13F HOLDINGS REPORT
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q4 2023 · Filed October 18, 2023 · Accession 0001569606-23-000007
Total Value
$1.2M
Positions
18
Other Managers
1
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,476,140 | $324,028 | 26.45% |
| 2 | MICROSOFT CORP | MSFT | 773,500 | $244,233 | 19.94% |
| 3 | ALPHABET INC | GOOG | 1,715,500 | $226,189 | 18.46% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 300 | $159,443 | 13.01% |
| 5 | META PLATFORMS INC | META | 174,000 | $52,237 | 4.26% |
| 6 | CREDIT ACCEP CORP MICH | 225310101 | 102,000 | $46,932 | 3.83% |
| 7 | SALESFORCE INC | CRM | 145,528 | $29,510 | 2.41% |
| 8 | TUCOWS INC | TCX | 1,413,439 | $28,848 | 2.35% |
| 9 | WIX COM LTD | WIX | 250,000 | $22,950 | 1.87% |
| 10 | CARVANA CO | CVNA | 425,000 | $17,842 | 1.46% |
| 11 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 200,000 | $17,312 | 1.41% |
| 12 | PDD HOLDINGS INC | PDD | 120,000 | $11,768 | 0.96% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,780 | $11,133 | 0.91% |
| 14 | FERGUSON PLC NEW | G3421J106 | 35,000 | $5,756 | 0.47% |
| 15 | TUCOWS INC | TCX | 230,000 | $4,694 | 0.38% |
| 16 | FERGUSON PLC NEW | G3421J106 | 25,000 | $4,112 | 0.34% |
| 17 | TUCOWS INC | TCX | 175,005 | $3,572 | 0.29% |
| 18 | MARKEL CORP | MKL | 2,325 | $3,424 | 0.28% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 14,000 | $2,165 | 0.18% |
| 20 | MERCADOLIBRE INC | MELI | 1,650 | $2,092 | 0.17% |
| 21 | TUCOWS INC | TCX | 100,100 | $2,043 | 0.17% |
| 22 | BIONTECH SE | BNTX | 11,500 | $1,249 | 0.10% |
| 23 | PAYPAL HLDGS INC | PYPL | 21,000 | $1,228 | 0.10% |
| 24 | TUCOWS INC | TCX | 51,050 | $1,042 | 0.09% |
| 25 | NU HLDGS LTD | NU | 105,000 | $761 | 0.06% |
| 26 | MICROSOFT CORP | MSFT | 1,700 | $537 | 0.04% |