Robert Vinall - RV Capital GmbH
As of Q1 2026, this manager reported 13 long-equity positions worth $382.63M in aggregate.
As of Q1 2026, Robert Vinall's RV Capital GmbH held 13 long-equity positions with a reported value of $382.63M.
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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Add +119.3% | 2.46% | 25,220 | $9.41M | $373.02 | $356.28 - $489.70(13%)$472.94 -> $370.17 |
| PAYC | PAYCOM SOFTWARE INC | Add +72.6% | 0.70% | 21,395 | $2.68M | $125.12 | $104.90 - $159.85(37%)$152.40 -> $121.54 |
| CRM | SALESFORCE INC | Add +41.3% | 0.76% | 15,511 | $2.9M | $186.67 | $174.57 - $267.83(13%)$253.62 -> $186.67 |
| CVNA | CARVANA CO | Add +24.4% | 31.05% | 377,298 | $118.82M | $314.92 | $54.46 - $97.38(100%)$80.05 -> $62.88 |
| HTHT | H WORLD GROUP LTD | Reduce -7.5% | 7.34% | 558,380 | $28.08M | $50.29 | $46.84 - $56.64(35%)$47.99 -> $50.29 |
| META | META PLATFORMS INC | Add +6.8% | 21.77% | 145,534 | $83.31M | $572.47 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| YUMC | YUM CHINA HLDGS INC | Reduce -5.1% | 5.37% | 421,539 | $20.56M | $48.78 | $46.55 - $58.39(19%)$48.17 -> $48.78 |
| CACC | CREDIT ACCEP CORP MICH | Reduce -4.8% | 13.77% | 124,160 | $52.7M | $424.43 | $417.34 - $519.00(7%)$453.92 -> $423.46 |
| MORN | MORNINGSTAR INC | New | 0.17% | 3,700 | $653.79K | $176.70 | $149.08 - $221.22(38%)$210.42 -> $169.05 |
| SPOT | SPOTIFY TECHNOLOGY S A | New | 0.06% | 500 | $242.46K | $484.91 | $405.00 - $609.20(39%)$575.00 -> $484.91 |
| WIX | WIX COM LTD | Sold | — | 0 | $0 | — | - |
| IBKR | INTERACTIVE BROKERS GROUP IN | Add +0.7% | 13.36% | 757,919 | $51.11M | $67.44 | $63.02 - $79.18(27%)$67.23 -> $67.07 |