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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 $1,365,577,273 across 21 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-04. Its ten largest share positions make up 93.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001569606-25-000002

Period
2024-12-31
Reported value
$1.37B
Holdings
21
Top 10 weight
93.78%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDadded+10,000$944K
NUadded+45,000$479K
MELIadded+100$172K

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
GOOGLreduced-238,615-$45.6M
GOOGreduced-181,225-$34.9M
MSFTreduced-81,665-$34.7M
CVNAreduced-141,152-$29.7M
IBKRreduced-127,747-$22.9M

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, Q4 2024

Share positions as resolved from 13F-HR 0001569606-25-000002, largest first. % of portfolio is the value over $1,365,577,273, 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,476,140 shares; 2024Q1: 2,476,140 shares; 2024Q2: 2,476,140 shares; 2024Q3: 2,157,140 shares; 2024Q4: 1,918,525 shares 1,918,525$367M26.87%-238,615Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,715,500 shares; 2024Q1: 1,715,500 shares; 2024Q2: 1,715,500 shares; 2024Q3: 1,494,500 shares; 2024Q4: 1,313,275 shares 1,313,275$253M18.53%-181,225Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 775,050 shares; 2024Q1: 773,500 shares; 2024Q2: 773,500 shares; 2024Q3: 673,500 shares; 2024Q4: 591,835 shares 591,835$251M18.41%-81,665Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 176 shares 176$119M8.74%-24Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500,000 shares; 2024Q1: 588,149 shares; 2024Q2: 588,149 shares; 2024Q3: 500,000 shares; 2024Q4: 358,848 shares 358,848$75.6M5.53%-141,152Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 134,000 shares; 2024Q1: 134,000 shares; 2024Q2: 134,000 shares; 2024Q3: 104,000 shares; 2024Q4: 104,000 shares 104,000$61.5M4.5%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250,000 shares; 2024Q1: 250,000 shares; 2024Q2: 250,000 shares; 2024Q3: 250,000 shares; 2024Q4: 250,000 shares 250,000$54.3M3.98%0Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,000 shares; 2024Q1: 92,000 shares; 2024Q2: 92,000 shares; 2024Q3: 92,000 shares; 2024Q4: 92,000 shares 92,000$42.7M3.13%0Timeline
TCXTUCOWS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,989,594 shares; 2024Q1: 2,014,594 shares; 2024Q2: 2,014,594 shares; 2024Q3: 2,014,594 shares; 2024Q4: 2,014,594 shares 2,014,594$33.4M2.44%0Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,000 shares; 2024Q1: 209,747 shares; 2024Q2: 209,747 shares; 2024Q3: 252,747 shares; 2024Q4: 125,000 shares 125,000$22.4M1.64%-127,747Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120,000 shares; 2024Q1: 200,000 shares; 2024Q2: 220,000 shares; 2024Q3: 220,000 shares; 2024Q4: 230,000 shares 230,000$21.7M1.59%+10,000Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400,000 shares; 2024Q4: 350,000 shares 350,000$16.8M1.23%-50,000Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 430,000 shares; 2024Q4: 430,000 shares 430,000$14.1M1.04%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,780 shares; 2024Q1: 31,780 shares; 2024Q2: 31,780 shares; 2024Q3: 27,680 shares; 2024Q4: 24,325 shares 24,325$11M0.81%-3,355Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50,500 shares; 2024Q4: 43,000 shares 43,000$7.46M0.55%-7,500Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,325 shares; 2024Q1: 2,325 shares; 2024Q2: 2,050 shares; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares 2,050$3.54M0.26%0Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,600 shares; 2024Q1: 10,500 shares; 2024Q2: 9,750 shares; 2024Q3: 8,250 shares; 2024Q4: 6,800 shares 6,800$3.07M0.22%-1,450Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,600 shares; 2024Q1: 1,550 shares; 2024Q2: 1,550 shares; 2024Q3: 1,400 shares; 2024Q4: 1,500 shares 1,500$2.58M0.19%+100Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,000 shares; 2024Q1: 23,500 shares; 2024Q2: 23,500 shares; 2024Q3: 23,500 shares; 2024Q4: 18,500 shares 18,500$1.58M0.12%-5,000Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,500 shares; 2024Q1: 14,500 shares; 2024Q2: 20,500 shares; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares 14,000$1.58M0.12%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,000 shares; 2024Q1: 100,000 shares; 2024Q2: 100,000 shares; 2024Q3: 100,000 shares; 2024Q4: 145,000 shares 145,000$1.54M0.11%+45,000Timeline

Sold out in Q4 2024

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

SecurityShares beforeValue beforeType
DIBS1STDIBS COM INC40,000$176Kshares

How Q4 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 0001569606-25-000002 base2025-02-04acceptance time not in the bulk data set