| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.596.612.992 $ | +180.130.658 $ | +15,4 % | 1.428.916.734 $ | +389.302.894 $ | +18,7 % | 1.056.359.946 $ | +439.947.999 $ | +67,3 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 820.351.392 $ | +16.358.290 $ | +2,0 % | 803.993.102 $ | +221.073.245 $ | +37,9 % | 582.919.857 $ | +231.026.302 $ | +65,7 % |
| Zweig-DiMenna Associates LLC | 201.497.272 $ | +58.875.272 $ | +41,3 % | 142.622.000 $ | +59.979.760 $ | +72,6 % | 82.642.240 $ | +70.013.921 $ | +554,4 % | |
| AMAZON COM INC | AMZN | 84.891.903 $ | +5.520.861 $ | +7,0 % | 79.371.042 $ | +1.425.285 $ | +1,8 % | 77.945.757 $ | +21.988.579 $ | +39,3 % |
| AppLovin Corp | APP | 80.821.340 $ | -517.388 $ | -0,6 % | 81.338.728 $ | +39.460.408 $ | +94,2 % | 41.878.320 $ | +6.734.024 $ | +19,2 % |
| NVIDIA CORP | NVDA | 32.892.073 $ | +1.068.055 $ | +3,4 % | 31.824.018 $ | +7.305.550 $ | +29,8 % | 24.518.468 $ | +7.530.987 $ | +44,3 % |
| CELESTICA INC | CLS | 29.690.773 $ | +4.944.612 $ | +20,0 % | 24.746.161 $ | +9.066.629 $ | +57,8 % | 15.679.532 $ | +15.679.532 $ | |
| MICROSOFT CORP | MSFT | 22.947.769 $ | -2.302.294 $ | -9,1 % | 25.250.063 $ | +6.199.260 $ | +32,5 % | 19.050.803 $ | +8.502.344 $ | +80,6 % |
| DELTA AIR LINES, INC. | DAL | 18.898.314 $ | +3.643.346 $ | +23,9 % | 15.254.968 $ | +3.141.442 $ | +25,9 % | 12.113.526 $ | -151.590 $ | -1,2 % |
| BOSTON SCIENTIFIC CORP | BSX | 12.929.460 $ | -2.149.494 $ | -14,3 % | 15.078.954 $ | -1.644.783 $ | -9,8 % | 16.723.737 $ | +4.315.497 $ | +34,8 % |
| Vertiv Holdings Co | VRT | 16.475.283 $ | +831.101 $ | +5,3 % | 15.644.182 $ | +3.175.571 $ | +25,5 % | 12.468.611 $ | +5.457.991 $ | +77,9 % |
| ALPHA PRO TECH LTD | APT | 16.362.075 $ | +4.699.352 $ | +40,3 % | 11.662.723 $ | +1.287.182 $ | +12,4 % | 10.375.541 $ | +5.836.857 $ | +128,6 % |
| NETFLIX INC | NFLX | 16.051.712 $ | +915.347 $ | +6,0 % | 15.136.365 $ | +901.413 $ | +6,3 % | 14.234.952 $ | +6.112.616 $ | +75,3 % |
| ADVANCED MICRO DEVICES INC | AMD | 15.971.839 $ | +4.225.561 $ | +36,0 % | 11.746.278 $ | +7.220.519 $ | +159,5 % | 4.525.759 $ | +1.248.969 $ | +38,1 % |
| Sandisk Corp | SNDK | 15.785.770 $ | +7.395.884 $ | +88,2 % | 8.389.886 $ | +6.366.318 $ | +314,6 % | |||
| SPS COMMERCE INC | SPSC | 7.153.396 $ | -4.584.223 $ | -39,1 % | 11.737.619 $ | -3.770.607 $ | -24,3 % | 15.508.226 $ | +15.508.226 $ | |
| WESTERN DIGITAL CORP | WDC | 14.322.183 $ | +3.636.843 $ | +34,0 % | 10.685.340 $ | +10.685.340 $ | ||||
| TWILIO INC | TWLO | 13.228.320 $ | +3.919.950 $ | +42,1 % | 9.308.370 $ | -2.257.110 $ | -19,5 % | 11.565.480 $ | +11.565.480 $ | |
| EMBRAER S.A. | EMBJ | 12.561.806 $ | +698.493 $ | +5,9 % | 11.863.313 $ | +2.217.068 $ | +23,0 % | 9.646.245 $ | +2.523.129 $ | +35,4 % |
| LAS VEGAS SANDS CORP | LVS | 12.529.825 $ | +1.099.450 $ | +9,6 % | 11.430.375 $ | +11.430.375 $ | ||||
| DOLLAR GENERAL CORP | DG | 11.949.300 $ | +2.647.800 $ | +28,5 % | 9.301.500 $ | -992.700 $ | -9,6 % | 10.294.200 $ | +2.380.500 $ | +30,1 % |
| LAM RESEARCH CORP | LRCX | 11.195.172 $ | +2.993.931 $ | +36,5 % | 8.201.241 $ | +2.100.749 $ | +34,4 % | 6.100.492 $ | +6.100.492 $ | |
| SYNOPSYS INC | SNPS | 10.803.560 $ | +10.803.560 $ | |||||||
| SiriusPoint Ltd | SPNT | 10.758.935 $ | +1.867.700 $ | +21,0 % | 8.891.235 $ | -49.780 $ | -0,6 % | 8.941.015 $ | +1.359.350 $ | +17,9 % |
| ALAMOS GOLD INC | AGI | 10.050.090 $ | +10.050.090 $ | |||||||
| Bank of New York Mellon Corp | BK | 10.039.185 $ | +782.385 $ | +8,5 % | ||||||
| Mastercard Inc | MA | 4.253.056 $ | +15.421 $ | +0,4 % | 4.237.635 $ | -5.764.897 $ | -57,6 % | 10.002.532 $ | +437.838 $ | +4,6 % |
| FEDEX CORP | FDX | 9.606.328 $ | +1.764.231 $ | +22,5 % | 7.842.097 $ | +282.676 $ | +3,7 % | 7.559.421 $ | +7.559.421 $ | |
| Constellation Energy Corp | CEG | 8.893.572 $ | +8.893.572 $ | |||||||
| BBB FOODS INC | TBBB | 8.769.483 $ | +1.321.783 $ | +17,7 % | 7.447.700 $ | -382.008 $ | -4,9 % | 7.829.708 $ | +925.831 $ | +13,4 % |
| MASTEC INC | MTZ | 8.694.800 $ | +8.694.800 $ | |||||||
| ANALOG DEVICES INC | ADI | 7.922.837 $ | +744.957 $ | +10,4 % | 7.177.880 $ | -914.800 $ | -11,3 % | 8.092.680 $ | +8.092.680 $ | |
| MICROCHIP TECHNOLOGY INC | MCHP | 7.741.980 $ | +7.741.980 $ | |||||||
| MICRON TECHNOLOGY INC | MU | 7.535.395 $ | +3.117.812 $ | +70,6 % | 4.417.583 $ | -2.546.042 $ | -36,6 % | 6.963.625 $ | +3.097.020 $ | +80,1 % |
| GOLDMAN SACHS GROUP INC | GS | 6.416.700 $ | +603.345 $ | +10,4 % | 5.813.355 $ | +2.097.667 $ | +56,5 % | 3.715.688 $ | +3.715.688 $ | |
| INTUITIVE SURGICAL INC | ISRG | 6.398.653 $ | -6.351.083 $ | -49,8 % | ||||||
| B2GOLD CORP | BTG | 6.243.193 $ | +6.243.193 $ | |||||||
| Galaxy Digital Inc. | GLXY | 6.030.014 $ | +6.030.014 $ | |||||||
| WYNN RESORTS LTD | WYNN | 1.427.956 $ | -4.019.286 $ | -73,8 % | 5.447.242 $ | +1.001.008 $ | +22,5 % | 4.446.234 $ | -2.439.761 $ | -35,4 % |
| MERCADOLIBRE INC | MELI | 4.900.556 $ | -4.346.568 $ | -47,0 % | ||||||
| Aris Mining Corp | ARIS | 4.885.230 $ | +4.885.230 $ | |||||||
| AMN HEALTHCARE SERVICES INC | AMN | 3.518.278 $ | -803.668 $ | -18,6 % | 4.321.946 $ | -292.445 $ | -6,3 % | 4.614.391 $ | -846.084 $ | -15,5 % |
| Talen Energy Corp | TLN | 4.535.564 $ | +2.239.359 $ | +97,5 % | ||||||
| Roblox Corp | RBLX | 2.743.838 $ | -1.259.390 $ | -31,5 % | 4.003.228 $ | +4.003.228 $ | ||||
| EQT Corp | EQT | 3.619.595 $ | +3.619.595 $ | |||||||
| BOEING CO | BA | 3.431.697 $ | +3.431.697 $ | |||||||
| Ascendis Pharma A/S | ASND | 3.305.220 $ | +3.305.220 $ | |||||||
| GENERAL ELECTRIC CO | GE | 3.062.941 $ | +3.062.941 $ | |||||||
| KOHLS Corp | KSS | 1.186.352 $ | +859.970 $ | +263,5 % | ||||||
| CYTOKINETICS INC | CYTK | 1.176.224 $ | +1.176.224 $ | |||||||
| GLAUKOS Corp | GKOS | 888.294 $ | -5.095.642 $ | -85,2 % | ||||||
| 1.596.612.992 $ | +180.130.658 $ | +15,4 % | 1.428.916.734 $ | +389.302.894 $ | +18,7 % | 1.056.359.946 $ | +439.947.999 $ | +67,3 % | ||