Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
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
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
N/A OTEXOpen Text Corp | 0,01% | $807.567 | 36.500 | NEW Q2 · 202637 Tsd. Stk. | – | $22,58 | |
N/A N/AOrla Mng Ltd New | 0,01% | $509.341 | 52.100 | NEW Q2 · 202652 Tsd. Stk. | – | – | |
 VEUVanguard Intl Equity Index F | 0,01% | $1.288.826 | 15.389 | BUY Q2 · 2026+148,6% · 9 Tsd. Stk. | ← | $83,86 | |
 WITWipro Ltd | 0,01% | $1.010.153 | 448.957 | BUY Q2 · 2026+1,3% · 6 Tsd. Stk. | ← | $1,66 | |
 ALLAllstate Corp | 0,00% | $263.400 | 1.107 | BUY Q2 · 2026+10,1% · 102 Stk. | ← | $249,83 | |
 AAPLApple Inc | 0,00% | $274.024 | 947 | BUY Q2 · 2026+2,6% · 24 Stk. | ← | $336,13 | |
 BTGB2Gold Corp | 0,00% | $354.320 | 94.491 | – | SOLD Q1 · 2025-91,1% · 967 Tsd. Stk. | $5,49 | |
 BBarrick Mng Corp | 0,00% | $255.762 | 6.966 | SOLD Q2 · 2026-10,0% · 770 Stk. | ← | $43,33 | |
 AVGOBroadcom Inc | 0,00% | $302.956 | 802 | SOLD Q2 · 2026-4,9% · 41 Stk. | ← | $357,61 | |
 FIXComfort Sys Usa Inc | 0,00% | $321.076 | 162 | SOLD Q2 · 2026-12,0% · 22 Stk. | ← | $1.651,37 | |
 GSKGsk Plc | 0,00% | $375.470 | 7.163 | SOLD Q2 · 2026-35,5% · 4 Tsd. Stk. | ← | $50,22 | |
 INMDInmode Ltd | 0,00% | $265.792 | 18.180 | SOLD Q2 · 2026-74,7% · 54 Tsd. Stk. | ← | – | |
 LRCXLam Research Corp | 0,00% | $353.597 | 816 | NEW Q2 · 2026816 Stk. | – | $288,11 | |
 MSFTMicrosoft Corp | 0,00% | $223.812 | 600 | SOLD Q2 · 2026-22,3% · 172 Stk. | ← | $493,78 | |
 NVSNovartis Ag | 0,00% | $235.168 | 1.501 | BUY Q2 · 2026+0,9% · 14 Stk. | ← | $140,37 | |
 PDSPrecision Drilling Corp | 0,00% | $252.656 | 3.291 | – | – | $87,06 | |
 RNRRenaissancere Hldgs Ltd | 0,00% | $314.999 | 994 | – | BUY Q1 · 2026+39,6% · 282 Stk. | $327,12 | |
N/A SHGShinhan Financial Group Co L | 0,00% | $417.062 | 6.594 | SOLD Q2 · 2026-97,4% · 247 Tsd. Stk. | ← | $80,14 | |
N/A SLMSlm Corp | 0,00% | $227.598 | 8.774 | NEW Q2 · 20269 Tsd. Stk. | – | $25,10 | |
 INNSummit Hotel Pptys | 0,00% | $119.612 | 17.063 | BUY Q2 · 2026+15,0% · 2 Tsd. Stk. | ← | – | |
N/A TRMDTorm Plc | 0,00% | $289.957 | 11.244 | NEW Q2 · 202611 Tsd. Stk. | ← | $38,23 | |
 VICIVici Pptys Inc | 0,00% | $212.002 | 7.985 | NEW Q2 · 20268 Tsd. Stk. | – | – | |
 APTVAptiv Plc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 683 Tsd. Stk. | ← | $43,59 | |
N/A CCL1EURCarnival Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 37,1 Mio. Stk. | ← | – | |
N/A EFXTEnerflex Ltd Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 53 Tsd. Stk. | ← | – | |
N/A JBSJbs N.V. Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 21 Tsd. Stk. | ← | $11,96 | |
 PDDPdd Holdings Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 237 Tsd. Stk. | ← | $78,90 | |
 QFINQifu Technology Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 330 Tsd. Stk. | ← | – | |
 TMETencent Music Entmt Group Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 613 Tsd. Stk. | ← | $7,76 | |
 WHRWhirlpool Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 1,2 Mio. Stk. | ← | $31,97 |
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