What Robert Vinall Bought in Q1 2025
RV Capital GmbH · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$453.0M
Total Value
11
Holdings
0
New Buys
6
Reduced
In Q1 2025, Robert Vinall reported 11 long equity positions worth $453.0M in their RV Capital GmbH 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 547514 | $114.5M | 25.27% | — |
| 2 | META | META PLATFORMS INC | 142988 | $82.4M | 18.19% | -4.4% |
| 3 | CACC | CREDIT ACCEP CORP MICH | 128929 | $66.6M | 14.70% | -2.0% |
| 4 | WIX | WIX COM LTD | 338000 | $55.2M | 12.19% | -6.1% |
| 5 | PDD | PDD HOLDINGS INC | 335569 | $39.7M | 8.77% | -2.9% |
| 6 | IBKR | INTERACTIVE BROKERS GROUP IN | 212480 | $35.2M | 7.77% | -5.3% |
| 7 | YUMC | YUM CHINA HLDGS INC | 492265 | $25.6M | 5.66% | -5.8% |
| 8 | HTHT | H WORLD GROUP LTD | 659652 | $24.4M | 5.39% | +7.0% |
| 9 | MSFT | MICROSOFT CORP | 11500 | $4.3M | 0.95% | — |
| 10 | PAYC | PAYCOM SOFTWARE INC | 12395 | $2.7M | 0.60% | — |
| 11 | DE | DEERE & CO | 5001 | $2.3M | 0.52% | — |