| 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 | ||||
| 3.510.794.444 $ | -102.312.631 $ | +21,6 % | 6 | 5.582.695.896 $ | +1.056.725.053 $ | +19,5 % | 9 | 5.953.404.388 $ | +3.204.630.739 $ | +115,1 % | 10 | ||||
| AppLovin Corp | APP | → 0 | Neutral | 667.535.152 $ | -744.332.697 $ | -52,7 % | 1 | 1.411.867.849 $ | -93.702.666 $ | -6,2 % | 1 | 1.505.570.515 $ | +772.041.240 $ | +105,3 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 944.251.739 $ | +455.596.480 $ | +93,2 % | 1 | 488.655.259 $ | +74.877.554 $ | +18,1 % | 1 | ||||
| F5, INC. | FFIV | → 0 | Neutral | 764.702.952 $ | +185.004.174 $ | +31,9 % | 1 | 579.698.778 $ | +579.698.778 $ | 1 | |||||
| Warner Bros. Discovery, Inc. | WBD | → 0 | Neutral | 685.412.967 $ | +492.844.570 $ | +255,9 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 418.168.000 $ | -234.312.400 $ | -35,9 % | 1 | 652.480.400 $ | +652.480.400 $ | 1 | |||||
| CIENA CORP | CIEN | → 0 | Neutral | 642.975.655 $ | +255.646.709 $ | +66,0 % | 1 | 387.328.946 $ | +98.465.336 $ | +34,1 % | 1 | ||||
| Live Nation Entertainment, Inc. | LYV | → 0 | Neutral | 598.965.181 $ | +29.462.220 $ | +5,2 % | 1 | 569.502.961 $ | +96.106.689 $ | +20,3 % | 1 | 473.396.272 $ | +35.113.605 $ | +8,0 % | 1 |
| Nebius Group N.V. | NBIS | → 0 | Stark | 517.283.688 $ | +353.562.217 $ | +216,0 % | 1 | ||||||||
| Liberty Media Corp | FWONA | → 0 | Stark | 446.218.628 $ | -1.252.802 $ | -0,3 % | 1 | 447.471.430 $ | +44.879.768 $ | +11,1 % | 1 | 402.591.662 $ | -192.721 $ | -0,0 % | 1 |
| MongoDB, Inc. | MDB | → 0 | Stark | 418.237.873 $ | -9.633.372 $ | -2,3 % | 1 | 427.871.245 $ | +317.416.505 $ | +287,4 % | 1 | ||||
| Hewlett Packard Enterprise Co | HPE | → 0 | Neutral | 416.900.302 $ | +416.900.302 $ | 1 | |||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 406.168.320 $ | +119.626.440 $ | +41,7 % | 1 | ||||||||
| Fox Corp | FOXA | → 0 | Neutral | 390.396.876 $ | +173.159.765 $ | +79,7 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Stark | 383.242.078 $ | +89.587.067 $ | +30,5 % | 1 | ||||||||
| 3.510.794.444 $ | -102.312.631 $ | +21,6 % | 6 | 5.582.695.896 $ | +1.056.725.053 $ | +19,5 % | 9 | 5.953.404.388 $ | +3.204.630.739 $ | +115,1 % | 10 | ||||