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Munich Reinsurance Co Stock Corp in Munich

· CIK 0002090208
13F Portfolio $4.1B AUM 200 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 200 New
Page 5 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PYPL PAYPAL HDGS INC.DL-,0001 Financial Services 121,251.0 $7.2M 0.17% NEW $59.10 -23.8%
82 IBM INTL BUS. MACH. DL-,20 Technology 22,890.0 $6.9M 0.17% NEW $302.05 -27.7%
83 PFG PRINCIPAL FINL GRP DL-,01 Financial Services 76,204.0 $6.8M 0.17% NEW $88.90 +13.4%
84 SHOP SHOPIFY A SUB.VTG Technology 39,374.0 $6.5M 0.16% NEW $163.87 -40.5%
85 RCI ROGERS COMM.B CD 1,62478 Communication Services 168,894.0 $6.4M 0.16% NEW $37.87 -5.7%
86 BBY BEST BUY CO. DL-,10 Consumer Cyclical 92,428.0 $6.3M 0.15% NEW $67.83 -17.0%
87 INCY INCYTE DL-,001 Healthcare 61,319.0 $6.1M 0.15% NEW $98.91 -1.3%
88 PODD INSULET CORP. DL -,001 Healthcare 20,218.0 $5.8M 0.14% NEW $287.03 -48.2%
89 TWLO TWILIO INC. Communication Services 38,541.0 $5.6M 0.14% NEW $144.14 +37.4%
90 ADSK AUTODESK INC. Technology 18,309.0 $5.5M 0.13% NEW $299.54 -21.0%
91 HIG HARTFORD INSURANCE GROUP Financial Services 39,399.0 $5.5M 0.13% NEW $138.84 -3.3%
92 SJM SMUCKER -J.M.- Consumer Defensive 55,453.0 $5.5M 0.13% NEW $98.42 +1.8%
93 UPS UTD PARCEL SE.B DL-01 Industrials 54,091.0 $5.4M 0.13% NEW $99.64 -1.2%
94 ZS ZSCALER INC. DL-,001 Technology 23,627.0 $5.4M 0.13% NEW $227.42 -32.4%
95 PRU PRUDENTIAL FINL DL-,01 Financial Services 46,990.0 $5.3M 0.13% NEW $113.69 -9.2%
96 FTV FORTIVE CORP. DL-,01 Technology 93,935.0 $5.3M 0.13% NEW $55.94 +5.3%
97 GEN GEN DIGITAL INC. DL-,01 Technology 188,387.0 $5.2M 0.13% NEW $27.46 -15.6%
98 FSLR FIRST SOLAR INC. D -,001 Energy 19,196.0 $5.1M 0.12% NEW $264.30 -12.4%
99 DOCU DOCUSIGN INC DL-,0001 Technology 73,171.0 $5.1M 0.12% NEW $69.08 -34.1%
100 CBRE CBRE GROUP INC. A DL-,01 Real Estate 30,769.0 $5.0M 0.12% NEW $163.31 -20.4%
Page 5 of 10  ·  200 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 25.7%
Financial Services 16.4%
Healthcare 13.4%
Communication Services 11.0%
Industrials 10.7%
Consumer Cyclical 5.8%
Real Estate 5.1%
Utilities 4.3%
Consumer Defensive 3.5%
Energy 2.0%