Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Investmentaktiengesellschaft Fuer Langfristige Investoren TGV reported 22 stock positions worth $1.4 billion. Its top holding was Alphabet Class A (GOOGL) at 24.8% of the portfolio, followed by Microsoft (MSFT, 20.1%) and Alphabet Class C (GOOG, 17.3%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 1 and reduced 10. The biggest buy was a new position in Yum China (YUMC) and the biggest sale Alphabet Class A (GOOGL, shares −13%).
- Most Recent 13F
- Q3 2025
- Location
- BONN, 2M
- CIK
- 0001569606
- Portfolio Value
- $1.4B (Q3 2024)
- SEC Filing
- 0001569606-24-000016 ↗ filed Oct 15, 2024
Holdings Value
Holdings 22 stocks · $1.4B
| GOOGL Alphabet Inc. Class A | 24.80% | 2,157,140 | $357.8M | Reduce -12.9% |
| MSFT Microsoft Corp. | 20.09% | 673,500 | $289.8M | Reduce -12.9% |
| GOOG Alphabet Inc. Class C | 17.32% | 1,494,500 | $249.9M | Reduce -12.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 9.58% | 200 | $138.2M | No change |
| CVNA Carvana Co. | 6.03% | 500,000 | $87.1M | Reduce -15.0% |
| META Meta Platforms Inc. Class A | 4.13% | 104,000 | $59.5M | Reduce -22.4% |
| TCX Tucows Inc. Class A | 2.92% | 2,014,594 | $42.1M | No change |
| WIX Wix.com Ltd. | 2.90% | 250,000 | $41.8M | No change |
| CACC Credit Acceptance Corp. | 2.83% | 92,000 | $40.8M | No change |
| IBKR Interactive Brokers Gro Class A | 2.44% | 252,747 | $35.2M | Add +20.5% |
| PDD PDD Holdings Inc. | 2.06% | 220,000 | $29.7M | No change |
| YUMC Yum China Holdings Inc. | 1.25% | 400,000 | $18.0M | New |
| HTHT H World Group Ltd.-ADR | 1.11% | 430,000 | $16.0M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 27,680 | $12.7M | Reduce -12.9% |
| FERG Ferguson Enterprises Inc. | 0.69% | 50,500 | $10.0M | No change |
| MKL Markel Group Inc. | 0.22% | 2,050 | $3.2M | No change |
| SPOT Spotify Technology SA | 0.21% | 8,250 | $3.0M | Reduce -15.4% |
| MELI MercadoLibre Inc. | 0.20% | 1,400 | $2.9M | Reduce -9.7% |
| PYPL PayPal Holdings Inc. | 0.13% | 23,500 | $1.8M | No change |
| BNTX Biontech SE-ADR | 0.12% | 14,000 | $1.7M | Reduce -31.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.09% | 100,000 | $1.4M | No change |
| DIBS 1STDIBS.COM Inc. | 0.01% | 40,000 | $176K | Reduce -49.2% |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -12.9% | 24.80% | −3.45 |
| GOOG Alphabet Inc. Class C | Reduce -12.9% | 17.32% | −2.39 |
| MSFT Microsoft Corp. | Reduce -12.9% | 20.09% | −1.57 |
| BIO Bio-Rad Laboratories-A | Sold out | 0.00% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -22.4% | 4.13% | −0.11 |
| DIBS 1STDIBS.COM Inc. | Reduce -49.2% | 0.01% | −0.01 |
| BNTX Biontech SE-ADR | Reduce -31.7% | 0.12% | +0.01 |
| SPOT Spotify Technology SA | Reduce -15.4% | 0.21% | +0.02 |
| MELI MercadoLibre Inc. | Reduce -9.7% | 0.20% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.9% | 0.88% | +0.07 |
| CVNA Carvana Co. | Reduce -15.0% | 6.03% | +1.29 |