Robert Vinall - RV Capital

Portfolio

$382.89 M

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


—	CARVANA CO	30.31%	Add 367.35%	1,763,296	$65.82	$116.06 M	—	—
META	METAMETA PLATFORMS INC	20.45%	Reduce 4.49%	138,997	$563.29	$78.30 M	$644.38	+14.40%
CACC	CACCCREDIT ACCEP CORP MICH	18.01%	Reduce 12.80%	108,272	$636.74	$68.94 M	$593.78	-6.75%
IBKR	IBKRINTERACTIVE BROKERS GROUP IN	12.75%	Reduce 25.97%	561,086	$87.04	$48.84 M	$89.34	+2.64%
HTHT	HTHTH WORLD GROUP LTD	5.59%	Reduce 8.05%	513,413	$41.72	$21.42 M	$43.98	+5.42%
YUMC	YUMCYUM CHINA HLDGS INC	4.25%	Reduce 5.58%	398,021	$40.87	$16.27 M	$43.34	+6.04%
MSFT	MSFTMICROSOFT CORP	3.22%	Add 31.25%	33,100	$373.02	$12.35 M	$491.43	+31.74%
GOOGL	GOOGLALPHABET INC	3.04%		32,520	$357.37	$11.62 M	$332.60	-6.93%
DE	DEDEERE & CO	0.83%		5,001	$634.33	$3.17 M	$677.94	+6.87%
—	PAYCOM SOFTWARE INC	0.70%		21,395	$125.68	$2.69 M	$218.13	+73.56%
CRM	CRMSALESFORCE INC	0.63%		15,511	$156.66	$2.43 M	$243.00	+55.11%
—	MORNINGSTAR INC	0.15%		3,700	$156.02	$577,274	—	—
SPOT	SPOTSPOTIFY TECHNOLOGY S A	0.06%		500	$459.13	$229,565	$521.73	+13.63%

13 Einträge