Robert Vinall - RV Capital GmbH
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q4  2024 | ≡ | PDD - Pinduoduo Inc. | Add 8.17% | 26,100 | 0.54 | ≡ | MSFT - Microsoft Corp. | Buy | 11,500 | 1.04 | ≡ | CACC - Credit Acceptance Corp. | Reduce 1.94% | 2,600 | 0.26 | ≡ | YUMC - Yum China Holdings Inc. | Reduce 5.20% | 28,700 | 0.30 | ≡ | WIX - Wix.com Ltd. | Reduce 9.21% | 36,500 | 1.68 | ≡ | CVNA - Carvana Co. | Reduce 28.12% | 214,217 | 9.34 | ≡ | IBKR - Interactive Brokers Group Inc. | Reduce 28.90% | 91,200 | 3.50 | ≡ | CRM - Salesforce.com | Sell 100.00% | 7,000 | 0.40 |
Q3  2024 | ≡ | IBKR - Interactive Brokers Group Inc. | Add 1.81% | 5,600 | 0.16 | ≡ | PDD - Pinduoduo Inc. | Add 0.54% | 1,700 | 0.05 | ≡ | YUMC - Yum China Holdings Inc. | Buy | 551,429 | 5.12 | ≡ | HTHT - H World Group Ltd ADR | Buy | 616,337 | 4.73 | ≡ | PAYC - Paycom Software Inc. | Buy | 12,395 | 0.43 | ≡ | CACC - Credit Acceptance Corp. | Reduce 2.54% | 3,500 | 0.32 | ≡ | CVNA - Carvana Co. | Reduce 7.06% | 57,900 | 2.08 | ≡ | META - Meta Platforms Inc. | Reduce 18.30% | 33,500 | 3.96 |
Q2  2024 | ≡ | PDD - Pinduoduo Inc. | Add 9.40% | 27,289 | 0.87 | ≡ | DE - Deere & Co. | Buy | 5,001 | 0.45 | ≡ | CRM - Salesforce.com | Buy | 7,000 | 0.43 | ≡ | CVNA - Carvana Co. | Reduce 3.29% | 27,900 | 0.86 | ≡ | META - Meta Platforms Inc. | Reduce 7.71% | 15,300 | 1.86 | ≡ | WIX - Wix.com Ltd. | Reduce 8.12% | 35,000 | 1.34 |
Q1  2024 | ≡ | PDD - Pinduoduo Inc. | Add 45.86% | 91,300 | 2.84 | ≡ | CVNA - Carvana Co. | Add 18.47% | 132,119 | 3.10 | ≡ | WIX - Wix.com Ltd. | Reduce 3.79% | 17,007 | 0.62 | ≡ | CACC - Credit Acceptance Corp. | Reduce 5.62% | 8,200 | 1.21 | ≡ | CRM - Salesforce.com | Sell 100.00% | 186,849 | 14.22 | ≡ | TRUP - Trupanion Inc. | Sell 100.00% | 25,000 | 0.22 |
Q4  2023 | ≡ | CVNA - Carvana Co. | Add 12.46% | 79,277 | 1.21 | ≡ | IBKR - Interactive Brokers Group Inc. | Add 7.34% | 21,200 | 0.51 | ≡ | WIX - Wix.com Ltd. | Reduce 3.86% | 18,013 | 0.64 | ≡ | CACC - Credit Acceptance Corp. | Reduce 7.49% | 11,808 | 1.82 | ≡ | META - Meta Platforms Inc. | Reduce 26.14% | 70,200 | 7.19 | ≡ | CRM - Salesforce.com | Reduce 36.63% | 107,994 | 8.22 |
Q3  2023 | ≡ | WIX - Wix.com Ltd. | Add 2.30% | 10,500 | 0.29 | ≡ | PDD - Pinduoduo Inc. | Buy | 199,100 | 5.96 | ≡ | META - Meta Platforms Inc. | Reduce 0.19% | 517 | 0.05 | ≡ | CRM - Salesforce.com | Reduce 1.24% | 3,700 | 0.23 | ≡ | CACC - Credit Acceptance Corp. | Reduce 8.77% | 15,150 | 2.13 | ≡ | CVNA - Carvana Co. | Reduce 10.38% | 73,700 | 0.94 |
Q2  2023 | ≡ | IBKR - Interactive Brokers Group Inc. | Add 41.72% | 85,000 | 2.30 | ≡ | CACC - Credit Acceptance Corp. | Add 2.07% | 3,500 | 0.58 | ≡ | CRM - Salesforce.com | Reduce 1.55% | 4,700 | 0.32 | ≡ | META - Meta Platforms Inc. | Reduce 1.82% | 5,000 | 0.47 |
Q1  2023 | ≡ | META - Meta Platforms Inc. | Add 30.28% | 63,700 | 5.14 | ≡ | IBKR - Interactive Brokers Group Inc. | Buy | 203,747 | 6.40 | ≡ | CACC - Credit Acceptance Corp. | Reduce 13.27% | 25,900 | 4.30 |
Q4  2022 | ≡ | CRM - Salesforce.com | Reduce 0.62% | 1,900 | 0.13 |
Q3  2022 | ≡ | CVNA - Carvana Co. | Add 37.21% | 192,500 | 1.87 | ≡ | TRUP - Trupanion Inc. | Add 12.61% | 2,800 | 0.08 | ≡ | WIX - Wix.com Ltd. | Add 1.11% | 5,000 | 0.19 | ≡ | META - Meta Platforms Inc. | Add 0.96% | 2,000 | 0.13 | ≡ | CACC - Credit Acceptance Corp. | Reduce 1.61% | 3,200 | 0.67 | ≡ | CRM - Salesforce.com | Reduce 2.86% | 9,000 | 0.62 |
Q2  2022 | ≡ | TRUP - Trupanion Inc. | Add 89.74% | 10,500 | 0.28 | ≡ | META - Meta Platforms Inc. | Add 13.94% | 25,500 | 1.85 | ≡ | CVNA - Carvana Co. | Add 4.53% | 22,400 | 0.23 | ≡ | CACC - Credit Acceptance Corp. | Add 1.28% | 2,500 | 0.53 | ≡ | CRM - Salesforce.com | Reduce 0.82% | 2,600 | 0.19 |
Q1  2022 | ≡ | CVNA - Carvana Co. | Add 272.03% | 361,900 | 13.37 | ≡ | WIX - Wix.com Ltd. | Add 9.58% | 39,400 | 1.27 | ≡ | CACC - Credit Acceptance Corp. | Add 1.44% | 2,788 | 0.48 | ≡ | CRM - Salesforce.com | Reduce 0.69% | 2,200 | 0.14 | ≡ | META - Meta Platforms Inc. | Reduce 18.13% | 40,500 | 2.79 |
Q4  2021 | ≡ | WIX - Wix.com Ltd. | Add 23.28% | 77,700 | 3.17 | ≡ | CRM - Salesforce.com | Add 7.28% | 21,635 | 1.42 | ≡ | META - Meta Platforms Inc. | Add 4.10% | 8,800 | 0.77 | ≡ | CVNA - Carvana Co. | Buy | 133,035 | 7.98 | ≡ | TRUP - Trupanion Inc. | Buy | 11,700 | 0.40 | ≡ | CACC - Credit Acceptance Corp. | Reduce 9.74% | 20,837 | 3.71 |
Q3  2021 | ≡ | CRM - Salesforce.com | Add 35.44% | 77,795 | 6.13 | ≡ | CACC - Credit Acceptance Corp. | Reduce 3.39% | 7,500 | 1.28 | ≡ | WORK - Slack Technologies Inc. | Sell 100.00% | 1,088,058 | 12.89 |
Q2  2021 | ≡ | WIX - Wix.com Ltd. | Add 10.57% | 31,900 | 2.48 | ≡ | CACC - Credit Acceptance Corp. | Add 3.65% | 7,800 | 0.95 | ≡ | WORK - Slack Technologies Inc. | Add 3.57% | 37,500 | 0.44 | ≡ | META - Meta Platforms Inc. | Add 2.14% | 4,500 | 0.42 |
Q1  2021 | ≡ | WIX - Wix.com Ltd. | Add 14.40% | 38,000 | 3.40 | ≡ | CACC - Credit Acceptance Corp. | Add 8.31% | 16,395 | 1.89 | ≡ | WORK - Slack Technologies Inc. | Add 3.32% | 33,758 | 0.44 | ≡ | CRM - Salesforce.com | Buy | 219,513 | 14.89 | ≡ | META - Meta Platforms Inc. | Reduce 16.96% | 42,900 | 4.04 | ≡ | TRUP - Trupanion Inc. | Sell 100.00% | 316,298 | 13.33 |
Q4  2020 | ≡ | WORK - Slack Technologies Inc. | Add 82.55% | 459,800 | 6.83 | ≡ | CACC - Credit Acceptance Corp. | Add 7.81% | 14,300 | 1.74 | ≡ | TRUP - Trupanion Inc. | Reduce 56.01% | 402,702 | 16.97 |
Q3  2020 | ≡ | WORK - Slack Technologies Inc. | Buy | 557,000 | 5.60 | ≡ | META - Meta Platforms Inc. | Reduce 2.69% | 7,000 | 0.69 | ≡ | WIX - Wix.com Ltd. | Reduce 9.35% | 27,200 | 2.60 | ≡ | TRUP - Trupanion Inc. | Reduce 9.67% | 76,956 | 2.27 | ≡ | CVNA - Carvana Co. | Sell 100.00% | 94,642 | 4.45 |
Q2  2020 | ≡ | CACC - Credit Acceptance Corp. | Add 43.64% | 55,600 | 9.11 | ≡ | META - Meta Platforms Inc. | Add 9.24% | 22,000 | 1.95 | ≡ | TRUP - Trupanion Inc. | Add 3.33% | 25,639 | 0.43 | ≡ | WIX - Wix.com Ltd. | Reduce 3.03% | 9,100 | 0.91 | ≡ | GOOGL - Alphabet Inc. | Sell 100.00% | 228,000 | 9.39 |
Q1  2020 | ≡ | GOOGL - Alphabet Inc. | Add 39.02% | 64,000 | 2.64 | ≡ | META - Meta Platforms Inc. | Add 15.31% | 31,600 | 3.74 | ≡ | CACC - Credit Acceptance Corp. | Add 11.27% | 12,900 | 2.34 | ≡ | WIX - Wix.com Ltd. | Add 10.53% | 28,600 | 2.04 |