RV Capital AG
Schindellegi V8 · SEC CIK 0001766596
$3.83亿2026Q1 申报市值
13持仓数
99.1%前十大占比 · 第一大 31.1%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CVNA 加仓+$2,327.09万
META 加仓+$527.98万
MSFT 加仓+$511.79万
PAYC 加仓+$112.61万
CRM 加仓+$84.58万
2026Q1 卖出最多 按季末市值估算
WIX 清仓-$3,272.49万
CACC 减仓-$266.16万
HTHT 减仓-$226.49万
YUMC 减仓-$111.13万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | $1.19亿 | 31.05% | 377,298 | 73,895 | 24.4% | $2,327.09万 | 加仓 |
| META | META PLATFORMS INC | $8,331.31万 | 21.77% | 145,534 | 9,223 | 6.8% | $527.98万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $5,269.75万 | 13.77% | 124,160 | -6,271 | -4.8% | -$266.16万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $5,111.12万 | 13.36% | 757,919 | 5,441 | 0.7% | $36.69万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $2,808.09万 | 7.34% | 558,380 | -45,036 | -7.5% | -$226.49万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $2,056.27万 | 5.37% | 421,539 | -22,782 | -5.1% | -$111.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $940.76万 | 2.46% | 25,220 | 13,720 | 119.3% | $511.79万 | 加仓 |
| GOOGL | ALPHABET INC | $935.15万 | 2.44% | 32,520 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $289.54万 | 0.76% | 15,511 | 4,531 | 41.3% | $84.58万 | 加仓 |
| DE | DEERE & CO | $281.71万 | 0.74% | 5,001 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $267.70万 | 0.70% | 21,395 | 9,000 | 72.6% | $112.61万 | 加仓 |
| MORN | MORNINGSTAR INC | $65.38万 | 0.17% | 3,700 | 3,700 | — | $65.38万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $24.25万 | 0.06% | 500 | 500 | — | $24.25万 | 新建仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -314,996 | -100.0% | -$3,272.49万 | 清仓 |