| 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 | ||||
| 296.554.981 $ | -70.826.937 $ | +183,3 % | 5 | 887.382.560 $ | +329.062.806 $ | +5.140,4 % | 10 | 908.802.155 $ | +396.447.492 $ | +9.690,8 % | 10 | ||||
| Enphase Energy, Inc. | ENPH | → 0 | Neutral | 44.178.844 $ | -147.079.886 $ | -76,9 % | 1 | 191.258.730 $ | +15.319.746 $ | +8,7 % | 1 | 175.938.984 $ | +7.357.064 $ | +4,4 % | 1 |
| DEXCOM INC | DXCM | → 0 | Stark | 122.632.284 $ | +122.632.284 $ | 1 | |||||||||
| MARRIOTT VACATIONS WORLDWIDE Corp | VAC | → 0 | Neutral | 121.914.992 $ | +65.380.992 $ | +115,6 % | 1 | 56.534.000 $ | +56.534.000 $ | 1 | |||||
| New Mountain Finance Corp | NMFC | → 0 | Neutral | 113.989.977 $ | +46.772.095 $ | +69,6 % | 1 | ||||||||
| Teladoc Health, Inc. | TDOC | → 0 | Neutral | 111.522.585 $ | +150.985 $ | +0,1 % | 1 | 111.371.600 $ | +1.233.381 $ | +1,1 % | 1 | 110.138.219 $ | +22.748.197 $ | +26,0 % | 1 |
| FIVERR INTL LTD | → 0 | 103.179.350 $ | +103.046.093 $ | +77.328,8 % | 1 | ||||||||||
| RingCentral, Inc. | RNG | → 0 | Stark | 80.247.336 $ | +13.975.489 $ | +21,1 % | 1 | 66.271.847 $ | +25.773.277 $ | +63,6 % | 1 | ||||
| MAGNITE, INC. | MGNI | → 0 | Neutral | 77.179.854 $ | +3.612.700 $ | +4,9 % | 1 | 73.567.154 $ | +463.992 $ | +0,6 % | 1 | ||||
| Callaway Golf Co | CALY | → 0 | Neutral | 76.930.058 $ | +76.930.058 $ | 1 | |||||||||
| Cable One, Inc. | CABO | → 0 | Neutral | 74.060.180 $ | +40.695.650 $ | +122,0 % | 1 | ||||||||
| Coinbase Global, Inc. | COIN | → 0 | Schwach | 61.355.684 $ | +55.217.684 $ | +899,6 % | 1 | ||||||||
| ALARM COM HLDGS INC | → 0 | 57.276.450 $ | +57.136.530 $ | +40.835,1 % | 1 | ||||||||||
| BENTLEY SYSTEMS INC | BSY | → 0 | Stark | 48.594.210 $ | +48.594.210 $ | 1 | |||||||||
| Bandwidth Inc. | BAND | → 0 | Neutral | 48.549.150 $ | +6.184.050 $ | +14,6 % | 1 | 42.365.100 $ | +9.825.250 $ | +30,2 % | 1 | ||||
| ETSY INC | ETSY | → 0 | Neutral | 40.466.963 $ | +2.853.875 $ | +7,6 % | 1 | 44.185.240 $ | +1.295.240 $ | +3,0 % | 1 | ||||
| Five9, Inc. | FIVN | → 0 | Neutral | 39.030.905 $ | +18.030.405 $ | +85,9 % | 1 | ||||||||
| 296.554.981 $ | -70.826.937 $ | +183,3 % | 5 | 887.382.560 $ | +329.062.806 $ | +5.140,4 % | 10 | 908.802.155 $ | +396.447.492 $ | +9.690,8 % | 10 | ||||