13F filing recap · Q4 2025

What did RV Capital AG buy in Q4 2025?

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

Stock value

$429.53M

Positions

Estimated turnover

21.5%

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 exited Pdd Holdings entirely and trimmed Carvana, Meta Platforms, and Interactive Brokers Group.

Reduced positions

CVNACarvana Co.$128.04Mreported value-141.9K shares-31.9%METAMeta Platforms, Inc.$89.98Mreported value-3.4K shares-2.4%IBKRInteractive Brokers Group, Inc.$48.39Mreported value-46.8K shares-5.9%

Exited positions

PDDPdd Holdings Inc.$39.81Mprior reported value-301.2K shares-100.0%