13F HOLDINGS REPORT
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q3 2024 · Filed October 15, 2024 · Accession 0001569606-24-000016
Total Value
$1.44B
Positions
20
Other Managers
1
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,157,140 | $357.8M | 24.80% |
| 2 | MICROSOFT CORP | MSFT | 673,500 | $289.8M | 20.09% |
| 3 | ALPHABET INC | GOOG | 1,494,500 | $249.9M | 17.32% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 200 | $138.2M | 9.58% |
| 5 | CARVANA CO | CVNA | 500,000 | $87.1M | 6.03% |
| 6 | META PLATFORMS INC | META | 104,000 | $59.5M | 4.13% |
| 7 | WIX COM LTD | WIX | 250,000 | $41.8M | 2.90% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 92,000 | $40.8M | 2.83% |
| 9 | PDD HOLDINGS INC | PDD | 220,000 | $29.7M | 2.06% |
| 10 | TUCOWS INC | TCX | 1,413,439 | $29.5M | 2.05% |
| 11 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 200,000 | $27.9M | 1.93% |
| 12 | YUM CHINA HLDGS INC | YUMC | 400,000 | $18.0M | 1.25% |
| 13 | H WORLD GROUP LTD | HWLDF | 430,000 | $16.0M | 1.11% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 27,680 | $12.7M | 0.88% |
| 15 | FERGUSON ENTERPRISES INC | FERG | 28,000 | $5.6M | 0.39% |
| 16 | TUCOWS INC | TCX | 230,000 | $4.8M | 0.33% |
| 17 | FERGUSON ENTERPRISES INC | FERG | 22,500 | $4.5M | 0.31% |
| 18 | TUCOWS INC | TCX | 175,005 | $3.7M | 0.25% |
| 19 | MARKEL CORP | MKL | 2,050 | $3.2M | 0.22% |
| 20 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 22,500 | $3.1M | 0.22% |
| 21 | SPOTIFY TECHNOLOGY S A | SPOT | 8,250 | $3.0M | 0.21% |
| 22 | TUCOWS INC | TCX | 145,100 | $3.0M | 0.21% |
| 23 | MERCADOLIBRE INC | MELI | 1,400 | $2.9M | 0.20% |
| 24 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 17,500 | $2.4M | 0.17% |
| 25 | PAYPAL HLDGS INC | PYPL | 23,500 | $1.8M | 0.13% |
| 26 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 12,747 | $1.8M | 0.12% |
| 27 | BIONTECH SE | BNTX | 14,000 | $1.7M | 0.12% |
| 28 | NU HLDGS LTD | NU | 100,000 | $1.4M | 0.09% |
| 29 | TUCOWS INC | TCX | 51,050 | $1.1M | 0.07% |
| 30 | 1STDIBS COM INC | DIBS | 40,000 | $176,400 | 0.01% |