RV Capital AG

Schindellegi, V8 · CIK 1766596 · 13F filing filed 2025-07-08

SEC-registered investment adviser since 2014 · other (specify)

$540.2m reported value +19.3% vs Q1 2025

12positions

99.0%in top 10

1 new 0 added 1 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CARVANA CO CL A CVNA	CVNA	510,352	$172.0m31.83%	31.83%	Reduced -37.2k	-37,162 -6.8%
2	META PLATFORMS INC CL A META	META	142,988	$105.5m19.54%	19.54%	Unchanged
3	CREDIT ACCEP CORP MICH COM CACC	CACC	128,929	$65.7m12.16%	12.16%	Unchanged
4	WIX COM LTD SHS WIX	WIX	338,000	$53.6m9.91%	9.91%	Unchanged
5	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	849,920	$47.1m8.72%	8.72%	Unchanged
6	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	335,569	$35.1m6.50%	6.50%	Unchanged
7	H WORLD GROUP LTD SPONSORED ADS HTHT	HTHT	659,652	$22.4m4.14%	4.14%	Unchanged
8	YUM CHINA HLDGS INC COM YUMC	YUMC	492,265	$22.0m4.07%	4.07%	Unchanged
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	32,520	$5.7m1.06%	1.06%	New
10	MICROSOFT CORP COM MSFT	MSFT	11,500	$5.7m1.06%	1.06%	Unchanged
11	PAYCOM SOFTWARE INC COM PAYC	PAYC	12,395	$2.9m0.53%	0.53%	Unchanged
12	DEERE & CO COM DE	DE	5,001	$2.5m0.47%	0.47%	Unchanged