RV Capital AG — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
Founder and managing director of RV Capital, established in 2006. This page shows institutional disclosures, not his private account.
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
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| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 146869102CARVANA CO | 377,298shares | $118,818,309Reported market value$314.92 / reported unit (derived) | 31.05%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 146869102CARVANA CO | 1,763,296shares | $116,060,143Reported market value$65.82 / reported unit (derived) | 30.31%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 145,534shares | $83,313,117Reported market value$572.46 / reported unit (derived) | 21.77%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 138,997shares | $78,295,620Reported market value$563.29 / reported unit (derived) | 20.45%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 225310101CREDIT ACCEP CORP MICH | 108,272shares | $68,941,113Reported market value$636.74 / reported unit (derived) | 18.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 225310101CREDIT ACCEP CORP MICH | 124,160shares | $52,697,453Reported market value$424.43 / reported unit (derived) | 13.77%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 45841N107INTERACTIVE BROKERS GROUP IN | 757,919shares | $51,111,227Reported market value$67.44 / reported unit (derived) | 13.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 45841N107INTERACTIVE BROKERS GROUP IN | 561,086shares | $48,836,925Reported market value$87.04 / reported unit (derived) | 12.75%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 44332N106H WORLD GROUP LTD | 558,380shares | $28,080,930Reported market value$50.29 / reported unit (derived) | 7.34%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 44332N106H WORLD GROUP LTD | 513,413shares | $21,419,590Reported market value$41.72 / reported unit (derived) | 5.59%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 98850P109YUM CHINA HLDGS INC | 421,539shares | $20,562,673Reported market value$48.78 / reported unit (derived) | 5.37%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 98850P109YUM CHINA HLDGS INC | 398,021shares | $16,267,118Reported market value$40.87 / reported unit (derived) | 4.25%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 594918104MICROSOFT CORP | 33,100shares | $12,346,962Reported market value$373.02 / reported unit (derived) | 3.22%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K305ALPHABET INC | 32,520shares | $11,621,672Reported market value$357.37 / reported unit (derived) | 3.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 594918104MICROSOFT CORP | 25,220shares | $9,407,607Reported market value$373.02 / reported unit (derived) | 2.46%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K305ALPHABET INC | 32,520shares | $9,351,451Reported market value$287.56 / reported unit (derived) | 2.44%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 244199105DEERE & CO | 5,001shares | $3,172,284Reported market value$634.33 / reported unit (derived) | 0.83%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 79466L302SALESFORCE INC | 15,511shares | $2,895,439Reported market value$186.67 / reported unit (derived) | 0.76%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 244199105DEERE & CO | 5,001shares | $2,817,063Reported market value$563.3 / reported unit (derived) | 0.74%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 70432V102PAYCOM SOFTWARE INC | 21,395shares | $2,688,924Reported market value$125.68 / reported unit (derived) | 0.70%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 70432V102PAYCOM SOFTWARE INC | 21,395shares | $2,676,998Reported market value$125.12 / reported unit (derived) | 0.70%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 79466L302SALESFORCE INC | 15,511shares | $2,429,953Reported market value$156.66 / reported unit (derived) | 0.63%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 617700109MORNINGSTAR INC | 3,700shares | $653,790Reported market value$176.7 / reported unit (derived) | 0.17%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 617700109MORNINGSTAR INC | 3,700shares | $577,274Reported market value$156.02 / reported unit (derived) | 0.15%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| L8681T102SPOTIFY TECHNOLOGY S A | 500shares | $242,455Reported market value$484.91 / reported unit (derived) | 0.06%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| L8681T102SPOTIFY TECHNOLOGY S A | 500shares | $229,565Reported market value$459.13 / reported unit (derived) | 0.06%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
U.S. SEC EDGAR · Published 11 May 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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