13F HOLDINGS REPORT (Amended)
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q1 2024 · Filed March 7, 2024 · Accession 0001569606-24-000011
Total Value
$1.23B
Positions
18
Other Managers
1
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,476,140 | $324.0M | 26.45% |
| 2 | MICROSOFT CORP | MSFT | 773,500 | $244.2M | 19.94% |
| 3 | ALPHABET INC | GOOG | 1,715,500 | $226.2M | 18.46% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 300 | $159.4M | 13.01% |
| 5 | META PLATFORMS INC | META | 174,000 | $52.2M | 4.26% |
| 6 | CREDIT ACCEP CORP MICH | 225310101 | 102,000 | $46.9M | 3.83% |
| 7 | SALESFORCE INC | CRM | 145,528 | $29.5M | 2.41% |
| 8 | TUCOWS INC | TCX | 1,413,439 | $28.8M | 2.35% |
| 9 | WIX COM LTD | WIX | 250,000 | $22.9M | 1.87% |
| 10 | CARVANA CO | CVNA | 425,000 | $17.8M | 1.46% |
| 11 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 200,000 | $17.3M | 1.41% |
| 12 | PDD HOLDINGS INC | PDD | 120,000 | $11.8M | 0.96% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,780 | $11.1M | 0.91% |
| 14 | FERGUSON PLC NEW | G3421J106 | 35,000 | $5.8M | 0.47% |
| 15 | TUCOWS INC | TCX | 230,000 | $4.7M | 0.38% |
| 16 | FERGUSON PLC NEW | G3421J106 | 25,000 | $4.1M | 0.34% |
| 17 | TUCOWS INC | TCX | 175,005 | $3.6M | 0.29% |
| 18 | MARKEL CORP | MKL | 2,325 | $3.4M | 0.28% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 14,000 | $2.2M | 0.18% |
| 20 | MERCADOLIBRE INC | MELI | 1,650 | $2.1M | 0.17% |
| 21 | TUCOWS INC | TCX | 100,100 | $2.0M | 0.17% |
| 22 | BIONTECH SE | BNTX | 11,500 | $1.2M | 0.10% |
| 23 | PAYPAL HLDGS INC | PYPL | 21,000 | $1.2M | 0.10% |
| 24 | TUCOWS INC | TCX | 51,050 | $1.0M | 0.09% |
| 25 | NU HLDGS LTD | NU | 105,000 | $761,250 | 0.06% |
| 26 | MICROSOFT CORP | MSFT | 1,700 | $536,775 | 0.04% |