13F HOLDINGS REPORT (Amended)
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q1 2024 · Filed March 7, 2024 · Accession 0001569606-24-000008
Total Value
$907.0M
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,476,140 | $218.5M | 24.09% |
| 2 | MICROSOFT CORP | MSFT | 773,500 | $185.5M | 20.45% |
| 3 | ALPHABET INC | GOOG | 1,715,500 | $152.2M | 16.78% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 300 | $140.6M | 15.50% |
| 5 | CREDIT ACCEP CORP MICH | 225310101 | 147,208 | $69.8M | 7.70% |
| 6 | TUCOWS INC | TCX | 1,413,439 | $48.0M | 5.29% |
| 7 | SALESFORCE INC | CRM | 145,528 | $19.3M | 2.13% |
| 8 | WIX COM LTD | WIX | 250,000 | $19.2M | 2.12% |
| 9 | META PLATFORMS INC | META | 114,000 | $13.7M | 1.51% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,780 | $9.8M | 1.08% |
| 11 | FERGUSON PLC NEW | G3421J106 | 45,000 | $5.7M | 0.63% |
| 12 | TUCOWS INC | TCX | 130,000 | $4.4M | 0.49% |
| 13 | TUCOWS INC | TCX | 120,000 | $4.1M | 0.45% |
| 14 | MARKEL CORP | MKL | 2,325 | $3.1M | 0.34% |
| 15 | CARVANA CO | CVNA | 425,000 | $2.0M | 0.22% |
| 16 | MERCADOLIBRE INC | MELI | 2,150 | $1.8M | 0.20% |
| 17 | TUCOWS INC | TCX | 49,100 | $1.7M | 0.18% |
| 18 | SPOTIFY TECHNOLOGY S A | SPOT | 19,000 | $1.5M | 0.17% |
| 19 | MERCADOLIBRE INC | MELI | 1,400 | $1.2M | 0.13% |
| 20 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 16,074 | $1.2M | 0.13% |
| 21 | SPOTIFY TECHNOLOGY S A | SPOT | 12,500 | $986,875 | 0.11% |
| 22 | MICROSOFT CORP | MSFT | 3,700 | $887,334 | 0.10% |
| 23 | STONECO LTD | STNE | 85,000 | $802,400 | 0.09% |
| 24 | ALPHABET INC | GOOG | 7,000 | $617,610 | 0.07% |
| 25 | NU HLDGS LTD | NU | 100,000 | $407,000 | 0.04% |