13F HOLDINGS REPORT (Amended)
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q1 2024 · Filed March 7, 2024 · Accession 0001569606-24-000009
Total Value
$1.02B
Positions
18
Other Managers
1
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,476,140 | $256.9M | 25.11% |
| 2 | MICROSOFT CORP | MSFT | 773,500 | $223.0M | 21.80% |
| 3 | ALPHABET INC | GOOG | 1,715,500 | $178.4M | 17.44% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 300 | $139.7M | 13.65% |
| 5 | CREDIT ACCEP CORP MICH | 225310101 | 116,208 | $50.7M | 4.95% |
| 6 | META PLATFORMS INC | META | 174,000 | $36.9M | 3.60% |
| 7 | SALESFORCE INC | CRM | 145,528 | $29.1M | 2.84% |
| 8 | TUCOWS INC | TCX | 1,413,439 | $27.5M | 2.68% |
| 9 | WIX COM LTD | WIX | 250,000 | $24.9M | 2.44% |
| 10 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 150,000 | $12.4M | 1.21% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,780 | $9.8M | 0.96% |
| 12 | FERGUSON PLC NEW | G3421J106 | 40,000 | $5.3M | 0.52% |
| 13 | CARVANA CO | CVNA | 425,000 | $4.2M | 0.41% |
| 14 | TUCOWS INC | TCX | 160,000 | $3.1M | 0.30% |
| 15 | MARKEL CORP | MKL | 2,325 | $3.0M | 0.29% |
| 16 | TUCOWS INC | TCX | 150,000 | $2.9M | 0.28% |
| 17 | MERCADOLIBRE INC | MELI | 1,950 | $2.6M | 0.25% |
| 18 | SPOTIFY TECHNOLOGY S A | SPOT | 18,500 | $2.5M | 0.24% |
| 19 | PAYPAL HLDGS INC | PYPL | 25,000 | $1.9M | 0.19% |
| 20 | SPOTIFY TECHNOLOGY S A | SPOT | 12,500 | $1.7M | 0.16% |
| 21 | TUCOWS INC | TCX | 64,100 | $1.2M | 0.12% |
| 22 | MICROSOFT CORP | MSFT | 3,700 | $1.1M | 0.10% |
| 23 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 12,074 | $996,829 | 0.10% |
| 24 | MERCADOLIBRE INC | MELI | 700 | $922,642 | 0.09% |
| 25 | STONECO LTD | STNE | 85,000 | $810,900 | 0.08% |
| 26 | ALPHABET INC | GOOG | 7,000 | $726,110 | 0.07% |
| 27 | NU HLDGS LTD | NU | 120,000 | $571,200 | 0.06% |
| 28 | BIONTECH SE | BNTX | 3,000 | $373,710 | 0.04% |