Robert Vinall – RV Capital GmbH Portfolio | DataHeimdall

Robert Vinall

RV Capital GmbH·CIK 1766596

12

Positions

$429.5M

Portfolio Value

29

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2025

CVNA

META

CACC

IBKR

WIX

HTHT

YUMC

GOOGL

MSFT

CRM

Others

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022 Q2 2022 Q1 2022

#	Ticker	Company	Weight	Shares	Value	Change
1	CVNA	CARVANA CO	29.81%	303,403	$128,042,134	▼ -0.9%
2	PDD	PDD HOLDINGS INC	7.29%	301,232	$39,813,833