Robert Vinall - RV Capital
Portfolio
$382.89 M
Positionen
13
Stichtag
2026-06-30
Quartal
Q2 2026
| CARVANA CO | 30.31% | Add 367.35% |
| META PLATFORMS INC | 20.45% | Reduce 4.49% |
| CREDIT ACCEP CORP MICH | 18.01% | Reduce 12.80% |
| INTERACTIVE BROKERS GROUP IN | 12.75% | Reduce 25.97% |
| H WORLD GROUP LTD | 5.59% | Reduce 8.05% |
| YUM CHINA HLDGS INC | 4.25% | Reduce 5.58% |
| MICROSOFT CORP | 3.22% | Add 31.25% |
| ALPHABET INC | 3.04% | |
| DEERE & CO | 0.83% | |
| PAYCOM SOFTWARE INC | 0.70% | |
| SALESFORCE INC | 0.63% | |
| MORNINGSTAR INC | 0.15% | |
| SPOTIFY TECHNOLOGY S A | 0.06% |
13 Einträge