| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 2.856.244.626 $ | -451.373.033 $ | +29,2 % | 11 | 4.344.396.765 $ | +92.660.087 $ | +3,2 % | 14 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 410.515.198 $ | -203.500.996 $ | -33,1 % | 1 | 614.016.194 $ | -9.689.326 $ | -1,6 % | 1 |
| EVEREST GROUP, LTD. | EG | → 0 | Stark | 445.125.711 $ | -51.388.057 $ | -10,3 % | 1 | 496.513.768 $ | +60.852.316 $ | +14,0 % | 1 |
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 246.960.458 $ | -166.915.383 $ | -40,3 % | 1 | 413.875.841 $ | +18.755.508 $ | +4,7 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 332.371.428 $ | -80.576.628 $ | -19,5 % | 1 | 412.948.056 $ | -26.278.472 $ | -6,0 % | 1 |
| Salesforce, Inc. | CRM | → 0 | Neutral | 371.212.314 $ | +71.198.594 $ | +23,7 % | 1 | ||||
| TransDigm Group INC | TDG | → 0 | Neutral | 213.512.883 $ | -115.463.679 $ | -35,1 % | 1 | 328.976.562 $ | -32.038.058 $ | -8,9 % | 1 |
| COSTAR GROUP, INC. | CSGP | → 0 | Neutral | 323.203.808 $ | +14.071.172 $ | +4,6 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 194.076.854 $ | -73.958.309 $ | -27,6 % | 1 | 268.035.163 $ | -52.141.726 $ | -16,3 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 191.459.219 $ | -73.774.145 $ | -27,8 % | 1 | 265.233.364 $ | +11.431.544 $ | +4,5 % | 1 |
| VISA INC. | V | → 0 | Neutral | 193.268.577 $ | -63.369.938 $ | -24,7 % | 1 | 256.638.515 $ | +11.562.223 $ | +4,7 % | 1 |
| RYAN SPECIALTY HOLDINGS, INC. | RYAN | → 0 | Stark | 222.526.615 $ | +186.930.935 $ | +525,2 % | 1 | ||||
| TransUnion | TRU | → 0 | Neutral | 221.920.381 $ | +221.920.381 $ | 1 | |||||
| Ares Management Corp | ARES | → 0 | Neutral | 184.507.302 $ | -31.277.214 $ | -14,5 % | 1 | 215.784.516 $ | -1.481.407 $ | -0,7 % | 1 |
| Elevance Health, Inc. | ELV | → 0 | Schwach | 135.706.495 $ | +11.879.482 $ | +9,6 % | 1 | ||||
| IQVIA HOLDINGS INC. | IQV | → 0 | Neutral | 129.913.613 $ | +15.666.775 $ | +13,7 % | 1 | ||||
| TPG Inc. | TPG | → 0 | Stark | 112.338.556 $ | -1.128.538 $ | -1,0 % | 1 | ||||
| 2.856.244.626 $ | -451.373.033 $ | +29,2 % | 11 | 4.344.396.765 $ | +92.660.087 $ | +3,2 % | 14 | ||||