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RV Capital AG

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13F filer, CIK 1766596, Schindellegi, Switzerland

RV Capital AG reported $546,236,782 across 13 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-22. Its ten largest share positions make up 98.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004353

Period
2025-09-30
Reported value
$546M
Holdings
13
Top 10 weight
98.63%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRMnew+10,980$2.6M
CACCadded+1,502$701K

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-65,097-$24.6M
PDDreduced-34,337-$4.54M
WIXreduced-23,004-$4.09M
IBKRreduced-50,653-$3.49M
METAreduced-3,276-$2.41M

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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004353, largest first. % of portfolio is the value over $546,236,782, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,731 shares; 2024Q4: 547,514 shares; 2025Q1: 547,514 shares; 2025Q2: 510,352 shares; 2025Q3: 445,255 shares 445,255$168M30.75%-65,097Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,583 shares; 2024Q4: 149,583 shares; 2025Q1: 142,988 shares; 2025Q2: 142,988 shares; 2025Q3: 139,712 shares 139,712$103M18.78%-3,276Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,188 shares; 2024Q4: 131,588 shares; 2025Q1: 128,929 shares; 2025Q2: 128,929 shares; 2025Q3: 130,431 shares 130,431$60.9M11.15%+1,502Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,280 shares; 2024Q4: 359,780 shares; 2025Q1: 338,000 shares; 2025Q2: 338,000 shares; 2025Q3: 314,996 shares 314,996$56M10.24%-23,004Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,547 shares; 2024Q4: 224,347 shares; 2025Q1: 212,480 shares; 2025Q2: 849,920 shares; 2025Q3: 799,267 shares 799,267$55M10.07%-50,653Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,389 shares; 2024Q4: 345,489 shares; 2025Q1: 335,569 shares; 2025Q2: 335,569 shares; 2025Q3: 301,232 shares 301,232$39.8M7.29%-34,337Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,337 shares; 2024Q4: 616,337 shares; 2025Q1: 659,652 shares; 2025Q2: 659,652 shares; 2025Q3: 603,416 shares 603,416$23.6M4.32%-56,236Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,429 shares; 2024Q4: 522,729 shares; 2025Q1: 492,265 shares; 2025Q2: 492,265 shares; 2025Q3: 444,321 shares 444,321$19.1M3.49%-47,944Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,520 shares; 2025Q3: 32,520 shares 32,520$7.91M1.45%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares 11,500$5.96M1.09%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,980 shares 10,980$2.6M0.48%newTimeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,395 shares; 2024Q4: 12,395 shares; 2025Q1: 12,395 shares; 2025Q2: 12,395 shares; 2025Q3: 12,395 shares 12,395$2.58M0.47%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 5,001 shares; 2025Q3: 5,001 shares 5,001$2.29M0.42%0Timeline

How Q3 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 0001172661-25-004353 base2025-10-22acceptance time not in the bulk data set