RV Capital AG Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$453.0M
Holdings
11
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 547,514 | $114.5M | 25.27% | |
| 2 | METAMETA PLATFORMS INC | 142,988 | $82.4M | 18.19% | |
| 3 | CACCCREDIT ACCEP CORP MICH | 128,929 | $66.6M | 14.70% | |
| 4 | WIXWIX COM LTD | 338,000 | $55.2M | 12.19% | |
| 5 | PDDPDD HOLDINGS INC | 335,569 | $39.7M | 8.77% | |
| 6 | IBKRINTERACTIVE BROKERS GROUP IN | 212,480 | $35.2M | 7.77% | |
| 7 | YUMCYUM CHINA HLDGS INC | 492,265 | $25.6M | 5.66% | |
| 8 | HTHTH WORLD GROUP LTD | 659,652 | $24.4M | 5.39% | |
| 9 | MSFTMICROSOFT CORP | 11,500 | $4.3M | 0.95% | |
| 10 | PAYCPAYCOM SOFTWARE INC | 12,395 | $2.7M | 0.60% | |
| 11 | DEDEERE & CO | 5,001 | $2.3M | 0.52% |