| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 2.768.048.972 $ | +200.339.019 $ | -4,1 % | 6 | 2.570.906.303 $ | -52.029.413 $ | -17,2 % | 7 | 2.626.681.392 $ | -740.801.777 $ | -9,0 % | 8 | ||||
| Mister Car Wash, Inc. | MCW | → 0 | 1.527.915.161 $ | +309.090.442 $ | +25,4 % | 1 | 1.218.824.719 $ | +50.419.008 $ | +4,3 % | 1 | 1.168.405.711 $ | -149.064.894 $ | -11,3 % | 1 | |
| Life Time Group Holdings, Inc. | LTH | → 0 | Neutral | 670.969.283 $ | +8.966.182 $ | +1,4 % | 1 | 662.003.101 $ | -25.404.183 $ | -3,7 % | 1 | 687.407.284 $ | -219.400.178 $ | -24,2 % | 1 |
| CLARIVATE PLC | CLVT | → 0 | Sehr schwach | 295.166.263 $ | -94.499.870 $ | -24,3 % | 1 | 389.666.133 $ | -57.166.589 $ | -12,8 % | 1 | 446.832.722 $ | -54.833.258 $ | -10,9 % | 1 |
| WILLIAMS SONOMA INC | WSM | → 0 | Neutral | 182.330.000 $ | +3.740.000 $ | +2,1 % | 1 | 178.590.000 $ | -16.860.000 $ | -8,6 % | 1 | 195.450.000 $ | -331.259.781 $ | -62,9 % | 1 |
| Callaway Golf Co | CALY | → 0 | Neutral | 78.603.745 $ | -26.426.255 $ | -25,2 % | 1 | 105.030.000 $ | +19.530.000 $ | +22,8 % | 1 | 85.500.000 $ | +13.050.000 $ | +18,0 % | 1 |
| Advantage Solutions Inc. | ADV | → 0 | Neutral | 13.064.520 $ | -531.480 $ | -3,9 % | 1 | 13.596.000 $ | -10.042.500 $ | -42,5 % | 1 | 23.638.500 $ | +3.244.500 $ | +15,9 % | 1 |
| AerSale Corp | ASLE | → 0 | Neutral | 3.196.350 $ | -12.505.149 $ | -79,6 % | 1 | 15.701.499 $ | -3.177.414 $ | -16,8 % | 1 | ||||
| SIGNET JEWELERS LTD | SIG | → 0 | Stark | 3.745.676 $ | +639.248 $ | +20,6 % | 1 | ||||||||
| 2.768.048.972 $ | +200.339.019 $ | -4,1 % | 6 | 2.570.906.303 $ | -52.029.413 $ | -17,2 % | 7 | 2.626.681.392 $ | -740.801.777 $ | -9,0 % | 8 | ||||