13F filing recap · Q1 2026

What did RV Capital AG buy in Q1 2026?

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

Stock value

$382.63M

Positions

Estimated turnover

18.6%

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 new positions in Morningstar and Spotify Technology, and exited Wix.com entirely. The firm added to Carvana and Meta Platforms, while trimming Credit Acceptance Corp, H World Group, and Yum China Holdings. It also increased its Microsoft stake sharply, and substantially added to Salesforce and Paycom Software.

New positions

MORNMorningstar, Inc.$653.8Kreported value+3.7K shares SPOTSpotify Technology S.a.$242.5Kreported value+500 shares

Increased positions

CVNACarvana Co.$118.82Mreported value+73.9K shares+24.4%METAMeta Platforms, Inc.$83.31Mreported value+9.2K shares+6.8%IBKRInteractive Brokers Group, Inc.$51.11Mreported value+5.4K shares+0.7%MSFTMicrosoft Corporation$9.41Mreported value+13.7K shares

Reduced positions

CACCCredit Acceptance Corp$52.70Mreported value-6.3K shares-4.8%HTHTH World Group Ltd$28.08Mreported value-45.0K shares-7.5%YUMCYum China Holdings, Inc.$20.56Mreported value-22.8K shares-5.1%

Exited positions

WIXWix.com Ltd.$32.72Mprior reported value-315.0K shares-100.0%