RV Capital AG 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
RV Capital AG disclosed 13 US equity positions worth $382.9m in its Q2 2026 13F filing. The largest position was CVNA at 30.3% of the reported book, followed by META and CACC. Against the Q1 2026 filing, it opened 0 new positions, added to 2 and reduced 5 among the top 13 holdings.
What did RV Capital AG own in Q2 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 30.3% | $116.1m | 1,763,296 | 367% | added |
| 2 | META META PLATFORMS INC | Communication Services | 20.4% | $78.3m | 138,997 | -4% | reduced |
| 3 | CACC CREDIT ACCEP CORP MICH | Financial Services | 18.0% | $68.9m | 108,272 | -13% | reduced |
| 4 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 12.8% | $48.8m | 561,086 | -26% | reduced |
| 5 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 5.6% | $21.4m | 513,413 | -8% | reduced |
| 6 | YUMC YUM CHINA HLDGS INC | Consumer Cyclical | 4.2% | $16.3m | 398,021 | -6% | reduced |
| 7 | MSFT MICROSOFT CORP | Technology | 3.2% | $12.3m | 33,100 | 31% | added |
| 8 | GOOGL ALPHABET INC | Communication Services | 3.0% | $11.6m | 32,520 | 0% | held |
| 9 | DE DEERE & CO | Industrials | 0.8% | $3.2m | 5,001 | 0% | held |
| 10 | PAYC PAYCOM SOFTWARE INC | Technology | 0.7% | $2.7m | 21,395 | 0% | held |
| 11 | CRM SALESFORCE INC | Technology | 0.6% | $2.4m | 15,511 | 0% | held |
| 12 | MORN MORNINGSTAR INC | Financial Services | 0.2% | $577.3k | 3,700 | 0% | held |
| 13 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.1% | $229.6k | 500 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.