13F filing recap · Q3 2023

What did RV Capital AG buy in Q3 2023?

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

Stock value

$327.71M

Positions

Estimated turnover

9.9%

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

PDDPdd Holdings Inc.$19.53Mreported value+199.1K shares

Increased positions

WIXWix.com Ltd.$42.81Mreported value+10.5K shares+2.3%

Reduced positions

METAMeta Platforms, Inc.$80.63Mreported value-517 shares-0.2%CACCCredit Acceptance Corp$72.56Mreported value-15.2K shares-8.8%CRMSalesforce, Inc.$59.79Mreported value-3.7K shares-1.2%CVNACarvana Co.$26.70Mreported value-73.7K shares