RV Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| CVNACarvana Co. | 29.81% | 303,403 | $128M | trimmed−32% | −0.94 pp | 17 q |
| METAMeta Platforms, Inc. Class A | 20.95% | 136,311 | $90M | trimmed−2% | +2.17 pp | 29 q |
| CACCCredit Acceptance Corp | 13.47% | 130,431 | $58M | held | — | 29 q |
| IBKRInteractive Brokers Group, Inc. Class A | 11.27% | 752,478 | $48M | trimmed−6% | +1.20 pp | 12 q |
| WIXWIX.com Ltd. | 7.62% | 314,996 | $33M | held | — | 25 q |
| HTHTH World Group Limited | 6.61% | 603,416 | $28M | held | — | 6 q |
| YUMCYum China Holdings, Inc. | 4.94% | 444,321 | $21M | held | — | 6 q |
| GOOGLAlphabet Inc. Class A | 2.37% | 32,520 | $10M | held | — | 3 q |
| MSFTMicrosoft Corp | 1.29% | 11,500 | $6M | held | — | 5 q |
| CRMSalesforce, Inc. | 0.68% | 10,980 | $3M | held | — | 2 q |
| DEDeere & Company | 0.54% | 5,001 | $2M | held | — | 7 q |
| PAYCPaycom Software, Inc. | 0.46% | 12,395 | $2M | held | — | 6 q |
| PDDPDD Holdings Inc. | — | −301,232 | — | exited | −7.29 pp | — |
