$323 Million is the total value of RV Capital GmbH's 6 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CACC | Buy | CREDIT ACCEP CORP MICH | $107,843 | -18.8% | 195,946 | +1.4% | 33.39% | -2.9% |
| CRM | Sell | SALESFORCE COM INC | $67,251 | -17.0% | 316,743 | -0.7% | 20.82% | -0.7% |
| CVNA | Buy | CARVANA COcl a | $59,041 | +91.5% | 494,935 | +272.0% | 18.28% | +129.0% |
| WIX | Buy | WIX COM LTD | $47,091 | -27.5% | 450,800 | +9.6% | 14.58% | -13.2% |
| FB | Sell | META PLATFORMS INCcl a | $40,670 | -45.9% | 182,900 | -18.1% | 12.59% | -35.2% |
| TRUP | TRUPANION INC | $1,043 | -32.5% | 11,700 | 0.0% | 0.32% | -19.2% |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- Robert Vinall — Managing Director
- RV Capital GmbH holdings (13F-HR)
- RV Capital GmbH ownership history
- RV Capital GmbH portfolio value
- RV Capital GmbH filings
- Similar filers BETA
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