RV Capital
Owner-operator compounders
| Company | Weight | Value | Last quarter |
|---|---|---|---|
| CVNACARVANA CO | 30.3% | $116M | Added +367% |
| METAMETA PLATFORMS INC | 20.4% | $78M | Trimmed −4% |
| CACCCREDIT ACCEP CORP MICH | 18.0% | $69M | Trimmed −13% |
| IBKRINTERACTIVE BROKERS GROUP IN | 12.8% | $49M | Trimmed −26% |
| HTHTH WORLD GROUP LTD | 5.6% | $21M | Trimmed −8% |
| YUMCYUM CHINA HLDGS INC | 4.2% | $16M | Trimmed −6% |
| MSFTMICROSOFT CORP | 3.2% | $12M | Added +31% |
| GOOGLALPHABET INC | 3.0% | $12M | Unchanged |
| DEDEERE & CO | 0.8% | $3M | Unchanged |
| PAYCPAYCOM SOFTWARE INC | 0.7% | $3M | Unchanged |
| CRMSALESFORCE INC | 0.6% | $2M | Unchanged |
| MORNMORNINGSTAR INC | 0.2% | $577K | Unchanged |
| SPOTSPOTIFY TECHNOLOGY S A | 0.1% | $230K | Unchanged |