Pfaeffikon, V8CIK 16419924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 458.6K | $221.77M | 11.0% | +9.8K | Added |
| 2 | Alphabet Inc | 616.1K | $192.83M | 9.6% | −100.4K | Reduced |
| 3 | Nvidia Corporation | 993.1K | $185.22M | 9.2% | +5.1K | Added |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 359.8K |
| $109.35M |
| 5.4% |
| −30.2K |
| Reduced |
| 5 | Agilent Technologies Inc | 786.6K | $107.03M | 5.3% | −9.5K | Reduced |
| 6 | Apple Inc | 332.8K | $90.46M | 4.5% | −22.8K | Reduced |
| 7 | Ross Stores Inc | 428.7K | $77.22M | 3.8% | −69.6K | Reduced |
| 8 | Stryker Corporation | 213.3K | $74.95M | 3.7% | +7.5K | Added |
| 9 | Idexx Labs Inc | 106.0K | $71.71M | 3.6% | −14.3K | Reduced |
| 10 | Fair Isaac Corp | 41.5K | $70.09M | 3.5% | +193 | Added |
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