13F filing recap · Q2 2025
What did RV Capital AG buy in Q2 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$540.21M
Positions
12
Estimated turnover
10.8%
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.
Quarter in review
RV Capital AG opened a new position in Alphabet Inc. and dramatically increased its stake in Interactive Brokers Group, Inc. It also slightly trimmed Carvana Co.