Robert Vinall / Andreas LechnerAndreas Lechner
Rv Capital Ag
Assets Managed
$382.629M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-10.91%(2Q avg: -16.14%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Rv Capital Ag's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.
Assets under management
The assets under management (AUM) of Rv Capital Ag over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 382.629M in assets, with a quarterly growth rate of -10.91% and a 2-quarter average growth rate of -16.14%. The portfolio is managed by Robert Vinall / Andreas Lechner, Andreas Lechner, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CVNA Carvana Co
| 31.06% | $118.818M 377,298 shares@ $314.92 avg price | Increased 24.36% |
META Meta Platforms Inc-class A
| 21.78% | $83.313M 145,534 shares@ $572.47 avg price | Increased 6.77% |
CACC Credit Acceptance Corp
| 13.78% | $52.697M 124,160 shares@ $424.44 avg price | Decreased -4.8% |
IBKR Interactive Brokers Gro-cl A
| 13.36% | $51.111M 757,919 shares@ $67.44 avg price | Increased 0.73% |
HTHT H World Group Ltd-adr
| 7.34% | $28.081M 558,380 shares@ $50.29 avg price | Decreased -7.46% |
YUMC Yum China Holdings Inc
| 5.38% | $20.563M 421,539 shares@ $48.79 avg price | Decreased -5.12% |
MSFT Microsoft Corp
| 2.46% | $9.408M 25,220 shares@ $373.03 avg price | Increased 119.31% |
GOOGL Alphabet Inc-cl A
| 2.45% | $9.351M 32,520 shares@ $287.56 avg price | |
CRM Salesforce Inc
| 0.76% | $2.895M 15,511 shares@ $186.68 avg price | Increased 41.27% |
DE Deere & Co
| 0.74% | $2.817M 5,001 shares@ $563.3 avg price |
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