Quarter snapshot
RV Capital
- Quarter
- Q4 2025
- Filed
- 2026-01-30
- Portfolio value
- $429,532,680
- Positions
- 12
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
CVNA
history
|
NEW |
29.81% |
303,403 |
$128,042,134
|
|
META
history
|
NEW |
20.95% |
136,311 |
$89,977,528
|
|
CACC
history
|
NEW |
13.47% |
130,431 |
$57,840,931
|
|
IBKR
history
|
NEW |
11.27% |
752,478 |
$48,391,860
|
|
WIX
history
|
NEW |
7.62% |
314,996 |
$32,724,934
|
|
HTHT
history
|
NEW |
6.61% |
603,416 |
$28,390,723
|
|
YUMC
history
|
NEW |
4.94% |
444,321 |
$21,211,885
|
|
GOOG
history
|
NEW |
2.37% |
32,520 |
$10,178,760
|
|
MSFT
history
|
NEW |
1.29% |
11,500 |
$5,561,630
|
|
CRM
history
|
NEW |
0.68% |
10,980 |
$2,908,712
|
|
DE
history
|
NEW |
0.54% |
5,001 |
$2,328,316
|
|
PAYC
history
|
NEW |
0.46% |
12,395 |
$1,975,267
|
