2025 Q3 Portfolio Activity
In 2025 Q3, INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV maintained a portfolio of 21 distinct positions.
Position History
hover any row below to update
Loading…
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
Frankfurt am Main
Asset Manager
AUM $1,366M
Total Positions
21
Quarter
2025 Q3
Top Holding
GOOGL (26.9%)
Top 10 Concentration
93.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-21 of 21
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV Full Holdings List — 2025 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 26.87% | 26.87% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
1,918,525 | $366,898,721 | 2015 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 18.53% | 18.53% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,313,275 | $253,054,960 | 2013 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 18.41% | 18.41% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
591,835 | $251,429,263 | 2015 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 8.74% | 8.74% |
#4
Prev: #4
|
5.0 |
—
|
no change | no change |
P
S
|
176 | $119,349,120 | 2013 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 5.53% | 5.53% |
#5
Prev: #5
|
3.7 |
—
|
no change | no change |
P
S
|
358,848 | $75,555,446 | 2020 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 4.50% | 4.50% |
#6
Prev: #6
|
2.8 |
—
|
no change | no change |
P
S
|
104,000 | $61,488,960 | 2016 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
WIX
WIX COM LTD
|
Technology | 3.98% | 3.98% |
#7
Prev: #7
|
2.6 |
—
|
no change | no change |
P
S
|
250,000 | $54,347,500 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 3.13% | 3.13% |
#8
Prev: #8
|
2.3 |
—
|
no change | no change |
P
S
|
92,000 | $42,707,320 | 2014 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
TCX
TUCOWS INC
|
Technology | 2.44% | 2.44% |
#9
Prev: #9
|
2.0 |
—
|
no change | no change |
P
S
|
2,014,594 | $33,381,823 | 2016 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 1.64% | 1.64% |
#10
Prev: #10
|
1.7 |
—
|
no change | no change |
P
S
|
125,000 | $22,368,750 | 2017 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 1.59% | 1.59% |
#11
Prev: #11
|
1.6 |
—
|
no change | no change |
P
S
|
230,000 | $21,709,700 | 2023 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
YUMC
YUM CHINA HLDGS...
|
Consumer Cyclical | 1.23% | 1.23% |
#12
Prev: #12
|
1.5 |
—
|
no change | no change |
P
S
|
350,000 | $16,796,500 | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
HTHT
H WORLD GROUP L...
|
Consumer Cyclical | 1.04% | 1.04% |
#13
Prev: #13
|
1.4 |
—
|
no change | no change |
P
S
|
430,000 | $14,134,100 | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.81% | 0.81% |
#14
Prev: #14
|
1.3 |
—
|
no change | no change |
P
S
|
24,325 | $10,998,792 | 2013 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 0.55% | 0.55% |
#15
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
43,000 | $7,463,940 | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MKL
MARKEL CORP
|
Financial Services | 0.26% | 0.26% |
#16
Prev: #16
|
1.1 |
—
|
no change | no change |
P
S
|
2,050 | $3,536,681 | 2013 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.22% | 0.22% |
#17
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
6,800 | $3,072,172 | 2022 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.19% | 0.19% |
#18
Prev: #18
|
1.1 |
—
|
no change | no change |
P
S
|
1,500 | $2,582,700 | 2019 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.12% | 0.12% |
#19
Prev: #19
|
1.0 |
—
|
no change | no change |
P
S
|
18,500 | $1,580,455 | 2023 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BNTX
BIONTECH SE
|
Healthcare | 0.12% | 0.12% |
#20
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
14,000 | $1,576,120 | 2023 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.11% | 0.11% |
#21
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
145,000 | $1,544,250 | 2022 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-21 of 21 holdings