Latest INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV Stock Portfolio
$1.48Billion
Equity Portfolio Value
Last Reported on: 26 Apr, 2024
About INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV reported an equity portfolio of $1.5 Billions as of 31 Mar, 2024.
The top stock holdings of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV are GOOG, MSFT, GOOG. The fund has invested 25.3% of it's portfolio in ALPHABET INC and 22% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SALESFORCE INC (CRM) and MIX TELEMATICS LTD (MIXT) stocks. They significantly reduced their stock positions in SPOTIFY TECHNOLOGY S A (SPOT), CREDIT ACCEP CORP MICH (CACC) and MERCADOLIBRE INC (MELI). INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV opened new stock positions in BIO RAD LABS INC (BIO). The fund showed a lot of confidence in some stocks as they added substantially to PDD HOLDINGS INC (PDD), CARVANA CO (CVNA) and PAYPAL HLDGS INC (PYPL).
The top stock holdings of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV are GOOG, MSFT, GOOG. The fund has invested 25.3% of it's portfolio in ALPHABET INC and 22% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SALESFORCE INC (CRM) and MIX TELEMATICS LTD (MIXT) stocks. They significantly reduced their stock positions in SPOTIFY TECHNOLOGY S A (SPOT), CREDIT ACCEP CORP MICH (CACC) and MERCADOLIBRE INC (MELI). INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV opened new stock positions in BIO RAD LABS INC (BIO). The fund showed a lot of confidence in some stocks as they added substantially to PDD HOLDINGS INC (PDD), CARVANA CO (CVNA) and PAYPAL HLDGS INC (PYPL).
New Buys
| Ticker | $ Bought |
|---|---|
| BIO RAD LABS INC | 2,766,960 |
New stocks bought by INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV
Additions
| Ticker | % Inc. |
|---|---|
| PDD HOLDINGS INC | 66.67 |
| CARVANA CO | 17.63 |
| PAYPAL HLDGS INC | 11.9 |
| INTERACTIVE BROKERS GROUP IN | 1.33 |
| TUCOWS INC | 1.26 |
Additions to existing portfolio by INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV
Reductions
| Ticker | % Reduced |
|---|---|
| SPOTIFY TECHNOLOGY S A | -16.67 |
| CREDIT ACCEP CORP MICH | -9.8 |
| MERCADOLIBRE INC | -3.12 |
| MICROSOFT CORP | -0.2 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| MIX TELEMATICS LTD | -1,752,770 |
| SALESFORCE INC | -31,576,800 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV got rid off the above stocks
Current Stock Holdings of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV
Last Reported on: 26 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BIO | BIO RAD LABS INC | 0.19 | 8,000 | 2,766,960 | NEW | ||
| BNTX | BIONTECH SE | 0.09 | 14,500 | 1,337,620 | UNCHANGED | 0.00 | |
| CACC | CREDIT ACCEP CORP MICH | 3.44 | 92,000 | 50,742,600 | REDUCED | -9.8 | |
| CRM | SALESFORCE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CVNA | CARVANA CO | 3.50 | 588,149 | 51,704,200 | ADDED | 17.63 | |
| FERG | FERGUSON PLC NEW | 0.75 | 50,500 | 11,030,700 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 25.31 | 2,476,140 | 373,724,000 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 17.69 | 1,715,500 | 261,202,000 | UNCHANGED | 0.00 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 1.59 | 209,747 | 23,430,800 | ADDED | 1.33 | |
| MELI | MERCADOLIBRE INC | 0.16 | 1,550 | 2,343,540 | REDUCED | -3.12 | |
| META | META PLATFORMS INC | 4.41 | 134,000 | 65,067,700 | UNCHANGED | 0.00 | |
| MIXT | MIX TELEMATICS LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MKL | MARKEL CORP | 0.24 | 2,325 | 3,537,440 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 22.04 | 773,500 | 325,427,000 | REDUCED | -0.2 | |
| NU | NU HLDGS LTD | 0.08 | 100,000 | 1,193,000 | UNCHANGED | 0.00 | |
| PDD | PDD HOLDINGS INC | 1.57 | 200,000 | 23,250,000 | ADDED | 66.67 | |
| PYPL | PAYPAL HLDGS INC | 0.11 | 23,500 | 1,574,260 | ADDED | 11.9 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.19 | 10,500 | 2,770,950 | REDUCED | -16.67 | |
| TCX | TUCOWS INC | 2.53 | 2,014,590 | 37,390,900 | ADDED | 1.26 | |
| WIX | WIX COM LTD | 2.33 | 250,000 | 34,370,000 | UNCHANGED | 0.00 | |
| BERKSHIRE HATHAWAY INC DEL | 12.89 | 300 | 190,332,000 | UNCHANGED | 0.00 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.90 | 31,780 | 13,364,100 | UNCHANGED | 0.00 |