| 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 | ||||
| 450.752.025 $ | +74.811.854 $ | +2,5 % | 8 | 375.940.171 $ | -54.803.879 $ | -2,0 % | 7 | 466.834.050 $ | +48.593.900 $ | +17,5 % | 8 | ||||
| Ubiquiti Inc. | UI | → 0 | Stark | 112.616.325 $ | +35.147.325 $ | +45,4 % | 1 | 77.469.000 $ | -38.132.500 $ | -33,0 % | 1 | 115.601.500 $ | +12.689.000 $ | +12,3 % | 1 |
| SKYWEST INC | SKYW | → 0 | Neutral | 82.647.000 $ | -7.722.000 $ | -8,5 % | 1 | 90.369.000 $ | -189.000 $ | -0,2 % | 1 | 90.558.000 $ | -2.115.000 $ | -2,3 % | 1 |
| AMKOR TECHNOLOGY, INC. | AMKR | → 0 | Neutral | 40.527.000 $ | -14.745.000 $ | -26,7 % | 1 | 55.272.000 $ | -19.988.000 $ | -26,6 % | 1 | 75.260.000 $ | +19.636.500 $ | +35,3 % | 1 |
| GARMIN LTD | GRMN | → 0 | Stark | 63.802.750 $ | +21.400.829 $ | +50,5 % | 1 | 42.401.921 $ | +17.779.921 $ | +72,2 % | 1 | 24.622.000 $ | -18.165.600 $ | -42,5 % | 1 |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | EXPD | → 0 | Neutral | 57.292.000 $ | +57.292.000 $ | 1 | |||||||||
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Stark | 44.352.000 $ | -8.984.000 $ | -16,8 % | 1 | 53.336.000 $ | +4.846.250 $ | +10,0 % | 1 | 48.489.750 $ | +6.979.250 $ | +16,8 % | 1 |
| PARSONS CORP | PSN | → 0 | Neutral | 24.647.350 $ | -3.471.650 $ | -12,3 % | 1 | 28.119.000 $ | -20.730.800 $ | -42,4 % | 1 | 48.849.800 $ | +8.299.750 $ | +20,5 % | 1 |
| Airsculpt Technologies, Inc. | AIRS | → 0 | Neutral | 36.090.000 $ | +14.355.000 $ | +66,0 % | 1 | ||||||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 24.867.600 $ | -4.105.650 $ | -14,2 % | 1 | 28.973.250 $ | +1.610.250 $ | +5,9 % | 1 | 27.363.000 $ | +6.915.000 $ | +33,8 % | 1 |
| 450.752.025 $ | +74.811.854 $ | +2,5 % | 8 | 375.940.171 $ | -54.803.879 $ | -2,0 % | 7 | 466.834.050 $ | +48.593.900 $ | +17,5 % | 8 | ||||