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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MASTERINVEST Kapitalanlage GmbH

Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0002075029-26-000001

Total Value
$1.05B
Positions
266
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA357,358$67.0M6.36%
2MICROSOFT CORPMSFT119,221$58.1M5.52%
3APPLE INCAAPL166,435$45.5M4.32%
4BROADCOM INCAVGO103,129$36.1M3.43%
5ALPHABET INCGOOG114,411$35.9M3.41%
6AMAZON COM INCAMZN149,577$34.8M3.30%
7ELI LILLY & COLLY26,832$29.0M2.75%
8JPMORGAN CHASE & CO.VYLD71,911$23.3M2.21%
9META PLATFORMS INCMETA32,284$21.5M2.04%
10ABBVIE INCABBV82,556$19.0M1.80%
11ALPHABET INCGOOG59,195$18.6M1.77%
12CISCO SYS INCCSCO205,953$15.9M1.51%
13VISA INCV41,522$14.7M1.39%
14PROCTER AND GAMBLE CO74271810998,638$14.2M1.35%
15TESLA INCTSLA28,163$12.8M1.22%
16MICRON TECHNOLOGY INCMU38,717$11.3M1.08%
17MASTERCARD INCORPORATEDMA19,535$11.3M1.07%
18PEPSICO INCPEP73,991$10.7M1.01%
19TJX COS INC NEW87254010968,376$10.6M1.01%
20SALESFORCE INCCRM36,318$9.7M0.92%
21NETFLIX INCNFLX94,551$8.9M0.84%
22ORACLE CORPORCL-PD44,488$8.8M0.83%
23COCA COLA COKO123,438$8.6M0.82%
24CME GROUP INCCME30,945$8.5M0.81%
25UNION PAC CORPUNP35,638$8.3M0.79%
26ABBOTT LABSABLZF65,140$8.2M0.78%
27ADVANCED MICRO DEVICES INCAMD37,062$8.0M0.76%
28LAM RESEARCH CORPLRCX45,711$7.9M0.75%
29DISNEY WALT CO25468710669,087$7.9M0.75%
30HOME DEPOT INCHD22,726$7.9M0.75%
31WALMART INCWMT68,763$7.7M0.73%
32PROGRESSIVE CORP74331510332,548$7.5M0.71%
33INTERNATIONAL BUSINESS MACHSINTR23,396$7.1M0.67%
34MCDONALDS CORPMCD22,151$6.8M0.65%
35AUTOMATIC DATA PROCESSING INADP25,001$6.5M0.62%
36GOLDMAN SACHS GROUP INCGSCE7,038$6.2M0.59%
37PROLOGIS INC.PLDGP48,039$6.2M0.59%
38LINDE PLCLIN14,200$6.1M0.58%
39UBER TECHNOLOGIES INCUBER74,068$6.1M0.58%
40CHUBB LIMITEDCB19,338$6.1M0.58%
41BOSTON SCIENTIFIC CORPBSX61,293$5.9M0.56%
42SERVICENOW INCNOW37,845$5.8M0.55%
43QUALCOMM INCQCOM32,843$5.7M0.54%
44UNITEDHEALTH GROUP INCUNH16,995$5.6M0.54%
45INTUITIVE SURGICAL INCISRG9,813$5.6M0.53%
46FASTENAL COFAST133,958$5.5M0.52%
47MERCK & CO INCMRK49,472$5.2M0.50%
48SCHWAB CHARLES CORPSCHW-PJ52,056$5.2M0.50%
49BANK AMERICA CORP06050510494,091$5.2M0.49%
50APPLIED MATLS INC03822210519,797$5.1M0.49%
51AMERICAN EXPRESS COAXP13,747$5.1M0.49%
52WASTE MGMT INC DEL94106L10923,031$5.1M0.49%
533M COMMM29,227$4.7M0.45%
54MORGAN STANLEYMS-PQ26,080$4.7M0.44%
55NEWMONT CORPNEMCL42,423$4.3M0.41%
56ECOLAB INCECL16,266$4.3M0.41%
57JOHNSON & JOHNSONJNJ20,711$4.3M0.41%
58BOOKING HOLDINGS INCBKNG783$4.2M0.40%
59CITIGROUP INCC-PR34,201$4.0M0.38%
60TRANE TECHNOLOGIES PLCTT9,939$3.9M0.37%
61EATON CORP PLCETN12,071$3.9M0.37%
62VERIZON COMMUNICATIONS INCVZ94,223$3.8M0.36%
63COSTCO WHSL CORP NEW22160K1054,366$3.8M0.36%
64CUMMINS INCCMI7,352$3.8M0.36%
65JOHNSON CTLS INTL PLCG5150210531,063$3.8M0.36%
66INTUITINTU5,491$3.7M0.35%
67CAPITAL ONE FINL CORP14040H10514,907$3.6M0.35%
68LOWES COS INC54866110714,825$3.6M0.34%
69ROYAL CARIBBEAN GROUPV7780T10312,779$3.6M0.34%
70ARISTA NETWORKS INCANET26,902$3.6M0.34%
71EXXON MOBIL CORPXOM29,251$3.5M0.34%
72DEERE & CODE7,487$3.5M0.33%
73SCHLUMBERGER LTDSLB90,927$3.5M0.33%
74T-MOBILE US INCTMUSZ17,059$3.5M0.33%
75S&P GLOBAL INCSPGI6,479$3.4M0.32%
76COMCAST CORP NEWCCZ113,548$3.4M0.32%
77PALANTIR TECHNOLOGIES INCPLTR18,620$3.4M0.32%
78RESMED INCRSMDF13,832$3.4M0.32%
79WELLTOWER INCWELL17,294$3.3M0.31%
80MERCADOLIBRE INCMELI1,594$3.2M0.31%
81AMGEN INCAMGN9,540$3.1M0.30%
82SPOTIFY TECHNOLOGY S ASPOT5,326$3.1M0.29%
83BERKSHIRE HATHAWAY INC DELBRK-A4$3.0M0.29%
84CATERPILLAR INCCAT5,139$3.0M0.28%
85ELECTRONIC ARTS INCEA14,472$3.0M0.28%
86HILTON WORLDWIDE HLDGS INCHLT10,137$2.9M0.28%
87CBRE GROUP INCCBRE17,930$2.9M0.28%
88MONGODB INCMDB6,811$2.9M0.27%
89GE AEROSPACE3696043019,184$2.9M0.27%
90FORD MTR CO345370860213,111$2.8M0.27%
91AUTOZONE INCAZO828$2.8M0.27%
92GILEAD SCIENCES INCGILD22,389$2.8M0.26%
93NIKE INCNKE43,218$2.6M0.25%
94AT&T INCT-PC105,686$2.6M0.25%
95CADENCE DESIGN SYSTEM INCCDNS8,293$2.6M0.25%
96CORNING INCGLW29,193$2.6M0.25%
97ADOBE INCADBE7,342$2.6M0.25%
98BERKSHIRE HATHAWAY INC DELBRK-A5,108$2.6M0.24%
99STRYKER CORPORATIONSYK7,234$2.6M0.24%
100VERTEX PHARMACEUTICALS INCVRTX5,544$2.5M0.24%
101PALO ALTO NETWORKS INCPANW13,300$2.5M0.24%
102FIRST HORIZON CORPORATIONFHN-PH103,067$2.5M0.23%
103REGENERON PHARMACEUTICALSREGN3,176$2.5M0.23%
104QUANTA SVCS INC74762E1025,707$2.4M0.23%
105ROCKWELL AUTOMATION INCROK6,105$2.4M0.23%
106AGILENT TECHNOLOGIES INCA16,695$2.3M0.22%
107NEW YORK TIMES CONYT32,700$2.3M0.22%
108CHEVRON CORP NEWCVX14,944$2.3M0.22%
109ROSS STORES INCROST12,525$2.3M0.22%
110MONDELEZ INTL INC60920710541,225$2.3M0.21%
111HUNTINGTON BANCSHARES INCHBANP129,021$2.3M0.21%
112PARKER-HANNIFIN CORPPH2,534$2.3M0.21%
113DANAHER CORPORATION2358511029,741$2.2M0.21%
114THERMO FISHER SCIENTIFIC INCTMO3,750$2.2M0.21%
115WELLS FARGO CO NEW94974610123,111$2.2M0.21%
116LAUDER ESTEE COS INC51843910420,351$2.2M0.20%
117MOTOROLA SOLUTIONS INCMSI5,562$2.1M0.20%
118ILLINOIS TOOL WKS INC4523081098,513$2.1M0.20%
119CENTENE CORP DELCNC51,331$2.1M0.20%
120COLGATE PALMOLIVE COCL25,842$2.1M0.20%
121AMRIZE LTDAMRZ36,689$2.0M0.19%
122AUTODESK INCADSK6,713$2.0M0.19%
123INTERCONTINENTAL EXCHANGE IN45866F10412,101$2.0M0.19%
124KLA CORPKLAC1,576$2.0M0.19%
125THE CIGNA GROUP1255231007,038$1.9M0.18%
126TEXAS INSTRS INC88250810411,058$1.9M0.18%
127JABIL INCJBL8,360$1.9M0.18%
128EDWARDS LIFESCIENCES CORPEW22,274$1.9M0.18%
129ANALOG DEVICES INCADI6,977$1.9M0.18%
130APPLOVIN CORPAPP2,741$1.9M0.18%
131MARKEL GROUP INCMKL844$1.8M0.17%
132CLOUDFLARE INCNET8,600$1.7M0.16%
133GE VERNOVA INCGEV2,596$1.7M0.16%
134PRUDENTIAL FINL INCPUKPF14,991$1.7M0.16%
135AECOMACM17,569$1.7M0.16%
136GRAINGER W W INC3848021041,655$1.7M0.16%
137SHERWIN WILLIAMS COSHW5,177$1.7M0.16%
138CENCORA INCCOR4,939$1.7M0.16%
139ACCENTURE PLC IRELANDACN6,161$1.7M0.16%
140EQUINIX INCEQIX2,148$1.7M0.16%
141BLACKROCK INCBLK1,525$1.7M0.16%
142IRON MTN INC DEL46284V10119,717$1.6M0.16%
143SYNOPSYS INCSNPS3,455$1.6M0.16%
144MARSH & MCLENNAN COS INC5717481028,436$1.6M0.15%
145INTEL CORPINTC41,962$1.6M0.15%
146ADVANCED DRAIN SYS INC DEL00790R10410,602$1.6M0.15%
147EBAY INC.EBAY17,761$1.5M0.15%
148HOWMET AEROSPACE INCHWM7,258$1.5M0.14%
149GENERAL MLS INC37033410432,233$1.5M0.14%
150VERTIV HOLDINGS COVRT9,085$1.5M0.14%
151APOLLO GLOBAL MGMT INC03769M10610,048$1.5M0.14%
152NETAPP INCNTAP13,357$1.4M0.14%
153CINTAS CORPCTAS7,548$1.4M0.14%
154TAPESTRY INCTPR10,820$1.4M0.13%
155MEDTRONIC PLCMDT14,428$1.4M0.13%
156INGERSOLL RAND INCIR17,049$1.4M0.13%
157INTERNATIONAL FLAVORS&FRAGRA45950610119,844$1.3M0.13%
158VEEVA SYS INCVEEV5,839$1.3M0.12%
159KIMBERLY-CLARK CORPKMB12,894$1.3M0.12%
160TAKE-TWO INTERACTIVE SOFTWARTTWO5,044$1.3M0.12%
161BIO RAD LABS INC0905722074,115$1.3M0.12%
162EXPAND ENERGY CORPORATIONEXE11,127$1.2M0.12%
163HEWLETT PACKARD ENTERPRISE CHPE-PC50,874$1.2M0.12%
164MOODYS CORPMCO2,330$1.2M0.11%
165MCCORMICK & CO INCMKC-V17,417$1.2M0.11%
166ENSIGN GROUP INCENSG6,600$1.2M0.11%
167PFIZER INCPFE46,325$1.2M0.11%
168RIVIAN AUTOMOTIVE INCRIVN57,824$1.1M0.11%
169BECTON DICKINSON & COBDX5,783$1.1M0.11%
170FORTINET INCFTNT13,982$1.1M0.11%
171EXELON CORPEXC25,178$1.1M0.11%
172ELEVANCE HEALTH INCELV3,145$1.1M0.10%
173HUNT J B TRANS SVCS INC4456581075,544$1.1M0.10%
174AIR PRODS & CHEMS INCAIIR4,358$1.1M0.10%
175COINBASE GLOBAL INCCOIN4,661$1.1M0.10%
176BLACKSTONE INCBX6,856$1.1M0.10%
177FLOWSERVE CORPFLS14,954$1.0M0.10%
178DICKS SPORTING GOODS INC2533931025,252$1.0M0.10%
179DELL TECHNOLOGIES INCDELL8,147$1.0M0.10%
180EVERSOURCE ENERGYES15,079$1.0M0.10%
181BANK NEW YORK MELLON CORP0640581008,694$1.0M0.10%
182ATLASSIAN CORPORATIONTEAM6,234$1.0M0.10%
183HARTFORD FINL SVCS GROUP INCHIG-PG7,244$1.0M0.10%
184NEXTERA ENERGY INCNEE-PW12,345$994,1430.09%
185DYNATRACE INCDT22,385$987,1780.09%
186SEMPRASREA10,989$979,0100.09%
187OTIS WORLDWIDE CORPOTIS10,918$960,8930.09%
188PHILIP MORRIS INTL INC7181721095,933$960,8490.09%
189REGAL REXNORD CORPORATIONRRX6,513$927,3860.09%
190BAKER HUGHES COMPANYBKR19,948$919,4030.09%
191SYNCHRONY FINANCIALSYF-PB10,813$911,6440.09%
192DEVON ENERGY CORP NEW25179M10324,149$889,1660.08%
193EMERSON ELEC COEMR6,124$828,5170.08%
194ZOETIS INCZTS6,552$828,2380.08%
195NORTHERN TR CORPNTRSO5,996$828,2270.08%
196CARNIVAL CORPCUKPF26,816$826,4690.08%
197CONOCOPHILLIPSCOP8,457$795,8030.08%
198ARCHER DANIELS MIDLAND COADM13,559$788,7270.07%
199CMS ENERGY CORPCMS-PC11,111$782,4370.07%
200FEDEX CORPFDX2,641$768,6890.07%
201MARRIOTT INTL INC NEW5719032022,427$761,9320.07%
202AMERICAN WTR WKS CO INC NEW0304201035,740$752,6860.07%
203PNC FINL SVCS GROUP INC6934751053,509$740,6100.07%
204MONSTER BEVERAGE CORP NEWMNST9,339$722,9320.07%
205MCKESSON CORPMCK824$681,7200.06%
206KRAFT HEINZ COKHC27,882$681,1570.06%
207CARRIER GLOBAL CORPORATIONCARR12,422$663,7070.06%
208DOW INCDOW28,006$658,4210.06%
209CVS HEALTH CORPCVS8,113$647,8230.06%
210RTX CORPORATIONRTX3,500$644,0350.06%
211AMPHENOL CORP NEW0320951014,508$613,9900.06%
212MONTROSE ENVIRONMENTAL GROUPMEG22,822$583,7870.06%
213CLOROX CO DELCLX5,529$557,3780.05%
214CROWN CASTLE INCCCI6,211$553,4000.05%
215UNITED AIRLS HLDGS INCUNTCW4,832$538,8650.05%
216MASCO CORPMAS8,144$522,8450.05%
217SNOWFLAKE INCSNOW2,347$521,1510.05%
218FIDELITY NATL INFORMATION SV31620M1067,750$520,5680.05%
219HALLIBURTON COHAL17,672$503,4760.05%
220PAYPAL HLDGS INCPYPL8,102$478,8280.05%
221HONEYWELL INTL INC4385161062,418$474,7980.05%
222CROWDSTRIKE HLDGS INCCRWD941$447,5680.04%
223BRISTOL-MYERS SQUIBB COCELG-RI7,420$402,2380.04%
224BEST BUY INCBBY5,884$399,1120.04%
225ALTRIA GROUP INCMO6,428$371,3460.04%
226STARBUCKS CORPSBUX4,330$369,1330.04%
227EOG RES INCEOG3,196$337,6890.03%
228ROBINHOOD MKTS INC7707001022,887$333,3040.03%
229US BANCORP DELUSB-PS5,939$322,5470.03%
230GENERAL MTRS CO37045V1003,810$313,6770.03%
231HCA HEALTHCARE INCHCA656$310,4590.03%
232WESTERN DIGITAL CORPWDC1,745$307,2250.03%
233KKR & CO INCKKRT2,370$304,8770.03%
234DOORDASH INCDASH1,333$304,0970.03%
235AMERICAN TOWER CORP NEW03027X1001,710$302,1910.03%
236MARVELL TECHNOLOGY INCMRVL3,476$301,5780.03%
237EXTRA SPACE STORAGE INCEXR2,235$294,0370.03%
238QNITY ELECTRONICS INCQ3,492$293,3630.03%
239OREILLY AUTOMOTIVE INC67103H1073,194$292,1550.03%
240DUPONT DE NEMOURS INCDD6,984$284,1090.03%
241WARNER BROS DISCOVERY INCWBD9,627$278,6050.03%
242UNITED PARCEL SERVICE INCUPS2,796$278,5930.03%
243TRANSDIGM GROUP INCTDG211$277,7710.03%
244AXON ENTERPRISE INCAXON476$272,3240.03%
245GALLAGHER ARTHUR J & CO3635761091,013$265,2340.03%
246TRAVELERS COMPANIES INCTRV906$264,8960.03%
247TRUIST FINL CORP89832Q1095,244$259,8930.02%
248WORKDAY INCWDAY1,186$257,2790.02%
249NORFOLK SOUTHN CORP655844108875$253,8460.02%
250FREEPORT-MCMORAN INCFCX4,871$250,4180.02%
251TEXAS PACIFIC LAND CORPORATITPL849$248,4850.02%
252SIMON PPTY GROUP INC NEW8288061091,310$244,7470.02%
253CSX CORPCSX6,573$239,3890.02%
254AIRBNB INCABNB1,743$238,6340.02%
255VALERO ENERGY CORPVLO1,442$237,7280.02%
256PACCAR INCPCAR2,127$236,0120.02%
257PRINCIPAL FINANCIAL GROUP INPFG2,646$235,2290.02%
258ESSEX PPTY TR INC297178105886$233,8330.02%
259CARVANA COCVNA537$230,6680.02%
260AMERICAN INTL GROUP INC0268747842,655$228,6750.02%
261EDISON INTL2810201073,755$226,6140.02%
262ANNALY CAPITAL MANAGEMENT INNLY-PJ9,711$223,6440.02%
263ALLSTATE CORPALL-PJ1,068$223,3190.02%
264UNITED RENTALS INCURI260$212,4850.02%
265HOST HOTELS & RESORTS INCHST10,600$193,8740.02%
266STELLANTIS N.VSTLA11,437$127,2170.01%