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Portfolio (Quarterly) Guide ↗

MASTERINVEST Kapitalanlage GmbH

· CIK 0002075029
13F Portfolio $1.1B AUM Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 266 New
Page 7 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMRIZE LTD 36,689.0 $2.0M 0.19% NEW $54.96
122 ADSK AUTODESK INC Technology 6,713.0 $2.0M 0.19% NEW $299.54 -18.9%
123 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 12,101.0 $2.0M 0.19% NEW $163.16 -9.1%
124 KLAC KLA CORP Technology 1,576.0 $2.0M 0.19% NEW $1243.65 +55.3%
125 CI THE CIGNA GROUP Healthcare 7,038.0 $1.9M 0.18% NEW $276.48 +3.8%
126 TXN TEXAS INSTRS INC Technology 11,058.0 $1.9M 0.18% NEW $175.42 +81.3%
127 JBL JABIL INC Technology 8,360.0 $1.9M 0.18% NEW $231.57 +57.5%
128 EW EDWARDS LIFESCIENCES CORP Healthcare 22,274.0 $1.9M 0.18% NEW $86.20 +0.8%
129 ADI ANALOG DEVICES INC Technology 6,977.0 $1.9M 0.18% NEW $274.82 +52.7%
130 APP APPLOVIN CORP Technology 2,741.0 $1.9M 0.18% NEW $693.71 -13.3%
131 MKL MARKEL GROUP INC Financial Services 844.0 $1.8M 0.17% NEW $2173.77 -14.5%
132 NET CLOUDFLARE INC Technology 8,600.0 $1.7M 0.16% NEW $199.62 +13.8%
133 GEV GE VERNOVA INC Utilities 2,596.0 $1.7M 0.16% NEW $659.64 +52.6%
134 PRU PRUDENTIAL FINL INC Financial Services 14,991.0 $1.7M 0.16% NEW $113.69 -10.8%
135 ACM AECOM Industrials 17,569.0 $1.7M 0.16% NEW $96.92 -25.9%
136 GWW GRAINGER W W INC Industrials 1,655.0 $1.7M 0.16% NEW $1021.09 +22.9%
137 SHW SHERWIN WILLIAMS CO Basic Materials 5,177.0 $1.7M 0.16% NEW $326.16 -6.1%
138 CENCORA INC 4,939.0 $1.7M 0.16% NEW $340.04
139 ACN ACCENTURE PLC IRELAND Technology 6,161.0 $1.7M 0.16% NEW $270.00 -33.9%
140 EQIX EQUINIX INC Real Estate 2,148.0 $1.7M 0.16% NEW $769.71 +39.8%
Page 7 of 14  ·  266 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 33.8%
Financial Services 13.1%
Healthcare 11.9%
Communication Services 11.2%
Consumer Cyclical 10.6%
Industrials 8.1%
Consumer Defensive 5.7%
Basic Materials 1.9%
Real Estate 1.7%
Energy 1.3%