| 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 | ||||
| 802.781.604 $ | +49.449.067 $ | +17,3 % | 9 | 613.434.987 $ | -309.992 $ | +5,6 % | 6 | 966.877.008 $ | +97.439.095 $ | +16,2 % | 10 | ||||
| AppLovin Corp | APP | → 0 | Neutral | 72.038.000 $ | -23.307.530 $ | -24,4 % | 1 | 95.345.530 $ | -51.955.170 $ | -35,3 % | 1 | 147.300.700 $ | +28.273.500 $ | +23,8 % | 1 |
| Uber Technologies, Inc | UBER | → 0 | Neutral | 125.877.500 $ | +11.483.500 $ | +10,0 % | 1 | 114.394.000 $ | +6.627.000 $ | +6,1 % | 1 | 107.767.000 $ | +9.802.000 $ | +10,0 % | 1 |
| CARVANA CO. | CVNA | → 0 | Schwach | 87.083.260 $ | -13.990.530 $ | -13,8 % | 1 | 101.073.790 $ | -10.400.630 $ | -9,3 % | 1 | 111.474.420 $ | -6.461.580 $ | -5,5 % | 1 |
| FAIR ISAAC CORP | FICO | → 0 | Neutral | 87.271.395 $ | -23.464.215 $ | -21,2 % | 1 | 110.735.610 $ | +35.909.110 $ | +48,0 % | 1 | 74.826.500 $ | +45.579.140 $ | +155,8 % | 1 |
| TWILIO INC | TWLO | → 0 | Neutral | 90.463.699 $ | -19.443.158 $ | -17,7 % | 1 | 109.906.857 $ | +26.432.498 $ | +31,7 % | 1 | 83.474.359 $ | +377.878 $ | +0,5 % | 1 |
| GENERAC HOLDINGS INC. | GNRC | → 0 | Neutral | 107.431.500 $ | +56.974.600 $ | +112,9 % | 1 | ||||||||
| Wix.com Ltd. | WIX | → 0 | 97.696.500 $ | +97.696.500 $ | 1 | ||||||||||
| Maverick Merger Sub 2, LLC | COOP | → 0 | 94.855.500 $ | +20.250.500 $ | +27,1 % | 1 | |||||||||
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Neutral | 81.979.200 $ | -6.922.800 $ | -7,8 % | 1 | 88.902.000 $ | +6.175.400 $ | +7,5 % | 1 | ||||
| DARLING INGREDIENTS INC. | DAR | → 0 | Schwach | 86.590.000 $ | +18.190.000 $ | +26,6 % | 1 | ||||||||
| Mobile Infrastructure Corp | BEEP | → 0 | 85.523.779 $ | -24.539.493 $ | -22,3 % | 1 | |||||||||
| CHART INDUSTRIES INC | GTLS | → 0 | 75.056.250 $ | -79.714.750 $ | -51,5 % | 1 | |||||||||
| TRIMBLE INC. | TRMB | → 0 | Schwach | 73.383.750 $ | +20.497.500 $ | +38,8 % | 1 | ||||||||
| Crocs, Inc. | CROX | → 0 | Sehr schwach | 72.642.500 $ | +22.508.900 $ | +44,9 % | 1 | ||||||||
| 802.781.604 $ | +49.449.067 $ | +17,3 % | 9 | 613.434.987 $ | -309.992 $ | +5,6 % | 6 | 966.877.008 $ | +97.439.095 $ | +16,2 % | 10 | ||||