Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), Investmentaktiengesellschaft Fuer Langfristige Investoren TGV reported 20 stock positions worth $1.5 billion. Its top holding was Alphabet Class A (GOOGL) at 25.3% of the portfolio, followed by Microsoft (MSFT, 22.0%) and Alphabet Class C (GOOG, 17.7%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 5 and reduced 4. The biggest buy was Carvana (CVNA, shares +18%) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q3 2025
- Location
- BONN, 2M
- CIK
- 0001569606
- Portfolio Value
- $1.5B (Q1 2024)
- SEC Filing
- 0001569606-24-000012 ↗ filed Apr 26, 2024
Holdings Value
Holdings 20 stocks · $1.5B
| GOOGL Alphabet Inc. Class A | 25.31% | 2,476,140 | $373.7M | No change |
| MSFT Microsoft Corp. | 22.04% | 773,500 | $325.4M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 17.69% | 1,715,500 | $261.2M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 12.89% | 300 | $190.3M | No change |
| META Meta Platforms Inc. Class A | 4.41% | 134,000 | $65.1M | No change |
| CVNA Carvana Co. | 3.50% | 588,149 | $51.7M | Add +17.6% |
| CACC Credit Acceptance Corp. | 3.44% | 92,000 | $50.7M | Reduce -9.8% |
| TCX Tucows Inc. Class A | 2.53% | 2,014,594 | $37.4M | Add +1.3% |
| WIX Wix.com Ltd. | 2.33% | 250,000 | $34.4M | No change |
| IBKR Interactive Brokers Gro Class A | 1.59% | 209,747 | $23.4M | Add +1.3% |
| PDD PDD Holdings Inc. | 1.57% | 200,000 | $23.3M | Add +66.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 31,780 | $13.4M | No change |
| FERG Ferguson Jersey Ltd. | 0.75% | 50,500 | $11.0M | No change |
| MKL Markel Group Inc. | 0.24% | 2,325 | $3.5M | No change |
| SPOT Spotify Technology SA | 0.19% | 10,500 | $2.8M | Reduce -16.7% |
| BIO Bio-Rad Laboratories-A | 0.19% | 8,000 | $2.8M | New |
| MELI MercadoLibre Inc. | 0.16% | 1,550 | $2.3M | Reduce -3.1% |
| PYPL PayPal Holdings Inc. | 0.11% | 23,500 | $1.6M | Add +11.9% |
| BNTX Biontech SE-ADR | 0.09% | 14,500 | $1.3M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.08% | 100,000 | $1.2M | No change |