Quarter snapshot

RV Capital

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	WIX	SOLD	—	—	—
≡	SPOT	Newly reported	0.06%	500	$242,455
≡	MORN	Newly reported	0.17%	3,700	$653,790
≡	PAYC	+73%	0.7%	21,395	$2,676,998
≡	DE		0.74%	5,001	$2,817,063
≡	CRM	+41%	0.76%	15,511	$2,895,439
≡	GOOG		2.44%	32,520	$9,351,451
≡	MSFT	+119%	2.46%	25,220	$9,407,607
≡	YUMC	−5%	5.37%	421,539	$20,562,673
≡	HTHT	−8%	7.34%	558,380	$28,080,930
≡	IBKR	+1%	13.36%	757,919	$51,111,227
≡	CACC	−5%	13.77%	124,160	$52,697,453
≡	META	+7%	21.77%	145,534	$83,313,117
≡	CVNA	+24%	31.05%	377,298	$118,818,309

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