RV Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+6.56
- held
- held
- held
- held
Positions
| CVNACarvana Co. | 31.83% | 510,352 | $172M | trimmed−7% | +6.56 pp | 15 q |
| METAMeta Platforms, Inc. Class A | 19.54% | 142,988 | $106M | held | — | 27 q |
| CACCCredit Acceptance Corp | 12.16% | 128,929 | $66M | held | — | 27 q |
| WIXWIX.com Ltd. | 9.91% | 338,000 | $54M | held | — | 23 q |
| IBKRInteractive Brokers Group, Inc. Class A | 8.72% | 849,920 | $47M | held | — | 10 q |
| PDDPDD Holdings Inc. | 6.50% | 335,569 | $35M | held | — | 8 q |
| HTHTH World Group Limited | 4.14% | 659,652 | $22M | held | — | 4 q |
| YUMCYum China Holdings, Inc. | 4.07% | 492,265 | $22M | held | — | 4 q |
| GOOGLAlphabet Inc. Class A | 1.06% | 32,520 | $6M | new | +1.06 pp | new |
| MSFTMicrosoft Corp | 1.06% | 11,500 | $6M | held | — | 3 q |
| PAYCPaycom Software, Inc. | 0.53% | 12,395 | $3M | held | — | 4 q |
| DEDeere & Company | 0.47% | 5,001 | $3M | held | — | 5 q |
