Robert Vinall - RV Capital AG
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    13
Portfolio value:    $382,628,512
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
MSFT - Microsoft Corp. Add 119.30% 13,720 1.34
PAYC - Paycom Software Inc. Add 72.61% 9,000 0.29
CRM - Salesforce.com Add 41.27% 4,531 0.22
CVNA - Carvana Co. Add 24.36% 369,475 6.08
META - Meta Platforms Inc. Add 6.77% 9,223 1.38
IBKR - Interactive Brokers Group Inc. Add 0.72% 5,441 0.10
MORN - Morningstar Inc. Buy 3,700 0.17
SPOT - Spotify Technology S.A. Buy 500 0.06
Q3 2025
CACC - Credit Acceptance Corp. Add 1.16% 1,502 0.13
CRM - Salesforce.com Buy 10,980 0.48
Q2 2025
IBKR - Interactive Brokers Group Inc. Add 300.00% 637,440 6.54
GOOGL - Alphabet Inc. Buy 32,520 1.06
Q1 2025
HTHT - H World Group Ltd ADR Add 7.03% 43,315 0.35
Q4 2024
PDD - Pinduoduo Inc. Add 8.17% 26,100 0.54
MSFT - Microsoft Corp. Buy 11,500 1.04
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
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
Q1 2024
PDD - Pinduoduo Inc. Add 45.86% 91,300 2.84
CVNA - Carvana Co. Add 18.47% 660,595 3.10
Q4 2023
CVNA - Carvana Co. Add 12.46% 396,385 1.21
IBKR - Interactive Brokers Group Inc. Add 7.34% 21,200 0.51
Q3 2023
WIX - Wix.com Ltd. Add 2.30% 10,500 0.29
PDD - Pinduoduo Inc. Buy 199,100 5.96
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
Q1 2023
META - Meta Platforms Inc. Add 30.28% 63,700 5.14
IBKR - Interactive Brokers Group Inc. Buy 203,747 6.40
Q3 2022
CVNA - Carvana Co. Add 37.21% 962,500 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
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% 112,000 0.23
CACC - Credit Acceptance Corp. Add 1.28% 2,500 0.53
Q1 2022
CVNA - Carvana Co. Add 272.03% 1,809,500 13.37
WIX - Wix.com Ltd. Add 9.58% 39,400 1.27
CACC - Credit Acceptance Corp. Add 1.44% 2,788 0.48
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 665,175 7.98
TRUP - Trupanion Inc. Buy 11,700 0.40
Q3 2021
CRM - Salesforce.com Add 35.44% 77,795 6.13
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
Q4 2020
WORK - Slack Technologies Inc Add 82.55% 459,800 6.83
CACC - Credit Acceptance Corp. Add 7.81% 14,300 1.74
Q3 2020
WORK - Slack Technologies Inc Buy 557,000 5.60
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
Q1 2020
GOOGL - Alphabet Inc. Add 39.02% 3,200 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
TRUP - Trupanion Inc. Add 3.05% 22,773 0.42
CVNA - Carvana Co. Buy 473,210 3.70
Q4 2019
TRUP - Trupanion Inc. Add 3.89% 27,978 0.63
WIX - Wix.com Ltd. Buy 271,500 20.11
Q3 2019
TRUP - Trupanion Inc. Add 18.27% 111,166 2.03
META - Meta Platforms Inc. Add 16.55% 35,000 4.47
CACC - Credit Acceptance Corp. Add 8.49% 9,000 2.98
Q1 2019
TRUP - Trupanion Inc. Add 3.00% 17,700 0.46
META - Meta Platforms Inc. Add 2.42% 5,000 0.66
Q4 2018
CACC - Credit Acceptance Corp. Buy 110,000 37.36
META - Meta Platforms Inc. Buy 206,500 24.09
GOOGL - Alphabet Inc. Buy 19,900 18.50
TRUP - Trupanion Inc. Buy 590,700 13.38
SHAK - Shake Shack Inc. Buy 165,000 6.67