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Portfolio (Quarterly) Guide ↗

MASTERINVEST Kapitalanlage GmbH

· CIK 0002075029
13F Portfolio $962M AUM 292 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 108 Added 78 Reduced 20 Exited
Page 12 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MRSH MARSH & MCLENNAN COS INC Financial Services 2,594.0 $450K 0.05% -6K -69.2% $173.45 -7.7%
222 UAL UNITED AIRLS HLDGS INC Industrials 4,832.0 $445K 0.05% $92.07 +24.0%
223 COIN COINBASE GLOBAL INC Financial Services 2,461.0 $430K 0.04% -2K -47.2% $174.61 +3.6%
224 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,509.0 $426K 0.04% NEW $282.37 +20.2%
225 MO ALTRIA GROUP INC Consumer Defensive 6,428.0 $424K 0.04% $65.99 +9.2%
226 SNAP SNAP INC Communication Services 89,824.0 $413K 0.04% NEW $4.60 +28.3%
227 RBLX ROBLOX CORP Technology 7,165.0 $405K 0.04% NEW $56.56 -16.8%
228 LITE LUMENTUM HLDGS INC Technology 575.0 $404K 0.04% NEW $702.76 +23.6%
229 FCX FREEPORT-MCMORAN INC Basic Materials 6,855.0 $403K 0.04% +2K +40.7% $58.78 +11.1%
230 URI UNITED RENTALS INC Industrials 553.0 $403K 0.04% +293.0 +112.7% $728.56 +35.8%
231 AME AMETEK INC Industrials 1,857.0 $398K 0.04% NEW $214.36 +4.9%
232 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,179.0 $390K 0.04% NEW $330.87 -8.8%
233 BUNGE GLOBAL SA 3,063.0 $390K 0.04% NEW $127.20
234 BBY BEST BUY INC Consumer Cyclical 5,884.0 $378K 0.04% $64.20 +19.1%
235 MPC MARATHON PETE CORP Energy 1,530.0 $374K 0.04% NEW $244.18 +2.8%
236 CRWD CROWDSTRIKE HLDGS INC Technology 941.0 $367K 0.04% $390.41 +73.3%
237 FIS FIDELITY NATL INFORMATION SV Technology 7,750.0 $364K 0.04% $46.91 -10.2%
238 VLO VALERO ENERGY CORP Energy 1,442.0 $356K 0.04% $247.08 -2.3%
239 SNOW SNOWFLAKE INC Technology 2,347.0 $354K 0.04% $150.82 +61.6%
240 MRVL MARVELL TECHNOLOGY INC Technology 3,476.0 $344K 0.04% $99.05 +107.3%
Page 12 of 15  ·  292 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 31.3%
Healthcare 12.1%
Financial Services 12.0%
Communication Services 10.8%
Consumer Cyclical 10.4%
Industrials 8.9%
Consumer Defensive 7.1%
Basic Materials 2.2%
Energy 2.2%
Real Estate 1.9%