RV 资本 2026Q1 13F 持仓
RV Capital 罗伯·维纳尔 组合详情。
组合市值：$382,628,512；当前持仓：13；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | $118,818,309 | 377298 | 31.05% | 持有 |
| 2 | META | Meta Platforms, Inc. | $83,313,117 | 145534 | 21.77% | 持有 |
| 3 | CACC | Credit Acceptance Corp. | $52,697,453 | 124160 | 13.77% | 持有 |
| 4 | IAC | IAC, Inc. | $51,111,227 | 757919 | 13.36% | 持有 |
| 5 | HTHT | 华住酒店集团 | $28,080,930 | 558380 | 7.34% | 持有 |
| 6 | YUMC | 百胜中国 | $20,562,673 | 421539 | 5.37% | 持有 |
| 7 | MSFT | 微软 | $9,407,607 | 25220 | 2.46% | 持有 |
| 8 | GOOGL | 谷歌A | $9,351,451 | 32520 | 2.44% | 持有 |
| 9 | CRM | 赛富时 | $2,895,439 | 15511 | 0.76% | 持有 |
| 10 | DE | 约翰迪尔 | $2,817,063 | 5001 | 0.74% | 持有 |
| 11 | PAYC | Paycom Software, Inc. | $2,676,998 | 21395 | 0.7% | 持有 |
| 12 | MORN | 晨星 | $653,790 | 3700 | 0.17% | 新增 |
| 13 | SPOT | Spotify Technology SA | $242,455 | 500 | 0.06% | 新增 |
清仓股票
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