| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 363.533.111 $ | +170.217.483 $ | +128,4 % | 185.284.528 $ | +12.771.039 $ | +215,2 % | 205.729.682 $ | -90.298.385 $ | +64,4 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 140.603.469 $ | +46.318.365 $ | +49,1 % | 94.285.104 $ | +20.894.315 $ | +28,5 % | 73.390.789 $ | -51.228.671 $ | -41,1 % |
| NVIDIA CORP | NVDA | 39.294.245 $ | +22.111.533 $ | +128,7 % | 17.182.712 $ | +2.632.939 $ | +18,1 % | 14.549.773 $ | -17.380.817 $ | -54,4 % |
| AMAZON COM INC | AMZN | 33.825.979 $ | +21.532.035 $ | +175,1 % | 12.293.944 $ | +10.078 $ | +0,1 % | 12.283.866 $ | -19.329.355 $ | -61,1 % |
| AppLovin Corp | APP | 28.455.418 $ | +24.144.178 $ | +560,0 % | 4.311.240 $ | -11.761.108 $ | -73,2 % | 16.072.348 $ | +2.100.480 $ | +15,0 % |
| MICROSOFT CORP | MSFT | 26.883.952 $ | +24.507.079 $ | +1.031,1 % | 2.376.873 $ | -15.634.715 $ | -86,8 % | 18.011.588 $ | +0 $ | +0,0 % |
| Vertiv Holdings Co | VRT | 25.185.093 $ | +0 $ | +0,0 % | ||||||
| Solventum Corp | SOLV | 18.273.140 $ | +3.289.087 $ | +22,0 % | 14.984.053 $ | +14.453.173 $ | +2.722,5 % | 530.880 $ | +165.888 $ | +45,4 % |
| BOEING CO | BA | 14.112.800 $ | +4.832.110 $ | +52,1 % | 9.280.690 $ | +6.915.100 $ | +292,3 % | 2.365.590 $ | +2.365.590 $ | |
| Shift4 Payments, Inc. | FOUR | 4.596.999 $ | -2.036.413 $ | -30,7 % | 6.633.412 $ | -5.696.790 $ | -46,2 % | 12.330.202 $ | +0 $ | +0,0 % |
| STARBUCKS CORP | SBUX | 505.597 $ | -35.843 $ | -6,6 % | 541.440 $ | -10.556.463 $ | -95,1 % | 11.097.903 $ | +0 $ | +0,0 % |
| Ratan Capital Management LP | 10.943.361 $ | +1.137.131 $ | +11,6 % | 9.806.230 $ | +1.340.467 $ | +15,8 % | 8.465.763 $ | -11.206.232 $ | -57,0 % | |
| Bloom Energy Corp | BE | 10.123.033 $ | +10.123.033 $ | |||||||
| SENSIENT TECHNOLOGIES CORP | SXT | 8.509.521 $ | -1.298.743 $ | -13,2 % | 9.808.264 $ | +9.808.264 $ | ||||
| ORACLE CORP | ORCL | 9.355.680 $ | +9.355.680 $ | |||||||
| RTX Corp | RTX | 917.000 $ | -7.114.100 $ | -88,6 % | 8.031.100 $ | +7.368.800 $ | +1.112,6 % | |||
| ADVANCED MICRO DEVICES INC | AMD | 6.424.800 $ | +6.424.800 $ | |||||||
| ALPHA PRO TECH LTD | APT | 6.260.000 $ | +6.260.000 $ | |||||||
| CARPENTER TECHNOLOGY CORP | CRS | 2.017.180 $ | +444.005 $ | +28,2 % | 1.573.175 $ | +355.915 $ | +29,2 % | 1.217.260 $ | -3.220.563 $ | -72,6 % |
| Mastercard Inc | MA | 1.769.728 $ | +6.417 $ | +0,4 % | 1.763.311 $ | +64.139 $ | +3,8 % | 1.699.172 $ | +0 $ | +0,0 % |
| HDFC BANK LTD | HDB | 475.020 $ | +30.940 $ | +7,0 % | 444.080 $ | -54.275 $ | -10,9 % | 498.355 $ | +66.495 $ | +15,4 % |
| Veralto Corp | VLTO | 186.189 $ | +186.189 $ | |||||||
| 363.533.111 $ | +170.217.483 $ | +128,4 % | 185.284.528 $ | +12.771.039 $ | +215,2 % | 205.729.682 $ | -90.298.385 $ | +64,4 % | ||