MASTERINVEST Kapitalanlage GmbH — 13F Holdings & Portfolio

CIK 2075029 · latest 13F-HR filed 2026-08-17

MASTERINVEST Kapitalanlage GmbH manages $1.16B in 13F-reported U.S. long-equity assets across 300 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.09%), AAPL (4.15%), MSFT (3.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 14, added to 174, and trimmed 60.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
LANDSTRASSER HAUPTSTRASSE 1 TOP 27
VIENNA 1030
Phone
004315337668100
Filing Manager
MASTERINVEST Kapitalanlage GmbH
VIENNA, C4
Signatory
Andreas Mueller
DI
Loading holdings…
AUM

$1.16B

Long-equity book

Holdings

300

Distinct positions

Period

2026-06-30

Filed 2026-08-17

Q/Q Activity

+22 / −14 / ↑174 / ↓60

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$21.1M +248.9%
  • ADVANCED MICRO DEVICES INC$9.9M +216.5%
  • AMAZON COM INC$8.9M +31.8%
  • LAM RESEARCH CORP$8.9M +96.5%
  • NVIDIA CORPORATION$8.7M +14.0%
Show all 174 →

Top Trims

  • COCA COLA CO-$2.3M -19.6%
  • META PLATFORMS INC-$1.9M -8.4%
  • CME GROUP INC-$1.9M -19.9%
  • SALESFORCE INC-$1.6M -24.5%
  • PEPSICO INC-$1.5M -12.2%
Show all 60 →

New Positions

  • CARNIVAL CORP LTD$1.2M
  • HUBBELL INC$759.2K
  • CORPAY INC$540.6K
  • DUPONT DE NEMOURS INC$535.1K
  • LABCORP HOLDINGS INC$456.4K
Show all 22 →

Exited Positions

  • LAUDER ESTEE COS INC$1.5M
  • DOW INC$1.2M
  • DICKS SPORTING GOODS INC$1.0M
  • GAP INC$936.5K
  • CARNIVAL CORP$834.8K
Show all 14 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $70.9M 6.09% 354,508 SH
2 APPLE INC AAPL 037833100 $48.3M 4.15% 166,969 SH
3 MICROSOFT CORP MSFT 594918104 $43.1M 3.70% 115,473 SH
4 BROADCOM INC AVGO 11135F101 $37.6M 3.23% 99,435 SH
5 AMAZON COM INC AMZN 023135106 $37.0M 3.18% 155,345 SH
6 ALPHABET INC GOOGL 02079K305 $33.7M 2.89% 94,312 SH
7 ELI LILLY & CO LLY 532457108 $29.7M 2.55% 24,755 SH
8 MICRON TECHNOLOGY INC MU 595112103 $29.6M 2.54% 25,637 SH
9 JPMORGAN CHASE & CO. JPM 46625H100 $26.0M 2.23% 79,362 SH
10 META PLATFORMS INC META 30303M102 $20.6M 1.77% 36,633 SH
11 ALPHABET INC GOOG 02079K107 $20.4M 1.75% 57,733 SH
12 CISCO SYS INC CSCO 17275R102 $20.3M 1.74% 172,907 SH
13 ABBVIE INC ABBV 00287Y109 $19.1M 1.64% 76,014 SH
14 LAM RESEARCH CORP LRCX 512807306 $18.1M 1.55% 41,698 SH
15 TESLA INC TSLA 88160R101 $16.0M 1.38% 38,095 SH
16 VISA INC V 92826C839 $15.0M 1.29% 43,768 SH
17 ADVANCED MICRO DEVICES INC AMD 007903107 $14.5M 1.25% 24,989 SH
18 PROCTER AND GAMBLE CO PG 742718109 $14.1M 1.21% 96,188 SH
19 APPLIED MATLS INC AMAT 038222105 $12.4M 1.07% 17,151 SH
20 MASTERCARD INCORPORATED MA 57636Q104 $12.2M 1.05% 23,720 SH
21 PEPSICO INC PEP 713448108 $10.8M 0.93% 79,829 SH
22 INTEL CORP INTC 458140100 $10.2M 0.88% 72,964 SH
23 COCA COLA CO KO 191216100 $9.6M 0.83% 118,512 SH
24 LINDE PLC LIN G54950103 $9.6M 0.83% 18,550 SH
25 UNION PAC CORP UNP 907818108 $9.5M 0.82% 34,937 SH
26 NETFLIX INC NFLX 64110L106 $9.3M 0.80% 130,779 SH
27 TJX COS INC NEW TJX 872540109 $9.1M 0.78% 60,201 SH
28 KLA CORP KLAC 482480100 $8.5M 0.73% 28,159 SH
29 HOME DEPOT INC HD 437076102 $8.4M 0.72% 23,758 SH
30 WASTE MGMT INC DEL WM 94106L109 $8.0M 0.69% 35,786 SH
31 JOHNSON & JOHNSON JNJ 478160104 $7.7M 0.66% 30,423 SH
32 CME GROUP INC CME 12572Q105 $7.5M 0.64% 33,967 SH
33 PALO ALTO NETWORKS INC PANW 697435105 $7.4M 0.64% 21,815 SH
34 GOLDMAN SACHS GROUP INC GS 38141G104 $7.1M 0.61% 6,987 SH
35 ORACLE CORP ORCL 68389X105 $7.1M 0.61% 48,132 SH
36 CHUBB LIMITED CB H1467J104 $6.9M 0.60% 20,374 SH
37 WALMART INC WMT 931142103 $6.9M 0.60% 61,208 SH
38 ARISTA NETWORKS INC ANET 040413205 $6.7M 0.58% 39,624 SH
39 PROGRESSIVE CORP PGR 743315103 $6.5M 0.56% 29,916 SH
40 ABBOTT LABS ABT 002824100 $6.5M 0.56% 71,977 SH
41 FASTENAL CO FAST 311900104 $6.4M 0.55% 133,958 SH
42 UBER TECHNOLOGIES INC UBER 90353T100 $6.3M 0.54% 87,739 SH
43 INTERNATIONAL BUSINESS MACHS IBM 459200101 $6.2M 0.53% 22,111 SH
44 CORNING INC GLW 219350105 $6.2M 0.53% 24,136 SH
45 DEERE & CO DE 244199105 $6.1M 0.53% 9,655 SH
46 CITIGROUP INC C 172967424 $6.0M 0.51% 42,593 SH
47 MCDONALDS CORP MCD 580135101 $5.9M 0.51% 21,817 SH
48 UNITEDHEALTH GROUP INC UNH 91324P102 $5.8M 0.50% 13,927 SH
49 AUTOMATIC DATA PROCESSING IN ADP 053015103 $5.8M 0.49% 25,679 SH
50 TRANE TECHNOLOGIES PLC TT G8994E103 $5.7M 0.49% 11,690 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-17 $1.16B 300 0002075029-26-000003
2026-03-31 2026-05-05 $962.5M 292 0002075029-26-000002
2025-12-31 2026-01-27 $1.05B 266 0002075029-26-000001