Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV (CIK 1569606) reported $1.37B across 21 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: GOOGL ($366.9M, 26.87%), GOOG ($253.1M, 18.53%), MSFT ($251.4M, 18.41%), BRK/A ($119.3M, 8.74%), CVNA ($75.6M, 5.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $366.9M | 26.87% | 1.9M | Trimmed |
| 2 | GOOG | ALPHABET INC | $253.1M | 18.53% | 1.3M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $251.4M | 18.41% | 591,835 | Trimmed |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $119.3M | 8.74% | 176 | Trimmed |
| 5 | CVNA | CARVANA CO | $75.6M | 5.53% | 358,848 | Trimmed |
| 6 | META | META PLATFORMS INC | $61.5M | 4.50% | 104,000 | Hold |
| 7 | WIX | WIX COM LTD | $54.3M | 3.98% | 250,000 | Hold |
| 8 | CACC | CREDIT ACCEP CORP MICH | $42.7M | 3.13% | 92,000 | Hold |
| 9 | TCX | TUCOWS INC | $33.4M | 2.44% | 2.0M | Hold |
| 10 | IBKR | INTERACTIVE BROKERS GROUP IN | $22.4M | 1.64% | 125,000 | Trimmed |
| 11 | PDD | PDD HOLDINGS INC | $21.7M | 1.59% | 230,000 | Added |
| 12 | YUMC | YUM CHINA HLDGS INC | $16.8M | 1.23% | 350,000 | Trimmed |
| 13 | HTHT | H WORLD GROUP LTD | $14.1M | 1.04% | 430,000 | Hold |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.0M | 0.81% | 24,325 | Trimmed |
| 15 | FERG | FERGUSON ENTERPRISES INC | $7.5M | 0.55% | 43,000 | Trimmed |
| 16 | MKL | MARKEL CORP | $3.5M | 0.26% | 2,050 | Hold |
| 17 | SPOT | SPOTIFY TECHNOLOGY S A | $3.1M | 0.22% | 6,800 | Trimmed |
| 18 | MELI | MERCADOLIBRE INC | $2.6M | 0.19% | 1,500 | Added |
| 19 | BNTX | BIONTECH SE | $1.6M | 0.12% | 14,000 | Hold |
| 20 | PYPL | PAYPAL HLDGS INC | $1.6M | 0.12% | 18,500 | Trimmed |
| 21 | NU | NU HLDGS LTD | $1.5M | 0.11% | 145,000 | Added |
| 22 | DIBS | 1STDIBS COM INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-12-31