| 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 | ||||
| 493.885.065 $ | -113.632.867 $ | +36,1 % | 7 | 920.680.591 $ | +571.422.941 $ | +2.175,4 % | 12 | 399.195.575 $ | +205.816.902 $ | +32,2 % | 6 | ||||
| ELECTRONIC ARTS INC. | EA | → 0 | Neutral | 108.836.407 $ | -203.926.620 $ | -65,2 % | 1 | 312.763.027 $ | +156.003.401 $ | +99,5 % | 1 | 156.759.626 $ | +156.759.626 $ | 1 | |
| COMCAST CORP | CMCSA | → 0 | Neutral | 79.355.043 $ | -9.717.785 $ | -10,9 % | 1 | 89.072.828 $ | +29.398.739 $ | +49,3 % | 1 | 59.674.089 $ | +29.679.249 $ | +98,9 % | 1 |
| NETFLIX INC | NFLX | → 0 | Stark | 80.219.868 $ | +19.466.951 $ | +32,0 % | 1 | 60.752.917 $ | +60.273.349 $ | +12.568,3 % | 1 | ||||
| Airbnb, Inc. | ABNB | → 0 | Stark | 63.140.000 $ | +2.133.860 $ | +3,5 % | 1 | 61.006.140 $ | +12.316.720 $ | +25,3 % | 1 | 48.689.420 $ | +7.597.850 $ | +18,5 % | 1 |
| EXACT SCIENCES CORP | EXAS | → 0 | 61.545.360 $ | +61.545.360 $ | 1 | ||||||||||
| PELOTON INTERACTIVE, INC. | PTON | → 0 | Neutral | 60.281.922 $ | +24.608.647 $ | +69,0 % | 1 | 51.718.041 $ | -5.262.517 $ | -9,2 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 56.966.800 $ | +12.722.150 $ | +28,8 % | 1 | 44.244.650 $ | +12.347.020 $ | +38,7 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 53.026.853 $ | +27.153.183 $ | +104,9 % | 1 | ||||||||
| HOLOGIC INC | HOLX | → 0 | 51.666.264 $ | +51.666.264 $ | 1 | ||||||||||
| Duolingo, Inc. | DUOL | → 0 | Neutral | 49.024.972 $ | +26.648.897 $ | +119,1 % | 1 | ||||||||
| Clearwater Analytics Holdings, Inc. | CWAN | → 0 | 47.998.800 $ | +47.998.800 $ | 1 | ||||||||||
| PEPSICO INC | PEP | → 0 | Stark | 47.695.858 $ | +39.580.392 $ | +487,7 % | 1 | ||||||||
| Janus Henderson Group Ltd. | JHG | → 0 | 46.904.020 $ | +46.904.020 $ | 1 | ||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 46.473.636 $ | +45.372.066 $ | +4.118,9 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 38.109.749 $ | +4.695.674 $ | +14,1 % | 1 | ||||||||||
| NEW YORK TIMES CO | NYT | → 0 | Neutral | 37.834.941 $ | +7.641.680 $ | +25,3 % | 1 | ||||||||
| 493.885.065 $ | -113.632.867 $ | +36,1 % | 7 | 920.680.591 $ | +571.422.941 $ | +2.175,4 % | 12 | 399.195.575 $ | +205.816.902 $ | +32,2 % | 6 | ||||