Tracking Robert Vinall’s RV Capital 13F Portfolio – Q1 2024 Update

 

• Robert Vinall’s 13F portfolio value increased from $346M to $376M this quarter.
• They increased Carvana (CVNA) and PDD Holdings (PDD) while decreasing Credit Acceptance (CACC) and Wix.com (WIX) during the quarter.
• Meta Platforms (META) at ~26% of the portfolio is by far the largest position.

 Robert Vinall’s RV Capital 13F Portfolio value increased from $346M to $376M this quarter. The heavily concentrated portfolio has just 6 stakes.

The spreadsheet below highlights changes to RV Capital’s 13F holdings in Q1 2024. Please lookup our previous update to see how the portfolio has progressed: