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RV Capital AG

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13F filer, CIK 1766596, Schindellegi, Switzerland

RV Capital AG reported $540,207,662 across 12 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-08. Its ten largest share positions make up 99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002493

Period
2025-06-30
Reported value
$540M
Holdings
12
Top 10 weight
99%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBKRadded+637,440$35.3M
GOOGLnew+32,520$5.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CVNAreduced-37,162-$12.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002493, largest first. % of portfolio is the value over $540,207,662, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,731 shares; 2024Q4: 547,514 shares; 2025Q1: 547,514 shares; 2025Q2: 510,352 shares 510,352$172M31.83%-37,162Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,583 shares; 2024Q4: 149,583 shares; 2025Q1: 142,988 shares; 2025Q2: 142,988 shares 142,988$106M19.54%0Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,188 shares; 2024Q4: 131,588 shares; 2025Q1: 128,929 shares; 2025Q2: 128,929 shares 128,929$65.7M12.16%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,280 shares; 2024Q4: 359,780 shares; 2025Q1: 338,000 shares; 2025Q2: 338,000 shares 338,000$53.6M9.91%0Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,547 shares; 2024Q4: 224,347 shares; 2025Q1: 212,480 shares; 2025Q2: 849,920 shares 849,920$47.1M8.72%+637,440Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,389 shares; 2024Q4: 345,489 shares; 2025Q1: 335,569 shares; 2025Q2: 335,569 shares 335,569$35.1M6.5%0Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,337 shares; 2024Q4: 616,337 shares; 2025Q1: 659,652 shares; 2025Q2: 659,652 shares 659,652$22.4M4.14%0Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,429 shares; 2024Q4: 522,729 shares; 2025Q1: 492,265 shares; 2025Q2: 492,265 shares 492,265$22M4.07%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,520 shares 32,520$5.73M1.06%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares 11,500$5.72M1.06%0Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,395 shares; 2024Q4: 12,395 shares; 2025Q1: 12,395 shares; 2025Q2: 12,395 shares 12,395$2.87M0.53%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 5,001 shares 5,001$2.54M0.47%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002493 base2025-07-08acceptance time not in the bulk data set