13F filing recap · Q4 2019

What did RV Capital AG buy in Q4 2019?

Reported stock-position changes between this filing and the previous one.

Stock value

$165.22M

Positions

Estimated turnover

38.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

WIXWix.com Ltd.$33.23Mreported value+271.5K shares

Increased positions

TRUPTrupanion, Inc.$28.00Mreported value+28.0K shares+3.9%

Reduced positions

CACCCredit Acceptance Corp$50.65Mreported value-500 shares-0.4%METAMeta Platforms, Inc.$42.36Mreported value-40.1K shares-16.3%GOOGLAlphabet Inc.$10.98Mreported value-11.7K shares-58.8%