What did Robert Vinall buy in Q4 2025?

Robert Vinall disclosed no new buys in the Q4 2025 13F.

What did Robert Vinall sell in Q4 2025?

Robert Vinall exited 1 position (PDD) and trimmed 1.

What Robert Vinall bought and sold in Q4 2025

In Q4 2025, Robert Vinall (RV Capital GmbH) trimmed 1, exited 1 (PDD). The book stood at $430M across 12 positions, filed Jan 30, 2026.

0New0Added1Trimmed1Exited

Share𝕏 in

Trimmed (1)

CVNACarvana CO-32% shares · 29.8% · $128M

Exited (1)

PDDPdd Holdings Incwas 7.3% of book

Robert Vinall's other filings

Q1 2026 changes Q3 2025 changes Q2 2025 changes Q4 2024 changes

Robert Vinall's full portfolio →The whole cohort in Q4 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.