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RV Capital AG

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13F filer, CIK 1766596, Schindellegi, Switzerland

RV Capital AG reported $429,532,680 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-30. Its ten largest share positions make up 99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000401

Period
2025-12-31
Reported value
$430M
Holdings
12
Top 10 weight
99%
New
0
Sold out
1

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CVNAreduced-141,852-$59.9M
PDDexited-301,232-$39.8M
IBKRreduced-46,789-$3.01M
METAreduced-3,401-$2.24M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000401, largest first. % of portfolio is the value over $429,532,680, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,731 shares; 2024Q4: 547,514 shares; 2025Q1: 547,514 shares; 2025Q2: 510,352 shares; 2025Q3: 445,255 shares; 2025Q4: 303,403 shares 303,403$128M29.81%-141,852Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,583 shares; 2024Q4: 149,583 shares; 2025Q1: 142,988 shares; 2025Q2: 142,988 shares; 2025Q3: 139,712 shares; 2025Q4: 136,311 shares 136,311$90M20.95%-3,401Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,188 shares; 2024Q4: 131,588 shares; 2025Q1: 128,929 shares; 2025Q2: 128,929 shares; 2025Q3: 130,431 shares; 2025Q4: 130,431 shares 130,431$57.8M13.47%0Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,547 shares; 2024Q4: 224,347 shares; 2025Q1: 212,480 shares; 2025Q2: 849,920 shares; 2025Q3: 799,267 shares; 2025Q4: 752,478 shares 752,478$48.4M11.27%-46,789Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,280 shares; 2024Q4: 359,780 shares; 2025Q1: 338,000 shares; 2025Q2: 338,000 shares; 2025Q3: 314,996 shares; 2025Q4: 314,996 shares 314,996$32.7M7.62%0Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,337 shares; 2024Q4: 616,337 shares; 2025Q1: 659,652 shares; 2025Q2: 659,652 shares; 2025Q3: 603,416 shares; 2025Q4: 603,416 shares 603,416$28.4M6.61%0Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,429 shares; 2024Q4: 522,729 shares; 2025Q1: 492,265 shares; 2025Q2: 492,265 shares; 2025Q3: 444,321 shares; 2025Q4: 444,321 shares 444,321$21.2M4.94%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,520 shares; 2025Q3: 32,520 shares; 2025Q4: 32,520 shares 32,520$10.2M2.37%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500$5.56M1.29%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,980 shares; 2025Q4: 10,980 shares 10,980$2.91M0.68%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 5,001 shares; 2025Q3: 5,001 shares; 2025Q4: 5,001 shares 5,001$2.33M0.54%0Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,395 shares; 2024Q4: 12,395 shares; 2025Q1: 12,395 shares; 2025Q2: 12,395 shares; 2025Q3: 12,395 shares; 2025Q4: 12,395 shares 12,395$1.98M0.46%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PDDPDD HOLDINGS INC301,232$39.8Mshares

How Q4 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 0001172661-26-000401 base2026-01-30acceptance time not in the bulk data set