RV Capital AG
Schindellegi V8 · SEC CIK 0001766596
$3.83亿2026Q2 申报市值
13持仓数
99.2%前十大占比 · 第一大 30.3%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MSFT 加仓+$293.94万
2026Q2 卖出最多 按季末市值估算
IBKR 减仓-$1,713.23万
CACC 减仓-$1,011.65万
CVNA 减仓-$810.86万
META 减仓-$368.22万
HTHT 减仓-$187.60万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | $22.96万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $57.73万 | 0.15% | 3,700 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $243.00万 | 0.63% | 15,511 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $268.89万 | 0.70% | 21,395 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $317.23万 | 0.83% | 5,001 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,162.17万 | 3.04% | 32,520 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,234.70万 | 3.22% | 33,100 | 7,880 | 31.2% | $293.94万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $1,626.71万 | 4.25% | 398,021 | -23,518 | -5.6% | -$96.12万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $2,141.96万 | 5.59% | 513,413 | -44,967 | -8.1% | -$187.60万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $4,883.69万 | 12.75% | 561,086 | -196,833 | -26.0% | -$1,713.23万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $6,894.11万 | 18.01% | 108,272 | -15,888 | -12.8% | -$1,011.65万 | 减仓 |
| META | META PLATFORMS INC | $7,829.56万 | 20.45% | 138,997 | -6,537 | -4.5% | -$368.22万 | 减仓 |
| CVNA | CARVANA CO | $1.16亿 | 30.31% | 1,763,296 | -123,194 | -6.5% | -$810.86万 | 减仓 |