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Robert Vinall

RV Capital GmbH · 12 closed periods in the current 3-year detail window (latest closed period: Q4 2025 → next disclosure, 12 priced positions, -3.03% return). Every disclosed long-equity position appears in the table for its period; the Valid column shows 1 (counted in the math) or 0 (excluded — hover the row for the reason). See the methodology for the exact math.

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2026-01-302026-05-11

12 of 12 priced100.00% coverage
-3.03%
Holdings from Q4 2025 disclosure · accession 0001172661-26-000401 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CVNA303,403$401.11×5$76.23$121.7M$115.64M-4.98%29.81%-1.5 bps1
META136,311$716.50$598.86$97.67M$81.63M-16.42%20.95%-3.4 bps1
CACC130,431$498.24$521.74$64.99M$68.05M+4.72%13.47%+0.6 bps1
IBKR752,478$74.88$84.91$56.35M$63.89M+13.39%11.27%+1.5 bps1
WIX314,996$86.84$79.31$27.35M$24.98M-8.67%7.62%-0.7 bps1
HTHT603,416$47.51$47.43$28.67M$28.62M-0.17%6.61%-0.0 bps1
YUMC444,321$49.42$47.44$21.96M$21.08M-4.01%4.94%-0.2 bps1
GOOGL32,520$338.00$388.64$10.99M$12.64M+14.98%2.37%+0.4 bps1
MSFT11,500$430.29$412.66$4.95M$4.75M-4.10%1.29%-0.1 bps1
CRM10,980$212.29$177.49$2.33M$1.95M-16.39%0.68%-0.1 bps1
DE5,001$528.00$588.74$2.64M$2.94M+11.50%0.54%+0.1 bps1
PAYC12,395$134.75$138.44$1.67M$1.72M+2.74%0.46%+0.0 bps1
Top 5 (by entry value)(5)$369.36M$357.84M-3.12%
Total(12)$441.26M$427.89M-3.03%

2025-10-222026-01-30

13 of 13 priced100.00% coverage
+4.38%
Holdings from Q3 2025 disclosure · accession 0001172661-25-004353 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CVNA445,255$326.88$401.11$145.54M$178.6M+22.71%30.75%+7.0 bps1
META139,712$733.41$716.50$102.47M$100.1M-2.31%18.78%-0.4 bps1
CACC130,431$501.39$498.24$65.4M$64.99M-0.63%11.15%-0.1 bps1
WIX314,996$135.58$86.84$42.71M$27.35M-35.95%10.24%-3.7 bps1
IBKR799,267$64.77$74.88$51.77M$59.85M+15.61%10.07%+1.6 bps1
PDD301,232$130.06$101.05$39.18M$30.44M-22.31%7.29%-1.6 bps1
HTHT603,416$38.53$47.51$23.25M$28.67M+23.31%4.32%+1.0 bps1
YUMC444,321$45.00$49.42$19.99M$21.96M+9.82%3.49%+0.3 bps1
GOOGL32,520$251.69$338.00$8.18M$10.99M+34.29%1.45%+0.5 bps1
MSFT11,500$520.54$430.29$5.99M$4.95M-17.34%1.09%-0.2 bps1
CRM10,980$256.64$212.29$2.82M$2.33M-17.28%0.48%-0.1 bps1
PAYC12,395$202.35$134.75$2.51M$1.67M-33.41%0.47%-0.2 bps1
DE5,001$462.36$528.00$2.31M$2.64M+14.20%0.42%+0.1 bps1
Top 5 (by entry value)(5)$407.88M$430.89M+5.64%
Total(13)$512.12M$534.54M+4.38%

2025-07-082025-10-22

12 of 12 priced100.00% coverage
-0.19%
Holdings from Q2 2025 disclosure · accession 0001172661-25-002493 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CVNA510,352$345.92$326.88$176.54M$166.82M-5.50%31.83%-1.8 bps1
META142,988$720.67$733.41$103.05M$104.87M+1.77%19.54%+0.3 bps1
CACC128,929$525.73$501.39$67.78M$64.64M-4.63%12.16%-0.6 bps1
WIX338,000$161.76$135.58$54.68M$45.83M-16.19%9.91%-1.6 bps1
IBKR849,920$56.62$64.77$48.12M$55.05M+14.39%8.72%+1.3 bps1
PDD335,569$106.31$130.06$35.67M$43.64M+22.34%6.50%+1.5 bps1
HTHT659,652$33.97$38.53$22.41M$25.42M+13.42%4.14%+0.6 bps1
YUMC492,265$47.47$45.00$23.37M$22.15M-5.20%4.07%-0.2 bps1
GOOGL32,520$174.36$251.69$5.67M$8.18M+44.35%1.06%+0.5 bps1
MSFT11,500$496.62$520.54$5.71M$5.99M+4.82%1.06%+0.1 bps1
PAYC12,395$233.97$202.35$2.9M$2.51M-13.51%0.53%-0.1 bps1
DE5,001$508.91$462.36$2.55M$2.31M-9.15%0.47%-0.0 bps1
Top 5 (by entry value)(5)$450.17M$437.21M-2.88%
Total(12)$548.45M$547.42M-0.19%

2025-04-142025-07-08

11 of 11 priced100.00% coverage
+29.72%
Holdings from Q1 2025 disclosure · accession 0001172661-25-001492 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CVNA547,514$204.73$345.92$112.09M$189.4M+68.96%25.27%+17.4 bps1
META142,988$531.48$720.67$76M$103.05M+35.60%18.19%+6.5 bps1
CACC128,929$497.31$525.73$64.12M$67.78M+5.71%14.70%+0.8 bps1
WIX338,000$158.74$161.76$53.65M$54.68M+1.91%12.19%+0.2 bps1
PDD335,569$94.78$106.31$31.81M$35.67M+12.17%8.77%+1.1 bps1
IBKR212,480$172.99×4$56.62$36.76M$48.12M+30.92%7.77%+2.4 bps1
YUMC492,265$45.15$47.47$22.23M$23.37M+5.14%5.66%+0.3 bps1
HTHT659,652$33.60$33.97$22.16M$22.41M+1.10%5.39%+0.1 bps1
MSFT11,500$387.81$496.62$4.46M$5.71M+28.06%0.95%+0.3 bps1
PAYC12,395$218.27$233.97$2.71M$2.9M+7.19%0.60%+0.0 bps1
DE5,001$467.67$508.91$2.34M$2.55M+8.82%0.52%+0.0 bps1
Top 5 (by entry value)(5)$342.62M$463.02M+35.14%
Total(11)$428.32M$555.63M+29.72%

2025-01-222025-04-14

11 of 11 priced100.00% coverage
-13.54%
Holdings from Q4 2024 disclosure · accession 0001172661-25-000291 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CVNA547,514$234.05$204.73$128.15M$112.09M-12.53%23.86%-3.0 bps1
META149,583$623.50$531.48$93.27M$79.5M-14.76%18.77%-2.8 bps1
WIX359,780$235.00$158.74$84.55M$57.11M-32.45%16.54%-5.4 bps1
CACC131,588$505.29$497.31$66.49M$65.44M-1.58%13.24%-0.2 bps1
IBKR224,347$209.78$172.99$47.06M$38.81M-17.54%8.60%-1.5 bps1
PDD345,489$103.08$94.78$35.61M$32.75M-8.05%7.18%-0.6 bps1
YUMC522,729$44.90$45.15$23.47M$23.6M+0.56%5.40%+0.0 bps1
HTHT616,337$32.02$33.60$19.74M$20.71M+4.93%4.36%+0.2 bps1
MSFT11,500$446.20$387.81$5.13M$4.46M-13.09%1.04%-0.1 bps1
PAYC12,395$207.57$218.27$2.57M$2.71M+5.15%0.54%+0.0 bps1
DE5,001$459.75$467.67$2.3M$2.34M+1.72%0.45%+0.0 bps1
Top 5 (by entry value)(5)$419.51M$352.95M-15.87%
Total(11)$508.33M$439.51M-13.54%

2024-11-122025-01-22

11 of 11 priced100.00% coverage
+4.52%
Holdings from Q3 2024 disclosure · accession 0001172661-24-004554 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CVNA761,731$246.75$234.05$187.96M$178.28M-5.15%27.35%-1.4 bps1
META149,583$584.82$623.50$87.48M$93.27M+6.61%17.66%+1.2 bps1
WIX396,280$188.94$235.00$74.87M$93.13M+24.38%13.66%+3.3 bps1
CACC134,188$439.61$505.29$58.99M$67.8M+14.94%12.27%+1.8 bps1
IBKR315,547$179.55$209.78$56.66M$66.2M+16.84%9.07%+1.5 bps1
PDD319,389$113.80$103.08$36.35M$32.92M-9.42%8.88%-0.8 bps1
YUMC551,429$47.89$44.90$26.41M$24.76M-6.24%5.12%-0.3 bps1
HTHT616,337$35.93$32.02$22.14M$19.74M-10.88%4.73%-0.5 bps1
DE5,001$393.75$459.75$1.97M$2.3M+16.76%0.43%+0.1 bps1
PAYC12,395$228.89$207.57$2.84M$2.57M-9.31%0.43%-0.0 bps1
CRM7,000$341.15$332.62$2.39M$2.33M-2.50%0.40%-0.0 bps1
Top 5 (by entry value)(5)$465.96M$498.67M+7.02%
Total(11)$558.05M$583.29M+4.52%

2024-08-072024-11-12

8 of 8 priced100.00% coverage
+34.98%
Holdings from Q2 2024 disclosure · accession 0001172661-24-003132 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CVNA819,631$128.64$246.75$105.44M$202.24M+91.81%25.38%+23.3 bps1
META183,083$488.92$584.82$89.51M$107.07M+19.61%22.21%+4.4 bps1
CACC137,688$458.49$439.61$63.13M$60.53M-4.12%17.05%-0.7 bps1
WIX396,280$156.35$188.94$61.96M$74.87M+20.84%15.17%+3.2 bps1
PDD317,689$133.15$113.80$42.3M$36.15M-14.53%10.16%-1.5 bps1
IBKR309,947$112.77$179.55$34.95M$55.65M+59.22%9.14%+5.4 bps1
DE5,001$345.98$393.75$1.73M$1.97M+13.81%0.45%+0.1 bps1
CRM7,000$240.04$341.15$1.68M$2.39M+42.12%0.43%+0.2 bps1
Top 5 (by entry value)(5)$362.34M$480.87M+32.71%
Total(8)$400.7M$540.88M+34.98%

2024-05-022024-08-07

6 of 6 priced100.00% coverage
+6.83%
Holdings from Q1 2024 disclosure · accession 0001172661-24-001979 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
META198,383$441.68$488.92$87.62M$96.99M+10.70%25.73%+2.8 bps1
CACC137,688$501.16$458.49$69M$63.13M-8.51%20.28%-1.7 bps1
CVNA847,531$116.50$128.64$98.74M$109.03M+10.42%19.90%+2.1 bps1
WIX431,280$119.53$156.35$51.55M$67.43M+30.80%15.83%+4.9 bps1
IBKR309,947$119.80$112.77$37.13M$34.95M-5.87%9.25%-0.5 bps1
PDD290,400$137.54$133.15$39.94M$38.67M-3.19%9.02%-0.3 bps1
Top 5 (by entry value)(5)$346.86M$375.25M+8.19%
Total(6)$383.99M$410.2M+6.83%

2024-02-132024-05-02

8 of 8 priced100.00% coverage
+9.99%
Holdings from Q4 2023 disclosure · accession 0001172661-24-000775 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CACC145,888$555.65$501.16$81.06M$73.11M-9.81%22.48%-2.2 bps1
META198,383$460.12$441.68$91.28M$87.62M-4.01%20.31%-0.8 bps1
WIX448,287$125.45$119.53$56.24M$53.58M-4.72%15.95%-0.8 bps1
CRM186,849$281.15$272.13$52.53M$50.85M-3.21%14.22%-0.5 bps1
CVNA715,412$51.97$116.50$37.18M$83.35M+124.17%10.96%+13.6 bps1
PDD199,100$129.04$137.54$25.69M$27.38M+6.59%8.43%+0.6 bps1
IBKR309,947$100.97$119.80$31.3M$37.13M+18.65%7.43%+1.4 bps1
TRUP25,000$30.78$23.78$769.5K$594.5K-22.74%0.22%-0.1 bps1
Top 5 (by entry value)(5)$318.29M$348.51M+9.49%
Total(8)$376.05M$413.62M+9.99%

2023-10-102024-02-13

8 of 8 priced100.00% coverage
+33.78%
Holdings from Q3 2023 disclosure · accession 0001172661-23-003333 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
META268,583$321.84$460.12$86.44M$123.58M+42.97%24.60%+10.6 bps1
CACC157,696$437.33$555.65$68.97M$87.62M+27.06%22.14%+6.0 bps1
CRM294,843$206.88$281.15$61M$82.9M+35.90%18.24%+6.5 bps1
WIX466,300$87.16$125.45$40.64M$58.5M+43.93%13.06%+5.7 bps1
CVNA636,135$39.04$51.97$24.83M$33.06M+33.12%8.15%+2.7 bps1
IBKR288,747$88.33$100.97$25.51M$29.15M+14.31%7.63%+1.1 bps1
PDD199,100$109.55$129.04$21.81M$25.69M+17.79%5.96%+1.1 bps1
TRUP25,000$26.18$30.78$654.5K$769.5K+17.57%0.22%+0.0 bps1
Top 5 (by entry value)(5)$282.55M$381.75M+35.11%
Total(8)$329.85M$441.27M+33.78%

2023-07-172023-10-10

7 of 7 priced100.00% coverage
-5.49%
Holdings from Q2 2023 disclosure · accession 0001172661-23-002515 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CACC172,846$553.65$437.33$95.7M$75.59M-21.01%28.63%-6.0 bps1
META269,100$310.62$321.84$83.59M$86.61M+3.61%25.19%+0.9 bps1
CRM298,543$228.00$206.88$68.07M$61.76M-9.26%20.57%-1.9 bps1
WIX455,800$83.10$87.16$37.88M$39.73M+4.89%11.63%+0.6 bps1
IBKR288,747$83.80$88.33$24.2M$25.51M+5.41%7.82%+0.4 bps1
CVNA709,835$36.53$39.04$25.93M$27.71M+6.87%6.00%+0.4 bps1
TRUP25,000$26.60$26.18$665K$654.5K-1.58%0.16%-0.0 bps1
Top 5 (by entry value)(5)$311.16M$291.4M-6.35%
Total(7)$336.02M$317.56M-5.49%

2023-04-142023-07-17

7 of 7 priced100.00% coverage
+23.84%
Holdings from Q1 2023 disclosure · accession 0001172661-23-001689 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CACC169,346$478.45$553.65$81.02M$93.76M+15.72%28.09%+4.4 bps1
CRM303,243$194.65$228.00$59.03M$69.14M+17.13%23.05%+3.9 bps1
META274,100$221.49$310.62$60.71M$85.14M+40.24%22.10%+8.9 bps1
WIX455,800$89.98$83.10$41.01M$37.88M-7.65%17.31%-1.3 bps1
IBKR203,747$83.20$83.80$16.95M$17.07M+0.72%6.40%+0.0 bps1
CVNA709,835$8.97$36.53$6.37M$25.93M+307.25%2.64%+8.1 bps1
TRUP25,000$41.56$26.60$1.04M$665K-36.00%0.41%-0.1 bps1
Top 5 (by entry value)(5)$258.72M$302.99M+17.11%
Total(7)$266.13M$329.59M+23.84%