MASTERINVEST KAPITALANLAGE GMBH

PrivateCIK: 2075029
292
Positions
$962.49M
Total AUM (reported)
6.22M
Total Shares

Allocation by class

TOTAL AUM$962.49M292 positions
COM$760.75M79.0%
CL A$57.61M6.0%
COM NEW$32.20M3.3%
SHS$29.66M3.1%
CAP STK CL A$27.24M2.8%
COM CL A$17.22M1.8%
CAP STK CL C$16.36M1.7%

Portfolio Concentration

Top 315.4%4–1017.4%11–2517.2%Rest50.1%TOP 1032.7%0%100%
Top 3$147.84M15.4%
4–10$167.33M17.4%
11–25$165.57M17.2%
Rest$481.74M50.1%

Top 3 weight

15.4%

Top 10 weight

32.7%

Voting Authority Distribution

Total shares with voting rights: 6.22M

Sole

Full voting authority

6.22M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole292
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings292
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares356.77K
TypeSH
Market value$62.22M
6.46%
Sole
356.77K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares115.70K
TypeSH
Market value$42.83M
4.45%
Sole
115.70K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares168.62K
TypeSH
Market value$42.79M
4.45%
Sole
168.62K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares99.23K
TypeSH
Market value$30.71M
3.19%
Sole
99.23K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares134.86K
TypeSH
Market value$28.09M
2.92%
Sole
134.86K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares94.74K
TypeSH
Market value$27.24M
2.83%
Sole
94.74K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares39.37K
TypeSH
Market value$22.53M
2.34%
Sole
39.37K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares24.24K
TypeSH
Market value$22.30M
2.32%
Sole
24.24K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares68.33K
TypeSH
Market value$20.10M
2.09%
Sole
68.33K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares57.04K
TypeSH
Market value$16.36M
1.70%
Sole
57.04K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares73.88K
TypeSH
Market value$16.07M
1.67%
Sole
73.88K
Shared
0.00
None
0.00

PROCTER AND GAMBLE CO

SOLE
COM
Shares97.62K
TypeSH
Market value$14.10M
1.46%
Sole
97.62K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares35.44K
TypeSH
Market value$13.17M
1.37%
Sole
35.44K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares166.43K
TypeSH
Market value$12.91M
1.34%
Sole
166.43K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares79.24K
TypeSH
Market value$12.31M
1.28%
Sole
79.24K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares40.45K
TypeSH
Market value$12.23M
1.27%
Sole
40.45K
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares157.48K
TypeSH
Market value$11.98M
1.24%
Sole
157.48K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares20.64K
TypeSH
Market value$10.32M
1.07%
Sole
20.64K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares104.18K
TypeSH
Market value$10.02M
1.04%
Sole
104.18K
Shared
0.00
None
0.00

CME GROUP INC

SOLE
COM
Shares31.71K
TypeSH
Market value$9.37M
0.97%
Sole
31.71K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares43.03K
TypeSH
Market value$9.19M
0.96%
Sole
43.03K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares56.29K
TypeSH
Market value$8.99M
0.93%
Sole
56.29K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares25.11K
TypeSH
Market value$8.48M
0.88%
Sole
25.11K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares33.89K
TypeSH
Market value$8.22M
0.85%
Sole
33.89K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares33.63K
TypeSH
Market value$8.22M
0.85%
Sole
33.63K
Shared
0.00
None
0.00
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