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← Robert Vinall

Robert Vinall's 2026Q1 portfolio

Robert Vinall (RV Capital GmbH) held 13 positions as of Mar 31, 2026, with the largest position at 31.1% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (13)

  1. 1CVNACarvana CO
    % port
    31.1%
    +1.2pp vs prior Q
  2. 2METAMeta Platforms Inc-class A
    % port
    21.8%
    +0.8pp vs prior Q
  3. 3CACCCredit Acceptance Corp
    % port
    13.8%
    +0.3pp vs prior Q
  4. 4IBKRInteractive Brokers Gro-cl A
    % port
    13.4%
    +2.1pp vs prior Q
  5. 5HTHTH World Group Ltd-adr
    % port
    7.3%
    +0.7pp vs prior Q
  6. 6YUMCYum China Holdings Inc
    % port
    5.4%
    +0.4pp vs prior Q
  7. 7MSFTMicrosoft Corp
    % port
    2.5%
    +1.2pp vs prior Q
  8. 8GOOGLAlphabet Inc-cl A
    % port
    2.4%
  9. 9CRMSalesforce Inc
    % port
    0.8%
  10. 10DEDeere & CO
    % port
    0.7%
    +0.2pp vs prior Q
  11. 11PAYCPaycom Software Inc
    % port
    0.7%
    +0.2pp vs prior Q
  12. 12MORNMorningstar Inc
    % port
    0.2%
  13. 13SPOTSpotify Technology S A
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.