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Portfolio (Quarterly) Guide ↗

Siemens Fonds Invest GmbH

· CIK 0001856637
13F Portfolio $1.8B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 552 New
Page 13 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NET CLOUDFLARE INC Technology 4,346.0 $933K 0.05% NEW $214.59 -6.9%
242 AER AERCAP HOLDINGS NV Industrials 7,679.0 $929K 0.05% NEW $121.00 +15.5%
243 DDOG DATADOG INC Technology 6,436.0 $916K 0.05% NEW $142.40 +42.4%
244 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 12,121.0 $910K 0.05% NEW $75.10 -16.6%
245 CHD CHURCH & DWIGHT CO INC Consumer Defensive 10,089.0 $884K 0.05% NEW $87.63 +7.3%
246 AME AMETEK INC Industrials 4,626.0 $870K 0.05% NEW $188.00 +21.2%
247 URI UNITED RENTALS INC Industrials 907.0 $866K 0.05% NEW $954.66 +1.9%
248 CHTR CHARTER COMMUNICATIONS INC N Communication Services 3,124.0 $859K 0.05% NEW $275.10 -49.0%
249 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 12,755.0 $855K 0.05% NEW $67.07 -31.3%
250 SPG SIMON PPTY GROUP INC NEW Real Estate 4,553.0 $854K 0.05% NEW $187.67 +8.1%
251 WBD WARNER BROS DISCOVERY INC Communication Services 43,714.0 $854K 0.05% NEW $19.53 +38.9%
252 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,837.0 $838K 0.05% NEW $456.00 -37.1%
253 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,197.0 $836K 0.05% NEW $698.00 -38.0%
254 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,653.0 $828K 0.04% NEW $177.93 -32.0%
255 SRE SEMPRA Utilities 9,093.0 $818K 0.04% NEW $89.98 +3.2%
256 DLR DIGITAL RLTY TR INC Real Estate 4,697.0 $812K 0.04% NEW $172.88 +11.5%
257 CENCORA INC 2,580.0 $806K 0.04% NEW $312.53
258 GIS GENERAL MLS INC Consumer Defensive 15,941.0 $804K 0.04% NEW $50.42 -34.3%
259 KEYS KEYSIGHT TECHNOLOGIES INC Technology 4,580.0 $801K 0.04% NEW $174.92 +106.7%
260 PSX PHILLIPS 66 Energy 5,871.0 $799K 0.04% NEW $136.02 +26.1%
Page 13 of 28  ·  552 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 36.5%
Financial Services 13.2%
Communication Services 10.9%
Consumer Cyclical 10.1%
Healthcare 10.0%
Industrials 7.2%
Consumer Defensive 4.6%
Utilities 2.3%
Real Estate 1.8%
Basic Materials 1.7%