| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 749.022.346 $ | -117.477.679 $ | +74,2 % | 899.971.091 $ | -203.030.560 $ | +1.805,7 % | 1.114.457.631 $ | -618.943.457 $ | -5,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 256.949.308 $ | -136.125.728 $ | -34,6 % | 393.075.036 $ | -382.303.335 $ | -49,3 % | 775.378.371 $ | -655.153.180 $ | -45,8 % |
| Jumia Technologies AG | JMIA | 115.598.672 $ | +4.255.835 $ | +3,8 % | 111.342.837 $ | +98.103.775 $ | +741,0 % | 13.239.062 $ | +13.239.062 $ | |
| Citi Trends Inc | CTRN | 106.954.078 $ | +27.098.807 $ | +33,9 % | 79.855.271 $ | -6.073.427 $ | -7,1 % | 85.928.698 $ | +28.964.585 $ | +50,8 % |
| ENVIRI Corp | NVRI | 76.959.160 $ | -24.927.289 $ | -24,5 % | 101.886.449 $ | +35.272.284 $ | +53,0 % | 66.614.165 $ | +42.068.164 $ | +171,4 % |
| MICRON TECHNOLOGY INC | MU | 12.558.040 $ | -38.422.691 $ | -75,4 % | 50.980.731 $ | +28.056.231 $ | +122,4 % | 22.924.500 $ | +22.924.500 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 50.265.000 $ | +50.265.000 $ | |||||||
| 1 800 FLOWERS COM INC | FLWS | 21.062.587 $ | -22.762.763 $ | -51,9 % | 43.825.350 $ | -3.048.720 $ | -6,5 % | 46.874.070 $ | -1.390.697 $ | -2,9 % |
| ADVANCED MICRO DEVICES INC | AMD | 18.671.540 $ | -17.690.601 $ | -48,7 % | 36.362.141 $ | +32.814.641 $ | +925,0 % | 3.547.500 $ | +3.547.500 $ | |
| GAP INC | GAP | 3.315.450 $ | -25.393.075 $ | -88,5 % | 28.708.525 $ | +28.708.525 $ | ||||
| GENESCO INC | GCO | 24.429.190 $ | -3.203.991 $ | -11,6 % | 27.633.181 $ | +6.476.827 $ | +30,6 % | 21.156.354 $ | -2.151.002 $ | -9,2 % |
| AMAZON COM INC | AMZN | 20.085.956 $ | +12.949.931 $ | +181,5 % | 7.136.025 $ | +7.059.921 $ | +9.276,7 % | |||
| BJs RESTAURANTS INC | BJRI | 525.478 $ | -3.844.922 $ | -88,0 % | 4.370.400 $ | -10.792.797 $ | -71,2 % | 15.163.197 $ | -62.312.230 $ | -80,4 % |
| PAR TECHNOLOGY CORP | PAR | 7.509.416 $ | -683.050 $ | -8,3 % | 8.192.466 $ | -6.166.083 $ | -42,9 % | 14.358.549 $ | +1.662.089 $ | +13,1 % |
| RH | RH | 12.088.020 $ | +4.119.358 $ | +51,7 % | 7.968.662 $ | -31.951.361 $ | -80,0 % | |||
| V F CORP | VFC | 10.465.029 $ | +9.310.629 $ | +806,5 % | 1.154.400 $ | +1.154.400 $ | ||||
| Sea Ltd | SE | 10.078.030 $ | +10.078.030 $ | |||||||
| PG&E Corp | PCG | 8.128.120 $ | +8.128.120 $ | |||||||
| Talen Energy Corp | TLN | 6.934.540 $ | +6.934.540 $ | |||||||
| Zumiez Inc | ZUMZ | 6.571.086 $ | -13.124.304 $ | -66,6 % | ||||||
| MCDONALDS CORP | MCD | 5.074.963 $ | +5.043.726 $ | +16.146,6 % | ||||||
| LEGGETT & PLATT INC | LEG | 4.890.556 $ | +4.890.556 $ | |||||||
| CALERES INC | CAL | 2.614.250 $ | +1.928.512 $ | +281,2 % | 685.738 $ | +685.738 $ | ||||
| Ingevity Corp | NGVT | 2.360.039 $ | +2.360.039 $ | |||||||
| BEAZER HOMES USA INC | BZH | 1.946.458 $ | +1.946.458 $ | |||||||
| NICOLET BANKSHARES INC | NIC | 1.523.391 $ | +1.523.391 $ | |||||||
| CHIPOTLE MEXICAN GRILL INC | CMG | 1.480.000 $ | +1.480.000 $ | |||||||
| ST JOE Co | JOE | 1.071.193 $ | +38.536 $ | +3,7 % | 1.032.657 $ | +1.032.657 $ | ||||
| ATI INC | ATI | 1.042.209 $ | +1.042.209 $ | |||||||
| Silicon Motion Technology CORP | SIMO | 1.016.458 $ | +1.016.458 $ | |||||||
| BBB FOODS INC | TBBB | 991.516 $ | +991.516 $ | |||||||
| TARGET CORP | TGT | 897.000 $ | +897.000 $ | |||||||
| 749.022.346 $ | -117.477.679 $ | +74,2 % | 899.971.091 $ | -203.030.560 $ | +1.805,7 % | 1.114.457.631 $ | -618.943.457 $ | -5,5 % | ||