Robert Vinall - RV Capital AG
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    13
Portfolio value:    $382,628,512
Holdings Activity Buys Sells    History
Holding/activity history for  PDD Holdings Inc. (PDD)
← All PDD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 7.29 $104.19–139.41 · VW $122.14i SEC
2025   Q3 301,232 7.29 Reduce 10.23% 0.67 $102.08–136.84 · VW $122.23i $39,813,833 SEC
2025   Q2 335,569 6.50 $104.66 $35,120,652 SEC
2025   Q1 335,569 8.77 Reduce 2.87% 0.21 $94.14–133.33 · VW $116.02i $39,714,591 SEC
2024   Q4 345,489 7.18 Add 8.17% 0.54 $94.25–155.38 · VW $114.84i $33,508,978 SEC
2024   Q3 319,389 8.88 Add 0.54% 0.05 $88.01–155.67 · VW $119.53i $43,056,831 SEC
2024   Q2 317,689 10.16 Add 9.40% 0.87 $110.65–164.69 · VW $138.88i $42,236,753 SEC
2024   Q1 290,400 9.02 Add 45.86% 2.84 $108.87–152.99 · VW $129.81i $33,759,000 SEC
2023   Q4 199,100 8.43 $146.31 $29,130,321 SEC
2023   Q3 199,100 5.96 Buy 5.96 $67.55–103.60 · VW $87.25i $19,525,737 SEC
Price snapshot:
Current price$84.56
52-week low$71.94
52-week high$139.41