Filed: 2/4/2025ACC: 0001569606-25-000002
📋 What this filing means
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$1.37B
Total AUM (reported)
8.03M
Total Shares
Allocation by class
CAP STK CL A$366.90M26.9%
COM$318.63M23.3%
CL A$256.39M18.8%
CAP STK CL C$253.05M18.5%
SHS$57.42M4.2%
SPONSORED ADS$37.42M2.7%
COM NEW$33.38M2.4%
Portfolio Concentration
Top 3$871.38M63.8%
4–10$409.20M30.0%
11–25$85.00M6.2%
Top 3 weight
63.8%
Top 10 weight
93.8%
Voting Authority Distribution
Total shares with voting rights: 8.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
8.03M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other21
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings21
Rows:
ALPHABET INC
DFNDShares1.92M
TypeSH
Market value$366.90M
26.87%
Sole
0.00
Shared
1.92M
None
0.00
ALPHABET INC
DFNDShares1.31M
TypeSH
Market value$253.05M
18.53%
Sole
0.00
Shared
1.31M
None
0.00
MICROSOFT CORP
DFNDShares591.84K
TypeSH
Market value$251.43M
18.41%
Sole
0.00
Shared
591.84K
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares176.00
TypeSH
Market value$119.35M
8.74%
Sole
0.00
Shared
176.00
None
0.00
CARVANA CO
DFNDShares358.85K
TypeSH
Market value$75.56M
5.53%
Sole
0.00
Shared
358.85K
None
0.00
META PLATFORMS INC
DFNDShares104K
TypeSH
Market value$61.49M
4.50%
Sole
0.00
Shared
104K
None
0.00
WIX COM LTD
DFNDShares250K
TypeSH
Market value$54.35M
3.98%
Sole
0.00
Shared
250K
None
0.00
CREDIT ACCEP CORP MICH
DFNDShares92K
TypeSH
Market value$42.71M
3.13%
Sole
0.00
Shared
92K
None
0.00
TUCOWS INC
DFNDShares2.01M
TypeSH
Market value$33.38M
2.44%
Sole
0.00
Shared
2.01M
None
0.00
INTERACTIVE BROKERS GROUP IN
DFNDShares125K
TypeSH
Market value$22.37M
1.64%
Sole
0.00
Shared
125K
None
0.00
PDD HOLDINGS INC
DFNDShares230K
TypeSH
Market value$21.71M
1.59%
Sole
0.00
Shared
230K
None
0.00
YUM CHINA HLDGS INC
DFNDShares350K
TypeSH
Market value$16.80M
1.23%
Sole
0.00
Shared
350K
None
0.00
H WORLD GROUP LTD
DFNDShares430K
TypeSH
Market value$14.13M
1.04%
Sole
0.00
Shared
430K
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares24.32K
TypeSH
Market value$11.00M
0.81%
Sole
0.00
Shared
24.32K
None
0.00
FERGUSON ENTERPRISES INC
DFNDShares43K
TypeSH
Market value$7.46M
0.55%
Sole
0.00
Shared
43K
None
0.00
MARKEL CORP
DFNDShares2.05K
TypeSH
Market value$3.54M
0.26%
Sole
0.00
Shared
2.05K
None
0.00
SPOTIFY TECHNOLOGY S A
DFNDShares6.80K
TypeSH
Market value$3.07M
0.22%
Sole
0.00
Shared
6.80K
None
0.00
MERCADOLIBRE INC
DFNDShares1.50K
TypeSH
Market value$2.58M
0.19%
Sole
0.00
Shared
1.50K
None
0.00
PAYPAL HLDGS INC
DFNDShares18.50K
TypeSH
Market value$1.58M
0.12%
Sole
0.00
Shared
18.50K
None
0.00
BIONTECH SE
DFNDShares14K
TypeSH
Market value$1.58M
0.12%
Sole
0.00
Shared
14K
None
0.00
NU HLDGS LTD
DFNDShares145K
TypeSH
Market value$1.54M
0.11%
Sole
0.00
Shared
145K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCDFND | CAP STK CL A | 1.92M | SH | $366.90M 26.87% | 0.00 | 1.92M | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 1.31M | SH | $253.05M 18.53% | 0.00 | 1.31M | 0.00 |
MICROSOFT CORPDFND | COM | 591.84K | SH | $251.43M 18.41% | 0.00 | 591.84K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 176.00 | SH | $119.35M 8.74% | 0.00 | 176.00 | 0.00 |
CARVANA CODFND | CL A | 358.85K | SH | $75.56M 5.53% | 0.00 | 358.85K | 0.00 |
META PLATFORMS INCDFND | CL A | 104K | SH | $61.49M 4.50% | 0.00 | 104K | 0.00 |
WIX COM LTDDFND | SHS | 250K | SH | $54.35M 3.98% | 0.00 | 250K | 0.00 |
CREDIT ACCEP CORP MICHDFND | COM | 92K | SH | $42.71M 3.13% | 0.00 | 92K | 0.00 |
TUCOWS INCDFND | COM NEW | 2.01M | SH | $33.38M 2.44% | 0.00 | 2.01M | 0.00 |
INTERACTIVE BROKERS GROUP INDFND | COM CL A | 125K | SH | $22.37M 1.64% | 0.00 | 125K | 0.00 |
PDD HOLDINGS INCDFND | SPONSORED ADS | 230K | SH | $21.71M 1.59% | 0.00 | 230K | 0.00 |
YUM CHINA HLDGS INCDFND | COM | 350K | SH | $16.80M 1.23% | 0.00 | 350K | 0.00 |
H WORLD GROUP LTDDFND | SPONSORED ADS | 430K | SH | $14.13M 1.04% | 0.00 | 430K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 24.32K | SH | $11.00M 0.81% | 0.00 | 24.32K | 0.00 |
FERGUSON ENTERPRISES INCDFND | COMMON STOCK NEW | 43K | SH | $7.46M 0.55% | 0.00 | 43K | 0.00 |
MARKEL CORPDFND | COM | 2.05K | SH | $3.54M 0.26% | 0.00 | 2.05K | 0.00 |
SPOTIFY TECHNOLOGY S ADFND | SHS | 6.80K | SH | $3.07M 0.22% | 0.00 | 6.80K | 0.00 |
MERCADOLIBRE INCDFND | COM | 1.50K | SH | $2.58M 0.19% | 0.00 | 1.50K | 0.00 |
PAYPAL HLDGS INCDFND | COM | 18.50K | SH | $1.58M 0.12% | 0.00 | 18.50K | 0.00 |
BIONTECH SEDFND | SPONSORED ADS | 14K | SH | $1.58M 0.12% | 0.00 | 14K | 0.00 |
NU HLDGS LTDDFND | ORD SHS CL A | 145K | SH | $1.54M 0.11% | 0.00 | 145K | 0.00 |