| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 305.125.913 $ | -87.852.778 $ | -25,4 % | 399.266.428 $ | +16.137.321 $ | +11,3 % | 383.129.107 $ | +39.735.851 $ | +9,1 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 105.133.208 $ | -35.243.391 $ | -25,1 % | 140.376.599 $ | -10.320.293 $ | -6,8 % | 150.696.892 $ | -12.517.473 $ | -7,7 % |
| NVIDIA CORP | NVDA | 15.102.173 $ | -20.482.043 $ | -57,6 % | 35.584.216 $ | +4.786.856 $ | +15,5 % | 30.797.360 $ | +9.183.472 $ | +42,5 % |
| APPFOLIO INC | APPF | 27.852.319 $ | -7.351.096 $ | -20,9 % | 35.203.415 $ | +5.317.436 $ | +17,8 % | 29.885.979 $ | -3.515.036 $ | -10,5 % |
| Mastercard Inc | MA | 15.874.394 $ | -3.023.094 $ | -16,0 % | 18.897.488 $ | -3.555 $ | -0,0 % | 18.901.043 $ | +18.901.043 $ | |
| MCKESSON CORP | MCK | 14.833.894 $ | -3.964.415 $ | -21,1 % | 18.798.309 $ | +275.048 $ | +1,5 % | 18.523.261 $ | +918.903 $ | +5,2 % |
| Booking Holdings Inc. | BKNG | 11.914.495 $ | -4.358.114 $ | -26,8 % | 16.272.609 $ | -2.035.131 $ | -11,1 % | 18.307.740 $ | +3.224.260 $ | +21,4 % |
| DEERE & CO | DE | 13.607.108 $ | -2.568.609 $ | -15,9 % | 16.175.717 $ | -1.948.878 $ | -10,8 % | 18.124.595 $ | +810.051 $ | +4,7 % |
| AUTOZONE INC | AZO | 9.658.361 $ | -6.831.099 $ | -41,4 % | 16.489.460 $ | +1.558.082 $ | +10,4 % | 14.931.378 $ | -974.480 $ | -6,1 % |
| ADVANCED MICRO DEVICES INC | AMD | 15.645.323 $ | -209.833 $ | -1,3 % | 15.855.156 $ | +1.794.328 $ | +12,8 % | 14.060.828 $ | +5.592.420 $ | +66,0 % |
| Aptiv PLC | APTV | 10.034.269 $ | -5.313.743 $ | -34,6 % | 15.348.012 $ | +3.112.237 $ | +25,4 % | 12.235.775 $ | +1.130.044 $ | +10,2 % |
| Trane Technologies plc | TT | 7.659.246 $ | -6.024.053 $ | -44,0 % | 13.683.299 $ | -609.017 $ | -4,3 % | 14.292.316 $ | +2.863.434 $ | +25,1 % |
| VAIL RESORTS INC | MTN | 8.625.901 $ | -4.406.406 $ | -33,8 % | 13.032.307 $ | -830.275 $ | -6,0 % | 13.862.582 $ | +13.862.582 $ | |
| FAIR ISAAC CORP | FICO | 8.601.332 $ | -3.852.920 $ | -30,9 % | 12.454.252 $ | +6.660.811 $ | +115,0 % | 5.793.441 $ | +5.793.441 $ | |
| AMAZON COM INC | AMZN | 10.890.751 $ | +10.890.751 $ | |||||||
| ICON PLC | ICLR | 10.066.557 $ | +816.225 $ | +8,8 % | 9.250.332 $ | +1.504.072 $ | +19,4 % | 7.746.260 $ | +1.801.820 $ | +30,3 % |
| ALCON INC | ALC | 6.469.762 $ | -1.647.757 $ | -20,3 % | 8.117.519 $ | -1.557.763 $ | -16,1 % | 9.675.282 $ | -875.312 $ | -8,3 % |
| WEYERHAEUSER CO | WY | 7.567.546 $ | +7.567.546 $ | |||||||
| JPMORGAN CHASE & CO | JPM | 5.589.274 $ | -1.850.727 $ | -24,9 % | 7.440.001 $ | +7.440.001 $ | ||||
| RAYONIER INC | RYN | 6.287.737 $ | +993.362 $ | +18,8 % | 5.294.375 $ | -6.463.318 $ | -55,0 % | |||
| 305.125.913 $ | -87.852.778 $ | -25,4 % | 399.266.428 $ | +16.137.321 $ | +11,3 % | 383.129.107 $ | +39.735.851 $ | +9,1 % | ||