| 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 | ||||
| 710.464.357 $ | -49.104.893 $ | -2,8 % | 5 | 1.025.502.381 $ | +408.700.301 $ | +30,2 % | 11 | 717.509.238 $ | +151.100.115 $ | +37,3 % | 9 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 248.300.130 $ | -7.305.021 $ | -2,9 % | 1 | 255.605.151 $ | +39.960.651 $ | +18,5 % | 1 | 215.644.500 $ | +34.425.704 $ | +19,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 181.237.634 $ | -52.194.617 $ | -22,4 % | 1 | 233.432.251 $ | +233.432.251 $ | 1 | |||||
| Apple Inc. | AAPL | → 0 | Neutral | 117.577.608 $ | -8.251.434 $ | -6,6 % | 1 | 125.829.042 $ | +33.595.181 $ | +36,4 % | 1 | 92.233.861 $ | +30.730.871 $ | +50,0 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 124.211.348 $ | +18.520.714 $ | +17,5 % | 1 | 105.690.634 $ | +7.560.884 $ | +7,7 % | 1 | 98.129.750 $ | +23.929.732 $ | +32,3 % | 1 |
| VISA INC. | V | → 0 | Neutral | 68.057.834 $ | -811.310 $ | -1,2 % | 1 | ||||||||
| ORACLE CORP | ORCL | → 0 | Stark | 56.425.181 $ | +25.052.432 $ | +79,9 % | 1 | ||||||||
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 54.149.646 $ | +10.036.312 $ | +22,8 % | 1 | 44.113.334 $ | -311.872 $ | -0,7 % | 1 | ||||
| Verona Pharma plc | VRNA | → 0 | 49.883.830 $ | +26.677.870 $ | +115,0 % | 1 | |||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 44.908.321 $ | -2.590.492 $ | -5,5 % | 1 | 47.498.813 $ | -3.515.344 $ | -6,9 % | 1 | ||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 39.827.617 $ | -5.694.518 $ | -12,5 % | 1 | 45.522.135 $ | +14.922.032 $ | +48,8 % | 1 | ||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 44.855.924 $ | +19.745.803 $ | +78,6 % | 1 | ||||||||
| ServiceNow, Inc. | NOW | → 0 | Neutral | 42.854.596 $ | +42.854.596 $ | 1 | |||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 39.337.027 $ | +17.358.202 $ | +79,0 % | 1 | ||||||||
| MCKESSON CORP | MCK | → 0 | Schwach | 39.137.637 $ | +125.465 $ | +0,3 % | 1 | 39.012.172 $ | +12.441.431 $ | +46,8 % | 1 | ||||
| 710.464.357 $ | -49.104.893 $ | -2,8 % | 5 | 1.025.502.381 $ | +408.700.301 $ | +30,2 % | 11 | 717.509.238 $ | +151.100.115 $ | +37,3 % | 9 | ||||