INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
CIK 1569606 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.3B
- Posisi
- 21
- Per tanggal
- 31 Des. 2024 Data per Q4 2024
#2.022 dari 9.443 berdasarkan nilai 13F · top 21.4%
- Bobot 10 kepemilikan teratas
- 95,27%
- Bobot 25 kepemilikan teratas
- 100,00%
- Posisi di atas 1%
- 12
- Jumlah posisi efektif
- 6,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
- Posisi baru
- 21
- Meningkat
- 0
- Menurun
- 0
- Tertutup
- 0
Di halaman ini
Rincian sektor
Communication Services
51,2%
Technology
23,3%
Retail
7,5%
Financial Services
5,0%
Consumer Discretionary
2,3%
Financials
0,4%
Industrials
0,3%
Healthcare
0,1%
Lainnya/Tidak terpetakan
9,8%
Portofolio lengkap 21 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $362.500.201 | 27,31% | 1.895.525 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $253.054.960 | 19,07% | 1.313.275 | Naik ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $251.429.263 | 18,94% | 591.835 | Naik ×1 | |||
| BRKA | $119.349.120 | 8,99% | 176 | Naik ×1 | |||
| CVNA Carvana Co. Class A Common Stock | $75.555.446 | 5,69% | 358.848 | Naik ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $61.488.960 | 4,63% | 104.000 | Naik ×1 | |||
| WIX Wix.com Ltd. - Ordinary Shares | $54.347.500 | 4,09% | 250.000 | Naik ×1 | |||
| CACC Credit Acceptance Corporation - Common Stock | $42.707.320 | 3,22% | 92.000 | Naik ×1 | |||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $22.368.750 | 1,69% | 125.000 | Naik ×1 | |||
| PDD PDD Holdings Inc. - American Depositary Shares | $21.709.700 | 1,64% | 230.000 | Naik ×1 | |||
| YUMC Yum China Holdings, Inc. Common Stock | $16.796.500 | 1,27% | 350.000 | Naik ×1 | |||
| HTHT H World Group Limited - American Depositary Shares | $14.134.100 | 1,06% | 430.000 | Naik ×1 | |||
| BRKB | $10.998.792 | 0,83% | 24.325 | Naik ×1 | |||
| FERG Ferguson Enterprises Inc. Common Stock | $3.992.340 | 0,30% | 23.000 | Naik ×1 | |||
| MKL Markel Group Inc. Common Stock | $3.536.681 | 0,27% | 2.050 | Naik ×1 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $3.072.172 | 0,23% | 6.800 | Naik ×1 | |||
| TCX Tucows Inc. - Common Stock | $2.899.833 | 0,22% | 175.005 | Naik ×1 | |||
| MELI MercadoLibre, Inc. - Common Stock | $2.582.700 | 0,19% | 1.500 | Naik ×1 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $1.580.455 | 0,12% | 18.500 | Naik ×1 | |||
| BNTX BioNTech SE - American Depositary Shares | $1.576.120 | 0,12% | 14.000 | Naik ×1 | |||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $1.544.250 | 0,12% | 145.000 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| GOOGL | $362.500.201 | 1.895.525 | 27,31% |
| GOOG | $253.054.960 | 1.313.275 | 19,07% |
| MSFT | $251.429.263 | 591.835 | 18,94% |
| BRKA | $119.349.120 | 176 | 8,99% |
| CVNA | $75.555.446 | 358.848 | 5,69% |
| META | $61.488.960 | 104.000 | 4,63% |
| WIX | $54.347.500 | 250.000 | 4,09% |
| CACC | $42.707.320 | 92.000 | 3,22% |
| IBKR | $22.368.750 | 125.000 | 1,69% |
| PDD | $21.709.700 | 230.000 | 1,64% |
| YUMC | $16.796.500 | 350.000 | 1,27% |
| HTHT | $14.134.100 | 430.000 | 1,06% |
| BRKB | $10.998.792 | 24.325 | 0,83% |
| FERG | $3.992.340 | 23.000 | 0,30% |
| MKL | $3.536.681 | 2.050 | 0,27% |