Skip to content
Disclosery

INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV

Follow

13F filer, CIK 1569606, BONN, Germany

INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV reported $1,476,559,581 across 20 holdings for the quarter ended 2024-03-31, in a 13F-HR filed 2024-04-26. Its ten largest share positions make up 95.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001569606-24-000012

Period
2024-03-31
Reported value
$1.48B
Holdings
20
Top 10 weight
95.72%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDadded+80,000$9.3M
CVNAadded+88,149$7.75M
BIOnew+8,000$2.77M
TCXadded+25,000$464K
IBKRadded+2,747$307K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRMexited-120,000-$31.6M
CACCreduced-10,000-$5.52M
MIX TELEMATICS LTDexited-203,574-$1.75M
MSFTreduced-1,550-$652K
SPOTreduced-2,100-$554K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2024

Share positions as resolved from 13F-HR 0001569606-24-000012, largest first. % of portfolio is the value over $1,476,559,581, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,476,140 shares; 2024Q1: 2,476,140 shares 2,476,140$374M25.31%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 775,050 shares; 2024Q1: 773,500 shares 773,500$325M22.04%-1,550Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,715,500 shares; 2024Q1: 1,715,500 shares 1,715,500$261M17.69%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares 300$190M12.89%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 134,000 shares; 2024Q1: 134,000 shares 134,000$65.1M4.41%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500,000 shares; 2024Q1: 588,149 shares 588,149$51.7M3.5%+88,149Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,000 shares; 2024Q1: 92,000 shares 92,000$50.7M3.44%-10,000Timeline
TCXTUCOWS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,989,594 shares; 2024Q1: 2,014,594 shares 2,014,594$37.4M2.53%+25,000Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250,000 shares; 2024Q1: 250,000 shares 250,000$34.4M2.33%0Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,000 shares; 2024Q1: 209,747 shares 209,747$23.4M1.59%+2,747Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120,000 shares; 2024Q1: 200,000 shares 200,000$23.2M1.57%+80,000Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,780 shares; 2024Q1: 31,780 shares 31,780$13.4M0.91%0Timeline
FERGUSON PLCFERGUSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,500 shares; 2024Q1: 50,500 shares 50,500$11M0.75%0
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,325 shares; 2024Q1: 2,325 shares 2,325$3.54M0.24%0Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,600 shares; 2024Q1: 10,500 shares 10,500$2.77M0.19%-2,100Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 8,000 shares 8,000$2.77M0.19%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,600 shares; 2024Q1: 1,550 shares 1,550$2.34M0.16%-50Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,000 shares; 2024Q1: 23,500 shares 23,500$1.57M0.11%+2,500Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,500 shares; 2024Q1: 14,500 shares 14,500$1.34M0.09%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,000 shares; 2024Q1: 100,000 shares 100,000$1.19M0.08%0Timeline

Sold out in Q1 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRMSALESFORCE INC120,000$31.6Mshares
MIX TELEMATICS LTDMIX TELEMATICS LTD203,574$1.75Mshares

How Q1 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001569606-24-000012 base2024-04-26acceptance time not in the bulk data set