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Carl Zeiss Stiftung AG
Felix Streiter · Endowment · Multi-Strategy
The Carl-Zeiss-Stiftung (Carl Zeiss Foundation) is one of Germany’s oldest and largest private foundations, established in 1889 by the physicist and entrepreneur Ernst Abbe. Based in Heidenheim and Jena, the foundation serves as the sole shareholder of the globally recognized technology groups Carl Zeiss AG and SCHOTT AG. Its primary mission is to promote research and teaching in science, technology, engineering, and mathematics (STEM) fields, funded by the dividends received from its subsidiary companies. The foundation emphasizes a unique corporate model that integrates scientific advancement with social responsibility towards employees and society, ensuring the long-term economic stability and innovative leadership of its holdings.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | 0.0% |
| YTD return | +5.0% |
| Sharpe ratio | 0.12 |
| Win rate | 0% |
| AUM | $4.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.carl-zeiss-stiftung.de/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SHTPY | SHTPY | 50.4% | -0.0% |
| CZMWY | Carl Zeiss Meditec AG ADR | 49.6% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | SHTPY | 53.5% → 50.4% |
| Aug 31, 2026 | BUY | CZMWY | 46.5% → 49.6% |
| Feb 2, 2026 | SELL | CZMWY | 54.6% → 46.5% |
| Feb 2, 2026 | BUY | SHTPY | 45.4% → 53.5% |
| Oct 1, 2025 | BUY | CZMWY | 0.0% → 54.6% |
Investment Style Analysis
Carl Zeiss Stiftung AG is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $4.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Medical Instruments & Supplies sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Carl Zeiss Stiftung AG made a significant move by reducing the position in SHTPY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The Carl-Zeiss-Stiftung follows a long-term, impact-oriented investment philosophy that focuses on the sustainable development of its foundation companies while fostering breakthrough scientific research. Its strategy is heavily aligned with its core promotional topics, integrating environmental, social, and governance (ESG) criteria and emphasizing impact investing. The foundation manages a permanent investment portfolio with significant commitments to the green transition, including thematic investments in renewable energy and green bonds. By balancing the preservation of its major corporate holdings with mission-aligned financial management, the foundation seeks to generate social and scientific value alongside financial returns to support the future of STEM innovation.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Carl Zeiss Stiftung AG.
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Frequently asked questions
How is the simulated portfolio for Carl Zeiss Stiftung AG constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Carl Zeiss Stiftung AG's largest holding?
As of the latest filing, Carl Zeiss Stiftung AG's top position is SHTPY (SHTPY), representing 50.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Carl Zeiss Stiftung AG's historical performance and risk profile?
Our simulation indicates a total return of 0.0%. Notably, the portfolio maintains a Sharpe Ratio of 0.12, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Carl Zeiss Stiftung AG primarily invest in?
Carl Zeiss Stiftung AG has a strong preference for the Medical Instruments & Supplies sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Carl Zeiss Stiftung AG's portfolio concentrated or diversified?
Carl Zeiss Stiftung AG runs a highly concentrated portfolio with 2 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Carl Zeiss Stiftung AG performed in 2026?
Our AI-simulated model portfolio for Carl Zeiss Stiftung AG tracks a Year-to-Date (YTD) return of +5.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Felix Streiter manage Carl Zeiss Stiftung AG directly?
Yes, Felix Streiter serves as the key portfolio manager for Carl Zeiss Stiftung AG, overseeing the investment strategy and final capital allocation decisions.