Quarter snapshot

RV Capital

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Quarter: Q2 2026
Filed: 2026-08-14
Portfolio value: $382,887,143
Positions: 13
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares	Value
≡	SPOT		0.06%	500	$229,565
≡	MORN		0.15%	3,700	$577,274
≡	CRM		0.63%	15,511	$2,429,953
≡	PAYC		0.7%	21,395	$2,688,924
≡	DE		0.83%	5,001	$3,172,284
≡	GOOG		3.04%	32,520	$11,621,672
≡	MSFT	+31%	3.22%	33,100	$12,346,962
≡	YUMC	−6%	4.25%	398,021	$16,267,118
≡	HTHT	−8%	5.59%	513,413	$21,419,590
≡	IBKR	−26%	12.75%	561,086	$48,836,925
≡	CACC	−13%	18.01%	108,272	$68,941,113
≡	META	−5%	20.45%	138,997	$78,295,620
≡	CVNA	+367%	30.31%	1,763,296	$116,060,143