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RV Capital AG

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13F filer, CIK 1766596, Schindellegi, Switzerland

RV Capital AG reported $382,628,512 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 99.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001766596-26-000005

Period
2026-03-31
Reported value
$383M
Holdings
13
Top 10 weight
99.07%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVNAadded+73,895$23.3M
METAadded+9,223$5.28M
MSFTadded+13,720$5.12M
PAYCadded+9,000$1.13M
CRMadded+4,531$846K

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
WIXexited-314,996-$32.7M
CACCreduced-6,271-$2.66M
HTHTreduced-45,036-$2.26M
YUMCreduced-22,782-$1.11M

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, Q1 2026

Share positions as resolved from 13F-HR 0001766596-26-000005, largest first. % of portfolio is the value over $382,628,512, 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; 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; 2026Q1: 377,298 shares 377,298$119M31.05%+73,895Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 145,534 shares 145,534$83.3M21.77%+9,223Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 124,160 shares 124,160$52.7M13.77%-6,271Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 757,919 shares 757,919$51.1M13.36%+5,441Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 558,380 shares 558,380$28.1M7.34%-45,036Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 421,539 shares 421,539$20.6M5.37%-22,782Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,220 shares 25,220$9.41M2.46%+13,720Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,520 shares; 2025Q3: 32,520 shares; 2025Q4: 32,520 shares; 2026Q1: 32,520 shares 32,520$9.35M2.44%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,980 shares; 2025Q4: 10,980 shares; 2026Q1: 15,511 shares 15,511$2.9M0.76%+4,531Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,001 shares 5,001$2.82M0.74%0Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,395 shares 21,395$2.68M0.7%+9,000Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,700 shares 3,700$654K0.17%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$242K0.06%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
WIXWIX COM LTD314,996$32.7Mshares

How Q1 2026 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 0001766596-26-000005 base2026-05-11acceptance time not in the bulk data set