| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 7.742.272.930 $ | +320.132.959 $ | -2,0 % | 7.820.249.818 $ | +211.672.782 $ | +24,5 % | 8.491.944.962 $ | +1.430.744.936 $ | +43,4 % | 7.208.635.970 $ | +1.845.115.607 $ | +20,4 % | ||
| Alphabet Inc. | GOOGL | 768.308.847 $ | +110.719.948 $ | +16,8 % | 657.588.899 $ | +373.093.102 $ | +131,1 % | 284.495.797 $ | +16.463.543 $ | +6,1 % | |||
| CELESTICA INC | CLS | 427.646.858 $ | -128.806.746 $ | -23,1 % | 556.453.604 $ | -181.044.273 $ | -24,5 % | 737.497.877 $ | +13.285.634 $ | +1,8 % | 724.212.243 $ | +183.085.918 $ | +33,8 % |
| AppLovin Corp | APP | 276.823.726 $ | -267.862.714 $ | -49,2 % | 544.686.440 $ | -153.306.190 $ | -22,0 % | 697.992.630 $ | +269.311.268 $ | +62,8 % | 428.681.362 $ | -58.632.384 $ | -12,0 % |
| BANK OF AMERICA CORP /DE/ | BAC | 606.777.202 $ | +426.322.265 $ | +236,2 % | 180.454.937 $ | -50.740.932 $ | -21,9 % | 231.195.869 $ | -145.990.475 $ | -38,7 % | 377.186.344 $ | +163.819.533 $ | +76,8 % |
| NVIDIA CORP | NVDA | 181.572.723 $ | -42.543.395 $ | -19,0 % | 224.116.118 $ | -370.430.568 $ | -62,3 % | 594.546.686 $ | +27.154.197 $ | +4,8 % | 567.392.489 $ | +365.929.134 $ | +181,6 % |
| Meta Platforms, Inc. | META | 293.256.102 $ | -16.796.752 $ | -5,4 % | 310.052.854 $ | -225.913.826 $ | -42,2 % | 535.966.680 $ | +76.886.509 $ | +16,7 % | 459.080.171 $ | +68.274.662 $ | +17,5 % |
| Roblox Corp | RBLX | 199.780.327 $ | -132.856.979 $ | -39,9 % | 332.637.306 $ | -182.598.916 $ | -35,4 % | 515.236.222 $ | +154.186.561 $ | +42,7 % | 361.049.661 $ | +117.083.161 $ | +48,0 % |
| Sandisk Corp | SNDK | 508.009.605 $ | +269.783.108 $ | +113,2 % | 238.226.497 $ | +238.226.497 $ | |||||||
| Broadcom Inc. | AVGO | 228.152.820 $ | -128.929.625 $ | -36,1 % | 357.082.445 $ | -114.989.403 $ | -24,4 % | 472.071.848 $ | +20.798.617 $ | +4,6 % | 451.273.231 $ | +210.856.308 $ | +87,7 % |
| CARVANA CO. | CVNA | 275.885.427 $ | -176.014.433 $ | -38,9 % | 451.899.860 $ | +237.736.562 $ | +111,0 % | 214.163.298 $ | +17.779.303 $ | +9,1 % | 196.383.995 $ | -44.193.907 $ | -18,4 % |
| AMAZON COM INC | AMZN | 378.934.561 $ | -49.900.839 $ | -11,6 % | 428.835.400 $ | +110.991.357 $ | +34,9 % | 317.844.043 $ | -31.641.814 $ | -9,1 % | 349.485.857 $ | -130.596.440 $ | -27,2 % |
| Bloom Energy Corp | BE | 224.071.736 $ | +107.671.894 $ | +92,5 % | 116.399.842 $ | -279.470.045 $ | -70,6 % | 395.869.887 $ | +347.301.547 $ | +715,1 % | 48.568.340 $ | -29.177.798 $ | -37,5 % |
| TTM TECHNOLOGIES INC | TTMI | 342.388.435 $ | +47.322.355 $ | +16,0 % | 295.066.080 $ | +178.928.064 $ | +154,1 % | 116.138.016 $ | +17.206.868 $ | +17,4 % | 98.931.148 $ | +98.931.148 $ | |
| NETFLIX INC | NFLX | 12.687.954 $ | -263.925.669 $ | -95,4 % | 276.613.623 $ | -62.466.145 $ | -18,4 % | 339.079.768 $ | +339.079.768 $ | ||||
| JFrog Ltd | FROG | 282.508.885 $ | -48.392.453 $ | -14,6 % | 330.901.338 $ | +193.246.908 $ | +140,4 % | 137.654.430 $ | +62.457.011 $ | +83,1 % | 75.197.419 $ | +75.197.419 $ | |
| Fabrinet | FN | 318.787.444 $ | +38.313.566 $ | +13,7 % | 280.473.878 $ | +31.803.038 $ | +12,8 % | 248.670.840 $ | +61.790.088 $ | +33,1 % | 186.880.752 $ | -67.540.767 $ | -26,5 % |
| CORNING INC /NY | GLW | 312.380.741 $ | +78.614.804 $ | +33,6 % | 233.765.937 $ | +18.659.816 $ | +8,7 % | 215.106.121 $ | +116.483.778 $ | +118,1 % | 98.622.343 $ | +98.622.343 $ | |
| MKS INC | MKSI | 300.298.242 $ | +300.298.242 $ | ||||||||||
| SEMTECH CORP | SMTC | 287.499.251 $ | +37.069.502 $ | +14,8 % | 250.429.749 $ | +70.237.730 $ | +39,0 % | 180.192.019 $ | +44.170.566 $ | +32,5 % | |||
| Duolingo, Inc. | DUOL | 46.501.777 $ | -107.349.596 $ | -69,8 % | 153.851.373 $ | -125.560.138 $ | -44,9 % | 279.411.511 $ | +79.002.345 $ | +39,4 % | 200.409.166 $ | -81.265.830 $ | -28,9 % |
| MACOM Technology Solutions Holdings, Inc. | MTSI | 260.930.251 $ | +126.765.771 $ | +94,5 % | 134.164.480 $ | +134.164.480 $ | |||||||
| MongoDB, Inc. | MDB | 54.987.091 $ | -196.814.318 $ | -78,2 % | 251.801.409 $ | +80.440.611 $ | +46,9 % | 171.360.798 $ | +83.256.764 $ | +94,5 % | 88.104.034 $ | +15.668.394 $ | +21,6 % |
| SITIME Corp | SITM | 199.243.812 $ | -47.473.177 $ | -19,2 % | 246.716.989 $ | +101.937.233 $ | +70,4 % | 144.779.756 $ | +58.950.067 $ | +68,7 % | 85.829.689 $ | +85.829.689 $ | |
| Nu Holdings Ltd. | NU | 180.054.067 $ | -18.768.664 $ | -9,4 % | 198.822.731 $ | -45.946.802 $ | -18,8 % | 244.769.533 $ | -5.712.848 $ | -2,3 % | |||
| COHERENT CORP. | COHR | 232.266.184 $ | +30.206.885 $ | +14,9 % | 202.059.299 $ | +152.572.946 $ | +308,3 % | 49.486.353 $ | -40.453.831 $ | -45,0 % | 89.940.184 $ | +61.078.705 $ | +211,6 % |
| DraftKings Inc. | DKNG | 228.995.329 $ | +26.349.204 $ | +13,0 % | |||||||||
| Sea Ltd | SE | 207.468.890 $ | -17.965.900 $ | -8,0 % | 225.434.790 $ | +225.434.790 $ | |||||||
| IMPINJ INC | PI | 41.618.559 $ | -112.775.642 $ | -73,0 % | 154.394.201 $ | -66.949.538 $ | -30,2 % | 221.343.739 $ | +122.924.834 $ | +124,9 % | 98.418.905 $ | -13.315.876 $ | -11,9 % |
| CIENA CORP | CIEN | 89.784.787 $ | -119.174.082 $ | -57,0 % | 208.958.869 $ | +14.081.543 $ | +7,2 % | 194.877.326 $ | +126.897.808 $ | +186,7 % | 67.979.518 $ | +67.979.518 $ | |
| LAM RESEARCH CORP | LRCX | 204.660.000 $ | +204.660.000 $ | ||||||||||
| MERCADOLIBRE INC | MELI | 197.749.976 $ | +55.336.852 $ | +38,9 % | 142.413.124 $ | -21.100.796 $ | -12,9 % | 163.513.920 $ | +72.531.196 $ | +79,7 % | |||
| TOWER SEMICONDUCTOR LTD | TSEM | 187.191.009 $ | +187.191.009 $ | ||||||||||
| MICROSOFT CORP | MSFT | 19.933.655 $ | -135.714.982 $ | -87,2 % | 155.648.637 $ | +58.315.448 $ | +59,9 % | 97.333.189 $ | -104.413.034 $ | -51,8 % | |||
| Klaviyo, Inc. | KVYO | 132.818.509 $ | +33.528.853 $ | +33,8 % | 99.289.656 $ | +14.642.240 $ | +17,3 % | 84.647.416 $ | -39.076.247 $ | -31,6 % | 123.723.663 $ | -7.294.542 $ | -5,6 % |
| VIAVI SOLUTIONS INC. | VIAV | 115.586.499 $ | +115.586.499 $ | ||||||||||
| SHOPIFY INC. | SHOP | 113.755.902 $ | +113.755.902 $ | ||||||||||
| WESTERN DIGITAL CORP | WDC | 111.443.503 $ | +111.443.503 $ | ||||||||||
| Coupang, Inc. | CPNG | 24.818.214 $ | -81.766.403 $ | -76,7 % | 106.584.617 $ | +106.584.617 $ | |||||||
| Vertiv Holdings Co | VRT | 96.545.120 $ | +12.182.703 $ | +14,4 % | 84.362.417 $ | +350.064 $ | +0,4 % | ||||||
| HUBSPOT INC | HUBS | 59.892.420 $ | -9.924.859 $ | -14,2 % | 69.817.279 $ | -13.257.522 $ | -16,0 % | 83.074.801 $ | -20.516.072 $ | -19,8 % | |||
| INTUIT INC. | INTU | 68.656.132 $ | +68.656.132 $ | ||||||||||
| ARM HOLDINGS PLC /UK | ARM | 68.436.652 $ | +68.436.652 $ | ||||||||||
| Hewlett Packard Enterprise Co | HPE | 45.830.568 $ | -1.030.330 $ | -2,2 % | 46.860.898 $ | +7.841.950 $ | +20,1 % | 39.018.948 $ | +9.578.246 $ | +32,5 % | |||
| Okta, Inc. | OKTA | 37.601.825 $ | -2.274.287 $ | -5,7 % | 39.876.112 $ | -3.596.242 $ | -8,3 % | 43.472.354 $ | -224.113.049 $ | -83,8 % | |||
| SILICON LABORATORIES INC. | SLAB | 36.586.836 $ | +36.586.836 $ | ||||||||||
| ENTEGRIS INC | ENTG | 33.883.323 $ | +33.883.323 $ | ||||||||||
| Super Micro Computer, Inc. | SMCI | 27.274.996 $ | +27.274.996 $ | ||||||||||
| APPFOLIO INC | APPF | 24.519.413 $ | +24.519.413 $ | ||||||||||
| WEALTHFRONT CORP | WLTH | 21.744.000 $ | +21.744.000 $ | ||||||||||
| ALKAMI TECHNOLOGY, INC. | ALKT | 20.071.582 $ | +20.071.582 $ | ||||||||||
| ADVANCED MICRO DEVICES INC | AMD | 14.079.594 $ | +14.079.594 $ | ||||||||||
| Hinge Health, Inc. | HNGE | 8.517.540 $ | -463.362 $ | -5,2 % | 8.980.902 $ | +8.980.902 $ | |||||||
| 7.742.272.930 $ | +320.132.959 $ | -2,0 % | 7.820.249.818 $ | +211.672.782 $ | +24,5 % | 8.491.944.962 $ | +1.430.744.936 $ | +43,4 % | 7.208.635.970 $ | +1.845.115.607 $ | +20,4 % | ||