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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Updated 2026-05-08 from SEC 13F data.
Live quotes available for 11 of 12 rows. Rows without a quote are marked unavailable.
| 1 | CVNA | CARVANA CO | 23.86% | Reduce -28.1% | 547,514 | $111.34M | $203.36 | |
| 2 | META | META PLATFORMS INC | 18.77% | - | 149,583 | $87.58M | $585.51 | |
| 3 | WIX | WIX COM LTD | 16.54% | Reduce -9.2% | 359,780 | $77.19M | $214.55 | |
| 4 | CACC | CREDIT ACCEP CORP MICH | 13.24% | Reduce -1.9% | 131,588 | $61.78M | $469.46 | |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 8.60% | Reduce -28.9% | 224,347 | $40.15M | $178.95 | |
| 6 | PDD | PDD HOLDINGS INC | 7.18% | Add +8.2% | 345,489 | $33.51M | $96.99 | |
| 7 | YUMC | YUM CHINA HLDGS INC | 5.40% | Reduce -5.2% | 522,729 | $25.18M | $48.17 | |
| 8 | HTHT | H WORLD GROUP LTD | 4.36% | - | 616,337 | $20.36M | $33.03 | |
| 9 | MSFT | MICROSOFT CORP | 1.04% | New | 11,500 | $4.85M | $421.50 | |
| 10 | PAYC | PAYCOM SOFTWARE INC | 0.54% | - | 12,395 | $2.54M | $204.97 | |
| 11 | DE | DEERE & CO | 0.45% | - | 5,001 | $2.12M | $423.70 | |
| 12 | CRM | SALESFORCE INC | - | Sold | 0 | $0 | No quote | No quote |