| 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 | ||||
| 1.391.883.012 $ | -200.061.643 $ | -9,6 % | 7 | 1.840.319.473 $ | +16.457.283 $ | +2,2 % | 9 | 1.846.751.467 $ | +88.954.394 $ | +8,8 % | 9 | ||||
| Meta Platforms, Inc. | META | → 0 | Stark | 401.680.458 $ | -61.754.869 $ | -13,3 % | 1 | 463.435.327 $ | -52.157.449 $ | -10,1 % | 1 | 515.592.776 $ | -2.604.713 $ | -0,5 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 247.920.476 $ | -74.463.837 $ | -23,1 % | 1 | 322.384.313 $ | +72.171.759 $ | +28,8 % | 1 | 250.212.554 $ | +75.296.080 $ | +43,0 % | 1 |
| NETFLIX INC | NFLX | → 0 | Stark | 199.156.360 $ | +52.446.056 $ | +35,7 % | 1 | 146.710.304 $ | -7.023.611 $ | -4,6 % | 1 | 153.733.915 $ | -30.200.947 $ | -16,4 % | 1 |
| HCA Healthcare, Inc. | HCA | → 0 | Neutral | 124.104.824 $ | -64.539.296 $ | -34,2 % | 1 | 188.644.120 $ | +7.479.286 $ | +4,1 % | 1 | 181.164.834 $ | +28.299.889 $ | +18,5 % | 1 |
| CREDIT ACCEPTANCE CORP | CACC | → 0 | Neutral | 151.627.052 $ | -7.161.340 $ | -4,5 % | 1 | 158.788.392 $ | -9.414.269 $ | -5,6 % | 1 | 168.202.661 $ | -32.623.815 $ | -16,2 % | 1 |
| HEICO CORP | HEI | → 0 | Stark | 129.077.947 $ | -35.678.823 $ | -21,7 % | 1 | 164.756.770 $ | -1.083.453 $ | -0,7 % | 1 | 165.840.223 $ | -3.041.503 $ | -1,8 % | 1 |
| MSCI Inc. | MSCI | → 0 | Stark | 138.315.895 $ | -8.909.534 $ | -6,1 % | 1 | 147.225.429 $ | +1.621.781 $ | +1,1 % | 1 | 145.603.648 $ | -2.394.180 $ | -1,6 % | 1 |
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 134.509.261 $ | -6.189.439 $ | -4,4 % | 1 | 140.698.700 $ | +38.310.146 $ | +37,4 % | 1 | ||||
| Karooooo Ltd. | KARO | → 0 | Neutral | 125.702.156 $ | +17.913.437 $ | +16,6 % | 1 | ||||||||
| BROWN & BROWN, INC. | BRO | → 0 | Neutral | 113.865.557 $ | +11.052.678 $ | +10,8 % | 1 | ||||||||
| 1.391.883.012 $ | -200.061.643 $ | -9,6 % | 7 | 1.840.319.473 $ | +16.457.283 $ | +2,2 % | 9 | 1.846.751.467 $ | +88.954.394 $ | +8,8 % | 9 | ||||