Historical Stock Holdings
Robert Vinall - RV Capital GmbH
| Period | Portfolio Value | Top 20 holdings history (left to right) | |||||||||||||||||||
| 2024 Q3 | $485 M |
CVNA
Carvana Co.
27.35% of portfolio |
META
Meta Platforms Inc.
17.66% of portfolio |
WIX
Wix.com Ltd.
13.66% of portfolio |
CACC
Credit Acceptance Corp.
12.27% of portfolio |
IBKR
Interactive Brokers Group Inc.
9.07% of portfolio |
PDD
Pinduoduo Inc.
8.88% of portfolio |
YUMC
Yum China Holdings Inc.
5.12% of portfolio |
HTHT
H World Group Ltd ADR
4.73% of portfolio |
PAYC
Paycom Software Inc.
0.43% of portfolio |
DE
Deere & Co.
0.43% of portfolio |
CRM
Salesforce.com
0.40% of portfolio | |||||||||
| 2024 Q2 | $416 M |
CVNA
Carvana Co.
25.38% of portfolio |
META
Meta Platforms Inc.
22.21% of portfolio |
CACC
Credit Acceptance Corp.
17.05% of portfolio |
WIX
Wix.com Ltd.
15.17% of portfolio |
PDD
Pinduoduo Inc.
10.16% of portfolio |
IBKR
Interactive Brokers Group Inc.
9.14% of portfolio |
DE
Deere & Co.
0.45% of portfolio |
CRM
Salesforce.com
0.43% of portfolio | ||||||||||||
| 2024 Q1 | $374 M |
META
Meta Platforms Inc.
25.73% of portfolio |
CACC
Credit Acceptance Corp.
20.28% of portfolio |
CVNA
Carvana Co.
19.90% of portfolio |
WIX
Wix.com Ltd.
15.83% of portfolio |
IBKR
Interactive Brokers Group Inc.
9.25% of portfolio |
PDD
Pinduoduo Inc.
9.02% of portfolio | ||||||||||||||
| 2023 Q4 | $346 M |
CACC
Credit Acceptance Corp.
22.48% of portfolio |
META
Meta Platforms Inc.
20.31% of portfolio |
WIX
Wix.com Ltd.
15.95% of portfolio |
CRM
Salesforce.com
14.22% of portfolio |
CVNA
Carvana Co.
10.96% of portfolio |
PDD
Pinduoduo Inc.
8.43% of portfolio |
IBKR
Interactive Brokers Group Inc.
7.43% of portfolio |
TRUP
Trupanion Inc.
0.22% of portfolio | ||||||||||||
| 2023 Q3 | $328 M |
META
Meta Platforms Inc.
24.60% of portfolio |
CACC
Credit Acceptance Corp.
22.14% of portfolio |
CRM
Salesforce.com
18.24% of portfolio |
WIX
Wix.com Ltd.
13.06% of portfolio |
CVNA
Carvana Co.
8.15% of portfolio |
IBKR
Interactive Brokers Group Inc.
7.63% of portfolio |
PDD
Pinduoduo Inc.
5.96% of portfolio |
TRUP
Trupanion Inc.
0.22% of portfolio | ||||||||||||
| 2023 Q2 | $307 M |
CACC
Credit Acceptance Corp.
28.63% of portfolio |
META
Meta Platforms Inc.
25.19% of portfolio |
CRM
Salesforce.com
20.57% of portfolio |
WIX
Wix.com Ltd.
11.63% of portfolio |
IBKR
Interactive Brokers Group Inc.
7.82% of portfolio |
CVNA
Carvana Co.
6.00% of portfolio |
TRUP
Trupanion Inc.
0.16% of portfolio | |||||||||||||
| 2023 Q1 | $263 M |
CACC
Credit Acceptance Corp.
28.09% of portfolio |
CRM
Salesforce.com
23.05% of portfolio |
META
Meta Platforms Inc.
22.10% of portfolio |
WIX
Wix.com Ltd.
17.31% of portfolio |
IBKR
Interactive Brokers Group Inc.
6.40% of portfolio |
CVNA
Carvana Co.
2.64% of portfolio |
TRUP
Trupanion Inc.
0.41% of portfolio | |||||||||||||
| 2022 Q4 | $198 M |
CACC
Credit Acceptance Corp.
46.85% of portfolio |
CRM
Salesforce.com
20.33% of portfolio |
WIX
Wix.com Ltd.
17.71% of portfolio |
META
Meta Platforms Inc.
12.81% of portfolio |
CVNA
Carvana Co.
1.70% of portfolio |
TRUP
Trupanion Inc.
0.60% of portfolio | ||||||||||||||
| 2022 Q3 | $210 M |
CACC
Credit Acceptance Corp.
40.82% of portfolio |
CRM
Salesforce.com
20.95% of portfolio |
WIX
Wix.com Ltd.
17.02% of portfolio |
META
Meta Platforms Inc.
13.63% of portfolio |
CVNA
Carvana Co.
6.88% of portfolio |
TRUP
Trupanion Inc.
0.71% of portfolio | ||||||||||||||
| 2022 Q2 | $222 M |
CACC
Credit Acceptance Corp.
42.32% of portfolio |
CRM
Salesforce.com
23.36% of portfolio |
META
Meta Platforms Inc.
15.14% of portfolio |
WIX
Wix.com Ltd.
13.31% of portfolio |
CVNA
Carvana Co.
5.26% of portfolio |
TRUP
Trupanion Inc.
0.60% of portfolio | ||||||||||||||
| 2022 Q1 | $323 M |
CACC
Credit Acceptance Corp.
33.39% of portfolio |
CRM
Salesforce.com
20.82% of portfolio |
CVNA
Carvana Co.
18.28% of portfolio |
WIX
Wix.com Ltd.
14.58% of portfolio |
META
Meta Platforms Inc.
12.59% of portfolio |
TRUP
Trupanion Inc.
0.32% of portfolio | ||||||||||||||
| 2021 Q4 | $386 M |
CACC
Credit Acceptance Corp.
34.38% of portfolio |
CRM
Salesforce.com
20.98% of portfolio |
META
Meta Platforms Inc.
19.45% of portfolio |
WIX
Wix.com Ltd.
16.80% of portfolio |
CVNA
Carvana Co.
7.98% of portfolio |
TRUP
Trupanion Inc.
0.40% of portfolio | ||||||||||||||
| 2021 Q3 | $344 M |
CACC
Credit Acceptance Corp.
36.40% of portfolio |
CRM
Salesforce.com
23.43% of portfolio |
META
Meta Platforms Inc.
21.17% of portfolio |
WIX
Wix.com Ltd.
19.00% of portfolio | ||||||||||||||||
| 2021 Q2 | $374 M |
CACC
Credit Acceptance Corp.
26.90% of portfolio |
WIX
Wix.com Ltd.
25.91% of portfolio |
META
Meta Platforms Inc.
19.96% of portfolio |
CRM
Salesforce.com
14.34% of portfolio |
WORK
Slack Technologies Inc.
12.89% of portfolio | |||||||||||||||
| 2021 Q1 | $312 M |
WIX
Wix.com Ltd.
26.98% of portfolio |
CACC
Credit Acceptance Corp.
24.65% of portfolio |
META
Meta Platforms Inc.
19.81% of portfolio |
CRM
Salesforce.com
14.89% of portfolio |
WORK
Slack Technologies Inc.
13.67% of portfolio | |||||||||||||||
| 2020 Q4 | $284 M |
META
Meta Platforms Inc.
24.32% of portfolio |
CACC
Credit Acceptance Corp.
24.03% of portfolio |
WIX
Wix.com Ltd.
23.21% of portfolio |
WORK
Slack Technologies Inc.
15.11% of portfolio |
TRUP
Trupanion Inc.
13.33% of portfolio | |||||||||||||||
| 2020 Q3 | $267 M |
WIX
Wix.com Ltd.
25.17% of portfolio |
META
Meta Platforms Inc.
24.80% of portfolio |
CACC
Credit Acceptance Corp.
23.20% of portfolio |
TRUP
Trupanion Inc.
21.23% of portfolio |
WORK
Slack Technologies Inc.
5.60% of portfolio | |||||||||||||||
| 2020 Q2 | $256 M |
CACC
Credit Acceptance Corp.
30.00% of portfolio |
WIX
Wix.com Ltd.
29.17% of portfolio |
META
Meta Platforms Inc.
23.09% of portfolio |
TRUP
Trupanion Inc.
13.29% of portfolio |
CVNA
Carvana Co.
4.45% of portfolio | |||||||||||||||
| 2020 Q1 | $141 M |
META
Meta Platforms Inc.
28.15% of portfolio |
CACC
Credit Acceptance Corp.
23.10% of portfolio |
WIX
Wix.com Ltd.
21.45% of portfolio |
TRUP
Trupanion Inc.
14.22% of portfolio |
GOOGL
Alphabet Inc.
9.39% of portfolio |
CVNA
Carvana Co.
3.70% of portfolio | ||||||||||||||
| 2019 Q4 | $165 M |
CACC
Credit Acceptance Corp.
30.65% of portfolio |
META
Meta Platforms Inc.
25.64% of portfolio |
WIX
Wix.com Ltd.
20.11% of portfolio |
TRUP
Trupanion Inc.
16.95% of portfolio |
GOOGL
Alphabet Inc.
6.65% of portfolio | |||||||||||||||
| 2019 Q3 | $140 M |
CACC
Credit Acceptance Corp.
38.02% of portfolio |
META
Meta Platforms Inc.
31.46% of portfolio |
GOOGL
Alphabet Inc.
17.42% of portfolio |
TRUP
Trupanion Inc.
13.11% of portfolio | ||||||||||||||||
| 2019 Q2 | $136 M |
CACC
Credit Acceptance Corp.
37.81% of portfolio |
META
Meta Platforms Inc.
30.10% of portfolio |
TRUP
Trupanion Inc.
16.21% of portfolio |
GOOGL
Alphabet Inc.
15.89% of portfolio | ||||||||||||||||
| 2019 Q1 | $126 M |
CACC
Credit Acceptance Corp.
37.87% of portfolio |
META
Meta Platforms Inc.
27.87% of portfolio |
GOOGL
Alphabet Inc.
18.51% of portfolio |
TRUP
Trupanion Inc.
15.75% of portfolio | ||||||||||||||||
| 2018 Q4 | $112 M |
CACC
Credit Acceptance Corp.
37.36% of portfolio |
META
Meta Platforms Inc.
24.09% of portfolio |
GOOGL
Alphabet Inc.
18.50% of portfolio |
TRUP
Trupanion Inc.
13.38% of portfolio |
SHAK
Shake Shack Inc.
6.67% of portfolio | |||||||||||||||