| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 137.414.893 $ | +70.244.891 $ | +154,9 % | 86.123.327 $ | -10.081.506 $ | +116,0 % | 96.038.875 $ | +74.939.939 $ | +207,5 % | 158.575.163 $ | +104.536.063 $ | +107,3 % | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | 96.261.180 $ | +65.406.244 $ | +212,0 % | |||||||||
| Lumentum Holdings Inc. | LITE | 25.524.946 $ | +23.572.426 $ | +1.207,3 % | 1.952.520 $ | +387.786 $ | +24,8 % | ||||||
| PDD Holdings Inc. | PDD | 3.077.745 $ | -20.779.997 $ | -87,1 % | 23.857.742 $ | +19.995.788 $ | +517,8 % | 3.861.954 $ | +3.861.954 $ | ||||
| NVIDIA CORP | NVDA | 6.928.040 $ | +792.190 $ | +12,9 % | 6.135.850 $ | -8.557.220 $ | -58,2 % | 14.693.070 $ | +11.533.576 $ | +365,0 % | |||
| Sandisk Corp | SNDK | 13.431.088 $ | +13.431.088 $ | ||||||||||
| Baidu, Inc. | BIDU | 7.193.052 $ | -5.500.567 $ | -43,3 % | 12.693.619 $ | +1.130.801 $ | +9,8 % | 11.562.818 $ | +11.562.818 $ | ||||
| MICRON TECHNOLOGY INC | MU | 12.629.811 $ | +11.031.515 $ | +690,2 % | 1.598.296 $ | -11.991.995 $ | -88,2 % | ||||||
| Palantir Technologies Inc. | PLTR | 11.818.944 $ | +11.818.944 $ | ||||||||||
| ADVANCED MICRO DEVICES INC | AMD | 11.371.737 $ | +3.404.985 $ | +42,7 % | 7.966.752 $ | +6.154.704 $ | +339,7 % | 1.812.048 $ | +1.812.048 $ | ||||
| Atour Lifestyle Holdings Ltd | ATAT | 10.884.128 $ | +5.249.928 $ | +93,2 % | 5.634.200 $ | -423.729 $ | -7,0 % | 6.057.929 $ | +1.428.700 $ | +30,9 % | 4.629.229 $ | -984.922 $ | -17,5 % |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | 4.530.220 $ | -4.452.768 $ | -49,6 % | 8.982.988 $ | +3.888.095 $ | +76,3 % | 5.094.893 $ | -4.515.677 $ | -47,0 % | |||
| Tesla, Inc. | TSLA | 8.545.054 $ | +8.545.054 $ | ||||||||||
| ONTO INNOVATION INC. | ONTO | 7.791.966 $ | +7.791.966 $ | ||||||||||
| Canadian Solar Inc. | CSIQ | 7.078.706 $ | +7.078.706 $ | ||||||||||
| DigitalOcean Holdings, Inc. | DOCN | 6.991.070 $ | +6.991.070 $ | ||||||||||
| HERTZ GLOBAL HOLDINGS, INC | HTZ | 5.976.520 $ | +5.976.520 $ | ||||||||||
| Alibaba Group Holding Ltd | BABA | 715.122 $ | -3.328.823 $ | -82,3 % | 4.043.945 $ | -1.898.739 $ | -32,0 % | 5.942.684 $ | +1.142.735 $ | +23,8 % | |||
| GDS Holdings Ltd | GDS | 4.278.798 $ | -1.540.428 $ | -26,5 % | 5.819.226 $ | +2.015.790 $ | +53,0 % | 3.803.436 $ | +3.467.166 $ | +1.031,1 % | 336.270 $ | +336.270 $ | |
| UNIVERSAL DISPLAY CORP \PA\ | OLED | 1.901.295 $ | -3.614.097 $ | -65,5 % | 5.515.392 $ | +5.515.392 $ | |||||||
| VNET Group, Inc. | VNET | 5.154.816 $ | +1.419.125 $ | +38,0 % | 3.735.691 $ | -161.611 $ | -4,1 % | 3.897.302 $ | +3.897.302 $ | ||||
| Meta Platforms, Inc. | META | 2.299.963 $ | -2.792.858 $ | -54,8 % | 5.092.821 $ | +5.092.821 $ | |||||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | 5.043.385 $ | +5.043.385 $ | ||||||||||
| STAAR SURGICAL CO | STAA | 5.013.171 $ | +5.013.171 $ | ||||||||||
| Trip.com Group Ltd | TCOM | 4.719.594 $ | +4.719.594 $ | ||||||||||
| Futu Holdings Ltd | FUTU | 4.617.975 $ | +1.103.881 $ | +31,4 % | 3.514.094 $ | +3.201.056 $ | +1.022,6 % | 313.038 $ | -3.954.957 $ | -92,7 % | |||
| TERADYNE, INC | TER | 4.595.130 $ | +4.595.130 $ | ||||||||||
| RAMBUS INC | RMBS | 4.265.195 $ | +4.265.195 $ | ||||||||||
| Solaris Energy Infrastructure, Inc. | SEI | 3.930.435 $ | +3.930.435 $ | ||||||||||
| AMKOR TECHNOLOGY, INC. | AMKR | 3.876.936 $ | +2.036.616 $ | +110,7 % | 1.840.320 $ | +1.840.320 $ | |||||||
| INTEL CORP | INTC | 3.664.170 $ | -140.400 $ | -3,7 % | 3.804.570 $ | +3.804.570 $ | |||||||
| Full Truck Alliance Co. Ltd. | YMM | 3.614.739 $ | +3.614.739 $ | ||||||||||
| Broadcom Inc. | AVGO | 3.073.368 $ | +3.073.368 $ | ||||||||||
| JD.com, Inc. | JD | 2.299.064 $ | +2.299.064 $ | ||||||||||
| SYNOPSYS INC | SNPS | 2.271.037 $ | +2.271.037 $ | ||||||||||
| Credo Technology Group Holding Ltd | CRDO | 1.899.348 $ | +1.899.348 $ | ||||||||||
| CELESTICA INC | CLS | 1.872.488 $ | +1.872.488 $ | ||||||||||
| JABIL INC | JBL | 1.759.077 $ | +1.759.077 $ | ||||||||||
| iQIYI, Inc. | IQ | 1.540.608 $ | +1.178.624 $ | +325,6 % | 361.984 $ | -134.086 $ | -27,0 % | ||||||
| H World Group Ltd | HTHT | 1.157.656 $ | +1.157.656 $ | ||||||||||
| 137.414.893 $ | +70.244.891 $ | +154,9 % | 86.123.327 $ | -10.081.506 $ | +116,0 % | 96.038.875 $ | +74.939.939 $ | +207,5 % | 158.575.163 $ | +104.536.063 $ | +107,3 % | ||