| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.431.849.920 $ | +210.970.435 $ | -0,1 % | 1.305.238.169 $ | +187.587.068 $ | -9,4 % | 1.359.802.968 $ | +124.242.985 $ | +8,0 % | 1.404.834.005 $ | +380.944.583 $ | +29,8 % | ||
| NETFLIX INC | NFLX | 242.151.867 $ | -28.318.915 $ | -10,5 % | 270.470.782 $ | +83.295.225 $ | +44,5 % | ||||||
| Meta Platforms, Inc. | META | 176.205.170 $ | -16.190.602 $ | -8,4 % | 192.395.772 $ | -68.657.959 $ | -26,3 % | 261.053.731 $ | -1.318.812 $ | -0,5 % | 262.372.543 $ | +55.790.710 $ | +27,0 % |
| AMAZON COM INC | AMZN | 208.270.000 $ | -26.384.151 $ | -11,2 % | 234.654.151 $ | +12.916.117 $ | +5,8 % | 221.738.034 $ | +181.777 $ | +0,1 % | 221.556.257 $ | +30.613.414 $ | +16,0 % |
| Spotify Technology S.A. | SPOT | 72.736.500 $ | +6.975.738 $ | +10,6 % | 65.760.762 $ | -80.856.232 $ | -55,1 % | 146.616.994 $ | -14.565.075 $ | -9,0 % | 161.182.069 $ | +42.895.367 $ | +36,3 % |
| NVIDIA CORP | NVDA | 104.640.000 $ | -42.824.991 $ | -29,0 % | 147.464.991 $ | +11.800.994 $ | +8,7 % | 135.663.997 $ | +33.552.058 $ | +32,9 % | 102.111.939 $ | +32.188.956 $ | +46,0 % |
| Mastercard Inc | MA | 112.423.500 $ | -16.545.143 $ | -12,8 % | 128.968.643 $ | -8.893.837 $ | -6,5 % | 137.862.480 $ | +1.665.082 $ | +1,2 % | 136.197.398 $ | +2.604.659 $ | +1,9 % |
| CARVANA CO. | CVNA | 94.314.000 $ | -755.289 $ | -0,8 % | 95.069.289 $ | -20.743.768 $ | -17,9 % | 115.813.057 $ | +34.144.062 $ | +41,8 % | 81.668.995 $ | +81.668.995 $ | |
| ELI LILLY & Co | LLY | 113.360.812 $ | +65.996.525 $ | +139,3 % | |||||||||
| Alphabet Inc. | GOOGL | 100.646.000 $ | +12.508.643 $ | +14,2 % | 88.137.357 $ | +88.137.357 $ | |||||||
| Lumentum Holdings Inc. | LITE | 98.386.400 $ | +48.566.670 $ | +97,5 % | 49.819.730 $ | +49.819.730 $ | |||||||
| Vertiv Holdings Co | VRT | 87.703.000 $ | +23.652.833 $ | +36,9 % | 64.050.167 $ | +15.298.249 $ | +31,4 % | 48.751.918 $ | +48.751.918 $ | ||||
| AXON ENTERPRISE, INC. | AXON | 84.938.000 $ | +84.938.000 $ | ||||||||||
| Keysight Technologies, Inc. | KEYS | 70.592.500 $ | +70.592.500 $ | ||||||||||
| APPLIED MATERIALS INC /DE | AMAT | 68.358.000 $ | +68.358.000 $ | ||||||||||
| Fabrinet | FN | 39.114.000 $ | -12.313.063 $ | -23,9 % | 51.427.063 $ | +51.427.063 $ | |||||||
| MongoDB, Inc. | MDB | 13.462.350 $ | -29.082.465 $ | -68,4 % | 42.544.815 $ | -7.606.075 $ | -15,2 % | 50.150.890 $ | +50.150.890 $ | ||||
| Cloudflare, Inc. | NET | 41.268.000 $ | +41.268.000 $ | ||||||||||
| Live Nation Entertainment, Inc. | LYV | 36.665.734 $ | +36.665.734 $ | ||||||||||
| SITIME Corp | SITM | 31.081.500 $ | -743.745 $ | -2,3 % | 31.825.245 $ | +31.825.245 $ | |||||||
| Elastic N.V. | ESTC | 29.740.334 $ | +29.740.334 $ | ||||||||||
| AKAMAI TECHNOLOGIES INC | AKAM | 29.482.473 $ | +29.482.473 $ | ||||||||||
| Guardant Health, Inc. | GH | 27.711.000 $ | -1.050.500 $ | -3,7 % | 28.761.500 $ | +28.761.500 $ | |||||||
| DOCUSIGN, INC. | DOCU | 19.247.476 $ | -50.775.002 $ | -72,5 % | |||||||||
| AMKOR TECHNOLOGY, INC. | AMKR | 13.340.608 $ | +13.340.608 $ | ||||||||||
| WeRide Inc. | WRD | 11.795.269 $ | +11.795.269 $ | ||||||||||
| 1.431.849.920 $ | +210.970.435 $ | -0,1 % | 1.305.238.169 $ | +187.587.068 $ | -9,4 % | 1.359.802.968 $ | +124.242.985 $ | +8,0 % | 1.404.834.005 $ | +380.944.583 $ | +29,8 % | ||