RV Capital AG
Schindellegi, V8 · CIK 1766596 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2014 · other (specify)
- Assets managed$713.3m
- Staff3 · 2 in investment roles
- Main clients (by assets)Private funds 53%, Companies 39%, Pension plans 9%
- Private funds2 (2 hedge) · $180.0m gross assets
- Websitervcapital.ch
- Form ADV · 2026-03-25SEC adviser record
- Legal entityRV Capital AG (CH)
$382.9m
reported value
+0.1% vs Q1 2026
13positions
99.2%in top 10
0 new
1 added
6 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| CARVANA CO CVNA | $116.1m30.31% | Reduced -123.2k |
| META PLATFORMS INC META | $78.3m20.45% | Reduced -6.5k |
| CREDIT ACCEP CORP MICH CACC | $68.9m18.01% | Reduced -15.9k |
| INTERACTIVE BROKERS GROUP IN IBKR | $48.8m12.75% | Reduced -196.8k |
| H WORLD GROUP LTD HTHT | $21.4m5.59% | Reduced -45.0k |
| YUM CHINA HLDGS INC YUMC | $16.3m4.25% | Reduced -23.5k |
| MICROSOFT CORP MSFT | $12.3m3.22% | Added +7.9k |
| ALPHABET INC GOOGL | $11.6m3.04% | Unchanged |
| DEERE & CO DE | $3.2m0.83% | Unchanged |
| PAYCOM SOFTWARE INC PAYC | $2.7m0.70% | Unchanged |
| SALESFORCE INC CRM | $2.4m0.63% | Unchanged |
| MORNINGSTAR INC MORN | $577.3k0.15% | Unchanged |
| SPOTIFY TECHNOLOGY S A SPOT | $229.6k0.06% | Unchanged |