| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 186.335.493 $ | +21.279.843 $ | +57,2 % | 179.471.411 $ | +50.000.146 $ | +74,4 % | 132.215.695 $ | +54.362.719 $ | +156,1 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 125.596.938 $ | -10.574.463 $ | -7,8 % | 136.171.401 $ | +38.083.943 $ | +38,8 % | 98.087.458 $ | +36.228.513 $ | +58,6 % |
| NVIDIA CORP | NVDA | 18.293.039 $ | +12.337.405 $ | +207,2 % | 5.955.634 $ | -7.671.004 $ | -56,3 % | 13.626.638 $ | +12.271.888 $ | +905,8 % |
| APPFOLIO INC | APPF | 10.185.200 $ | +10.185.200 $ | |||||||
| AMAZON COM INC | AMZN | 8.367.456 $ | +2.912.898 $ | +53,4 % | 5.454.558 $ | -1.953.145 $ | -26,4 % | 7.407.703 $ | +3.315.020 $ | +81,0 % |
| TWILIO INC | TWLO | 5.787.603 $ | +2.123.208 $ | +57,9 % | 3.664.395 $ | +1.798.995 $ | +96,4 % | 1.865.400 $ | +886.300 $ | +90,5 % |
| ALPHA PRO TECH LTD | APT | 5.648.400 $ | +2.499.055 $ | +79,4 % | 3.149.345 $ | +3.149.345 $ | ||||
| Birkenstock Holding plc | BIRK | 4.499.000 $ | +4.499.000 $ | |||||||
| CITIGROUP INC | C | 4.296.292 $ | +4.296.292 $ | |||||||
| Nebius Group N.V. | NBIS | 1.548.543 $ | -2.064.193 $ | -57,1 % | 3.612.736 $ | +3.059.436 $ | +552,9 % | 553.300 $ | +553.300 $ | |
| ORACLE CORP | ORCL | 3.561.061 $ | +281.611 $ | +8,6 % | 3.279.450 $ | +3.279.450 $ | ||||
| ELI LILLY & Co | LLY | 3.526.025 $ | +2.312.092 $ | +190,5 % | 1.213.933 $ | -33.315 $ | -2,7 % | 1.247.248 $ | -1.828.441 $ | -59,4 % |
| NETFLIX INC | NFLX | 3.065.952 $ | +208.926 $ | +7,3 % | 2.857.026 $ | -547.042 $ | -16,1 % | 3.404.068 $ | -1.151.341 $ | -25,3 % |
| CECO ENVIRONMENTAL CORP | CECO | 2.786.975 $ | +531.103 $ | +23,5 % | 2.255.872 $ | +2.255.872 $ | ||||
| MICROCHIP TECHNOLOGY INC | MCHP | 2.744.430 $ | +808.030 $ | +41,7 % | ||||||
| CHIPOTLE MEXICAN GRILL INC | CMG | 1.850.000 $ | +1.850.000 $ | |||||||
| MDxHealth SA | MDXH | 852.045 $ | +131.295 $ | +18,2 % | 720.750 $ | +720.750 $ | ||||
| LAM RESEARCH CORP | LRCX | 669.500 $ | +669.500 $ | |||||||
| Bloom Energy Corp | BE | 217.225 $ | +217.225 $ | |||||||
| 186.335.493 $ | +21.279.843 $ | +57,2 % | 179.471.411 $ | +50.000.146 $ | +74,4 % | 132.215.695 $ | +54.362.719 $ | +156,1 % | ||