| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 563.533.756 $ | +57.555.890 $ | -4,3 % | 597.901.175 $ | +49.047.902 $ | +2,2 % | 653.360.070 $ | +111.275.586 $ | +4,1 % | 600.646.333 $ | +180.732.397 $ | +43,8 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 96.041.388 $ | -1.168.767 $ | -1,2 % | 97.210.155 $ | +42.316.090 $ | +77,1 % | 54.894.065 $ | -5.552.995 $ | -9,2 % | 60.447.060 $ | +5.345.390 $ | +9,7 % |
| INTUIT INC. | INTU | 56.716.582 $ | -2.438.849 $ | -4,1 % | 59.155.431 $ | +5.813.331 $ | +10,9 % | 53.342.100 $ | +14.678.131 $ | +38,0 % | 38.663.969 $ | +3.947.132 $ | +11,4 % |
| Meta Platforms, Inc. | META | 43.637.499 $ | -6.708.885 $ | -13,3 % | 50.346.384 $ | -5.666.247 $ | -10,1 % | 56.012.631 $ | -282.969 $ | -0,5 % | 56.295.600 $ | +12.335.470 $ | +28,1 % |
| CIENA CORP | CIEN | 50.575.499 $ | +8.792.986 $ | +21,0 % | 41.782.513 $ | -7.620.156 $ | -15,4 % | 49.402.669 $ | +18.581.690 $ | +60,3 % | 30.820.979 $ | +4.625.239 $ | +17,7 % |
| Viking Holdings Ltd | VIK | 49.752.353 $ | +5.478.510 $ | +12,4 % | 44.273.843 $ | +5.734.954 $ | +14,9 % | 38.538.889 $ | -3.339.590 $ | -8,0 % | 41.878.479 $ | +3.755.963 $ | +9,9 % |
| Alphabet Inc. | GOOGL | 13.120.788 $ | -32.835.437 $ | -71,4 % | 45.956.225 $ | +13.822.295 $ | +43,0 % | 32.133.930 $ | +32.133.930 $ | ||||
| Liberty Media Corp | FWONA | 43.656.920 $ | +11.263.975 $ | +34,8 % | 32.392.945 $ | -1.953.244 $ | -5,7 % | 34.346.189 $ | -3.313.417 $ | -8,8 % | 37.659.606 $ | +9.020.859 $ | +31,5 % |
| Nu Holdings Ltd. | NU | 40.630.370 $ | +1.445.813 $ | +3,7 % | 39.184.557 $ | -4.428.140 $ | -10,2 % | 43.612.697 $ | +5.026.089 $ | +13,0 % | 38.586.608 $ | +11.755.268 $ | +43,8 % |
| Rocket Companies, Inc. | RKT | 43.204.918 $ | +1.064.096 $ | +2,5 % | 42.140.822 $ | +42.140.822 $ | |||||||
| COSTAR GROUP, INC. | CSGP | 16.274.232 $ | -26.771.426 $ | -62,2 % | 43.045.658 $ | +1.840.095 $ | +4,5 % | 41.205.563 $ | +10.052.485 $ | +32,3 % | |||
| CARMAX INC | KMX | 40.791.631 $ | +4.163.932 $ | +11,4 % | |||||||||
| RALPH LAUREN CORP | RL | 40.432.585 $ | +809.877 $ | +2,0 % | 39.622.708 $ | +2.531.696 $ | +6,8 % | 37.091.012 $ | +4.871.340 $ | +15,1 % | 32.219.672 $ | +19.260.910 $ | +148,6 % |
| NETFLIX INC | NFLX | 28.922.882 $ | +718.936 $ | +2,5 % | 28.203.946 $ | -7.860.767 $ | -21,8 % | 36.064.713 $ | -4.217.657 $ | -10,5 % | 40.282.370 $ | +12.230.935 $ | +43,6 % |
| MASTEC INC | MTZ | 36.273.289 $ | +36.273.289 $ | ||||||||||
| Confluent, Inc. | CFLT | 34.666.177 $ | +4.559.886 $ | +15,1 % | 30.106.291 $ | +5.275.361 $ | +21,2 % | ||||||
| DICK'S SPORTING GOODS, INC. | DKS | 33.628.330 $ | -143.969 $ | -0,4 % | 33.772.299 $ | +33.772.299 $ | |||||||
| Duolingo, Inc. | DUOL | 32.444.159 $ | +32.444.159 $ | ||||||||||
| Ferguson Enterprises Inc. /DE/ | FERG | 15.348.696 $ | -16.983.042 $ | -52,5 % | 32.331.738 $ | +20.367.845 $ | +170,2 % | ||||||
| MERCADOLIBRE INC | MELI | 18.400.231 $ | -9.448.928 $ | -33,9 % | 27.849.159 $ | -378.739 $ | -1,3 % | 28.227.898 $ | +413.648 $ | +1,5 % | 27.814.250 $ | +7.053.091 $ | +34,0 % |
| SHOPIFY INC. | SHOP | 25.123.123 $ | +25.123.123 $ | ||||||||||
| TELEPHONE & DATA SYSTEMS INC /DE/ | TDS | 20.863.594 $ | +20.863.594 $ | ||||||||||
| ANALOG DEVICES INC | ADI | 20.250.247 $ | +20.250.247 $ | ||||||||||
| Tesla, Inc. | TSLA | 17.770.218 $ | +17.770.218 $ | ||||||||||
| 563.533.756 $ | +57.555.890 $ | -4,3 % | 597.901.175 $ | +49.047.902 $ | +2,2 % | 653.360.070 $ | +111.275.586 $ | +4,1 % | 600.646.333 $ | +180.732.397 $ | +43,8 % | ||