RV Capital 2025Q3 Holdings
RV 资本 Rob Vinall 13F portfolio details.
Total market value: $546,236,782; holdings: 13; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | $167,967,996 | 445255 | 30.75% |
| 2 | META | Meta Platforms, Inc. | $102,601,699 | 139712 | 18.78% |
| 3 | CACC | Credit Acceptance Corp. | $60,902,147 | 130431 | 11.15% |
| 4 | WIX | Wix.com Ltd. | $55,952,739 | 314996 | 10.24% |
| 5 | IAC | IAC, Inc. | $54,997,562 | 799267 | 10.07% |
| 6 | PDD HOLDINGS INC | $39,813,833 | 301232 | 7.29% | |
| 7 | HTHT | 华住酒店集团 | $23,599,600 | 603416 | 4.32% |
| 8 | YUMC | 百胜中国控股有限公司 | $19,070,257 | 444321 | 3.49% |
| 9 | ALPHABET INC CAP STK CL A | $7,905,612 | 32520 | 1.45% | |
| 10 | MICROSOFT CORP COM | $5,956,425 | 11500 | 1.09% | |
| 11 | CRM | 赛富时公司 | $2,602,260 | 10980 | 0.48% |
| 12 | PAYC | Paycom Software, Inc. | $2,579,895 | 12395 | 0.47% |
| 13 | DE | 迪尔股份有限公司 | $2,286,757 | 5001 | 0.42% |