What Robert Vinall Bought in Q3 2025
RV Capital GmbH · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$546.2M
Total Value
13
Holdings
1
New Buys
7
Reduced
In Q3 2025, Robert Vinall reported 13 long equity positions worth $546.2M in their RV Capital GmbH 13F filing, including 1 new positions (largest: SALESFORCE INC at $2.6M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 445255 | $168.0M | 30.75% | -12.8% |
| 2 | META | META PLATFORMS INC | 139712 | $102.6M | 18.78% | -2.3% |
| 3 | CACC | CREDIT ACCEP CORP MICH | 130431 | $60.9M | 11.15% | +1.2% |
| 4 | WIX | WIX COM LTD | 314996 | $56.0M | 10.24% | -6.8% |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 799267 | $55.0M | 10.07% | -6.0% |
| 6 | PDD | PDD HOLDINGS INC | 301232 | $39.8M | 7.29% | -10.2% |
| 7 | HTHT | H WORLD GROUP LTD | 603416 | $23.6M | 4.32% | -8.5% |
| 8 | YUMC | YUM CHINA HLDGS INC | 444321 | $19.1M | 3.49% | -9.7% |
| 9 | GOOGL | ALPHABET INC | 32520 | $7.9M | 1.45% | — |
| 10 | MSFT | MICROSOFT CORP | 11500 | $6.0M | 1.09% | — |
| 11 | CRM | SALESFORCE INC | 10980 | $2.6M | 0.48% | NEW |
| 12 | PAYC | PAYCOM SOFTWARE INC | 12395 | $2.6M | 0.47% | — |
| 13 | DE | DEERE & CO | 5001 | $2.3M | 0.42% | — |