Robert Vinall - RV Capital
Portfoliowert
$382.63 M
Positionen
13
Stichtag
2026-03-31
Quartal
Q1 2026
| CVNA | CARVANA CO | 31.05% | Add 24.36% | 377,298 | $314.92 | $118.82 M | $60.46 | -80.80% |
| META | META PLATFORMS INC | 21.77% | Add 6.77% | 145,534 | $572.46 | $83.31 M | $595.19 | +3.97% |
| CACC | CREDIT ACCEP CORP MICH | 13.77% | Reduce 4.81% | 124,160 | $424.43 | $52.70 M | $574.08 | +35.26% |
| IBKR | INTERACTIVE BROKERS GROUP IN | 13.36% | Add 0.72% | 757,919 | $67.44 | $51.11 M | $91.74 | +36.04% |
| HTHT | H WORLD GROUP LTD | 7.34% | Reduce 7.46% | 558,380 | $50.29 | $28.08 M | $40.62 | -19.23% |
| YUMC | YUM CHINA HLDGS INC | 5.37% | Reduce 5.13% | 421,539 | $48.78 | $20.56 M | $43.40 | -11.03% |
| MSFT | MICROSOFT CORP | 2.46% | Add 119.30% | 25,220 | $373.02 | $9.41 M | $381.70 | +2.33% |
| — | ALPHABET INC | 2.44% | 32,520 | $287.56 | $9.35 M | $319.74 | +11.19% | |
| CRM | SALESFORCE INC | 0.76% | Add 41.27% | 15,511 | $186.67 | $2.90 M | $163.66 | -12.33% |
| DE | DEERE & CO | 0.74% | 5,001 | $563.30 | $2.82 M | $628.16 | +11.51% | |
| PAYC | PAYCOM SOFTWARE INC | 0.70% | Add 72.61% | 21,395 | $125.12 | $2.68 M | $138.65 | +10.81% |
| MORN | MORNINGSTAR INC | 0.17% | Buy | 3,700 | $176.70 | $653,790 | $167.57 | -5.17% |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.06% | Buy | 500 | $484.91 | $242,455 | $482.66 | -0.46% |
13 Einträge