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Latest INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV Stock Portfolio

$1.36Billion

Equity Portfolio Value
Last Reported on: 01 Mar, 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 $1.4 Billions as of 31 Dec, 2023.

The top stock holdings of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV are GOOG, MSFT, GOOG. The fund has invested 25.5% of it's portfolio in ALPHABET INC and 21.5% of portfolio in MICROSOFT CORP.

They significantly reduced their stock positions in META PLATFORMS INC (META), SALESFORCE INC (CRM) and FERGUSON PLC NEW (FERG). INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV opened new stock positions in MIX TELEMATICS LTD (MIXT). The fund showed a lot of confidence in some stocks as they added substantially to BIONTECH SE (BNTX), CARVANA CO (CVNA) and INTERACTIVE BROKERS GROUP IN (IBKR).

New Buys

Ticker$ Bought
MIX TELEMATICS LTD1,752,770

New stocks bought by INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV

Additions

Ticker% Inc.
BIONTECH SE 26.09
CARVANA CO17.65
INTERACTIVE BROKERS GROUP IN3.5
TUCOWS INC1.02

Additions to existing portfolio by INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV

Reductions

Ticker% Reduced
META PLATFORMS INC-22.99
SALESFORCE INC-17.54
FERGUSON PLC NEW-15.83
SPOTIFY TECHNOLOGY S A-10.00
NU HLDGS LTD-4.76
MERCADOLIBRE INC-3.03
MICROSOFT CORP-0.02

INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV reduced stake in above stock

Sold off

None of the stocks were completely sold off by INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV

Current Stock Holdings of INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INV

Last Reported on: 01 Mar, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
BNTXBIONTECH SE 0.1114,5001,530,330ADDED26.09
CACCCREDIT ACCEP CORP MICH4.01102,00054,338,500UNCHANGED0.00
CRMSALESFORCE INC2.33120,00031,576,800REDUCED-17.54
CVNACARVANA CO1.95500,00026,470,000ADDED17.65
FERGFERGUSON PLC NEW0.7250,5009,750,040REDUCED-15.83
GOOGALPHABET INC25.522,476,140345,892,000UNCHANGED0.00
GOOGALPHABET INC17.841,715,500241,765,000UNCHANGED0.00
IBKRINTERACTIVE BROKERS GROUP IN1.27207,00017,160,300ADDED3.5
MELIMERCADOLIBRE INC0.181,6002,514,460REDUCED-3.03
METAMETA PLATFORMS INC3.50134,00047,430,600REDUCED-22.99
MIXTMIX TELEMATICS LTD0.13203,5741,752,770NEW
MKLMARKEL CORP0.242,3253,301,270UNCHANGED0.00
MSFTMICROSOFT CORP21.50775,050291,450,000REDUCED-0.02
NUNU HLDGS LTD0.06100,000833,000REDUCED-4.76
PDDPDD HOLDINGS INC1.29120,00017,557,200UNCHANGED0.00
PYPLPAYPAL HLDGS INC0.1021,0001,289,610UNCHANGED0.00
SPOTSPOTIFY TECHNOLOGY S A0.1712,6002,367,670REDUCED-10.00
TCXTUCOWS INC3.961,989,59053,719,000ADDED1.02
WIXWIX COM LTD2.27250,00030,755,000UNCHANGED0.00
BERKSHIRE HATHAWAY INC DEL12.01150162,788,000UNCHANGED0.00
BERKSHIRE HATHAWAY INC DEL0.8415,89011,334,700UNCHANGED0.00