| 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 | ||||
| 1.108.202.850 $ | +259.169.032 $ | -7,2 % | 9 | 1.021.614.610 $ | +86.374.672 $ | -1,4 % | 8 | 1.039.800.337 $ | +48.614.269 $ | -1,5 % | 8 | ||||
| ASML HOLDING NV | ASML | → 0 | Stark | 185.305.845 $ | -20.474.237 $ | -9,9 % | 1 | 205.780.082 $ | +38.081.724 $ | +22,7 % | 1 | 167.698.358 $ | +55.512.573 $ | +49,5 % | 1 |
| DANAHER CORP /DE/ | DHR | → 0 | Schwach | 110.013.504 $ | -79.422.374 $ | -41,9 % | 1 | 189.435.878 $ | +18.763.757 $ | +11,0 % | 1 | 170.672.121 $ | -12.445.879 $ | -6,8 % | 1 |
| AerCap Holdings N.V. | AER | → 0 | 154.120.221 $ | -20.556.661 $ | -11,8 % | 1 | 174.676.882 $ | +21.733.124 $ | +14,2 % | 1 | 152.943.758 $ | -6.307.048 $ | -4,0 % | 1 | |
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Neutral | 143.523.190 $ | +143.523.190 $ | 1 | |||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 92.503.695 $ | -13.407.746 $ | -12,7 % | 1 | 105.911.441 $ | -35.254.020 $ | -25,0 % | 1 | 141.165.461 $ | -39.746.303 $ | -22,0 % | 1 |
| AUTOZONE INC | AZO | → 0 | Neutral | 85.197.872 $ | -42.985.919 $ | -33,5 % | 1 | 128.183.791 $ | -4.220.316 $ | -3,2 % | 1 | ||||
| AppLovin Corp | APP | → 0 | Neutral | 126.146.896 $ | +126.146.896 $ | 1 | |||||||||
| Royalty Pharma plc | RPRX | → 0 | Schwach | 109.207.063 $ | +21.901.181 $ | +25,1 % | 1 | 87.305.882 $ | +4.382.041 $ | +5,3 % | 1 | 82.923.841 $ | +82.923.841 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 104.560.399 $ | -12.870.007 $ | -11,0 % | 1 | ||||||||
| S&P Global Inc. | SPGI | → 0 | Neutral | 94.715.987 $ | +94.715.987 $ | 1 | |||||||||
| Live Nation Entertainment, Inc. | LYV | → 0 | Neutral | 92.666.449 $ | +6.742.796 $ | +7,8 % | 1 | 85.923.653 $ | +85.923.653 $ | 1 | |||||
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 87.382.920 $ | -4.269.688 $ | -4,7 % | 1 | 91.652.608 $ | -14.232.592 $ | -13,4 % | 1 | ||||
| 1.108.202.850 $ | +259.169.032 $ | -7,2 % | 9 | 1.021.614.610 $ | +86.374.672 $ | -1,4 % | 8 | 1.039.800.337 $ | +48.614.269 $ | -1,5 % | 8 | ||||