| Aktie | Ticker | 2025/Q3 | 2025/Q2 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.083.914.423 $ | +53.833.941 $ | -3,0 % | 1.030.080.482 $ | +178.258.376 $ | +32,3 % | ||
| PEGASYSTEMS INC | PEGA | 194.369.838 $ | +2.602.621 $ | +1,4 % | 191.767.217 $ | +52.310.792 $ | +37,5 % |
| Interactive Brokers Group, Inc. | IBKR | 141.789.129 $ | -25.055.922 $ | -15,0 % | 166.845.051 $ | +26.998.169 $ | +19,3 % |
| Block, Inc. | XYZ | 143.950.783 $ | -2.028.274 $ | -1,4 % | 145.979.057 $ | +22.752.912 $ | +18,5 % |
| Workday, Inc. | WDAY | 142.934.641 $ | +15.054.241 $ | +11,8 % | 127.880.400 $ | -5.426.230 $ | -4,1 % |
| COSTAR GROUP, INC. | CSGP | 103.458.797 $ | +5.800.776 $ | +5,9 % | 97.658.021 $ | +7.890.273 $ | +8,8 % |
| ALIGN TECHNOLOGY INC | ALGN | 76.349.389 $ | -20.652.701 $ | -21,3 % | 97.002.090 $ | +11.598.001 $ | +13,6 % |
| ETSY INC | ETSY | 94.660.522 $ | +22.757.617 $ | +31,7 % | 71.902.905 $ | +708.238 $ | +1,0 % |
| Wayfair Inc. | W | 60.073.174 $ | +22.433.520 $ | +59,6 % | 37.639.654 $ | +12.173.850 $ | +47,8 % |
| Medpace Holdings, Inc. | MEDP | 57.332.439 $ | +8.030.055 $ | +16,3 % | 49.302.384 $ | +37.883.822 $ | +331,8 % |
| GLOBUS MEDICAL INC | GMED | 29.845.058 $ | +29.845.058 $ | ||||
| VEEVA SYSTEMS INC | VEEV | 21.854.678 $ | -5.031.423 $ | -18,7 % | 26.886.101 $ | +2.712.963 $ | +11,2 % |
| ONTO INNOVATION INC. | ONTO | 9.749.649 $ | +9.749.649 $ | ||||
| StoneX Group Inc. | SNEX | 40.570 $ | -9.064.498 $ | -99,6 % | 9.105.068 $ | +710.753 $ | +8,5 % |
| MIDDLEBY Corp | MIDD | 7.261.301 $ | -604.699 $ | -7,7 % | 7.866.000 $ | +7.866.000 $ | |
| AMPHENOL CORP /DE/ | APH | 43.684 $ | +8.825 $ | +25,3 % | 34.859 $ | +11.706 $ | +50,6 % |
| HEICO CORP | HEI | 30.999 $ | -569 $ | -1,8 % | 31.568 $ | +5.830 $ | +22,7 % |
| APi Group Corp | APG | 30.142 $ | +278 $ | +0,9 % | 29.864 $ | +29.864 $ | |
| BROWN & BROWN, INC. | BRO | 24.292 $ | -4.423 $ | -15,4 % | 28.715 $ | +2.218 $ | +8,4 % |
| AMETEK INC/ | AME | 28.576 $ | +1.070 $ | +3,9 % | 27.506 $ | +1.341 $ | +5,1 % |
| Ferguson Enterprises Inc. /DE/ | FERG | 23.132 $ | +704 $ | +3,1 % | 22.428 $ | +22.428 $ | |
| WATSCO INC | WSO | 18.194 $ | -1.679 $ | -8,4 % | 19.873 $ | +3.099 $ | +18,5 % |
| Verisk Analytics, Inc. | VRSK | 14.588 $ | -3.479 $ | -19,3 % | 18.067 $ | +805 $ | +4,7 % |
| MOODYS CORP /DE/ | MCO | 16.200 $ | -854 $ | -5,0 % | 17.054 $ | +1.221 $ | +7,7 % |
| TYLER TECHNOLOGIES INC | TYL | 14.648 $ | -1.952 $ | -11,8 % | 16.600 $ | +321 $ | +2,0 % |
| 1.083.914.423 $ | +53.833.941 $ | -3,0 % | 1.030.080.482 $ | +178.258.376 $ | +32,3 % | ||