Robert Vinall - RV Capital AG

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    13
Portfolio value:    $382,628,512

Holdings Activity Buys Sells History

Period	Portfolio Value	Top 20 holdings history (left to right)
2026 Q1	$383 M	CVNA	META	CACC	IBKR	HTHT	YUMC	MSFT	GOOGL	CRM	DE	PAYC	MORN	SPOT
2025 Q4	$430 M	CVNA	META	CACC	IBKR	WIX	HTHT	YUMC	GOOGL	MSFT	CRM	DE	PAYC
2025 Q3	$546 M	CVNA	META	CACC	WIX	IBKR	PDD	HTHT	YUMC	GOOGL	MSFT	CRM	PAYC	DE
2025 Q2	$540 M	CVNA	META	CACC	WIX	IBKR	PDD	HTHT	YUMC	GOOGL	MSFT	PAYC	DE
2025 Q1	$453 M	CVNA	META	CACC	WIX	PDD	IBKR	YUMC	HTHT	MSFT	PAYC	DE
2024 Q4	$467 M	CVNA	META	WIX	CACC	IBKR	PDD	YUMC	HTHT	MSFT	PAYC	DE
2024 Q3	$485 M	CVNA	META	WIX	CACC	IBKR	PDD	YUMC	HTHT	DE	PAYC	CRM
2024 Q2	$416 M	CVNA	META	CACC	WIX	PDD	IBKR	DE	CRM
2024 Q1	$374 M	META	CACC	CVNA	WIX	IBKR	PDD
2023 Q4	$346 M	CACC	META	WIX	CRM	CVNA	PDD	IBKR	TRUP
2023 Q3	$328 M	META	CACC	CRM	WIX	CVNA	IBKR	PDD	TRUP
2023 Q2	$307 M	CACC	META	CRM	WIX	IBKR	CVNA	TRUP
2023 Q1	$263 M	CACC	CRM	META	WIX	IBKR	CVNA	TRUP
2022 Q4	$198 M	CACC	CRM	WIX	META	CVNA	TRUP
2022 Q3	$210 M	CACC	CRM	WIX	META	CVNA	TRUP
2022 Q2	$222 M	CACC	CRM	META	WIX	CVNA	TRUP
2022 Q1	$323 M	CACC	CRM	CVNA	WIX	META	TRUP
2021 Q4	$386 M	CACC	CRM	META	WIX	CVNA	TRUP
2021 Q3	$344 M	CACC	CRM	META	WIX
2021 Q2	$374 M	CACC	WIX	META	CRM	WORK
2021 Q1	$312 M	WIX	CACC	META	CRM	WORK
2020 Q4	$284 M	META	CACC	WIX	WORK	TRUP
2020 Q3	$267 M	WIX	META	CACC	TRUP	WORK
2020 Q2	$256 M	CACC	WIX	META	TRUP	CVNA
2020 Q1	$141 M	META	CACC	WIX	TRUP	GOOGL	CVNA
2019 Q4	$165 M	CACC	META	WIX	TRUP	GOOGL
2019 Q3	$140 M	CACC	META	GOOGL	TRUP
2019 Q2	$136 M	CACC	META	TRUP	GOOGL
2019 Q1	$126 M	CACC	META	GOOGL	TRUP
2018 Q4	$112 M	CACC	META	GOOGL	TRUP	SHAK