| 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 | ||||
| 231.886.338 $ | +141.928.886 $ | +129,3 % | 20 | 8.858.632 $ | +1.440.871 $ | +19,4 % | 1 | 39.130.088 $ | +15.615.187 $ | +13,7 % | 4 | ||||
| TripAdvisor, Inc. | TRIP | → 0 | Neutral | 26.723.181 $ | +20.116.188 $ | +304,5 % | 1 | ||||||||
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 18.921.178 $ | +18.921.178 $ | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 15.021.057 $ | +9.181.311 $ | +157,2 % | 1 | ||||||||
| RISKIFIED LTD. | RSKD | → 0 | Neutral | 14.474.635 $ | +7.493.057 $ | +107,3 % | 1 | ||||||||
| AppLovin Corp | APP | → 0 | Neutral | 14.370.800 $ | +14.370.800 $ | 1 | |||||||||
| Madison Square Garden Sports Corp. | MSGS | → 0 | Neutral | 13.429.699 $ | +8.562.165 $ | +175,9 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 12.203.024 $ | +6.854.187 $ | +128,1 % | 1 | ||||||||
| FACTSET RESEARCH SYSTEMS INC | FDS | → 0 | Neutral | 11.390.239 $ | +7.056.832 $ | +162,8 % | 1 | ||||||||
| Spectrum Brands Holdings, Inc. | SPB | → 0 | Neutral | 10.964.128 $ | +2.105.496 $ | +23,8 % | 1 | 8.858.632 $ | +1.440.871 $ | +19,4 % | 1 | 7.417.761 $ | +2.411.752 $ | +48,2 % | 1 |
| BILL Holdings, Inc. | BILL | → 0 | Neutral | 10.817.720 $ | +6.496.298 $ | +150,3 % | 1 | ||||||||
| Dine Brands Global, Inc. | DIN | → 0 | Neutral | 10.784.220 $ | +5.319.038 $ | +97,3 % | 1 | ||||||||
| ZIFF DAVIS, INC. | ZD | → 0 | Neutral | 10.150.879 $ | +10.150.879 $ | 1 | |||||||||
| POTBELLY CORP | PBPB | → 0 | 9.922.818 $ | +1.701.904 $ | +20,7 % | 1 | |||||||||
| ALBANY INTERNATIONAL CORP /DE/ | AIN | → 0 | Neutral | 9.171.626 $ | +5.445.125 $ | +146,1 % | 1 | ||||||||
| PINTEREST, INC. | PINS | → 0 | Stark | 9.059.923 $ | +4.107.554 $ | +82,9 % | 1 | ||||||||
| MESA LABORATORIES INC /CO/ | MLAB | → 0 | Neutral | 8.956.239 $ | +5.750.142 $ | +179,4 % | 1 | ||||||||
| DOLLAR TREE, INC. | DLTR | → 0 | Stark | 8.669.140 $ | +3.594.731 $ | +70,8 % | 1 | 7.418.709 $ | -2.869.269 $ | -27,9 % | 1 | ||||
| Lionsgate Studios Corp. | LION | → 0 | Neutral | 8.622.503 $ | +4.617.355 $ | +115,3 % | 1 | ||||||||
| Amplitude, Inc. | AMPL | → 0 | Neutral | 8.622.431 $ | +4.320.843 $ | +100,4 % | 1 | ||||||||
| Planet Fitness, Inc. | PLNT | → 0 | Neutral | 8.092.693 $ | +3.488.141 $ | +75,8 % | 1 | ||||||||
| FLUOR CORP | FLR | → 0 | Neutral | 7.979.436 $ | +5.111.096 $ | +178,2 % | 1 | ||||||||
| CME GROUP INC. | CME | → 0 | Neutral | 7.832.387 $ | +3.237.270 $ | +70,5 % | 1 | ||||||||
| 231.886.338 $ | +141.928.886 $ | +129,3 % | 20 | 8.858.632 $ | +1.440.871 $ | +19,4 % | 1 | 39.130.088 $ | +15.615.187 $ | +13,7 % | 4 | ||||