EgonKuhn

Sold 1/2 of my RBB position

I'm a bag holder here since September 2022. You think it's a hopeless case, so time to throw in the towel admitting defeat?

New starter position in SAP.DE (SAP SE)

New starter position in ICE

Yeah. I try to put my foot a bit in this whole software sector here and there, where I think there are some special aspects, why they could survive and maybe even use AI. Very slow and tiny so far, the idea is to build it over some quarters and see what sticks.

New starter position in TYL

Sold 1/2 of my IVZ position

New starter position in ADSK

New starter position in GWRE

Sold 1/2 of my SHOO position

Sold my BIJ.DE (Bijou Brigitte Modische Accessoires AG) position

New starter position in NU and 6099.T (Elan Corporation), added to TSCO

Sold another 1/7 of my HPE position

Sold 1/2 of my CCC.L (Computacenter PLC) position

New starter position in CTEC.L (ConvaTec Group PLC)