Not yet filed. No Q3 2026 Form 13F from RV Capital GmbH has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| CVNA · CARVANA CO. | 1,763,296 | 30.31% |
| META · Meta Platforms, Inc. | 138,997 | 20.45% |
| CACC · CREDIT ACCEPTANCE CORP | 108,272 | 18.01% |
| IBKR · Interactive Brokers Group, Inc. | 561,086 | 12.75% |
| HTHT · H World Group Ltd | 513,413 | 5.59% |
| YUMC · Yum China Holdings, Inc. | 398,021 | 4.25% |
| MSFT · MICROSOFT CORP | 33,100 | 3.22% |
| GOOGL · Alphabet Inc. | 32,520 | 3.04% |
| DE · DEERE & CO | 5,001 | 0.83% |
| PAYC · Paycom Software, Inc. | 21,395 | 0.70% |
Largest increase 2026 Q1 → 2026 Q2: CVNA (+367.3% of shares). Largest trim 2026 Q1 → 2026 Q2: IBKR (-26.0% of shares).
Full record: RV Capital GmbH fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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