| 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 | ||||
| 7.188.837.710 $ | +779.291.560 $ | +5,6 % | 7 | 8.213.309.212 $ | +1.535.499.298 $ | +4,7 % | 10 | 6.477.630.492 $ | +979.333.992 $ | +29,9 % | 8 | ||||
| ROPER TECHNOLOGIES INC | ROP | → 0 | Neutral | 2.653.242.280 $ | +1.275.075.287 $ | +92,5 % | 1 | 1.378.166.993 $ | +1.378.166.993 $ | 1 | |||||
| Fidelity National Financial, Inc. | FNF | → 0 | Neutral | 969.471.864 $ | -106.169.496 $ | -9,9 % | 1 | 1.075.641.360 $ | -67.928.139 $ | -5,9 % | 1 | 1.143.569.499 $ | +334.780.667 $ | +41,4 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 824.332.660 $ | -125.006.918 $ | -13,2 % | 1 | 949.339.578 $ | +180.620.397 $ | +23,5 % | 1 | 768.719.181 $ | -199.207.560 $ | -20,6 % | 1 |
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Stark | 607.826.419 $ | -224.781.005 $ | -27,0 % | 1 | 832.607.424 $ | +42.081.138 $ | +5,3 % | 1 | 790.526.286 $ | +259.899.606 $ | +49,0 % | 1 |
| TransDigm Group INC | TDG | → 0 | Neutral | 590.606.016 $ | -162.222.069 $ | -21,5 % | 1 | 752.828.085 $ | -54.459.165 $ | -6,7 % | 1 | 807.287.250 $ | -276.472.878 $ | -25,5 % | 1 |
| Expedia Group, Inc. | EXPE | → 0 | Neutral | 792.737.726 $ | +126.364.275 $ | +19,0 % | 1 | 666.373.451 $ | -120.675.424 $ | -15,3 % | 1 | 787.048.875 $ | +218.226.179 $ | +38,4 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 750.620.745 $ | -3.968.514 $ | -0,5 % | 1 | 754.589.259 $ | -34.991.500 $ | -4,4 % | 1 | 789.580.759 $ | +123.451.020 $ | +18,5 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 761.024.550 $ | +199.238.556 $ | +35,5 % | 1 | ||||||||
| SAP SE | SAP | → 0 | 595.402.774 $ | -34.471.318 $ | -5,5 % | 1 | 629.874.092 $ | +319.418.402 $ | +102,9 % | 1 | |||||
| NVIDIA CORP | NVDA | → 0 | Stark | 606.703.150 $ | +134.823.672 $ | +28,6 % | 1 | ||||||||
| Perimeter Solutions, Inc. | PRM | → 0 | Neutral | 601.657.138 $ | +112.332.644 $ | +23,0 % | 1 | ||||||||
| 7.188.837.710 $ | +779.291.560 $ | +5,6 % | 7 | 8.213.309.212 $ | +1.535.499.298 $ | +4,7 % | 10 | 6.477.630.492 $ | +979.333.992 $ | +29,9 % | 8 | ||||