| 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 | ||||
| 609.735.767 $ | -26.104.510 $ | -4,4 % | 2 | 3.152.123.520 $ | +786.354.037 $ | +19,0 % | 13 | 2.292.012.980 $ | +901.456.996 $ | +29,6 % | 10 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 336.860.149 $ | +4.787.807 $ | +1,4 % | 1 | 332.072.342 $ | +64.599.379 $ | +24,2 % | 1 | 267.472.963 $ | +267.472.963 $ | 1 | |
| IRON MOUNTAIN INC | IRM | → 0 | Neutral | 234.929.497 $ | -87.795.213 $ | -27,2 % | 1 | 322.724.710 $ | +83.188.065 $ | +34,7 % | 1 | ||||
| Block, Inc. | XYZ | → 0 | Neutral | 272.875.618 $ | -30.892.317 $ | -10,2 % | 1 | 303.767.935 $ | +45.143.091 $ | +17,5 % | 1 | 258.624.844 $ | +12.391.297 $ | +5,0 % | 1 |
| Salesforce, Inc. | CRM | → 0 | Neutral | 300.518.407 $ | +300.518.407 $ | 1 | |||||||||
| BILL Holdings, Inc. | BILL | → 0 | Neutral | 256.914.488 $ | +85.374.428 $ | +49,8 % | 1 | 171.540.060 $ | +34.500.962 $ | +25,2 % | 1 | ||||
| TRIMBLE INC. | TRMB | → 0 | Schwach | 248.702.331 $ | -4.331.264 $ | -1,7 % | 1 | 253.033.595 $ | -34.858.348 $ | -12,1 % | 1 | ||||
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | → 0 | Stark | 232.596.598 $ | +6.162.401 $ | +2,7 % | 1 | 226.434.197 $ | +21.604.308 $ | +10,5 % | 1 | ||||
| Airbnb, Inc. | ABNB | → 0 | Stark | 228.552.209 $ | +111.677.202 $ | +95,6 % | 1 | ||||||||
| Zeta Global Holdings Corp. | ZETA | → 0 | Neutral | 227.159.439 $ | +51.613.572 $ | +29,4 % | 1 | 175.545.867 $ | +101.643.077 $ | +137,5 % | 1 | ||||
| ZILLOW GROUP, INC. | ZG | → 0 | Neutral | 222.429.536 $ | +28.828.621 $ | +14,9 % | 1 | 193.600.915 $ | +193.600.915 $ | 1 | |||||
| Qorvo, Inc. | QRVO | → 0 | Neutral | 190.056.398 $ | -24.255.115 $ | -11,3 % | 1 | 214.311.513 $ | +13.189.441 $ | +6,6 % | 1 | ||||
| TERADYNE, INC | TER | → 0 | Stark | 208.724.316 $ | +208.724.316 $ | 1 | |||||||||
| Global-E Online Ltd. | GLBE | → 0 | 190.341.772 $ | +24.735.960 $ | +14,9 % | 1 | |||||||||
| Workday, Inc. | WDAY | → 0 | Schwach | 184.082.568 $ | +184.082.568 $ | 1 | |||||||||
| 609.735.767 $ | -26.104.510 $ | -4,4 % | 2 | 3.152.123.520 $ | +786.354.037 $ | +19,0 % | 13 | 2.292.012.980 $ | +901.456.996 $ | +29,6 % | 10 | ||||