| 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 | ||||
| 2.286.768.157 $ | -660.845.765 $ | -26,6 % | 9 | 2.961.269.900 $ | -51.505.895 $ | +4,4 % | 8 | 3.065.911.735 $ | +406.594.816 $ | +2,3 % | 8 | ||||
| CARVANA CO. | CVNA | → 0 | Schwach | 1.321.286.953 $ | -466.226.445 $ | -26,1 % | 1 | 1.787.513.398 $ | -198.247.406 $ | -10,0 % | 1 | 1.985.760.804 $ | +79.401.180 $ | +4,2 % | 1 |
| Coupang, Inc. | CPNG | → 0 | Neutral | 485.309.022 $ | +122.543.724 $ | +33,8 % | 1 | 362.765.298 $ | -132.403.951 $ | -26,7 % | 1 | 495.169.249 $ | +34.446.556 $ | +7,5 % | 1 |
| Navan, Inc. | NAVN | → 0 | Schwach | 189.985.103 $ | -84.103.259 $ | -30,7 % | 1 | 274.088.362 $ | +274.088.362 $ | 1 | |||||
| Figma, Inc. | FIG | → 0 | Schwach | 31.710.000 $ | -85.364.717 $ | -72,9 % | 1 | 117.074.717 $ | -97.296.368 $ | -45,4 % | 1 | 214.371.085 $ | +214.371.085 $ | 1 | |
| ServiceTitan, Inc. | TTAN | → 0 | Neutral | 78.990.249 $ | -86.325.122 $ | -52,2 % | 1 | 165.315.371 $ | +35.513.786 $ | +27,4 % | 1 | 129.801.585 $ | +38.598.586 $ | +42,3 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 43.915.000 $ | -111.213.331 $ | -71,7 % | 1 | 155.128.331 $ | +85.709.939 $ | +123,5 % | 1 | 69.418.392 $ | +69.418.392 $ | 1 | |
| Klaviyo, Inc. | KVYO | → 0 | Neutral | 45.084.850 $ | -30.141.516 $ | -40,1 % | 1 | 75.226.366 $ | +11.074.285 $ | +17,3 % | 1 | 64.152.081 $ | -14.612.495 $ | -18,6 % | 1 |
| DoorDash, Inc. | DASH | → 0 | Schwach | 75.075.000 $ | +75.075.000 $ | 1 | |||||||||
| Toast, Inc. | TOST | → 0 | Neutral | 24.158.057 $ | -29.944.542 $ | -55,3 % | 1 | 54.102.599 $ | -15.072.048 $ | -21,8 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 15.411.980 $ | +4.909.901 $ | +46,8 % | 1 | 53.135.940 $ | +43.560 $ | +0,1 % | 1 | ||||
| 2.286.768.157 $ | -660.845.765 $ | -26,6 % | 9 | 2.961.269.900 $ | -51.505.895 $ | +4,4 % | 8 | 3.065.911.735 $ | +406.594.816 $ | +2,3 % | 8 | ||||