13F HOLDINGS REPORT
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0001569606-24-000012
Total Value
$1.48B
Positions
18
Other Managers
1
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,476,140 | $373.7M | 25.31% |
| 2 | MICROSOFT CORP | MSFT | 773,500 | $325.4M | 22.04% |
| 3 | ALPHABET INC | GOOG | 1,715,500 | $261.2M | 17.69% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 300 | $190.3M | 12.89% |
| 5 | META PLATFORMS INC | META | 134,000 | $65.1M | 4.41% |
| 6 | CARVANA CO | CVNA | 588,149 | $51.7M | 3.50% |
| 7 | CREDIT ACCEP CORP MICH | 225310101 | 92,000 | $50.7M | 3.44% |
| 8 | WIX COM LTD | WIX | 250,000 | $34.4M | 2.33% |
| 9 | TUCOWS INC | TCX | 1,413,439 | $26.2M | 1.78% |
| 10 | PDD HOLDINGS INC | PDD | 200,000 | $23.3M | 1.57% |
| 11 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 200,000 | $22.3M | 1.51% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,780 | $13.4M | 0.91% |
| 13 | FERGUSON PLC NEW | G3421J106 | 28,000 | $6.1M | 0.41% |
| 14 | FERGUSON PLC NEW | G3421J106 | 22,500 | $4.9M | 0.33% |
| 15 | TUCOWS INC | TCX | 230,000 | $4.3M | 0.29% |
| 16 | MARKEL CORP | MKL | 2,325 | $3.5M | 0.24% |
| 17 | TUCOWS INC | TCX | 175,005 | $3.2M | 0.22% |
| 18 | SPOTIFY TECHNOLOGY S A | SPOT | 10,500 | $2.8M | 0.19% |
| 19 | BIO RAD LABS INC | 090572207 | 8,000 | $2.8M | 0.19% |
| 20 | TUCOWS INC | TCX | 145,100 | $2.7M | 0.18% |
| 21 | MERCADOLIBRE INC | MELI | 1,550 | $2.3M | 0.16% |
| 22 | PAYPAL HLDGS INC | PYPL | 23,500 | $1.6M | 0.11% |
| 23 | BIONTECH SE | BNTX | 14,500 | $1.3M | 0.09% |
| 24 | NU HLDGS LTD | NU | 100,000 | $1.2M | 0.08% |
| 25 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 9,747 | $1.1M | 0.07% |
| 26 | TUCOWS INC | TCX | 51,050 | $947,488 | 0.06% |