| 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 | ||||
| 473.866.417 $ | -60.567.525 $ | +176,2 % | 9 | 545.677.004 $ | +93.138.841 $ | -12,1 % | 8 | 512.278.427 $ | +84.014.230 $ | +17,5 % | 8 | ||||
| AppLovin Corp | APP | → 0 | Neutral | 76.107.550 $ | -42.973.290 $ | -36,1 % | 1 | 119.080.840 $ | -28.730.023 $ | -19,4 % | 1 | 147.810.863 $ | +54.511.042 $ | +58,4 % | 1 |
| Clearwater Analytics Holdings, Inc. | CWAN | → 0 | 22.709.014 $ | -65.593.655 $ | -74,3 % | 1 | 88.302.669 $ | +88.302.669 $ | 1 | ||||||
| Global-E Online Ltd. | GLBE | → 0 | 57.543.333 $ | -15.780.116 $ | -21,5 % | 1 | 73.323.449 $ | +10.054.211 $ | +15,9 % | 1 | 63.269.238 $ | +3.927.788 $ | +6,6 % | 1 | |
| Workday, Inc. | WDAY | → 0 | Schwach | 43.814.351 $ | -24.752.231 $ | -36,1 % | 1 | 68.566.582 $ | -1.794.223 $ | -2,6 % | 1 | 70.360.805 $ | +11.733.365 $ | +20,0 % | 1 |
| Dynatrace, Inc. | DT | → 0 | Schwach | 60.925.807 $ | -1.940.337 $ | -3,1 % | 1 | 62.866.144 $ | -7.412.228 $ | -10,5 % | 1 | 70.278.372 $ | +11.740.368 $ | +20,1 % | 1 |
| GoDaddy Inc. | GDDY | → 0 | Neutral | 49.935.243 $ | -17.692.204 $ | -26,2 % | 1 | 67.627.447 $ | +97.600 $ | +0,1 % | 1 | 67.529.847 $ | -16.833.845 $ | -20,0 % | 1 |
| SailPoint, Inc. | SAIL | → 0 | Neutral | 56.685.882 $ | +53.357.744 $ | +1.603,2 % | 1 | 3.632.491 $ | -128.322 $ | -3,4 % | 1 | ||||
| MeridianLink, Inc. | → 0 | 56.107.773 $ | +10.416.395 $ | +22,8 % | 1 | ||||||||||
| Accelerant Holdings | ARX | → 0 | Neutral | 53.345.451 $ | +2.006.778 $ | +3,9 % | 1 | 51.338.673 $ | +51.338.673 $ | 1 | |||||
| APPFOLIO INC | APPF | → 0 | Neutral | 52.799.786 $ | +52.799.786 $ | 1 | |||||||||
| Jamf Holding Corp. | JAMF | → 0 | 14.571.200 $ | -18.717.838 $ | -56,2 % | 1 | 33.289.038 $ | +8.647.439 $ | +35,1 % | 1 | |||||
| 473.866.417 $ | -60.567.525 $ | +176,2 % | 9 | 545.677.004 $ | +93.138.841 $ | -12,1 % | 8 | 512.278.427 $ | +84.014.230 $ | +17,5 % | 8 | ||||