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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These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| META | META PLATFORMS INC | Add +6.8% | 21.77% | 145,534 | $83.31M | $572.47 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| 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 |
| 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 |