| 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 | ||||
| 13.007.654 $ | -33.514.902 $ | -68,3 % | 2 | 115.941.217 $ | -30.897.976 $ | -18,8 % | 9 | 196.520.387 $ | -10.228.580 $ | -3,9 % | 14 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 6.797.459 $ | -24.909.454 $ | -78,6 % | 1 | 31.706.913 $ | -10.445.028 $ | -24,8 % | 1 | 42.151.941 $ | -4.626.967 $ | -9,9 % | 1 |
| Wix.com Ltd. | WIX | → 0 | 11.557.555 $ | -8.163.816 $ | -41,4 % | 1 | 19.721.371 $ | +4.507.626 $ | +29,6 % | 1 | |||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 6.210.195 $ | -8.605.448 $ | -58,1 % | 1 | 14.815.643 $ | -994.275 $ | -6,3 % | 1 | 15.809.918 $ | -1.004.790 $ | -6,0 % | 1 |
| KKR & Co. Inc. | KKR | → 0 | Neutral | 15.371.666 $ | -158.529 $ | -1,0 % | 1 | 15.530.195 $ | -1.325.770 $ | -7,9 % | 1 | ||||
| DoorDash, Inc. | DASH | → 0 | Schwach | 10.952.346 $ | -4.045.455 $ | -27,0 % | 1 | 14.997.801 $ | +551.575 $ | +3,8 % | 1 | ||||
| PROCORE TECHNOLOGIES, INC. | PCOR | → 0 | Neutral | 12.188.751 $ | -2.414.135 $ | -16,5 % | 1 | 14.602.886 $ | +26.210 $ | +0,2 % | 1 | ||||
| CCC Intelligent Solutions Holdings Inc. | CCC | → 0 | Neutral | 14.320.619 $ | -1.345.074 $ | -8,6 % | 1 | ||||||||
| SBA COMMUNICATIONS CORP | SBAC | → 0 | Schwach | 11.736.345 $ | -3.403.320 $ | -22,5 % | 1 | ||||||||
| Workday, Inc. | WDAY | → 0 | Schwach | 6.978.202 $ | -3.265.822 $ | -31,9 % | 1 | 10.244.024 $ | -12.616 $ | -0,1 % | 1 | ||||
| N-able, Inc. | NABL | → 0 | Neutral | 9.477.445 $ | -1.138.091 $ | -10,7 % | 1 | ||||||||
| ZoomInfo Technologies Inc. | GTM | → 0 | Neutral | 8.210.997 $ | -26.309 $ | -0,3 % | 1 | ||||||||
| GoDaddy Inc. | GDDY | → 0 | Neutral | 6.262.566 $ | -909.652 $ | -12,7 % | 1 | 7.172.218 $ | -2.717.938 $ | -27,5 % | 1 | ||||
| DigitalBridge Group, Inc. | DBRG | → 0 | Neutral | 6.107.575 $ | -501.264 $ | -7,6 % | 1 | 6.608.839 $ | +384.546 $ | +6,2 % | 1 | ||||
| Lumen Technologies, Inc. | LUMN | → 0 | Neutral | 5.935.788 $ | -97.662 $ | -1,6 % | 1 | ||||||||
| 13.007.654 $ | -33.514.902 $ | -68,3 % | 2 | 115.941.217 $ | -30.897.976 $ | -18,8 % | 9 | 196.520.387 $ | -10.228.580 $ | -3,9 % | 14 | ||||