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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 8 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLK BLACKROCK INC Financial Services 1,525.0 $1.7M 0.16% NEW $1083.31 -3.2%
142 IRM IRON MTN INC DEL Real Estate 19,717.0 $1.6M 0.16% NEW $83.36 +53.9%
143 SNPS SYNOPSYS INC Technology 3,455.0 $1.6M 0.16% NEW $474.49 +1.5%
144 MRSH MARSH & MCLENNAN COS INC Financial Services 8,436.0 $1.6M 0.15% NEW $187.36 -14.8%
145 INTC INTEL CORP Technology 41,962.0 $1.6M 0.15% NEW $37.30 +223.4%
146 WMS ADVANCED DRAIN SYS INC DEL Industrials 10,602.0 $1.6M 0.15% NEW $146.95 -5.3%
147 EBAY EBAY INC. Consumer Cyclical 17,761.0 $1.5M 0.15% NEW $87.10 +27.1%
148 HWM HOWMET AEROSPACE INC Industrials 7,258.0 $1.5M 0.14% NEW $207.81 +25.8%
149 GIS GENERAL MLS INC Consumer Defensive 32,233.0 $1.5M 0.14% NEW $46.67 -27.2%
150 VRT VERTIV HOLDINGS CO Industrials 9,085.0 $1.5M 0.14% NEW $164.34 +95.0%
151 APOS APOLLO GLOBAL MGMT INC Financial Services 10,048.0 $1.5M 0.14% NEW $146.06 -82.1%
152 NTAP NETAPP INC Technology 13,357.0 $1.4M 0.14% NEW $108.42 +30.5%
153 CTAS CINTAS CORP Industrials 7,548.0 $1.4M 0.14% NEW $190.35 -8.9%
154 TPR TAPESTRY INC Consumer Cyclical 10,820.0 $1.4M 0.13% NEW $129.53 +11.0%
155 MDT MEDTRONIC PLC Healthcare 14,428.0 $1.4M 0.13% NEW $96.66 -21.9%
156 INGERSOLL RAND INC 17,049.0 $1.4M 0.13% NEW $80.65
157 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 19,844.0 $1.3M 0.13% NEW $67.93 +14.9%
158 VEEV VEEVA SYS INC Healthcare 5,839.0 $1.3M 0.12% NEW $224.64 -26.6%
159 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,894.0 $1.3M 0.12% NEW $101.57 -1.3%
160 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,044.0 $1.3M 0.12% NEW $257.91 -15.2%
Page 8 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%