Robert Vinall - RV Capital AG
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | MSFT - Microsoft Corp. | Add 119.30% | 13,720 | 1.34 |
| ☰ | PAYC - Paycom Software Inc. | Add 72.61% | 9,000 | 0.29 |
| ☰ | CRM - Salesforce.com | Add 41.27% | 4,531 | 0.22 |
| ☰ | CVNA - Carvana Co. | Add 24.36% | 369,475 | 6.08 |
| ☰ | META - Meta Platforms Inc. | Add 6.77% | 9,223 | 1.38 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Add 0.72% | 5,441 | 0.10 |
| ☰ | MORN - Morningstar Inc. | Buy | 3,700 | 0.17 |
| ☰ | SPOT - Spotify Technology S.A. | Buy | 500 | 0.06 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 4.81% | 6,271 | 0.65 |
| ☰ | YUMC - Yum China Holdings Inc. | Reduce 5.13% | 22,782 | 0.25 |
| ☰ | HTHT - H World Group Ltd ADR | Reduce 7.46% | 45,036 | 0.49 |
| ☰ | WIX - Wix.com Ltd. | Sell 100.00% | 314,996 | 7.62 |
| Q4 2025 | ||||
| ☰ | META - Meta Platforms Inc. | Reduce 2.43% | 3,401 | 0.46 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 5.85% | 46,789 | 0.59 |
| ☰ | CVNA - Carvana Co. | Reduce 31.86% | 709,260 | 9.80 |
| ☰ | PDD - Pinduoduo Inc. | Sell 100.00% | 301,232 | 7.29 |
| Q3 2025 | ||||
| ☰ | CACC - Credit Acceptance Corp. | Add 1.16% | 1,502 | 0.13 |
| ☰ | CRM - Salesforce.com | Buy | 10,980 | 0.48 |
| ☰ | META - Meta Platforms Inc. | Reduce 2.29% | 3,276 | 0.45 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 5.96% | 50,653 | 0.52 |
| ☰ | WIX - Wix.com Ltd. | Reduce 6.81% | 23,004 | 0.67 |
| ☰ | HTHT - H World Group Ltd ADR | Reduce 8.53% | 56,236 | 0.35 |
| ☰ | YUMC - Yum China Holdings Inc. | Reduce 9.74% | 47,944 | 0.40 |
| ☰ | PDD - Pinduoduo Inc. | Reduce 10.23% | 34,337 | 0.67 |
| ☰ | CVNA - Carvana Co. | Reduce 12.76% | 325,485 | 4.06 |
| Q2 2025 | ||||
| ☰ | IBKR - Interactive Brokers Group Inc. | Add 300.00% | 637,440 | 6.54 |
| ☰ | GOOGL - Alphabet Inc. | Buy | 32,520 | 1.06 |
| ☰ | CVNA - Carvana Co. | Reduce 6.79% | 185,810 | 1.72 |
| Q1 2025 | ||||
| ☰ | HTHT - H World Group Ltd ADR | Add 7.03% | 43,315 | 0.35 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 2.02% | 2,659 | 0.27 |
| ☰ | PDD - Pinduoduo Inc. | Reduce 2.87% | 9,920 | 0.21 |
| ☰ | META - Meta Platforms Inc. | Reduce 4.41% | 6,595 | 0.83 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 5.29% | 11,867 | 0.45 |
| ☰ | YUMC - Yum China Holdings Inc. | Reduce 5.83% | 30,464 | 0.31 |
| ☰ | WIX - Wix.com Ltd. | Reduce 6.05% | 21,780 | 1.00 |
| Q4 2024 | ||||
| ☰ | PDD - Pinduoduo Inc. | Add 8.17% | 26,100 | 0.54 |
| ☰ | MSFT - Microsoft Corp. | Buy | 11,500 | 1.04 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 1.94% | 2,600 | 0.24 |
| ☰ | YUMC - Yum China Holdings Inc. | Reduce 5.20% | 28,700 | 0.27 |
| ☰ | WIX - Wix.com Ltd. | Reduce 9.21% | 36,500 | 1.26 |
| ☰ | CVNA - Carvana Co. | Reduce 28.12% | 1,071,085 | 7.69 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Reduce 28.90% | 91,200 | 2.62 |
| ☰ | CRM - Salesforce.com | Sell 100.00% | 7,000 | 0.40 |
| Q3 2024 | ||||
| ☰ | IBKR - Interactive Brokers Group Inc. | Add 1.81% | 5,600 | 0.16 |
| ☰ | PDD - Pinduoduo Inc. | Add 0.54% | 1,700 | 0.05 |
| ☰ | YUMC - Yum China Holdings Inc. | Buy | 551,429 | 5.12 |
| ☰ | HTHT - H World Group Ltd ADR | Buy | 616,337 | 4.73 |
| ☰ | PAYC - Paycom Software Inc. | Buy | 12,395 | 0.43 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 2.54% | 3,500 | 0.43 |
| ☰ | CVNA - Carvana Co. | Reduce 7.06% | 289,500 | 1.79 |
| ☰ | META - Meta Platforms Inc. | Reduce 18.30% | 33,500 | 4.06 |
| Q2 2024 | ||||
| ☰ | PDD - Pinduoduo Inc. | Add 9.40% | 27,289 | 0.87 |
| ☰ | DE - Deere & Co. | Buy | 5,001 | 0.45 |
| ☰ | CRM - Salesforce.com | Buy | 7,000 | 0.43 |
| ☰ | CVNA - Carvana Co. | Reduce 3.29% | 139,500 | 0.66 |
| ☰ | META - Meta Platforms Inc. | Reduce 7.71% | 15,300 | 1.98 |
| ☰ | WIX - Wix.com Ltd. | Reduce 8.12% | 35,000 | 1.28 |
| Q1 2024 | ||||
| ☰ | PDD - Pinduoduo Inc. | Add 45.86% | 91,300 | 2.84 |
| ☰ | CVNA - Carvana Co. | Add 18.47% | 660,595 | 3.10 |
| ☰ | WIX - Wix.com Ltd. | Reduce 3.79% | 17,007 | 0.61 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 5.62% | 8,200 | 1.26 |
| ☰ | CRM - Salesforce.com | Sell 100.00% | 186,849 | 14.22 |
| ☰ | TRUP - Trupanion Inc. | Sell 100.00% | 25,000 | 0.22 |
| Q4 2023 | ||||
| ☰ | CVNA - Carvana Co. | Add 12.46% | 396,385 | 1.21 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Add 7.34% | 21,200 | 0.51 |
| ☰ | WIX - Wix.com Ltd. | Reduce 3.86% | 18,013 | 0.50 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 7.49% | 11,808 | 1.66 |
| ☰ | META - Meta Platforms Inc. | Reduce 26.14% | 70,200 | 6.43 |
| ☰ | CRM - Salesforce.com | Reduce 36.63% | 107,994 | 6.68 |
| Q3 2023 | ||||
| ☰ | WIX - Wix.com Ltd. | Add 2.30% | 10,500 | 0.29 |
| ☰ | PDD - Pinduoduo Inc. | Buy | 199,100 | 5.96 |
| ☰ | META - Meta Platforms Inc. | Reduce 0.19% | 517 | 0.05 |
| ☰ | CRM - Salesforce.com | Reduce 1.24% | 3,700 | 0.25 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 8.77% | 15,150 | 2.51 |
| ☰ | CVNA - Carvana Co. | Reduce 10.38% | 368,500 | 0.62 |
| Q2 2023 | ||||
| ☰ | IBKR - Interactive Brokers Group Inc. | Add 41.72% | 85,000 | 2.30 |
| ☰ | CACC - Credit Acceptance Corp. | Add 2.07% | 3,500 | 0.58 |
| ☰ | CRM - Salesforce.com | Reduce 1.55% | 4,700 | 0.36 |
| ☰ | META - Meta Platforms Inc. | Reduce 1.82% | 5,000 | 0.40 |
| Q1 2023 | ||||
| ☰ | META - Meta Platforms Inc. | Add 30.28% | 63,700 | 5.14 |
| ☰ | IBKR - Interactive Brokers Group Inc. | Buy | 203,747 | 6.40 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 13.27% | 25,900 | 6.21 |
| Q4 2022 | ||||
| ☰ | CRM - Salesforce.com | Reduce 0.62% | 1,900 | 0.13 |
| Q3 2022 | ||||
| ☰ | CVNA - Carvana Co. | Add 37.21% | 962,500 | 1.87 |
| ☰ | TRUP - Trupanion Inc. | Add 12.61% | 2,800 | 0.08 |
| ☰ | WIX - Wix.com Ltd. | Add 1.11% | 5,000 | 0.19 |
| ☰ | META - Meta Platforms Inc. | Add 0.96% | 2,000 | 0.13 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 1.61% | 3,200 | 0.68 |
| ☰ | CRM - Salesforce.com | Reduce 2.86% | 9,000 | 0.67 |
| Q2 2022 | ||||
| ☰ | TRUP - Trupanion Inc. | Add 89.74% | 10,500 | 0.28 |
| ☰ | META - Meta Platforms Inc. | Add 13.94% | 25,500 | 1.85 |
| ☰ | CVNA - Carvana Co. | Add 4.53% | 112,000 | 0.23 |
| ☰ | CACC - Credit Acceptance Corp. | Add 1.28% | 2,500 | 0.53 |
| ☰ | CRM - Salesforce.com | Reduce 0.82% | 2,600 | 0.17 |
| Q1 2022 | ||||
| ☰ | CVNA - Carvana Co. | Add 272.03% | 1,809,500 | 13.37 |
| ☰ | WIX - Wix.com Ltd. | Add 9.58% | 39,400 | 1.27 |
| ☰ | CACC - Credit Acceptance Corp. | Add 1.44% | 2,788 | 0.48 |
| ☰ | CRM - Salesforce.com | Reduce 0.69% | 2,200 | 0.14 |
| ☰ | META - Meta Platforms Inc. | Reduce 18.13% | 40,500 | 3.53 |
| Q4 2021 | ||||
| ☰ | WIX - Wix.com Ltd. | Add 23.28% | 77,700 | 3.17 |
| ☰ | CRM - Salesforce.com | Add 7.28% | 21,635 | 1.42 |
| ☰ | META - Meta Platforms Inc. | Add 4.10% | 8,800 | 0.77 |
| ☰ | CVNA - Carvana Co. | Buy | 665,175 | 7.98 |
| ☰ | TRUP - Trupanion Inc. | Buy | 11,700 | 0.40 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 9.74% | 20,837 | 3.54 |
| Q3 2021 | ||||
| ☰ | CRM - Salesforce.com | Add 35.44% | 77,795 | 6.13 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 3.39% | 7,500 | 0.91 |
| ☰ | WORK - Slack Technologies Inc | Sell 100.00% | 1,088,058 | 12.89 |
| Q2 2021 | ||||
| ☰ | WIX - Wix.com Ltd. | Add 10.57% | 31,900 | 2.48 |
| ☰ | CACC - Credit Acceptance Corp. | Add 3.65% | 7,800 | 0.95 |
| ☰ | WORK - Slack Technologies Inc | Add 3.57% | 37,500 | 0.44 |
| ☰ | META - Meta Platforms Inc. | Add 2.14% | 4,500 | 0.42 |
| Q1 2021 | ||||
| ☰ | WIX - Wix.com Ltd. | Add 14.40% | 38,000 | 3.40 |
| ☰ | CACC - Credit Acceptance Corp. | Add 8.31% | 16,395 | 1.89 |
| ☰ | WORK - Slack Technologies Inc | Add 3.32% | 33,758 | 0.44 |
| ☰ | CRM - Salesforce.com | Buy | 219,513 | 14.89 |
| ☰ | META - Meta Platforms Inc. | Reduce 16.96% | 42,900 | 4.12 |
| ☰ | TRUP - Trupanion Inc. | Sell 100.00% | 316,298 | 13.33 |
| Q4 2020 | ||||
| ☰ | WORK - Slack Technologies Inc | Add 82.55% | 459,800 | 6.83 |
| ☰ | CACC - Credit Acceptance Corp. | Add 7.81% | 14,300 | 1.74 |
| ☰ | TRUP - Trupanion Inc. | Reduce 56.01% | 402,702 | 11.89 |
| Q3 2020 | ||||
| ☰ | WORK - Slack Technologies Inc | Buy | 557,000 | 5.60 |
| ☰ | META - Meta Platforms Inc. | Reduce 2.69% | 7,000 | 0.62 |
| ☰ | WIX - Wix.com Ltd. | Reduce 9.35% | 27,200 | 2.73 |
| ☰ | TRUP - Trupanion Inc. | Reduce 9.67% | 76,956 | 1.28 |
| ☰ | CVNA - Carvana Co. | Sell 100.00% | 473,210 | 4.45 |
| Q2 2020 | ||||
| ☰ | CACC - Credit Acceptance Corp. | Add 43.64% | 55,600 | 9.11 |
| ☰ | META - Meta Platforms Inc. | Add 9.24% | 22,000 | 1.95 |
| ☰ | TRUP - Trupanion Inc. | Add 3.33% | 25,639 | 0.43 |
| ☰ | WIX - Wix.com Ltd. | Reduce 3.03% | 9,100 | 0.65 |
| ☰ | GOOGL - Alphabet Inc. | Sell 100.00% | 11,400 | 9.39 |
| Q1 2020 | ||||
| ☰ | GOOGL - Alphabet Inc. | Add 39.02% | 3,200 | 2.64 |
| ☰ | META - Meta Platforms Inc. | Add 15.31% | 31,600 | 3.74 |
| ☰ | CACC - Credit Acceptance Corp. | Add 11.27% | 12,900 | 2.34 |
| ☰ | WIX - Wix.com Ltd. | Add 10.53% | 28,600 | 2.04 |
| ☰ | TRUP - Trupanion Inc. | Add 3.05% | 22,773 | 0.42 |
| ☰ | CVNA - Carvana Co. | Buy | 473,210 | 3.70 |
| Q4 2019 | ||||
| ☰ | TRUP - Trupanion Inc. | Add 3.89% | 27,978 | 0.63 |
| ☰ | WIX - Wix.com Ltd. | Buy | 271,500 | 20.11 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 0.43% | 500 | 0.17 |
| ☰ | META - Meta Platforms Inc. | Reduce 16.27% | 40,100 | 5.12 |
| ☰ | GOOGL - Alphabet Inc. | Reduce 58.79% | 11,700 | 10.24 |
| Q3 2019 | ||||
| ☰ | TRUP - Trupanion Inc. | Add 18.27% | 111,166 | 2.03 |
| ☰ | META - Meta Platforms Inc. | Add 16.55% | 35,000 | 4.47 |
| ☰ | CACC - Credit Acceptance Corp. | Add 8.49% | 9,000 | 2.98 |
| Q1 2019 | ||||
| ☰ | TRUP - Trupanion Inc. | Add 3.00% | 17,700 | 0.46 |
| ☰ | META - Meta Platforms Inc. | Add 2.42% | 5,000 | 0.66 |
| ☰ | CACC - Credit Acceptance Corp. | Reduce 3.64% | 4,000 | 1.36 |
| ☰ | SHAK - Shake Shack Inc. | Sell 100.00% | 165,000 | 6.67 |
| Q4 2018 | ||||
| ☰ | CACC - Credit Acceptance Corp. | Buy | 110,000 | 37.36 |
| ☰ | META - Meta Platforms Inc. | Buy | 206,500 | 24.09 |
| ☰ | GOOGL - Alphabet Inc. | Buy | 19,900 | 18.50 |
| ☰ | TRUP - Trupanion Inc. | Buy | 590,700 | 13.38 |
| ☰ | SHAK - Shake Shack Inc. | Buy | 165,000 | 6.67 |