| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 4.185.888 $ | +345.728 $ | +114,1 % | 4.002.047 $ | +504.625 $ | +42,2 % | 3.994.334 $ | +1.021.055 $ | +14,9 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 2.810.364 $ | -97.536 $ | -3,4 % | 2.907.900 $ | +152.700 $ | +5,5 % | 2.755.200 $ | +426.581 $ | +18,3 % |
| INSMED Inc | INSM | 257.884 $ | -91.115 $ | -26,1 % | 348.999 $ | +112.149 $ | +47,4 % | 236.850 $ | +132.405 $ | +126,8 % |
| AMAZON COM INC | AMZN | 193.413 $ | +97.446 $ | +101,5 % | 95.967 $ | +69.946 $ | +268,8 % | |||
| MERCADOLIBRE INC | MELI | 94.970 $ | -41.376 $ | -30,3 % | 136.346 $ | -4.071 $ | -2,9 % | 140.417 $ | +35.607 $ | +34,0 % |
| ENTEGRIS INC | ENTG | 71.120 $ | -61.621 $ | -46,4 % | 132.741 $ | +132.741 $ | ||||
| ALPHA PRO TECH LTD | APT | 120.505 $ | +95.660 $ | +385,0 % | 24.845 $ | +24.845 $ | ||||
| Sea Ltd | SE | 120.441 $ | +71.433 $ | +145,8 % | 49.008 $ | -530 $ | -1,1 % | 49.538 $ | +49.538 $ | |
| MICROSOFT CORP | MSFT | 99.945 $ | +99.945 $ | |||||||
| BBB FOODS INC | TBBB | 89.323 $ | +57.426 $ | +180,0 % | 31.897 $ | +21.888 $ | +218,7 % | 10.009 $ | +10.009 $ | |
| ELI LILLY & Co | LLY | 78.479 $ | +158 $ | +0,2 % | ||||||
| Alcoa Corp | AA | 73.123 $ | +73.123 $ | |||||||
| EQT Corp | EQT | 48.712 $ | -24.345 $ | -33,3 % | 73.057 $ | +27.142 $ | +59,1 % | |||
| LATTICE SEMICONDUCTOR CORP | LSCC | 68.133 $ | +68.133 $ | |||||||
| Bloom Energy Corp | BE | 64.346 $ | +64.346 $ | |||||||
| CITIGROUP INC | C | 52.257 $ | -4.458 $ | -7,9 % | 56.715 $ | +56.715 $ | ||||
| Option Care Health, Inc. | OPCH | 55.626 $ | +28.485 $ | +105,0 % | 27.141 $ | +6.456 $ | +31,2 % | 20.685 $ | +20.685 $ | |
| CARPENTER TECHNOLOGY CORP | CRS | 54.027 $ | +19.028 $ | +54,4 % | 34.999 $ | +34.999 $ | ||||
| TWILIO INC | TWLO | 51.326 $ | +26.395 $ | +105,9 % | 24.931 $ | -10.528 $ | -29,7 % | |||
| Nu Holdings Ltd. | NU | 23.281 $ | -23.578 $ | -50,3 % | 46.859 $ | +46.859 $ | ||||
| DELTA AIR LINES, INC. | DAL | 45.173 $ | +6.148 $ | +15,8 % | 39.025 $ | -17.421 $ | -30,9 % | |||
| Caesars Entertainment, Inc. | CZR | 39.629 $ | +918 $ | +2,4 % | ||||||
| AppLovin Corp | APP | 31.317 $ | +20.665 $ | +194,0 % | ||||||
| Liberty Media Corp | FWONA | 30.123 $ | +30.123 $ | |||||||
| GOLDMAN SACHS GROUP INC | GS | 24.173 $ | -5.553 $ | -18,7 % | 29.726 $ | +29.726 $ | ||||
| ON SEMICONDUCTOR CORP | ON | 29.038 $ | +29.038 $ | |||||||
| BARCLAYS PLC | BCS | 28.814 $ | -29.820 $ | -50,9 % | ||||||
| INTEL CORP | INTC | 28.682 $ | +28.682 $ | |||||||
| PG&E Corp | PCG | 24.871 $ | +24.871 $ | |||||||
| YPF SOCIEDAD ANONIMA | YPF | 21.949 $ | +19.163 $ | +687,8 % | 2.786 $ | -19.355 $ | -87,4 % | 22.141 $ | -50.581 $ | -69,6 % |
| SEMTECH CORP | SMTC | 21.543 $ | +21.543 $ | |||||||
| GENUINE PARTS CO | GPC | 19.984 $ | +19.984 $ | |||||||
| Sandisk Corp | SNDK | 18.652 $ | +18.652 $ | |||||||
| Synchrony Financial | SYF | 18.603 $ | +18.603 $ | |||||||
| RH | RH | 15.801 $ | +15.801 $ | |||||||
| CHIPOTLE MEXICAN GRILL INC | CMG | 14.501 $ | +5.362 $ | +58,7 % | 9.139 $ | +9.139 $ | ||||
| FREEPORT-MCMORAN INC | FCX | 9.745 $ | -28.800 $ | -74,7 % | ||||||
| ARGAN INC | AGX | 9.400 $ | +9.400 $ | |||||||
| EchoStar CORP | SATS | 6.605 $ | +1.965 $ | +42,3 % | 4.640 $ | +4.640 $ | ||||
| Chemours Co | CC | 4.830 $ | +4.830 $ | |||||||
| 4.185.888 $ | +345.728 $ | +114,1 % | 4.002.047 $ | +504.625 $ | +42,2 % | 3.994.334 $ | +1.021.055 $ | +14,9 % | ||