What Robert Vinall Bought in Q2 2025
RV Capital GmbH · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$540.2M
Total Value
12
Holdings
1
New Buys
1
Reduced
In Q2 2025, Robert Vinall reported 12 long equity positions worth $540.2M in their RV Capital GmbH 13F filing, including 1 new positions (largest: ALPHABET INC at $5.7M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 510352 | $172.0M | 31.83% | -6.8% |
| 2 | META | META PLATFORMS INC | 142988 | $105.5M | 19.54% | — |
| 3 | CACC | CREDIT ACCEP CORP MICH | 128929 | $65.7M | 12.16% | — |
| 4 | WIX | WIX COM LTD | 338000 | $53.6M | 9.91% | — |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 849920 | $47.1M | 8.72% | +300.0% |
| 6 | PDD | PDD HOLDINGS INC | 335569 | $35.1M | 6.50% | — |
| 7 | HTHT | H WORLD GROUP LTD | 659652 | $22.4M | 4.14% | — |
| 8 | YUMC | YUM CHINA HLDGS INC | 492265 | $22.0M | 4.07% | — |
| 9 | GOOGL | ALPHABET INC | 32520 | $5.7M | 1.06% | NEW |
| 10 | MSFT | MICROSOFT CORP | 11500 | $5.7M | 1.06% | — |
| 11 | PAYC | PAYCOM SOFTWARE INC | 12395 | $2.9M | 0.53% | — |
| 12 | DE | DEERE & CO | 5001 | $2.5M | 0.47% | — |