13F HOLDINGS REPORT (Amended)
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q1 2024 · Filed March 7, 2024 · Accession 0001569606-24-000010
Total Value
$1.20B
Positions
17
Other Managers
1
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,476,140 | $296.4M | 24.73% |
| 2 | MICROSOFT CORP | MSFT | 773,500 | $263.4M | 21.98% |
| 3 | ALPHABET INC | GOOG | 1,715,500 | $207.5M | 17.31% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 300 | $155.3M | 12.96% |
| 5 | CREDIT ACCEP CORP MICH | 225310101 | 116,208 | $59.0M | 4.92% |
| 6 | META PLATFORMS INC | META | 174,000 | $49.9M | 4.17% |
| 7 | TUCOWS INC | TCX | 1,413,439 | $39.2M | 3.27% |
| 8 | SALESFORCE INC | CRM | 145,528 | $30.7M | 2.56% |
| 9 | WIX COM LTD | WIX | 250,000 | $19.6M | 1.63% |
| 10 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 200,000 | $16.6M | 1.39% |
| 11 | CARVANA CO | CVNA | 425,000 | $11.0M | 0.92% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,780 | $10.8M | 0.90% |
| 13 | TUCOWS INC | TCX | 230,000 | $6.4M | 0.53% |
| 14 | FERGUSON PLC NEW | G3421J106 | 40,000 | $6.3M | 0.52% |
| 15 | FERGUSON PLC NEW | G3421J106 | 32,500 | $5.1M | 0.43% |
| 16 | TUCOWS INC | TCX | 175,005 | $4.9M | 0.41% |
| 17 | MARKEL CORP | MKL | 2,325 | $3.2M | 0.27% |
| 18 | TUCOWS INC | TCX | 100,100 | $2.8M | 0.23% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 15,500 | $2.5M | 0.21% |
| 20 | MERCADOLIBRE INC | MELI | 1,700 | $2.0M | 0.17% |
| 21 | BIONTECH SE | BNTX | 11,000 | $1.2M | 0.10% |
| 22 | MICROSOFT CORP | MSFT | 3,400 | $1.2M | 0.10% |
| 23 | ALPHABET INC | GOOG | 7,000 | $837,900 | 0.07% |
| 24 | NU HLDGS LTD | NU | 105,000 | $828,450 | 0.07% |
| 25 | PAYPAL HLDGS INC | PYPL | 12,000 | $800,760 | 0.07% |
| 26 | MERCADOLIBRE INC | MELI | 500 | $592,300 | 0.05% |
| 27 | PAYPAL HLDGS INC | PYPL | 7,300 | $487,129 | 0.04% |