| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 847.084.207 $ | -47.779.543 $ | +2,2 % | 898.817.582 $ | -57.400.792 $ | -3,9 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 424.542.457 $ | -37.439.504 $ | -8,1 % | 461.981.961 $ | -5.839.543 $ | -1,2 % |
| HEICO CORP | HEI | 74.136.101 $ | -1.936.855 $ | -2,5 % | 76.072.956 $ | -2.069.644 $ | -2,6 % |
| COPART INC | CPRT | 55.541.714 $ | -17.597.719 $ | -24,1 % | 73.139.433 $ | -13.430.421 $ | -15,5 % |
| NVR INC | NVR | 63.155.388 $ | -7.774.590 $ | -11,0 % | 70.929.978 $ | -5.404.159 $ | -7,1 % |
| BROWN & BROWN, INC. | BRO | 51.793.444 $ | +27.239.597 $ | +110,9 % | 24.553.847 $ | +11.014.275 $ | +81,3 % |
| FASTENAL CO | FAST | 38.795.659 $ | -9.569.773 $ | -19,8 % | 48.365.432 $ | -11.356.503 $ | -19,0 % |
| GRACO INC | GGG | 41.068.814 $ | -2.405.430 $ | -5,5 % | 43.474.244 $ | -8.129.048 $ | -15,8 % |
| Booking Holdings Inc. | BKNG | 38.226.346 $ | -1.085.739 $ | -2,8 % | 39.312.085 $ | -12.557.115 $ | -24,2 % |
| TYLER TECHNOLOGIES INC | TYL | 33.133.357 $ | -5.815.382 $ | -14,9 % | 38.948.739 $ | -9.532.210 $ | -19,7 % |
| SPS COMMERCE INC | SPSC | 11.932.498 $ | +825.127 $ | +7,4 % | 11.107.371 $ | +1.987.452 $ | +21,8 % |
| APPFOLIO INC | APPF | 7.995.250 $ | +7.995.250 $ | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | 6.525.905 $ | -212.822 $ | -3,2 % | 6.738.727 $ | -521.936 $ | -7,2 % |
| FAIR ISAAC CORP | FICO | 3.953.832 $ | -1.525.167 $ | -27,8 % | |||
| STEPAN CO | SCL | 237.274 $ | -1.703 $ | -0,7 % | 238.977 $ | -36.773 $ | -13,3 % |
| 847.084.207 $ | -47.779.543 $ | +2,2 % | 898.817.582 $ | -57.400.792 $ | -3,9 % | ||