RV Capital AG reported 13 holdings worth US$383M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
RV Capital AG reported 13 holdings worth US$383M as of Jun 30, 2026. Largest: Carvana Co., Meta Platforms, Inc. and Credit Acceptance Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$383M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Carvana Co. | 1.76M | US$116M | 30.3% |
| Meta Platforms, Inc. | 139K | US$78.3M | 20.4% |
| Credit Acceptance Corporation | 108K | US$68.9M | 18.0% |
| Interactive Brokers Group, Inc. | 561K | US$48.8M | 12.8% |
| H World Group Limited | 513K | US$21.4M | 5.6% |
| Yum China Holdings, Inc. | 398K | US$16.3M | 4.2% |
| Microsoft Corp. | 33,100 | US$12.3M | 3.2% |
| Alphabet Inc (google) Class C | 32,520 | US$11.6M | 3.0% |
| Deere & Company | 5,001 | US$3.17M | 0.83% |
| Paycom Software, Inc. | 21,395 | US$2.69M | 0.70% |
| Salesforce, Inc. | 15,511 | US$2.43M | 0.63% |
| Morningstar, Inc. | 3,700 | US$577K | 0.15% |