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INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV

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13F filer, CIK 1569606, BONN, Germany

INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV reported $1,596,508,985 across 21 holdings for the quarter ended 2024-06-30, in a 13F-HR filed 2024-08-01. Its ten largest share positions make up 95.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001569606-24-000014

Period
2024-06-30
Reported value
$1.6B
Holdings
21
Top 10 weight
95.99%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDadded+20,000$2.66M
BNTXadded+6,000$482K
DIBSnew+78,800$354K

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
BRK-Areduced-100-$61.2M
MKLreduced-275-$433K
SPOTreduced-750-$235K

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, Q2 2024

Share positions as resolved from 13F-HR 0001569606-24-000014, largest first. % of portfolio is the value over $1,596,508,985, 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,476,140 shares; 2024Q1: 2,476,140 shares; 2024Q2: 2,476,140 shares 2,476,140$451M28.25%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 775,050 shares; 2024Q1: 773,500 shares; 2024Q2: 773,500 shares 773,500$346M21.65%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,715,500 shares; 2024Q1: 1,715,500 shares; 2024Q2: 1,715,500 shares 1,715,500$315M19.71%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 200 shares 200$122M7.67%-100Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500,000 shares; 2024Q1: 588,149 shares; 2024Q2: 588,149 shares 588,149$75.7M4.74%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 134,000 shares; 2024Q1: 134,000 shares; 2024Q2: 134,000 shares 134,000$67.6M4.23%0Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,000 shares; 2024Q1: 92,000 shares; 2024Q2: 92,000 shares 92,000$47.4M2.97%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250,000 shares; 2024Q1: 250,000 shares; 2024Q2: 250,000 shares 250,000$39.8M2.49%0Timeline
TCXTUCOWS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,989,594 shares; 2024Q1: 2,014,594 shares; 2024Q2: 2,014,594 shares 2,014,594$38.9M2.44%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120,000 shares; 2024Q1: 200,000 shares; 2024Q2: 220,000 shares 220,000$29.2M1.83%+20,000Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,000 shares; 2024Q1: 209,747 shares; 2024Q2: 209,747 shares 209,747$25.7M1.61%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,780 shares; 2024Q1: 31,780 shares; 2024Q2: 31,780 shares 31,780$12.9M0.81%0Timeline
FERGUSON PLCFERGUSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,500 shares; 2024Q1: 50,500 shares; 2024Q2: 50,500 shares 50,500$9.78M0.61%0
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,325 shares; 2024Q1: 2,325 shares; 2024Q2: 2,050 shares 2,050$3.23M0.2%-275Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,600 shares; 2024Q1: 10,500 shares; 2024Q2: 9,750 shares 9,750$3.06M0.19%-750Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,600 shares; 2024Q1: 1,550 shares; 2024Q2: 1,550 shares 1,550$2.55M0.16%0Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 8,000 shares; 2024Q2: 8,000 shares 8,000$2.18M0.14%0Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,500 shares; 2024Q1: 14,500 shares; 2024Q2: 20,500 shares 20,500$1.65M0.1%+6,000Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,000 shares; 2024Q1: 23,500 shares; 2024Q2: 23,500 shares 23,500$1.36M0.09%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,000 shares; 2024Q1: 100,000 shares; 2024Q2: 100,000 shares 100,000$1.29M0.08%0Timeline
DIBS1STDIBS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 78,800 shares 78,800$354K0.02%newTimeline

How Q2 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 0001569606-24-000014 base2024-08-01acceptance time not in the bulk data set