Sarah Ketterer

Sarah Ketterer

Causeway Capital Management LLC

Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $9,2 Mrd.
Größte Position Astrazeneca Plc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +22,53 %
Gesamtrendite · 3 Jahre +85,15 %
Gesamtrendite · 5 Jahre +89,61 %
122 Positionen
Stand: 30.06.2026 | Vergleich: 31.03.2026 | Portfoliowert: $9.235.117.000
Aktie % Depot Market Value $ Shares Q2 vs. Q1 2026Last TransactionKurs
VISTVista Oil & Gas Sab De Cv
0,35%$31.981.345501.275
BUY Q2 · 2026+126,9% · 280 Tsd. Stk.
$72,27
INDAIshares Tr
0,34%$31.041.615628.500
BUY Q2 · 2026+36,9% · 169 Tsd. Stk.
$48,02
BSXBoston Scientific Corp
0,33%$30.744.061720.339
NEW Q2 · 2026720 Tsd. Stk.
$43,34
JDJd.Com Inc
0,33%$30.555.7941.199.207
NEW Q2 · 20261,2 Mio. Stk.
$26,92
VEAVanguard Tax-Managed Fds
0,33%$30.446.154427.314
SOLD Q2 · 2026-42,0% · 309 Tsd. Stk.
$71,38
GGBGerdau Sa
0,32%$29.207.3347.229.538
BUY Q2 · 2026+5,7% · 388 Tsd. Stk.
$4,94
BUDAnheuser Busch Inbev Sa Nv
0,31%$28.646.903347.657
SOLD Q2 · 2026-40,1% · 232 Tsd. Stk.
$77,73
PAGSPagseguro Digital Ltd
0,31%$28.328.9253.130.268
SOLD Q2 · 2026-22,6% · 914 Tsd. Stk.
$9,26
BXPBoston Properties Inc
0,27%$25.097.031378.480
SOLD Q2 · 2026-0,6% · 2 Tsd. Stk.
$63,17
HTHTH World Group Ltd
0,26%$23.798.632570.437
NEW Q2 · 2026570 Tsd. Stk.
$43,44
OGCOceanagold Corp
0,25%$22.827.472911.012
NEW Q2 · 2026911 Tsd. Stk.
$28,44
CGAUCenterra Gold Inc
0,22%$20.376.1061.285.398
BUY Q2 · 2026+3,2% · 40 Tsd. Stk.
$23,02
CTSHCognizant Technology Solutio
0,21%$19.165.386494.846
SOLD Q2 · 2026-67,1% · 1,0 Mio. Stk.
$59,87
GGenpact Limited
0,21%$19.535.446710.380
SOLD Q2 · 2026-63,5% · 1,2 Mio. Stk.
$34,14
ZIMZim Integrated Shipping Serv
0,20%$18.056.324694.474
SOLD Q2 · 2026-21,9% · 195 Tsd. Stk.
$30,10
FSMFortuna Mining Corp
0,19%$17.634.4482.086.645
BUY Q2 · 2026+66,8% · 836 Tsd. Stk.
$11,95
WBWeibo Corp
0,18%$16.825.6092.317.577
SOLD Q2 · 2026-13,1% · 349 Tsd. Stk.
$6,54
ARCOArcos Dorados Hldgs Inc
0,17%$15.809.7951.961.513
NEW Q2 · 20262,0 Mio. Stk.
$7,53
IBNIcici Bank Limited
0,14%$13.003.553447.935
SOLD Q2 · 2026-0,7% · 3 Tsd. Stk.
$28,15
VSSVanguard Intl Equity Index F
0,14%$12.483.14180.907
SOLD Q2 · 2026-21,9% · 23 Tsd. Stk.
$157,40
TDToronto Dominion Bk Ont
0,13%$11.818.65897.238
NEW Q2 · 202697 Tsd. Stk.
$122,33
FINVFinvolution Group
0,12%$10.949.3652.285.880
SOLD Q2 · 2026-4,8% · 115 Tsd. Stk.
$3,30
CIBGrupo Cibest Sa
0,12%$10.851.727136.620
BUY Q2 · 2026+3,2% · 4 Tsd. Stk.
$96,63
HDBHdfc Bank Ltd
0,11%$10.224.935395.855
SOLD Q2 · 2026-0,8% · 3 Tsd. Stk.
$23,16
CMCanadian Imperial Bank Of Co
0,10%$9.645.40683.789
NEW Q2 · 202684 Tsd. Stk.
$114,87
BWLPBw Lpg Ltd
0,09%$7.971.990457.050
BUY Q2 · 2026+2.889,0% · 442 Tsd. Stk.
$25,66
CLSCelestica Inc
0,08%$7.144.93019.598
SOLD Q2 · 2026-21,0% · 5 Tsd. Stk.
$332,63
JOYYJoyy Inc
0,08%$7.212.509109.297
SOLD Q2 · 2026-85,4% · 641 Tsd. Stk.
$78,73
SUSuncor Energy Inc New
0,08%$7.449.892138.526
NEW Q2 · 2026139 Tsd. Stk.
$69,41
KSAIshares Tr
0,07%$6.606.817177.079
BUY Q2 · 2026+234,8% · 124 Tsd. Stk.
$37,43
INFYInfosys Ltd
0,06%$5.527.842526.963
SOLD Q2 · 2026-72,2% · 1,4 Mio. Stk.
$10,82
EEMIshares Tr
0,06%$5.128.97174.974
NEW Q2 · 202675 Tsd. Stk.
$67,03
TIGOMillicom Intl Cellular S A
0,06%$5.983.98865.932
SOLD Q2 · 2026-68,4% · 143 Tsd. Stk.
$94,26
HAFNHafnia Ltd
0,05%$4.559.985697.424
BUY Q2 · 2026+1.182,8% · 643 Tsd. Stk.
$10,12
EWTIshares Inc
0,05%$4.899.18045.108
BUY Q2 · 2026+21,4% · 8 Tsd. Stk.
$111,64
GLBEGlobal E Online Ltd
0,04%$3.549.232102.195
NEW Q2 · 2026102 Tsd. Stk.
$38,04
MMYTMakemytrip Limited Mauritius
0,04%$3.418.28764.145
SOLD Q2 · 2026-0,6% · 399 Stk.
$47,92
STNStantec Inc
0,04%$3.874.87956.200
NEW Q2 · 202656 Tsd. Stk.
$69,05
IAGIamgold Corp
0,03%$2.743.499172.916
NEW Q2 · 2026173 Tsd. Stk.
$20,35
MGAMagna Intl Inc
0,03%$3.017.18745.900
NEW Q2 · 202646 Tsd. Stk.
$63,15
BPBp Plc
0,02%$1.701.89346.059
SOLD Q2 · 2026-95,4% · 952 Tsd. Stk.
$44,58
EFAIshares Tr
0,02%$2.156.68620.761
SOLD Q2 · 2026-45,0% · 17 Tsd. Stk.
$104,97
VWOVanguard Intl Equity Index F
0,02%$2.122.33835.556
BUY Q2 · 2026+376,0% · 28 Tsd. Stk.
$60,01
MTArcelormittal Sa Luxembourg
0,01%$1.334.16822.155
SOLD Q2 · 2026-91,7% · 244 Tsd. Stk.
$75,18
CNQCanadian Nat Res Ltd
0,01%$727.82918.400
NEW Q2 · 202618 Tsd. Stk.
$49,64
INTRInter & Co Inc
0,01%$546.356100.618
NEW Q2 · 2026101 Tsd. Stk.
$5,35
SCZIshares Tr
0,01%$584.1177.100
BUY Q1 · 2026– · 7 Tsd. Stk.
$85,14
ACWIIshares Tr
0,01%$1.207.2777.691
SOLD Q2 · 2026-50,1% · 8 Tsd. Stk.
$159,29
ITRNIturan Location And Control Ltd
0,01%$1.246.98320.439$51,66
NVDANvidia Corporation
0,01%$713.7213.567
SOLD Q2 · 2026-0,6% · 22 Stk.
$222,27