| 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 | ||||
| 1.213.154.028 $ | +362.255.526 $ | +50,5 % | 7 | 1.121.869.544 $ | +184.530.037 $ | +35,8 % | 8 | 1.760.490.109 $ | +798.922.143 $ | +123,9 % | 10 | ||||
| LINDE PLC | LIN | → 0 | Neutral | 255.322.349 $ | +123.141.449 $ | +93,2 % | 1 | 132.180.900 $ | +79.925.200 $ | +153,0 % | 1 | ||||
| iSHARES TRUST | → 0 | 243.748.129 $ | +153.083.970 $ | +168,8 % | 1 | 183.102.793 $ | +111.154.388 $ | +154,5 % | 1 | ||||||
| CARVANA CO. | CVNA | → 0 | Schwach | 238.377.956 $ | +86.510.084 $ | +57,0 % | 1 | ||||||||
| AppLovin Corp | APP | → 0 | Neutral | 205.502.440 $ | +82.309.288 $ | +66,8 % | 1 | ||||||||
| CRH PUBLIC LTD CO | CRH | → 0 | Neutral | 197.372.892 $ | +41.048.911 $ | +26,3 % | 1 | 156.323.981 $ | +38.186.991 $ | +32,3 % | 1 | ||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 177.234.165 $ | -15.540.585 $ | -8,1 % | 1 | 192.774.750 $ | +153.892.907 $ | +395,8 % | 1 | ||||
| SCOPUS ASSET MANAGEMENT, L.P. | → 0 | 122.299.177 $ | +6.768.970 $ | +5,9 % | 1 | 169.517.931 $ | +5.640.349 $ | +3,4 % | 1 | ||||||
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 169.073.050 $ | +121.471.880 $ | +255,2 % | 1 | ||||||||
| GENERAL ELECTRIC CO | GE | → 0 | Neutral | 119.652.713 $ | -47.118.586 $ | -28,3 % | 1 | 166.771.299 $ | +47.463.570 $ | +39,8 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 155.827.100 $ | +81.925.578 $ | +110,9 % | 1 | ||||||||
| Element Solutions Inc | ESI | → 0 | Stark | 148.589.775 $ | +65.617.302 $ | +79,1 % | 1 | ||||||||
| Performance Food Group Co | PFGC | → 0 | Schwach | 144.459.540 $ | +82.033.601 $ | +131,4 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 121.577.613 $ | -17.168.289 $ | -12,4 % | 1 | 138.745.902 $ | +47.646.309 $ | +52,3 % | 1 | ||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 135.083.250 $ | +26.520.498 $ | +24,4 % | 1 | |||||||||
| Parker-Hannifin Corp | PH | → 0 | Neutral | 124.244.093 $ | -10.236.787 $ | -7,6 % | 1 | 134.480.880 $ | +14.982.035 $ | +12,5 % | 1 | ||||
| DoorDash, Inc. | DASH | → 0 | Schwach | 131.867.980 $ | +46.939.102 $ | +55,3 % | 1 | ||||||||
| 3M CO | MMM | → 0 | Neutral | 131.383.023 $ | +19.509.571 $ | +17,4 % | 1 | ||||||||
| 1.213.154.028 $ | +362.255.526 $ | +50,5 % | 7 | 1.121.869.544 $ | +184.530.037 $ | +35,8 % | 8 | 1.760.490.109 $ | +798.922.143 $ | +123,9 % | 10 | ||||