| 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 | ||||
| 450.318.581 $ | +228.084.516 $ | +169,7 % | 7 | 309.533.598 $ | +108.324.576 $ | +19,1 % | 8 | 264.393.844 $ | +61.941.483 $ | +23,4 % | 10 | ||||
| CHARTER COMMUNICATIONS, INC. /MO/ | CHTR | → 0 | Schwach | 202.225.806 $ | +73.140.442 $ | +56,7 % | 1 | 129.085.364 $ | +68.439.842 $ | +112,9 % | 1 | 60.645.522 $ | +60.645.522 $ | 1 | |
| BLUE OWL CAPITAL INC. | OWL | → 0 | Neutral | 139.301.413 $ | +108.577.676 $ | +353,4 % | 1 | 30.723.737 $ | +30.723.737 $ | 1 | |||||
| Ingram Micro Holding Corp | INGM | → 0 | Stark | 69.053.054 $ | +17.419.942 $ | +33,7 % | 1 | 51.633.112 $ | +4.385.907 $ | +9,3 % | 1 | 47.247.205 $ | +22.251.813 $ | +89,0 % | 1 |
| AVNET INC | AVT | → 0 | Stark | 44.320.721 $ | +1.970.105 $ | +4,7 % | 1 | 42.350.616 $ | -1.914.441 $ | -4,3 % | 1 | ||||
| ARROW ELECTRONICS, INC. | ARW | → 0 | Stark | 42.228.689 $ | +732.707 $ | +1,8 % | 1 | 41.495.982 $ | +2.639.389 $ | +6,8 % | 1 | ||||
| TD SYNNEX CORP | SNX | → 0 | Stark | 37.497.440 $ | -33.504.464 $ | -47,2 % | 1 | ||||||||
| Flutter Entertainment plc | FLUT | → 0 | Schwach | 18.351.000 $ | +18.351.000 $ | 1 | |||||||||
| NOVO NORDISK A S | NVO | → 0 | 16.599.501 $ | +10.786.291 $ | +185,5 % | 1 | |||||||||
| PayPal Holdings, Inc. | PYPL | → 0 | Neutral | 12.470.906 $ | +3.457.910 $ | +38,4 % | 1 | 9.012.996 $ | +4.680.115 $ | +108,0 % | 1 | 4.332.881 $ | +4.332.881 $ | 1 | |
| DigitalBridge Group, Inc. | DBRG | → 0 | Neutral | 9.087.881 $ | -4.502.218 $ | -33,1 % | 1 | ||||||||
| InMode Ltd. | INMD | → 0 | Neutral | 8.295.593 $ | +6.516.737 $ | +366,3 % | 1 | 1.778.856 $ | -857.550 $ | -32,5 % | 1 | 2.636.406 $ | -1.293.700 $ | -32,9 % | 1 |
| Leslie's, Inc. | LESL | → 0 | Schwach | 750.123 $ | -1.750.287 $ | -70,0 % | 1 | 2.500.410 $ | +2.500.410 $ | 1 | |||||
| Opera Ltd | OPRA | → 0 | Neutral | 620.809 $ | +620.809 $ | 1 | |||||||||
| 450.318.581 $ | +228.084.516 $ | +169,7 % | 7 | 309.533.598 $ | +108.324.576 $ | +19,1 % | 8 | 264.393.844 $ | +61.941.483 $ | +23,4 % | 10 | ||||