UNTERSCHLEISSHEIM, 2M
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
36.6%
Voting Authority Distribution
Total shares with voting rights: 14.37M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
14.37M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 323.10K | SH | $115.47M 8.69% | 0.00 | 0.00 | 323.10K |
AMAZON COM INCSOLE | COM | 384.65K | SH | $91.68M 6.90% | 0.00 | 0.00 | 384.65K |
MICROSOFT CORPSOLE | COM | 181.55K | SH | $67.72M 5.10% | 0.00 | 0.00 | 181.55K |
LINDE PLCSOLE | SHS | 88.94K | SH | $46.16M 3.47% | 0.00 | 0.00 | 88.94K |
META PLATFORMS INCSOLE | CL A | 63.14K | SH | $35.57M 2.68% | 0.00 | 0.00 | 63.14K |
APPLE INCSOLE | COM | 113.45K | SH | $32.83M 2.47% | 0.00 | 0.00 | 113.45K |
NVIDIA CORPORATIONSOLE | COM | 160.07K | SH | $32.03M 2.41% | 0.00 | 0.00 | 160.07K |
ORACLE CORPSOLE | COM | 185.02K | SH | $27.11M 2.04% | 0.00 | 0.00 | 85.02K |
ADVANCED MICRO DEVICES INCSOLE | COM | 32.96K | SH | $19.15M 1.44% | 0.00 | 0.00 | 32.96K |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 643.07K | SH | $18.86M 1.42% | 0.00 | 0.00 | 8.07K |
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 255.81K | SH | $18.72M 1.41% | 0.00 | 0.00 | 255.81K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 22.00 | SH | $16.47M 1.24% | 0.00 | 0.00 | 22.00 |
SALESFORCE INCSOLE | COM | 103.24K | SH | $16.17M 1.22% | 0.00 | 0.00 | 103.24K |
UBS GROUP AGSOLE | SHS | 321.85K | SH | $15.95M 1.20% | 0.00 | 0.00 | 321.85K |
TOTALENERGIES SESOLE | ACT | 193.37K | SH | $15.03M 1.13% | 0.00 | 0.00 | 193.37K |
TERADYNE INCSOLE | COM | 30.73K | SH | $14.87M 1.12% | 0.00 | 0.00 | 30.73K |
BROADCOM INCSOLE | COM | 34.71K | SH | $13.11M 0.99% | 0.00 | 0.00 | 34.71K |
AMPHENOL CORPSOLE | CL A | 73.43K | SH | $12.95M 0.97% | 0.00 | 0.00 | 73.43K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 26.54K | SH | $12.68M 0.95% | 0.00 | 0.00 | 26.54K |
ADOBE INCSOLE | COM | 58.66K | SH | $12.03M 0.91% | 0.00 | 0.00 | 58.66K |
ULTA BEAUTY INCSOLE | COM | 26K | SH | $11.73M 0.88% | 0.00 | 0.00 | 26K |
BIONTECH SESOLE | SPONSORED ADS | 119.41K | SH | $11.11M 0.84% | 0.00 | 0.00 | 119.41K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 46.26K | SH | $10.98M 0.83% | 0.00 | 0.00 | 46.26K |
ELI LILLY & COSOLE | COM | 8.92K | SH | $10.70M 0.81% | 0.00 | 0.00 | 8.92K |
KLA CORPSOLE | COM NEW | 34.47K | SH | $10.40M 0.78% | 0.00 | 0.00 | 34.47K |