| 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 | ||||
| 400.770.676 $ | -13.932.817 $ | +4,8 % | 9 | 428.037.618 $ | +31.956.379 $ | +10,1 % | 9 | 348.090.303 $ | +36.796.267 $ | +14,4 % | 7 | ||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 100.605.931 $ | -4.141.323 $ | -4,0 % | 1 | 104.747.254 $ | +5.352.599 $ | +5,4 % | 1 | 99.394.655 $ | +9.304.857 $ | +10,3 % | 1 |
| Ulta Beauty, Inc. | ULTA | → 0 | Stark | 45.601.220 $ | -18.442.719 $ | -28,8 % | 1 | 64.043.939 $ | +6.555.910 $ | +11,4 % | 1 | 57.488.029 $ | +5.630.650 $ | +10,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 49.250.092 $ | -3.316.978 $ | -6,3 % | 1 | 52.567.070 $ | +10.475.426 $ | +24,9 % | 1 | 42.091.644 $ | +10.507.916 $ | +33,3 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 42.893.912 $ | -2.008.261 $ | -4,5 % | 1 | 44.902.173 $ | -512.938 $ | -1,1 % | 1 | 45.415.111 $ | +1.053.772 $ | +2,4 % | 1 |
| MCKESSON CORP | MCK | → 0 | Schwach | 36.026.460 $ | -3.350.433 $ | -8,5 % | 1 | 39.376.893 $ | +2.852.371 $ | +7,8 % | 1 | 36.524.522 $ | -47.317 $ | -0,1 % | 1 |
| Salesforce, Inc. | CRM | → 0 | Neutral | 35.809.519 $ | +17.386.883 $ | +94,4 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 30.902.668 $ | -2.470.948 $ | -7,4 % | 1 | 33.373.616 $ | -1.455.754 $ | -4,2 % | 1 | 34.829.370 $ | +861.034 $ | +2,5 % | 1 |
| GPGI, Inc. | GPGI | → 0 | Neutral | 30.760.719 $ | -1.586.253 $ | -4,9 % | 1 | 32.346.972 $ | +9.485.355 $ | +41,5 % | 1 | ||||
| ICON PLC | ICLR | → 0 | Stark | 31.094.575 $ | +2.733.308 $ | +9,6 % | 1 | ||||||||
| AbbVie Inc. | ABBV | → 0 | Neutral | 29.357.309 $ | +9.819.964 $ | +50,3 % | 1 | ||||||||
| KKR & Co. Inc. | KKR | → 0 | Neutral | 28.586.299 $ | -322.346 $ | -1,1 % | 1 | 28.908.645 $ | +455.054 $ | +1,6 % | 1 | ||||
| 400.770.676 $ | -13.932.817 $ | +4,8 % | 9 | 428.037.618 $ | +31.956.379 $ | +10,1 % | 9 | 348.090.303 $ | +36.796.267 $ | +14,4 % | 7 | ||||