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RV
Robert Vinall
RV Capital
Periodo
Q1 2026
Valore portafoglio
$382.6M
Titoli
13
Attività
8 acquisti · 3 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | 31.05% | Add 24.36% | 377,298 | $118.8M |
| 2 | META META PLATFORMS INC | 21.77% | Add 6.77% | 145,534 | $83.3M |
| 3 | CACC CREDIT ACCEP CORP MICH | 13.77% | Reduce 4.81% | 124,160 | $52.7M |
| 4 | IBKR INTERACTIVE BROKERS GROUP IN | 13.36% | Add 0.72% | 757,919 | $51.1M |
| 5 | HTHT H WORLD GROUP LTD | 7.34% | Reduce 7.46% | 558,380 | $28.1M |
| 6 | YUMC YUM CHINA HLDGS INC | 5.37% | Reduce 5.13% | 421,539 | $20.6M |
| 7 | MSFT MICROSOFT CORP | 2.46% | Add 119.3% | 25,220 | $9.4M |
| 8 | GOOGL ALPHABET INC | 2.44% | — | 32,520 | $9.4M |
| 9 | CRM SALESFORCE INC | 0.76% | Add 41.27% | 15,511 | $2.9M |
| 10 | DE DEERE & CO | 0.74% | — | 5,001 | $2.8M |
| 11 | PAYC PAYCOM SOFTWARE INC | 0.7% | Add 72.61% | 21,395 | $2.7M |
| 12 | MORN MORNINGSTAR INC | 0.17% | Buy | 3,700 | $653,790 |
| 13 | SPOTIFY TECHNOLOGY S A | 0.06% | Buy | 500 | $242,455 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.