Robert Vinall — Portfolio & Holdings
Robert Vinall of RV Capital GmbH manages $383M across 13 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Robert Vinall |
|---|---|
| Firm | RV Capital GmbH |
| Assets Under Management (13F) | $383M |
| Number of Positions | 13 |
| Reporting Period | Q2 2026 |
Top Holdings
Robert Vinall's largest reported holdings: CVNA, META, CACC, IBKR, HTHT, YUMC, MSFT, GOOGL, DE, PAYC.
All 13 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana | 30.31% | $116M | Added 367.35% |
| 2 | META | Meta Platforms, Inc. | 20.45% | $78.3M | Reduced 4.49% |
| 3 | CACC | Credit Acceptance | 18.01% | $68.9M | Reduced 12.80% |
| 4 | IBKR | Interactive Brokers Group, Inc. | 12.75% | $48.8M | Reduced 25.97% |
| 5 | HTHT | H World Group Ltd | 5.59% | $21.4M | Reduced 8.05% |
| 6 | YUMC | Yum China Holdings, Inc. | 4.25% | $16.3M | Reduced 5.58% |
| 7 | MSFT | Microsoft | 3.22% | $12.3M | Added 31.25% |
| 8 | GOOGL | Alphabet Inc. | 3.04% | $11.6M | Unchanged |
| 9 | DE | Deere & | 0.83% | $3.2M | Unchanged |
| 10 | PAYC | Paycom Software, Inc. | 0.70% | $2.7M | Unchanged |
| 11 | CRM | Salesforce, Inc. | 0.63% | $2.4M | Unchanged |
| 12 | MORN | Morningstar, Inc. | 0.15% | $577K | Unchanged |
| 13 | SPOT | Spotify Technology S.A. | 0.06% | $230K | Unchanged |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 15:05 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 15:05 UTC. This page is informational and not investment advice.
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