Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Investmentaktiengesellschaft Fuer Langfristige Investoren TGV reported 21 stock positions worth $1.4 billion. Its top holding was Alphabet Class A (GOOGL) at 26.9% of the portfolio, followed by Alphabet Class C (GOOG, 18.5%) and Microsoft (MSFT, 18.4%). Compared with Q3 2024, it sold out of 1, added to 3 and reduced 11. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +45%) and the biggest sale Microsoft (MSFT, shares −12%).
- Most Recent 13F
- Q3 2025
- Location
- BONN, 2M
- CIK
- 0001569606
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0001569606-25-000002 ↗ filed Feb 4, 2025
Holdings Value
Holdings 21 stocks · $1.4B
| GOOGL Alphabet Inc. Class A | 26.87% | 1,918,525 | $366.9M | Reduce -11.1% |
| GOOG Alphabet Inc. Class C | 18.53% | 1,313,275 | $253.1M | Reduce -12.1% |
| MSFT Microsoft Corp. | 18.41% | 591,835 | $251.4M | Reduce -12.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 8.74% | 176 | $119.3M | Reduce -12.0% |
| CVNA Carvana Co. | 5.53% | 358,848 | $75.6M | Reduce -28.2% |
| META Meta Platforms Inc. Class A | 4.50% | 104,000 | $61.5M | No change |
| WIX Wix.com Ltd. | 3.98% | 250,000 | $54.3M | No change |
| CACC Credit Acceptance Corp. | 3.13% | 92,000 | $42.7M | No change |
| TCX Tucows Inc. Class A | 2.44% | 2,014,594 | $33.4M | No change |
| IBKR Interactive Brokers Gro Class A | 1.64% | 125,000 | $22.4M | Reduce -50.5% |
| PDD PDD Holdings Inc. | 1.59% | 230,000 | $21.7M | Add +4.5% |
| YUMC Yum China Holdings Inc. | 1.23% | 350,000 | $16.8M | Reduce -12.5% |
| HTHT H World Group Ltd.-ADR | 1.03% | 430,000 | $14.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 24,325 | $11.0M | Reduce -12.1% |
| FERG Ferguson Enterprises Inc. | 0.55% | 43,000 | $7.5M | Reduce -14.8% |
| MKL Markel Group Inc. | 0.26% | 2,050 | $3.5M | No change |
| SPOT Spotify Technology SA | 0.23% | 6,800 | $3.1M | Reduce -17.6% |
| MELI MercadoLibre Inc. | 0.19% | 1,500 | $2.6M | Add +7.1% |
| PYPL PayPal Holdings Inc. | 0.12% | 18,500 | $1.6M | Reduce -21.3% |
| BNTX Biontech SE-ADR | 0.12% | 14,000 | $1.6M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.11% | 145,000 | $1.5M | Add +45.0% |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -12.1% | 18.41% | −1.68 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -12.0% | 8.74% | −0.84 |
| IBKR Interactive Brokers Gro Class A | Reduce -50.5% | 1.64% | −0.80 |
| CVNA Carvana Co. | Reduce -28.2% | 5.53% | −0.50 |
| FERG Ferguson Enterprises Inc. | Reduce -14.8% | 0.55% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.1% | 0.81% | −0.08 |
| YUMC Yum China Holdings Inc. | Reduce -12.5% | 1.23% | −0.02 |
| DIBS 1STDIBS.COM Inc. | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -21.3% | 0.12% | −0.01 |
| SPOT Spotify Technology SA | Reduce -17.6% | 0.23% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -12.1% | 18.53% | +1.21 |
| GOOGL Alphabet Inc. Class A | Reduce -11.1% | 26.87% | +2.07 |