Robert Vinall
Robert VinallRV Capital GmbH13F · 11 May 2026
持仓 13前十集中度 99%本季新建/加仓 8减持/清仓 3
131.1%加仓221.8%加仓313.8%减持413.4%加仓57.3%减持65.4%减持72.5%加仓82.4%持有90.8%加仓100.7%持有110.7%加仓120.2%新建仓130.1%新建仓
CVNACarvana Co.均 40
METAMeta Platforms Inc.均 71
CACCCredit Acceptance Corp.均 39
IBKRInteractive Brokers Group Inc.均 62
HTHTH World Group Ltd ADR均 52
YUMCYum China Holdings Inc.均 57
MSFTMicrosoft Corp.均 70
GOOGLAlphabet Inc.均 71
CRMSalesforce.com均 61
DEDeere & Co.均 63
PAYCPaycom Software Inc.均 57
MORNMorningstar Inc.均 56
SPOTSpotify Technology S.A.均 54
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。