- Robert Vinall’s 13F portfolio value increased from $307M to $328M this quarter.
- They added PDD Holdings (PDD) during the quarter.
- Meta Platforms (META) at ~25% of the portfolio is by far the largest position.
Robert Vinall’s RV Capital 13F Portfolio value increased
from $307M to $328M this quarter. The heavily concentrated portfolio continues
to have less than ten stakes.
The spreadsheet below highlights changes to RV Capital’s 13F
holdings in Q3 2023. Please lookup our previous
update to see how the portfolio has progressed:
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