Basic Stats
Market Value
452.99M
Top 10 (%)
99.5%
Portfolio Size (Change from Prev.)
11 (0)
Avg. Holding Period
10 years
Turnover
—
Industry Breakdown
Services-prepackaged Software
1.0%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 CARVANA CO | Carvana Co | 114.47M | 25.3% | 547.5K | — | — | 209.00 | — |
 META PLATFORMS INC | Meta Platforms Inc | 82.41M | 18.2% | 143.0K | -4.4% | -6.6K | 576.00 | — |
 CREDIT ACCEP CORP MICH | Credit Accep Corp Mich | 66.57M | 14.7% | 128.9K | -2.0% | -2.7K | 516.00 | — |
 WIX COM LTD | Wix Com Ltd | 55.22M | 12.2% | 338.0K | -6.1% | -21.8K | 163.00 | — |
 PDD HOLDINGS INC | Pdd Holdings Inc | 39.71M | 8.8% | 335.6K | -2.9% | -9.9K | 118.00 | — |
 INTERACTIVE BROKERS GROUP IN | Interactive Brokers Group In | 35.18M | 7.8% | 212.5K | -5.3% | -11.9K | 166.00 | — |
 YUM CHINA HLDGS INC | Yum China Hldgs Inc | 25.63M | 5.7% | 492.3K | -5.8% | -30.5K | 52.00 | — |
 H WORLD GROUP LTD | H World Group Ltd | 24.41M | 5.4% | 659.7K | 7.0% | 43.3K | 37.00 | — |
 MSFT | Microsoft Corp | 4.32M | 1.0% | 11.5K | — | — | 375.00 | 0.0% |
 PAYCOM SOFTWARE INC | Paycom Software Inc | 2.71M | 0.6% | 12.4K | — | — | 218.00 | — |
 DEERE & CO | Deere & Co | 2.35M | 0.5% | 5.0K | — | — | 469.00 | — |