| 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 | ||||
| 765.362.380 $ | +255.889.760 $ | +58,4 % | 3 | 2.478.795.738 $ | +598.720.764 $ | +44,1 % | 11 | 2.590.589.851 $ | +686.553.770 $ | +64,2 % | 11 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 484.014.075 $ | +149.042.474 $ | +44,5 % | 1 | 334.971.601 $ | +5.713.722 $ | +1,7 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 301.537.627 $ | -79.160.133 $ | -20,8 % | 1 | 380.697.760 $ | +134.209.089 $ | +54,4 % | 1 | ||||
| HOME DEPOT, INC. | HD | → 0 | Neutral | 309.926.203 $ | +160.802.554 $ | +107,8 % | 1 | ||||||||
| TJX COMPANIES INC /DE/ | TJX | → 0 | Neutral | 296.779.068 $ | +211.916.740 $ | +249,7 % | 1 | ||||||||
| Performance Food Group Co | PFGC | → 0 | Schwach | 290.863.584 $ | +135.413.575 $ | +87,1 % | 1 | 155.450.009 $ | +99.151.468 $ | +176,1 % | 1 | ||||
| Wingstop Inc. | WING | → 0 | Neutral | 226.816.630 $ | -12.410.495 $ | -5,2 % | 1 | 239.227.125 $ | +158.443.199 $ | +196,1 % | 1 | ||||
| Texas Roadhouse, Inc. | TXRH | → 0 | Stark | 217.052.968 $ | +5.104.053 $ | +2,4 % | 1 | 211.948.915 $ | +91.918.432 $ | +76,6 % | 1 | ||||
| GAP INC | GAP | → 0 | Neutral | 213.367.090 $ | +63.541.114 $ | +42,4 % | 1 | ||||||||
| Flutter Entertainment plc | FLUT | → 0 | Schwach | 209.845.148 $ | -76.521.235 $ | -26,7 % | 1 | ||||||||
| Planet Fitness, Inc. | PLNT | → 0 | Neutral | 164.572.593 $ | -40.326.369 $ | -19,7 % | 1 | 204.898.962 $ | +8.821.592 $ | +4,5 % | 1 | 196.077.370 $ | -842.612 $ | -0,4 % | 1 |
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 202.032.493 $ | +94.199.869 $ | +87,4 % | 1 | ||||||||
| CHIPOTLE MEXICAN GRILL INC | CMG | → 0 | Schwach | 186.923.963 $ | +186.923.963 $ | 1 | |||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 182.602.674 $ | +95.669.782 $ | +110,1 % | 1 | ||||||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 173.148.346 $ | +32.217.916 $ | +22,9 % | 1 | ||||||||
| HUMANA INC | HUM | → 0 | Neutral | 168.668.211 $ | +10.171.827 $ | +6,4 % | 1 | ||||||||
| AppLovin Corp | APP | → 0 | Neutral | 163.891.891 $ | +84.646.270 $ | +106,8 % | 1 | ||||||||
| Floor & Decor Holdings, Inc. | FND | → 0 | Schwach | 163.028.774 $ | +30.183.787 $ | +22,7 % | 1 | ||||||||
| POOL CORP | POOL | → 0 | Neutral | 156.404.889 $ | -7.666.288 $ | -4,7 % | 1 | ||||||||
| 765.362.380 $ | +255.889.760 $ | +58,4 % | 3 | 2.478.795.738 $ | +598.720.764 $ | +44,1 % | 11 | 2.590.589.851 $ | +686.553.770 $ | +64,2 % | 11 | ||||