| 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 | ||||
| 533.334.036 $ | +117.376.938 $ | +89,4 % | 9 | 491.760.964 $ | +53.640.105 $ | +85,3 % | 8 | 549.303.571 $ | +255.077.617 $ | +95,2 % | 8 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 81.954.600 $ | -28.221.400 $ | -25,6 % | 1 | 110.176.000 $ | -35.684.000 $ | -24,5 % | 1 | 145.860.000 $ | +115.900.900 $ | +386,9 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 77.261.922 $ | +7.815.109 $ | +11,3 % | 1 | 69.446.813 $ | +6.700.294 $ | +10,7 % | 1 | 62.746.519 $ | +7.686.211 $ | +14,0 % | 1 |
| Flutter Entertainment plc | FLUT | → 0 | Schwach | 72.390.000 $ | +29.526.000 $ | +68,9 % | 1 | ||||||||
| ZILLOW GROUP, INC. | ZG | → 0 | Neutral | 56.342.180 $ | -14.265.520 $ | -20,2 % | 1 | 70.607.700 $ | +8.967.700 $ | +14,5 % | 1 | 61.640.000 $ | +5.600.000 $ | +10,0 % | 1 |
| FLEX LTD. | FLEX | → 0 | Schwach | 64.903.394 $ | +5.571.256 $ | +9,4 % | 1 | 59.332.138 $ | -2.869.672 $ | -4,6 % | 1 | 62.201.810 $ | +37.241.810 $ | +149,2 % | 1 |
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 58.229.100 $ | +13.436.100 $ | +30,0 % | 1 | ||||||||
| MKS INC | MKSI | → 0 | Neutral | 57.277.844 $ | +12.755.327 $ | +28,6 % | 1 | 44.522.517 $ | +37.096.317 $ | +499,5 % | 1 | ||||
| HEALTHEQUITY, INC. | HQY | → 0 | Stark | 52.077.147 $ | +52.077.147 $ | 1 | |||||||||
| Primo Brands Corp | PRMB | → 0 | Stark | 51.121.416 $ | +30.683.916 $ | +150,1 % | 1 | ||||||||
| LITHIA MOTORS INC | LAD | → 0 | Neutral | 49.849.500 $ | +30.889.500 $ | +162,9 % | 1 | ||||||||
| Brookdale Senior Living Inc. | BKD | → 0 | Neutral | 48.928.230 $ | +41.191.800 $ | +532,4 % | 1 | ||||||||
| Porch Group, Inc. | PRCH | → 0 | Neutral | 46.106.500 $ | +9.477.170 $ | +25,9 % | 1 | ||||||||
| Cinemark Holdings, Inc. | CNK | → 0 | Neutral | 43.467.303 $ | +9.769.303 $ | +29,0 % | 1 | 43.579.142 $ | +3.029.596 $ | +7,5 % | 1 | ||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Sehr stark | 41.719.796 $ | -937.204 $ | -2,2 % | 1 | 42.657.000 $ | +42.657.000 $ | 1 | |||||
| 533.334.036 $ | +117.376.938 $ | +89,4 % | 9 | 491.760.964 $ | +53.640.105 $ | +85,3 % | 8 | 549.303.571 $ | +255.077.617 $ | +95,2 % | 8 | ||||