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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 9 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BIO BIO RAD LABS INC Healthcare 4,115.0 $1.3M 0.12% NEW $304.51 +4.0%
162 EXPAND ENERGY CORPORATION 11,127.0 $1.2M 0.12% NEW $112.02
163 HPE HEWLETT PACKARD ENTERPRISE C Technology 50,874.0 $1.2M 0.12% NEW $24.07 +55.3%
164 MCO MOODYS CORP Financial Services 2,330.0 $1.2M 0.11% NEW $515.75 -12.5%
165 MKC MCCORMICK & CO INC Consumer Defensive 17,417.0 $1.2M 0.11% NEW $68.48 -30.9%
166 ENSG ENSIGN GROUP INC Healthcare 6,600.0 $1.2M 0.11% NEW $176.72 -3.6%
167 PFE PFIZER INC Healthcare 46,325.0 $1.2M 0.11% NEW $24.99 +4.5%
168 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 57,824.0 $1.1M 0.11% NEW $19.59 -22.5%
169 BDX BECTON DICKINSON & CO Healthcare 5,783.0 $1.1M 0.11% NEW $195.64 -25.2%
170 FORTINET INC 13,982.0 $1.1M 0.11% NEW $80.31
171 EXC EXELON CORP Utilities 25,178.0 $1.1M 0.10% NEW $43.92 +4.7%
172 ELV ELEVANCE HEALTH INC Healthcare 3,145.0 $1.1M 0.10% NEW $348.80 +11.6%
173 JBHT HUNT J B TRANS SVCS INC Industrials 5,544.0 $1.1M 0.10% NEW $196.21 +39.3%
174 APD AIR PRODS & CHEMS INC Basic Materials 4,358.0 $1.1M 0.10% NEW $248.82 +14.2%
175 COIN COINBASE GLOBAL INC Financial Services 4,661.0 $1.1M 0.10% NEW $231.60 -22.4%
176 BX BLACKSTONE INC Financial Services 6,856.0 $1.1M 0.10% NEW $154.78 -24.7%
177 FLS FLOWSERVE CORP Industrials 14,954.0 $1.0M 0.10% NEW $70.16 +5.7%
178 DKS DICKS SPORTING GOODS INC Consumer Cyclical 5,252.0 $1.0M 0.10% NEW $198.98 +14.3%
179 DELL DELL TECHNOLOGIES INC Technology 8,147.0 $1.0M 0.10% NEW $127.92 +153.7%
180 ES EVERSOURCE ENERGY Utilities 15,079.0 $1.0M 0.10% NEW $67.55 +3.2%
Page 9 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%