13F HOLDINGS REPORT
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q4 2024 · Filed February 4, 2025 · Accession 0001569606-25-000002
Total Value
$1.37B
Positions
19
Other Managers
1
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 1,895,525 | $362.5M | 26.55% |
| 2 | ALPHABET INC | GOOG | 1,313,275 | $253.1M | 18.53% |
| 3 | MICROSOFT CORP | MSFT | 591,835 | $251.4M | 18.41% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 176 | $119.3M | 8.74% |
| 5 | CARVANA CO | CVNA | 358,848 | $75.6M | 5.53% |
| 6 | META PLATFORMS INC | META | 104,000 | $61.5M | 4.50% |
| 7 | WIX COM LTD | WIX | 250,000 | $54.3M | 3.98% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 92,000 | $42.7M | 3.13% |
| 9 | TUCOWS INC | TCX | 1,413,439 | $23.4M | 1.72% |
| 10 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 125,000 | $22.4M | 1.64% |
| 11 | PDD HOLDINGS INC | PDD | 230,000 | $21.7M | 1.59% |
| 12 | YUM CHINA HLDGS INC | YUMC | 350,000 | $16.8M | 1.23% |
| 13 | H WORLD GROUP LTD | HWLDF | 430,000 | $14.1M | 1.04% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 24,325 | $11.0M | 0.81% |
| 15 | FERGUSON ENTERPRISES INC | FERG | 23,000 | $4.0M | 0.29% |
| 16 | TUCOWS INC | TCX | 230,000 | $3.8M | 0.28% |
| 17 | MARKEL CORP | MKL | 2,050 | $3.5M | 0.26% |
| 18 | FERGUSON ENTERPRISES INC | FERG | 20,000 | $3.5M | 0.25% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 6,800 | $3.1M | 0.22% |
| 20 | TUCOWS INC | TCX | 175,005 | $2.9M | 0.21% |
| 21 | MERCADOLIBRE INC | MELI | 1,500 | $2.6M | 0.19% |
| 22 | TUCOWS INC | TCX | 145,100 | $2.4M | 0.18% |
| 23 | ALPHABET INC | GOOG | 12,000 | $2.3M | 0.17% |
| 24 | ALPHABET INC | GOOG | 11,000 | $2.1M | 0.15% |
| 25 | PAYPAL HLDGS INC | PYPL | 18,500 | $1.6M | 0.12% |
| 26 | BIONTECH SE | BNTX | 14,000 | $1.6M | 0.12% |
| 27 | NU HLDGS LTD | NU | 145,000 | $1.5M | 0.11% |
| 28 | TUCOWS INC | TCX | 51,050 | $845,899 | 0.06% |