What Robert Vinall Bought in Q2 2026
RV Capital GmbH · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$382.9M
Total Value
13
Holdings
0
New Buys
6
Reduced
In Q2 2026, Robert Vinall reported 13 long equity positions worth $382.9M in their RV Capital GmbH 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 1763296 | $116.1M | 30.31% | 367.3% |
| 2 | META | META PLATFORMS INC | 138997 | $78.3M | 20.45% | -4.5% |
| 3 | CACC | CREDIT ACCEP CORP MICH | 108272 | $68.9M | 18.01% | -12.8% |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | 561086 | $48.8M | 12.75% | -26.0% |
| 5 | HTHT | H WORLD GROUP LTD | 513413 | $21.4M | 5.59% | -8.1% |
| 6 | YUMC | YUM CHINA HLDGS INC | 398021 | $16.3M | 4.25% | -5.6% |
| 7 | MSFT | MICROSOFT CORP | 33100 | $12.3M | 3.22% | +31.2% |
| 8 | GOOGL | ALPHABET INC | 32520 | $11.6M | 3.04% | — |
| 9 | DE | DEERE & CO | 5001 | $3.2M | 0.83% | — |
| 10 | PAYC | PAYCOM SOFTWARE INC | 21395 | $2.7M | 0.70% | — |
| 11 | CRM | SALESFORCE INC | 15511 | $2.4M | 0.63% | — |
| 12 | MORN | MORNINGSTAR INC | 3700 | $577K | 0.15% | — |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | 500 | $230K | 0.06% | — |