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Portfolio (Quarterly) Guide ↗

MASTERINVEST Kapitalanlage GmbH

· CIK 0002075029
13F Portfolio $962M AUM 292 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 108 Added 78 Reduced 20 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WYNN WYNN RESORTS LTD Consumer Cyclical 2,134.0 $217K 0.02% NEW $101.55 -3.6%
42 MPWR MONOLITHIC PWR SYS INC Technology 198.0 $216K 0.02% NEW $1093.35 +48.2%
43 ITT ITT INC Industrials 1,103.0 $210K 0.02% NEW $190.53 +2.8%
44 O REALTY INCOME CORP Real Estate 3,434.0 $210K 0.02% NEW $61.18 +1.7%
45 CIEN CIENA CORP Technology 530.0 $206K 0.02% NEW $388.23 +49.9%
46 REGCO REGENCY CTRS CORP Real Estate 2,704.0 $205K 0.02% NEW $75.66 -70.0%
Page 3 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Healthcare 12.1%
Financial Services 12.0%
Communication Services 10.8%
Consumer Cyclical 10.4%
Industrials 8.9%
Consumer Defensive 7.1%
Basic Materials 2.2%
Energy 2.2%
Real Estate 1.9%