13F HOLDINGS REPORT
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Quarter ended Q2 2023 · Filed May 5, 2023 · Accession 0001624863-23-000001
Total Value
$8.4M
Positions
18
Other Managers
1
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,476,140 | $256,850 | 25.11% |
| 2 | MICROSOFT CORP | MSFT | 773,500 | $223,000 | 21.80% |
| 3 | ALPHABET INC | GOOG | 1,715,500 | $178,412 | 17.44% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 300 | $139,680 | 13.65% |
| 5 | CREDIT ACCEP CORP MICH | 225310101 | 116,208 | $50,671 | 4.95% |
| 6 | META PLATFORMS INC | META | 174,000 | $36,878 | 3.60% |
| 7 | SALESFORCE INC | CRM | 145,528 | $29,074 | 2.84% |
| 8 | TUCOWS INC | TCX | 1,413,439 | $27,463 | 2.68% |
| 9 | WIX COM LTD | WIX | 250,000 | $24,950 | 2.44% |
| 10 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 150,000 | $12,384 | 1.21% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,780 | $9,813 | 0.96% |
| 12 | FERGUSON PLC NEW | G3421J106 | 40,000 | $5,350 | 0.52% |
| 13 | CARVANA CO | CVNA | 425,000 | $4,161 | 0.41% |
| 14 | TUCOWS INC | TCX | 160,000 | $3,109 | 0.30% |
| 15 | MARKEL CORP | MKL | 2,325 | $2,970 | 0.29% |
| 16 | TUCOWS INC | TCX | 150,000 | $2,915 | 0.28% |
| 17 | MERCADOLIBRE INC | MELI | 1,950 | $2,570 | 0.25% |
| 18 | SPOTIFY TECHNOLOGY S A | SPOT | 18,500 | $2,472 | 0.24% |
| 19 | PAYPAL HLDGS INC | PYPL | 25,000 | $1,899 | 0.19% |
| 20 | SPOTIFY TECHNOLOGY S A | SPOT | 12,500 | $1,670 | 0.16% |
| 21 | TUCOWS INC | TCX | 64,100 | $1,245 | 0.12% |
| 22 | MICROSOFT CORP | MSFT | 3,700 | $1,067 | 0.10% |
| 23 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 12,074 | $997 | 0.10% |
| 24 | MERCADOLIBRE INC | MELI | 700 | $923 | 0.09% |
| 25 | STONECO LTD | STNE | 85,000 | $811 | 0.08% |
| 26 | ALPHABET INC | GOOG | 7,000 | $726 | 0.07% |
| 27 | NU HLDGS LTD | NU | 120,000 | $571 | 0.06% |
| 28 | BIONTECH SE | BNTX | 3,000 | $374 | 0.04% |