INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV reported ALPHABET INC (GOOGL) in 40 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 28.25% in 2024 Q2. The latest visible filing shows GOOGL at 26.87% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
GOOGL was reported at 26.87% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2026 Q3 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV reported GOOGL across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.
The largest reported portfolio weight for GOOGL was 28.25% in 2024 Q2.
The most recent filing on this page is 2025 Q3, when INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV reported 1,918,525 shares, equal to 26.87% of portfolio, with an estimated market value of $366.9M.
The chart compares INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV's quarterly GOOGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent GOOGL price moves, INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on GOOGL relative to SPY over the holding period was +6.1%.