13F HOLDINGS REPORT (Amended)
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q1 2024 · Filed March 1, 2024 · Accession 0001569606-24-000007
Total Value
$1.36B
Positions
19
Other Managers
1
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,476,140 | $345.9M | 25.52% |
| 2 | MICROSOFT CORP | MSFT | 773,500 | $290.9M | 21.46% |
| 3 | ALPHABET INC | GOOG | 1,715,500 | $241.8M | 17.83% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 300 | $162.8M | 12.01% |
| 5 | CREDIT ACCEP CORP MICH | 225310101 | 102,000 | $54.3M | 4.01% |
| 6 | META PLATFORMS INC | META | 134,000 | $47.4M | 3.50% |
| 7 | TUCOWS INC | TCX | 1,413,439 | $38.2M | 2.82% |
| 8 | SALESFORCE INC | CRM | 120,000 | $31.6M | 2.33% |
| 9 | WIX COM LTD | WIX | 250,000 | $30.8M | 2.27% |
| 10 | CARVANA CO | CVNA | 500,000 | $26.5M | 1.95% |
| 11 | PDD HOLDINGS INC | PDD | 120,000 | $17.6M | 1.30% |
| 12 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 200,000 | $16.6M | 1.22% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,780 | $11.3M | 0.84% |
| 14 | TUCOWS INC | TCX | 230,000 | $6.2M | 0.46% |
| 15 | FERGUSON PLC NEW | G3421J106 | 28,000 | $5.4M | 0.40% |
| 16 | TUCOWS INC | TCX | 175,005 | $4.7M | 0.35% |
| 17 | FERGUSON PLC NEW | G3421J106 | 22,500 | $4.3M | 0.32% |
| 18 | MARKEL CORP | MKL | 2,325 | $3.3M | 0.24% |
| 19 | TUCOWS INC | TCX | 120,100 | $3.2M | 0.24% |
| 20 | MERCADOLIBRE INC | MELI | 1,600 | $2.5M | 0.19% |
| 21 | SPOTIFY TECHNOLOGY S A | SPOT | 12,600 | $2.4M | 0.17% |
| 22 | MIX TELEMATICS LTD | 60688N102 | 203,574 | $1.8M | 0.13% |
| 23 | BIONTECH SE | BNTX | 14,500 | $1.5M | 0.11% |
| 24 | TUCOWS INC | TCX | 51,050 | $1.4M | 0.10% |
| 25 | PAYPAL HLDGS INC | PYPL | 21,000 | $1.3M | 0.10% |
| 26 | NU HLDGS LTD | NU | 100,000 | $833,000 | 0.06% |
| 27 | MICROSOFT CORP | MSFT | 1,550 | $582,862 | 0.04% |
| 28 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 7,000 | $580,300 | 0.04% |