| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.140.061.632 $ | +411.980.212 $ | +49,6 % | 735.467.884 $ | +735.467.884 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 821.706.106 $ | +355.505.032 $ | +76,3 % | 466.201.074 $ | +466.201.074 $ | |
| GENERAL ELECTRIC CO | GE | 72.594.662 $ | +50.285.136 $ | +225,4 % | 22.309.526 $ | +22.309.526 $ | |
| SPS COMMERCE INC | SPSC | 8.671.263 $ | -54.124.645 $ | -86,2 % | 62.795.908 $ | +62.795.908 $ | |
| NVIDIA CORP | NVDA | 39.907.084 $ | -16.066.916 $ | -28,7 % | 55.974.000 $ | +55.974.000 $ | |
| LAM RESEARCH CORP | LRCX | 51.432.572 $ | +51.432.572 $ | ||||
| PALATIN TECHNOLOGIES INC | PTNT | 22.220.528 $ | -25.574.458 $ | -53,5 % | 47.794.986 $ | +47.794.986 $ | |
| JPMORGAN CHASE & CO | JPM | 44.030.719 $ | +35.285.948 $ | +403,5 % | 8.744.771 $ | +8.744.771 $ | |
| WESTERN DIGITAL CORP | WDC | 27.904.295 $ | +27.904.295 $ | ||||
| BOSTON SCIENTIFIC CORP | BSX | 10.262.330 $ | -12.097.134 $ | -54,1 % | 22.359.464 $ | +22.359.464 $ | |
| MICROSOFT CORP | MSFT | 21.356.659 $ | +8.054.196 $ | +60,5 % | 13.302.463 $ | +13.302.463 $ | |
| Strategy Inc | MSTR | 6.839.573 $ | -3.802.057 $ | -35,7 % | 10.641.630 $ | +10.641.630 $ | |
| Constellation Energy Corp | CEG | 712.546 $ | -8.227.355 $ | -92,0 % | 8.939.901 $ | +8.939.901 $ | |
| AT&T INC. | T | 3.285.761 $ | +1.076.344 $ | +48,7 % | 2.209.417 $ | +2.209.417 $ | |
| MORGAN STANLEY | MS | 2.781.041 $ | +2.074.394 $ | +293,6 % | 706.647 $ | +706.647 $ | |
| BADGER METER INC | BMI | 1.192.441 $ | -1.053.381 $ | -46,9 % | 2.245.822 $ | +2.245.822 $ | |
| COPART INC | CPRT | 2.203.493 $ | +2.203.493 $ | ||||
| BlackRock, Inc. | BLK | 1.773.500 $ | +373.000 $ | +26,6 % | 1.400.500 $ | +1.400.500 $ | |
| TransDigm Group INC | TDG | 1.491.645 $ | +1.491.645 $ | ||||
| VS Trust | SVIX | 1.224.746 $ | +1.224.746 $ | ||||
| ELI LILLY & Co | LLY | 1.038.141 $ | +235.854 $ | +29,4 % | 802.287 $ | +802.287 $ | |
| APPFOLIO INC | APPF | 924.052 $ | +370.375 $ | +66,9 % | 553.677 $ | +553.677 $ | |
| AMAZON COM INC | AMZN | 876.654 $ | +217.047 $ | +32,9 % | 659.607 $ | +659.607 $ | |
| TYLER TECHNOLOGIES INC | TYL | 847.295 $ | +847.295 $ | ||||
| Booking Holdings Inc. | BKNG | 753.811 $ | +753.811 $ | ||||
| WINMARK CORP | WINA | 644.646 $ | +644.646 $ | ||||
| RAYMOND JAMES FINANCIAL INC | RJF | 551.705 $ | +111.965 $ | +25,5 % | 439.740 $ | +439.740 $ | |
| Vertiv Holdings Co | VRT | 220.828 $ | +220.828 $ | ||||
| 1.140.061.632 $ | +411.980.212 $ | +49,6 % | 735.467.884 $ | +735.467.884 $ | |||