RV Capital AG
RV Capital AG, managed by Robert Vinall, reported 13 positions worth $382.90M in its 2026 Q2 13F filing: 0 new and 0 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +23.8% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +20.8% | +11.4% |
| 2025 Q3 | +8.5% | +7.6% |
| 2025 Q4 | -3.2% | +3.1% |
| 2026 Q1 | -11.5% | -5.8% |
| 2026 Q2 | +10.2% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| CVNA | CARVANA CO | $116.06M | 30.30% | -6.5% |
| META | META PLATFORMS INC | $78.30M | 20.40% | -4.5% |
| CACC | CREDIT ACCEP CORP MICH | $68.94M | 18.00% | -12.8% |
| IBKR | INTERACTIVE BROKERS GROUP IN | $48.84M | 12.80% | -26% |
| HTHT | H WORLD GROUP LTD | $21.42M | 5.60% | -8.1% |
| YUMC | YUM CHINA HLDGS INC | $16.27M | 4.20% | -5.6% |
| MSFT | MICROSOFT CORP | $12.35M | 3.20% | +31.2% |
| GOOGL | ALPHABET INC | $11.62M | 3.00% | NO CHANGE |
| DE | DEERE & CO | $3.17M | 0.83% | NO CHANGE |
| PAYC | PAYCOM SOFTWARE INC | $2.69M | 0.70% | NO CHANGE |
| CRM | SALESFORCE INC | $2.43M | 0.63% | NO CHANGE |
| MORN | MORNINGSTAR INC | $577.27K | 0.15% | NO CHANGE |
| SPOT | SPOTIFY TECHNOLOGY S A | $229.56K | 0.06% | NO CHANGE |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.