Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Investmentaktiengesellschaft Fuer Langfristige Investoren TGV reported 21 stock positions worth $1.6 billion. Its top holding was Alphabet Class A (GOOGL) at 28.3% of the portfolio, followed by Microsoft (MSFT, 21.7%) and Alphabet Class C (GOOG, 19.7%). Compared with Q1 2024, it opened 1 new position, added to 2 and reduced 3. The biggest buy was PDD (PDD, shares +10%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −33%).
- Most Recent 13F
- Q3 2025
- Location
- BONN, 2M
- CIK
- 0001569606
- Portfolio Value
- $1.6B (Q2 2024)
- SEC Filing
- 0001569606-24-000014 ↗ filed Aug 1, 2024
Holdings Value
Holdings 21 stocks · $1.6B
| GOOGL Alphabet Inc. Class A | 28.25% | 2,476,140 | $451.0M | No change |
| MSFT Microsoft Corp. | 21.65% | 773,500 | $345.7M | No change |
| GOOG Alphabet Inc. Class C | 19.71% | 1,715,500 | $314.7M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 7.67% | 200 | $122.4M | Reduce -33.3% |
| CVNA Carvana Co. | 4.74% | 588,149 | $75.7M | No change |
| META Meta Platforms Inc. Class A | 4.23% | 134,000 | $67.6M | No change |
| CACC Credit Acceptance Corp. | 2.97% | 92,000 | $47.4M | No change |
| WIX Wix.com Ltd. | 2.49% | 250,000 | $39.8M | No change |
| TCX Tucows Inc. Class A | 2.44% | 2,014,594 | $38.9M | No change |
| PDD PDD Holdings Inc. | 1.83% | 220,000 | $29.2M | Add +10.0% |
| IBKR Interactive Brokers Gro Class A | 1.61% | 209,747 | $25.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 31,780 | $12.9M | No change |
| FERG Ferguson Jersey Ltd. | 0.61% | 50,500 | $9.8M | No change |
| MKL Markel Group Inc. | 0.20% | 2,050 | $3.2M | Reduce -11.8% |
| SPOT Spotify Technology SA | 0.19% | 9,750 | $3.1M | Reduce -7.1% |
| MELI MercadoLibre Inc. | 0.16% | 1,550 | $2.5M | No change |
| BIO Bio-Rad Laboratories-A | 0.14% | 8,000 | $2.2M | No change |
| BNTX Biontech SE-ADR | 0.10% | 20,500 | $1.6M | Add +41.4% |
| PYPL PayPal Holdings Inc. | 0.09% | 23,500 | $1.4M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.08% | 100,000 | $1.3M | No change |
| DIBS 1STDIBS.COM Inc. | 0.02% | 78,800 | $354K | New |