RV Capital AG
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 849,920 | 799,267 | -50,653 | 47,094,067 | 54,997,562 | 10.07% | +7,903,495 |
| PDD HOLDINGS INC(PDD) | 335,569 | 301,232 | -34,337 | 35,120,652 | 39,813,833 | 7.29% | +4,693,181 |
| SALESFORCE INC(CRM) | 0 | 10,980 | +10,980 | 0 | 2,602,260 | 0.48% | +2,602,260 |
| WIX COM LTD | 338,000 | 314,996 | -23,004 | 53,559,480 | 55,952,739 | 10.24% | +2,393,259 |
| ALPHABET INC(GOOG) | 32,520 | 32,520 | 0 | 5,731,000 | 7,905,612 | 1.45% | +2,174,612 |
| H WORLD GROUP LTD(HTHT) | 659,652 | 603,416 | -56,236 | 22,375,396 | 23,599,600 | 4.32% | +1,224,204 |
| MICROSOFT CORP(MSFT) | 11,500 | 11,500 | 0 | 5,720,215 | 5,956,425 | 1.09% | +236,210 |
| DEERE & CO(DE) | 5,001 | 5,001 | 0 | 2,542,958 | 2,286,757 | 0.42% | -256,201 |
| PAYCOM SOFTWARE INC(PAYC) | 12,395 | 12,395 | 0 | 2,868,203 | 2,579,895 | 0.47% | -288,308 |
| META PLATFORMS INC(META) | 142,988 | 139,712 | -3,276 | 105,538,013 | 102,601,699 | 18.78% | -2,936,314 |
| YUM CHINA HLDGS INC(YUMC) | 492,265 | 444,321 | -47,944 | 22,009,168 | 19,070,257 | 3.49% | -2,938,911 |
| CARVANA CO(CVNA) | 510,352 | 445,255 | -65,097 | 171,968,210 | 167,967,996 | 30.75% | -4,000,214 |
| CREDIT ACCEP CORP MICH(CACC) | 128,929 | 130,431 | +1,502 | 65,680,300 | 60,902,147 | 11.15% | -4,778,153 |