Portfolio (Quarterly) Guide ↗

RV Capital

· CIK 0001766596

13F Portfolio $430M AUM 12 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 Q3 2025 · All 12 New 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PDD	PDD HOLDINGS INC	Consumer Cyclical	301,232	$39.8M	7.29%	SOLD

Sector Allocation

Consumer Cyclical 41.4%

Financial Services 24.7%

Communication Services 23.3%

Technology 10.1%

Industrials 0.5%