| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.291.066.737 $ | -67.010.827 $ | +7,5 % | 1.374.913.447 $ | +1.374.913.447 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 951.405.019 $ | -111.683.783 $ | -10,5 % | 1.063.088.802 $ | +1.063.088.802 $ | |
| LAM RESEARCH CORP | LRCX | 98.035.984 $ | -4.161.450 $ | -4,1 % | 102.197.434 $ | +102.197.434 $ | |
| MERCADOLIBRE INC | MELI | 56.336.838 $ | -6.767.553 $ | -10,7 % | 63.104.391 $ | +63.104.391 $ | |
| ALPHA PRO TECH LTD | APT | 60.628.100 $ | +21.886.468 $ | +56,5 % | 38.741.632 $ | +38.741.632 $ | |
| MICRON TECHNOLOGY INC | MU | 47.128.326 $ | -912.592 $ | -1,9 % | 48.040.918 $ | +48.040.918 $ | |
| Palo Alto Networks Inc | PANW | 24.089.308 $ | -4.458.420 $ | -15,6 % | 28.547.728 $ | +28.547.728 $ | |
| Nu Holdings Ltd. | NU | 27.731.400 $ | +27.731.400 $ | ||||
| Booking Holdings Inc. | BKNG | 19.889.696 $ | +5.533.037 $ | +38,5 % | 14.356.659 $ | +14.356.659 $ | |
| NVIDIA CORP | NVDA | 16.722.233 $ | +16.722.233 $ | ||||
| APPFOLIO INC | APPF | 5.822.066 $ | +5.822.066 $ | ||||
| Netskope Inc | NTSK | 113.650 $ | +113.650 $ | ||||
| 1.291.066.737 $ | -67.010.827 $ | +7,5 % | 1.374.913.447 $ | +1.374.913.447 $ | |||