Robert Vinall · Rv Capital Ag
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 12 |
| Portfolio value: | $540M |
Viewing historical Q2 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| CVNA · Carvana Co. | 31.83 | Reduce 6.79% | 510,352 | $336.96 | $171,968,210 | $77.94 | -76.87% | $53.44 | $97.38 |
| META · Meta Platforms, Inc. | 19.54 | 142,988 | $738.09 | $105,538,013 | $609.63 | -17.40% | $520.26 | $796.25 | |
| 225310101 · Credit Accep Corp. Mich | 12.16 | 128,929 | $509.43 | $65,680,300 | — | — | — | — | |
| WIX · Wix Com Ltd. | 9.91 | 338,000 | $158.46 | $53,559,480 | $80.12 | -49.44% | $60.22 | $191.24 | |
| IBKR · Interactive Brokers Group In | 8.72 | Add 300.00% | 849,920 | $55.41 | $47,094,067 | $84.42 | +52.36% | $48.23 | $87.37 |
| PDD · Pdd Holdings Inc. | 6.50 | 335,569 | $104.66 | $35,120,652 | $98.78 | -5.62% | $95.24 | $139.41 | |
| HTHT · H World Group Ltd. | 4.14 | 659,652 | $33.92 | $22,375,396 | $47.08 | +38.80% | $30.41 | $56.64 | |
| YUMC · Yum China Holdings, Inc. | 4.07 | 492,265 | $44.71 | $22,009,168 | $46.90 | +4.90% | $41.69 | $58.39 | |
| GOOGL · Alphabet Inc. | 1.06 | New | 32,520 | $176.23 | $5,731,000 | $400.71 | +127.38% | $156.16 | $402.00 |
| MSFT · Microsoft Corp. | 1.06 | 11,500 | $497.41 | $5,720,215 | $415.06 | -16.56% | $356.28 | $555.45 | |
| PAYC · Paycom Software Inc. | 0.53 | 12,395 | $231.40 | $2,868,203 | $136.87 | -40.85% | $104.90 | $267.76 | |
| DE · Deere & Co. | 0.47 | 5,001 | $508.49 | $2,542,958 | $574.84 | +13.05% | $433.00 | $674.19 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
6 sectors represented
Whales with similar holdings to Robert Vinall
Ranked by number of overlapping positions in current portfolios
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★ WatchlistData from SEC EDGAR · whalstreet.com