| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 4.361.339.054 $ | +278.077.723 $ | +33,9 % | 6.323.956.411 $ | -156.847.750 $ | -6,7 % | 6.872.672.822 $ | +793.762.935 $ | +8,3 % | 6.927.228.869 $ | +2.113.877.733 $ | +104,7 % | ||
| AMAZON COM INC | AMZN | 321.518.687 $ | -19.082.767 $ | -5,6 % | 340.601.454 $ | +510.359 $ | +0,2 % | 340.091.095 $ | +8.473.018 $ | +2,6 % | 331.618.077 $ | +123.495.517 $ | +59,3 % |
| Sea Ltd | SE | 336.677.719 $ | -316.296 $ | -0,1 % | 336.994.015 $ | +72.685.410 $ | +27,5 % | 264.308.605 $ | +16.642.475 $ | +6,7 % | 247.666.130 $ | -83.283.913 $ | -25,2 % |
| LOUISIANA-PACIFIC CORP | LPX | 184.303.759 $ | -142.623.704 $ | -43,6 % | 326.927.463 $ | +50.105.665 $ | +18,1 % | 276.821.798 $ | +28.531.004 $ | +11,5 % | 248.290.794 $ | +94.137.557 $ | +61,1 % |
| Gitlab Inc. | GTLB | 289.064.542 $ | -35.859.881 $ | -11,0 % | 324.924.423 $ | +44.403.061 $ | +15,8 % | 280.521.362 $ | +163.105.915 $ | +138,9 % | |||
| WORKIVA INC | WK | 150.260.981 $ | -169.394.629 $ | -53,0 % | 319.655.610 $ | -867.230 $ | -0,3 % | 320.522.840 $ | +139.351.570 $ | +76,9 % | 181.171.270 $ | +116.268.220 $ | +179,1 % |
| Performance Food Group Co | PFGC | 318.604.746 $ | +80.554.764 $ | +33,8 % | 238.049.982 $ | +66.477.202 $ | +38,7 % | 171.572.780 $ | -25.307.320 $ | -12,9 % | 196.880.100 $ | +31.052.103 $ | +18,7 % |
| Coupang, Inc. | CPNG | 292.843.602 $ | -5.429.349 $ | -1,8 % | 298.272.951 $ | -5.514.246 $ | -1,8 % | 303.787.197 $ | +98.947.591 $ | +48,3 % | 204.839.606 $ | +204.839.606 $ | |
| Atmus Filtration Technologies Inc. | ATMU | 72.778.856 $ | -125.794.855 $ | -63,3 % | 198.573.711 $ | -95.521.485 $ | -32,5 % | 294.095.196 $ | +59.222.871 $ | +25,2 % | 234.872.325 $ | +23.415.732 $ | +11,1 % |
| DraftKings Inc. | DKNG | 290.385.977 $ | +55.706.101 $ | +23,7 % | 234.679.876 $ | +30.632.845 $ | +15,0 % | 204.047.031 $ | +32.082.895 $ | +18,7 % | |||
| ZILLOW GROUP, INC. | ZG | 142.576.362 $ | -268.814 $ | -0,2 % | 142.845.176 $ | -49.549.830 $ | -25,8 % | 192.395.006 $ | -86.315.101 $ | -31,0 % | 278.710.107 $ | +111.961.629 $ | +67,1 % |
| Salesforce, Inc. | CRM | 276.174.238 $ | +79.337.206 $ | +40,3 % | 196.837.032 $ | -17.674.011 $ | -8,2 % | 214.511.043 $ | +115.982.669 $ | +117,7 % | |||
| ADVANCED MICRO DEVICES INC | AMD | 239.429.583 $ | +32.028.258 $ | +15,4 % | 207.401.325 $ | -34.240.938 $ | -14,2 % | 241.642.263 $ | +40.695.970 $ | +20,3 % | 200.946.293 $ | +39.971.514 $ | +24,8 % |
| ASBURY AUTOMOTIVE GROUP INC | ABG | 186.827.397 $ | -28.586.535 $ | -13,3 % | 215.413.932 $ | -22.290.470 $ | -9,4 % | 237.704.402 $ | -1.350.844 $ | -0,6 % | 239.055.246 $ | +76.379.864 $ | +47,0 % |
| Jefferies Financial Group Inc. | JEF | 236.267.752 $ | +16.550.691 $ | +7,5 % | 219.717.061 $ | +139.759.515 $ | +174,8 % | 79.957.546 $ | +79.957.546 $ | ||||
| TENET HEALTHCARE CORP | THC | 149.137.890 $ | +27.131.560 $ | +22,2 % | 122.006.330 $ | -103.256.398 $ | -45,8 % | 225.262.728 $ | +225.262.728 $ | ||||
| SOMNIGROUP INTERNATIONAL INC. | SGI | 111.840.516 $ | +83.828.470 $ | +299,3 % | 28.012.046 $ | -98.226.759 $ | -77,8 % | 126.238.805 $ | -90.027.089 $ | -41,6 % | 216.265.894 $ | +86.614.975 $ | +66,8 % |
| PINTEREST, INC. | PINS | 117.526.438 $ | -98.495.369 $ | -45,6 % | 216.021.807 $ | +31.286.184 $ | +16,9 % | 184.735.623 $ | +5.446.689 $ | +3,0 % | |||
| Liberty Media Corp | FWONA | 168.566.858 $ | -18.124.566 $ | -9,7 % | 186.691.424 $ | -21.085.634 $ | -10,1 % | 207.777.058 $ | +10.840.224 $ | +5,5 % | 196.936.834 $ | +16.867.689 $ | +9,4 % |
| LPL Financial Holdings Inc. | LPLA | 157.813.779 $ | -37.682.850 $ | -19,3 % | 195.496.629 $ | -11.333.823 $ | -5,5 % | 206.830.452 $ | +35.699.265 $ | +20,9 % | |||
| Dynatrace, Inc. | DT | 196.167.547 $ | -44.161 $ | -0,0 % | 196.211.708 $ | +31.267.995 $ | +19,0 % | 164.943.713 $ | -13.114.665 $ | -7,4 % | 178.058.378 $ | +20.030.297 $ | +12,7 % |
| GRAPHIC PACKAGING HOLDING CO | GPK | 192.947.831 $ | +43.273.829 $ | +28,9 % | 149.674.002 $ | +88.780.922 $ | +145,8 % | 60.893.080 $ | -24.526.431 $ | -28,7 % | |||
| UNITEDHEALTH GROUP INC | UNH | 124.867.409 $ | -12.232.575 $ | -8,9 % | 137.099.984 $ | -42.423.464 $ | -23,6 % | 179.523.448 $ | +179.523.448 $ | ||||
| SYNOPSYS INC | SNPS | 178.106.746 $ | +61.030.445 $ | +52,1 % | 117.076.301 $ | +36.442.067 $ | +45,2 % | 80.634.234 $ | +80.634.234 $ | ||||
| Elevance Health, Inc. | ELV | 170.769.381 $ | +52.252.519 $ | +44,1 % | 118.516.862 $ | +24.716.435 $ | +26,4 % | 93.800.427 $ | -149.199.111 $ | -61,4 % | |||
| Ferguson Enterprises Inc. /DE/ | FERG | 150.640.474 $ | +39.368.442 $ | +35,4 % | 111.272.032 $ | -40.001.463 $ | -26,4 % | 151.273.495 $ | -19.358.671 $ | -11,3 % | 170.632.166 $ | +52.982.007 $ | +45,0 % |
| Installed Building Products, Inc. | IBP | 170.420.612 $ | +61.306.211 $ | +56,2 % | |||||||||
| LENNAR CORP /NEW/ | LEN | 125.185.953 $ | -37.169.507 $ | -22,9 % | 162.355.460 $ | -19.167.847 $ | -10,6 % | ||||||
| Red Rock Resorts, Inc. | RRR | 22.117.240 $ | -77.881.397 $ | -77,9 % | 99.998.637 $ | -46.629.259 $ | -31,8 % | 146.627.896 $ | -12.551.229 $ | -7,9 % | 159.179.125 $ | +51.694.777 $ | +48,1 % |
| Alibaba Group Holding Ltd | BABA | 108.061.960 $ | -12.978.087 $ | -10,7 % | 121.040.047 $ | -33.657.381 $ | -21,8 % | 154.697.428 $ | +30.049.518 $ | +24,1 % | 124.647.910 $ | -42.151.243 $ | -25,3 % |
| VALVOLINE INC | VVV | 149.042.790 $ | +26.633.555 $ | +21,8 % | 122.409.235 $ | +122.409.235 $ | |||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | 142.504.390 $ | +142.504.390 $ | ||||||||||
| Tesla, Inc. | TSLA | 52.877.208 $ | -85.304.892 $ | -61,7 % | 138.182.100 $ | +138.182.100 $ | |||||||
| PELOTON INTERACTIVE, INC. | PTON | 111.834.227 $ | -23.934.463 $ | -17,6 % | 135.768.690 $ | +23.087.449 $ | +20,5 % | 112.681.241 $ | +112.681.241 $ | ||||
| MongoDB, Inc. | MDB | 39.899.468 $ | -25.497.467 $ | -39,0 % | 65.396.935 $ | -69.011.572 $ | -51,3 % | 134.408.507 $ | +134.408.507 $ | ||||
| Amcor plc | AMCR | 130.220.159 $ | +96.074.762 $ | +281,4 % | |||||||||
| SentinelOne, Inc. | S | 37.669.533 $ | -91.539.137 $ | -70,8 % | 129.208.670 $ | +26.299.980 $ | +25,6 % | ||||||
| Flutter Entertainment plc | FLUT | 49.333.605 $ | +32.312.974 $ | +189,8 % | 17.020.631 $ | -77.714.003 $ | -82,0 % | 94.734.634 $ | -32.355.126 $ | -25,5 % | 127.089.760 $ | +92.744.193 $ | +270,0 % |
| Evercore Inc. | EVR | 120.711.901 $ | +13.986.526 $ | +13,1 % | |||||||||
| CF Industries Holdings, Inc. | CF | 98.709.583 $ | -21.458.726 $ | -17,9 % | 120.168.309 $ | +11.403.425 $ | +10,5 % | 108.764.884 $ | -69.543.719 $ | -39,0 % | |||
| MCGRATH RENTCORP | MGRC | 88.866.822 $ | -10.782.366 $ | -10,8 % | 99.649.188 $ | -11.196.028 $ | -10,1 % | 110.845.216 $ | +7.056.146 $ | +6,8 % | 103.789.070 $ | +10.205.161 $ | +10,9 % |
| Freshworks Inc. | FRSH | 109.358.901 $ | +35.140.865 $ | +47,3 % | |||||||||
| DANAHER CORP /DE/ | DHR | 106.409.966 $ | +106.409.966 $ | ||||||||||
| Medline Inc. | MDLN | 101.423.955 $ | +38.213.955 $ | +60,5 % | 63.210.000 $ | +63.210.000 $ | |||||||
| SENSIENT TECHNOLOGIES CORP | SXT | 99.116.933 $ | +99.116.933 $ | ||||||||||
| Okta, Inc. | OKTA | 97.924.814 $ | -163.477.862 $ | -62,5 % | |||||||||
| Warner Bros. Discovery, Inc. | WBD | 92.772.715 $ | +21.619.787 $ | +30,4 % | 71.152.928 $ | +71.152.928 $ | |||||||
| VAIL RESORTS INC | MTN | 91.630.361 $ | +77.365.942 $ | +542,4 % | 14.264.419 $ | +14.264.419 $ | |||||||
| Dave & Buster's Entertainment, Inc. | PLAY | 25.407.592 $ | -12.621.684 $ | -33,2 % | 38.029.276 $ | -4.849.190 $ | -11,3 % | 42.878.466 $ | -44.517.590 $ | -50,9 % | 87.396.056 $ | +36.347.229 $ | +71,2 % |
| JAMES HARDIE INDS PLC | 83.248.939 $ | +79.381.846 $ | +2.052,8 % | ||||||||||
| UNION PACIFIC CORP | UNP | 81.387.397 $ | +81.387.397 $ | ||||||||||
| Camping World Holdings, Inc. | CWH | 39.835.920 $ | -16.401.583 $ | -29,2 % | 56.237.503 $ | -6.366.105 $ | -10,2 % | 62.603.608 $ | -8.471.971 $ | -11,9 % | 71.075.579 $ | +41.157.375 $ | +137,6 % |
| SYSCO CORP | SYY | 66.120.342 $ | +23.106.338 $ | +53,7 % | 43.014.004 $ | +43.014.004 $ | |||||||
| Aon plc | AON | 57.783.753 $ | +57.783.753 $ | ||||||||||
| MARSH & MCLENNAN COMPANIES, INC. | MRSH | 55.570.952 $ | +55.570.952 $ | ||||||||||
| ESTEE LAUDER COMPANIES INC | EL | 50.120.580 $ | +50.120.580 $ | ||||||||||
| Meta Platforms, Inc. | META | 41.090.603 $ | -1.927.909 $ | -4,5 % | 43.018.512 $ | +2.070.755 $ | +5,1 % | 40.947.757 $ | +40.947.757 $ | ||||
| Norwegian Cruise Line Holdings Ltd. | NCLH | 27.039.824 $ | +27.039.824 $ | ||||||||||
| Freshpet, Inc. | FRPT | 23.052.304 $ | +23.052.304 $ | ||||||||||
| monday.com Ltd. | MNDY | 17.146.260 $ | +17.146.260 $ | ||||||||||
| FLUOR CORP | FLR | 17.044.534 $ | +17.044.534 $ | ||||||||||
| Oscar Health, Inc. | OSCR | 16.940.457 $ | +16.940.457 $ | ||||||||||
| Unity Software Inc. | U | 15.901.717 $ | +15.901.717 $ | ||||||||||
| Floor & Decor Holdings, Inc. | FND | 13.169.158 $ | +1.493.043 $ | +12,8 % | 11.676.115 $ | +11.676.115 $ | |||||||
| Seagate Technology Holdings plc | STX | 9.169.279 $ | +9.169.279 $ | ||||||||||
| 4.361.339.054 $ | +278.077.723 $ | +33,9 % | 6.323.956.411 $ | -156.847.750 $ | -6,7 % | 6.872.672.822 $ | +793.762.935 $ | +8,3 % | 6.927.228.869 $ | +2.113.877.733 $ | +104,7 % | ||