Robert Vinall - RV Capital GmbH

History Stock Activity Share change % change to portfolio
Q1  2024
CRM - Salesforce.com Sell 100.00% 186,849 14.22
CVNA - Carvana Co. Add 18.47% 132,119 3.10
PDD - Pinduoduo Inc. Add 45.86% 91,300 2.84
CACC - Credit Acceptance Corp. Reduce 5.62% 8,200 1.21
WIX - Wix.com Ltd. Reduce 3.79% 17,007 0.62
TRUP - Trupanion Inc. Sell 100.00% 25,000 0.22
Q4  2023
CRM - Salesforce.com Reduce 36.63% 107,994 8.22
META - Meta Platforms Inc. Reduce 26.14% 70,200 7.19
CACC - Credit Acceptance Corp. Reduce 7.49% 11,808 1.82
CVNA - Carvana Co. Add 12.46% 79,277 1.21
WIX - Wix.com Ltd. Reduce 3.86% 18,013 0.64
IBKR - Interactive Brokers Group Inc. Add 7.34% 21,200 0.51
Q3  2023
PDD - Pinduoduo Inc. Buy 199,100 5.96
CACC - Credit Acceptance Corp. Reduce 8.77% 15,150 2.13
CVNA - Carvana Co. Reduce 10.38% 73,700 0.94
WIX - Wix.com Ltd. Add 2.30% 10,500 0.29
CRM - Salesforce.com Reduce 1.24% 3,700 0.23
META - Meta Platforms Inc. Reduce 0.19% 517 0.05
Q2  2023
IBKR - Interactive Brokers Group Inc. Add 41.72% 85,000 2.30
CACC - Credit Acceptance Corp. Add 2.07% 3,500 0.58
META - Meta Platforms Inc. Reduce 1.82% 5,000 0.47
CRM - Salesforce.com Reduce 1.55% 4,700 0.32
Q1  2023
IBKR - Interactive Brokers Group Inc. Buy 203,747 6.40
META - Meta Platforms Inc. Add 30.28% 63,700 5.14
CACC - Credit Acceptance Corp. Reduce 13.27% 25,900 4.30
Q4  2022
CRM - Salesforce.com Reduce 0.62% 1,900 0.13
Q3  2022
CVNA - Carvana Co. Add 37.21% 192,500 1.87
CACC - Credit Acceptance Corp. Reduce 1.61% 3,200 0.67
CRM - Salesforce.com Reduce 2.86% 9,000 0.62
WIX - Wix.com Ltd. Add 1.11% 5,000 0.19
META - Meta Platforms Inc. Add 0.96% 2,000 0.13
TRUP - Trupanion Inc. Add 12.61% 2,800 0.08
Q2  2022
META - Meta Platforms Inc. Add 13.94% 25,500 1.85
CACC - Credit Acceptance Corp. Add 1.28% 2,500 0.53
TRUP - Trupanion Inc. Add 89.74% 10,500 0.28
CVNA - Carvana Co. Add 4.53% 22,400 0.23
CRM - Salesforce.com Reduce 0.82% 2,600 0.19
Q1  2022
CVNA - Carvana Co. Add 272.03% 361,900 13.37
META - Meta Platforms Inc. Reduce 18.13% 40,500 2.79
WIX - Wix.com Ltd. Add 9.58% 39,400 1.27
CACC - Credit Acceptance Corp. Add 1.44% 2,788 0.48
CRM - Salesforce.com Reduce 0.69% 2,200 0.14
Q4  2021
CVNA - Carvana Co. Buy 133,035 7.98
CACC - Credit Acceptance Corp. Reduce 9.74% 20,837 3.71
WIX - Wix.com Ltd. Add 23.28% 77,700 3.17
CRM - Salesforce.com Add 7.28% 21,635 1.42
META - Meta Platforms Inc. Add 4.10% 8,800 0.77
TRUP - Trupanion Inc. Buy 11,700 0.40
Q3  2021
WORK - Slack Technologies Inc. Sell 100.00% 1,088,058 12.89
CRM - Salesforce.com Add 35.44% 77,795 6.13
CACC - Credit Acceptance Corp. Reduce 3.39% 7,500 1.28
Q2  2021
WIX - Wix.com Ltd. Add 10.57% 31,900 2.48
CACC - Credit Acceptance Corp. Add 3.65% 7,800 0.95
WORK - Slack Technologies Inc. Add 3.57% 37,500 0.44
META - Meta Platforms Inc. Add 2.14% 4,500 0.42
Q1  2021
CRM - Salesforce.com Buy 219,513 14.89
TRUP - Trupanion Inc. Sell 100.00% 316,298 13.33
META - Meta Platforms Inc. Reduce 16.96% 42,900 4.04
WIX - Wix.com Ltd. Add 14.40% 38,000 3.40
CACC - Credit Acceptance Corp. Add 8.31% 16,395 1.89
WORK - Slack Technologies Inc. Add 3.32% 33,758 0.44
Q4  2020
TRUP - Trupanion Inc. Reduce 56.01% 402,702 16.97
WORK - Slack Technologies Inc. Add 82.55% 459,800 6.83
CACC - Credit Acceptance Corp. Add 7.81% 14,300 1.74
Q3  2020
WORK - Slack Technologies Inc. Buy 557,000 5.60
CVNA - Carvana Co. Sell 100.00% 94,642 4.45
WIX - Wix.com Ltd. Reduce 9.35% 27,200 2.60
TRUP - Trupanion Inc. Reduce 9.67% 76,956 2.27
META - Meta Platforms Inc. Reduce 2.69% 7,000 0.69
Q2  2020
GOOGL - Alphabet Inc. Sell 100.00% 228,000 9.39
CACC - Credit Acceptance Corp. Add 43.64% 55,600 9.11
META - Meta Platforms Inc. Add 9.24% 22,000 1.95
WIX - Wix.com Ltd. Reduce 3.03% 9,100 0.91
TRUP - Trupanion Inc. Add 3.33% 25,639 0.43
Q1  2020
META - Meta Platforms Inc. Add 15.31% 31,600 3.74
CVNA - Carvana Co. Buy 94,642 3.70
GOOGL - Alphabet Inc. Add 39.02% 64,000 2.64
CACC - Credit Acceptance Corp. Add 11.27% 12,900 2.34
WIX - Wix.com Ltd. Add 10.53% 28,600 2.04
TRUP - Trupanion Inc. Add 3.05% 22,773 0.42
Q4  2019
WIX - Wix.com Ltd. Buy 271,500 20.11
GOOGL - Alphabet Inc. Reduce 58.79% 234,000 9.49
META - Meta Platforms Inc. Reduce 16.27% 40,100 4.98
TRUP - Trupanion Inc. Add 3.89% 27,978 0.63
CACC - Credit Acceptance Corp. Reduce 0.43% 500 0.13
Q3  2019
META - Meta Platforms Inc. Add 16.55% 35,000 4.47
CACC - Credit Acceptance Corp. Add 8.49% 9,000 2.98
TRUP - Trupanion Inc. Add 18.27% 111,166 2.03
Q1  2019
SHAK - Shake Shack Inc. Sell 100.00% 165,000 6.67
CACC - Credit Acceptance Corp. Reduce 3.64% 4,000 1.43
META - Meta Platforms Inc. Add 2.42% 5,000 0.66
TRUP - Trupanion Inc. Add 3.00% 17,700 0.46