Fund HoldingsSiemens Fonds Invest GmbH

Total Portfolio Value
$1.30B
Total Bought
$53.21M
Total Sold
$153.54M
Net Transaction
-$100.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)67,25062,248-5,00233,30456,2454.34%+22,941
META PLATFORMS INC(META)65,27665,883+60723,10531,9912.47%+8,886
MICROSOFT CORP(MSFT)205,787203,820-1,96777,38485,7516.61%+8,367
BROADCOM INC(AVGO)17,41817,347-7119,44322,9921.77%+3,549
ELI LILLY & CO(LLY)017,761+17,761013,8171.07%+13,817
AMAZON COM INC(AMZN)101,64798,108-3,53915,44417,6971.36%+2,252
ALPHABET INC(GOOG)190,784189,645-1,13926,65128,6232.21%+1,973
APPLIED MATLS INC35,58437,354+1,7705,7677,7040.59%+1,936
JPMORGAN CHASE & CO(JPM)78,78875,654-3,13413,40215,1531.17%+1,752
GENERAL ELECTRIC CO(GE)40,13838,640-1,4985,1236,7820.52%+1,660
DIAMONDBACK ENERGY INC(FANG)011,689+11,68902,3160.18%+2,316
NETFLIX INC(NFLX)011,455+11,45506,9570.54%+6,957
LAM RESEARCH CORP(LRCX)6,0886,543+4554,7686,3570.49%+1,588
MERCK & CO INC(MRK)079,068+79,068010,4330.80%+10,433
QUALCOMM INC(QCOM)44,39146,285+1,8946,4207,8360.60%+1,416
ABBVIE INC(ABBV)060,332+60,332010,9860.85%+10,986
PROGRESSIVE CORP(PGR)22,33323,723+1,3903,5574,9060.38%+1,349
VISA INC(V)51,35552,606+1,25113,37014,6811.13%+1,311
MICRON TECHNOLOGY INC(MU)41,57641,104-4723,5484,8460.37%+1,298
ORACLE CORP(ORCL)072,514+72,51409,1080.70%+9,108
DISNEY WALT CO(DIS)043,852+43,85205,3660.41%+5,366
AMGEN INC(AMGN)024,870+24,87007,0710.55%+7,071
ALPHABET INC(GOOG)153,124149,515-3,60921,58022,7651.76%+1,185
THE CIGNA GROUP(CI)012,466+12,46604,5280.35%+4,528
INTUITIVE SURGICAL INC015,636+15,63606,2400.48%+6,240
STRYKER CORPORATION(SYK)14,17214,938+7664,2445,3460.41%+1,102
WALMART INC(WMT)058,667+58,66703,5300.27%+3,530
LINDE PLC(LIN)24,37123,723-64810,00911,0150.85%+1,006
MASTERCARD INCORPORATED(MA)024,042+24,042011,5780.89%+11,578
PACCAR INC(PCAR)024,273+24,27303,0070.23%+3,007
ELEVANCE HEALTH INC(ELV)015,244+15,24407,9050.61%+7,905
CATERPILLAR INC(CAT)015,967+15,96705,8510.45%+5,851
ARISTA NETWORKS INC010,824+10,82403,1390.24%+3,139
THERMO FISHER SCIENTIFIC INC(TMO)12,68313,162+4796,7327,6500.59%+918
EDWARDS LIFESCIENCES CORP32,04134,798+2,7572,4433,3250.26%+882
COSTCO WHSL CORP NEW(COST)18,11217,516-59611,95512,8330.99%+877
PROCTER AND GAMBLE CO(PG)077,950+77,950012,6470.98%+12,647
BERKSHIRE HATHAWAY INC DEL17,98217,236-7466,4137,2480.56%+835
AMERICAN EXPRESS CO(AXP)26,65525,445-1,2104,9945,7940.45%+800
AMPHENOL CORP NEW31,98634,418+2,4323,1713,9700.31%+799
EATON CORP PLC(ETN)010,735+10,73503,3570.26%+3,357
REGENERON PHARMACEUTICALS(REGN)06,002+6,00205,7770.45%+5,777
WASTE MGMT INC DEL(WM)022,508+22,50804,7980.37%+4,798
SYNOPSYS INC(SNPS)07,268+7,26804,1540.32%+4,154
ADTRAN HOLDINGS INC0119,654+119,65406510.05%+651
MARATHON PETE CORP(MPC)14,05413,549-5052,0852,7300.21%+645
CHIPOTLE MEXICAN GRILL INC(CMG)1,3391,275-643,0623,7060.29%+644
UBER TECHNOLOGIES INC(UBER)54,95852,293-2,6653,3844,0260.31%+642
BANK AMERICA CORP229,426220,462-8,9647,7258,3600.64%+635
SERVICENOW INC(NOW)5,4085,841+4333,8214,4530.34%+632
KLA CORP(KLAC)5,9195,830-893,4414,0730.31%+632
DOORDASH INC(DASH)04,581+4,58106310.05%+631
FASTENAL CO(FAST)024,875+24,87501,9190.15%+1,919
EMERSON ELEC CO(EMR)046,239+46,23905,2440.40%+5,244
CHUBB LIMITED
COM
24,27023,475-7955,4856,0830.47%+598
CITIGROUP INC(C)053,995+53,99503,4150.26%+3,415
PAYPAL HLDGS INC(PYPL)048,062+48,06203,2200.25%+3,220
WELLS FARGO CO NEW(WFC)98,24393,362-4,8814,8365,4110.42%+576
SALESFORCE INC(CRM)23,16622,147-1,0196,0966,6700.51%+574
RAYMOND JAMES FINL INC(RJF)033,498+33,49804,3020.33%+4,302
GRAINGER W W INC(GWW)01,320+1,32001,3430.10%+1,343
VEEVA SYS INC(VEEV)02,350+2,35005440.04%+544
INTERNATIONAL BUSINESS MACHS(IBM)021,149+21,14904,0390.31%+4,039
SUPER MICRO COMPUTER INC(SMCI)0530+53005350.04%+535
QUANTA SVCS INC04,160+4,16001,0810.08%+1,081
REPUBLIC SVCS INC(RSG)20,89020,772-1183,4453,9770.31%+532
ARCH CAP GROUP LTD
ORD
012,240+12,24001,1310.09%+1,131
ROPER TECHNOLOGIES INC(ROP)5,5336,295+7623,0163,5300.27%+514
FISERV INC(FISV)20,95420,572-3822,7843,2880.25%+504
GE HEALTHCARE TECHNOLOGIES I(GEHC)010,894+10,89409900.08%+990
HOME DEPOT INC(HD)23,71722,723-9948,2198,7170.67%+497
EPAM SYS INC(EPAM)01,796+1,79604960.04%+496
BOSTON SCIENTIFIC CORP(BSX)47,27247,123-1492,7333,2270.25%+495
EXXON MOBIL CORP042,399+42,39904,9280.38%+4,928
HCA HEALTHCARE INC(HCA)8,3598,221-1382,2632,7420.21%+479
PAYCHEX INC(PAYX)037,842+37,84204,6470.36%+4,647
LATTICE SEMICONDUCTOR CORP(LSCC)05,911+5,91104620.04%+462
MARKEL GROUP INC(MKL)0301+30104580.04%+458
BROWN & BROWN INC(BRO)08,964+8,96407850.06%+785
BUILDERS FIRSTSOURCE INC(BLDR)03,290+3,29006860.05%+686
PAYCOM SOFTWARE INC(PAYC)02,249+2,24904480.03%+448
BERKLEY W R CORP08,777+8,77707760.06%+776
VALERO ENERGY CORP(VLO)11,70711,517-1901,5221,9660.15%+444
OLD DOMINION FREIGHT LINE IN(ODFL)07,390+7,39001,6210.12%+1,621
MOLINA HEALTHCARE INC(MOH)02,054+2,05408440.07%+844
ERIE INDTY CO(ERIE)01,084+1,08404350.03%+435
TRAVELERS COMPANIES INC(TRV)011,460+11,46002,6370.20%+2,637
WATSCO INC(WSO)0991+99104280.03%+428
GENERAL MTRS CO(GM)56,99154,467-2,5242,0472,4700.19%+423
MARKETAXESS HLDGS INC(MKTX)01,922+1,92204210.03%+421
ALIGN TECHNOLOGY INC01,948+1,94806390.05%+639
RESMED INC(RMD)04,029+4,02907980.06%+798
LOWES COS INC(LOW)015,783+15,78304,0200.31%+4,020
CBOE GLOBAL MKTS INC(CBOE)017,131+17,13103,1380.24%+3,138
KKR & CO INC(KKR)22,75122,75101,8852,2880.18%+403
MANHATTAN ASSOCIATES INC(MANH)01,605+1,60504020.03%+402
UNITED THERAPEUTICS CORP DEL(UTHR)01,723+1,72303960.03%+396
MONOLITHIC PWR SYS INC(MPWR)01,052+1,05207130.05%+713
CONSTELLATION ENERGY CORP(CEG)06,337+6,33701,1710.09%+1,171
ROLLINS INC(ROL)013,003+13,00306020.05%+602
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