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RV CAPITAL AG

AUM: $485.76 M

13-F Portfolio Value: $382.89 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 99.15%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CVNA	CARVANA CO	30.31%	1,763,296	$116,060,143	1,385,998	367.35%	$65.82	13F
MSFT	MICROSOFT CORP	3.22%	33,100	$12,346,962	7,880	31.25%	$373.02	13F