Unterschleissheim, 2MCIK 15426294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
405 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 335.6K | $105.03M | 8.7% | −3.3K | Reduced |
| 2 | Amazon Com Inc | 353.4K | $81.58M | 6.8% | +8.7K | Added |
| 3 | Microsoft Corp | 162.6K | $78.45M | 6.5% | −7.6K | Reduced |
| 4 | Meta Platforms Inc |
| 96.5K |
| $63.55M |
| 5.3% |
| +17.6K |
| Added |
| 5 | Linde PLC | 93.2K | $39.74M | 3.3% | −3.2K | Reduced |
| 6 | Adobe Inc | 87.0K | $30.46M | 2.5% | +4.0K | Added |
| 7 | Apple Inc | 110.3K | $29.95M | 2.5% | +22.0K | Added |
| 8 | Nvidia Corporation | 146.6K | $27.05M | 2.3% | −64.4K | Reduced |
| 9 | Salesforce Inc | 78.9K | $20.88M | 1.7% | −6.9K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 23 | $17.36M | 1.4% | −2 | Reduced |
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