13F HOLDINGS REPORT
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q2 2024 · Filed August 1, 2024 · Accession 0001569606-24-000014
Total Value
$1.60B
Positions
19
Other Managers
1
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,476,140 | $451.0M | 28.25% |
| 2 | MICROSOFT CORP | MSFT | 773,500 | $345.7M | 21.65% |
| 3 | ALPHABET INC | GOOG | 1,715,500 | $314.7M | 19.71% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 200 | $122.4M | 7.67% |
| 5 | CARVANA CO | CVNA | 588,149 | $75.7M | 4.74% |
| 6 | META PLATFORMS INC | META | 134,000 | $67.6M | 4.23% |
| 7 | CREDIT ACCEP CORP MICH | 225310101 | 92,000 | $47.4M | 2.97% |
| 8 | WIX COM LTD | WIX | 250,000 | $39.8M | 2.49% |
| 9 | PDD HOLDINGS INC | PDD | 220,000 | $29.2M | 1.83% |
| 10 | TUCOWS INC | TCX | 1,413,439 | $27.3M | 1.71% |
| 11 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 200,000 | $24.5M | 1.54% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,780 | $12.9M | 0.81% |
| 13 | FERGUSON PLC NEW | G3421J106 | 28,000 | $5.4M | 0.34% |
| 14 | TUCOWS INC | TCX | 230,000 | $4.4M | 0.28% |
| 15 | FERGUSON PLC NEW | G3421J106 | 22,500 | $4.4M | 0.27% |
| 16 | TUCOWS INC | TCX | 175,005 | $3.4M | 0.21% |
| 17 | MARKEL CORP | MKL | 2,050 | $3.2M | 0.20% |
| 18 | SPOTIFY TECHNOLOGY S A | SPOT | 9,750 | $3.1M | 0.19% |
| 19 | TUCOWS INC | TCX | 145,100 | $2.8M | 0.18% |
| 20 | MERCADOLIBRE INC | MELI | 1,550 | $2.5M | 0.16% |
| 21 | BIO RAD LABS INC | 090572207 | 8,000 | $2.2M | 0.14% |
| 22 | PAYPAL HLDGS INC | PYPL | 23,500 | $1.4M | 0.09% |
| 23 | NU HLDGS LTD | NU | 100,000 | $1.3M | 0.08% |
| 24 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 9,747 | $1.2M | 0.07% |
| 25 | BIONTECH SE | BNTX | 13,000 | $1.0M | 0.07% |
| 26 | TUCOWS INC | TCX | 51,050 | $986,286 | 0.06% |
| 27 | BIONTECH SE | BNTX | 7,500 | $602,700 | 0.04% |
| 28 | 1STDIBS COM INC | DIBS | 78,800 | $353,812 | 0.02% |