| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 5.362.502.740 $ | +1.173.291.985 $ | +2,7 % | 10 | 4.411.740.235 $ | +601.737.830 $ | -17,0 % | 9 | 3.810.002.405 $ | +760.872.082 $ | +17,5 % | 6 | ||||
| Guidewire Software, Inc. | GWRE | → 0 | Neutral | 1.144.303.003 $ | +66.341.048 $ | +6,2 % | 1 | 1.077.961.955 $ | +86.770.926 $ | +8,8 % | 1 | 991.191.029 $ | +191.529.839 $ | +24,0 % | 1 |
| Liberty Media Corp | FWONA | → 0 | Stark | 398.002.544 $ | +138.129.196 $ | +53,2 % | 1 | 259.873.348 $ | -809.534.524 $ | -75,7 % | 1 | 1.069.407.872 $ | +131.879.974 $ | +14,1 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 865.059.803 $ | +240.011.785 $ | +38,4 % | 1 | 625.048.018 $ | -259.820.351 $ | -29,4 % | 1 | 884.868.369 $ | +288.440.478 $ | +48,4 % | 1 |
| Liberty Live Holdings, Inc. | LLYVA | → 0 | Neutral | 811.798.493 $ | +130.236.916 $ | +19,1 % | 1 | 681.561.577 $ | +681.561.577 $ | 1 | |||||
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Stark | 649.166.253 $ | -134.537.783 $ | -17,2 % | 1 | 783.704.036 $ | +43.679.023 $ | +5,9 % | 1 | 740.025.013 $ | +143.097.218 $ | +24,0 % | 1 |
| NEW YORK TIMES CO | NYT | → 0 | Neutral | 756.420.504 $ | +756.420.504 $ | 1 | |||||||||
| EchoStar CORP | SATS | → 0 | Sehr schwach | 81.457.306 $ | -583.689.190 $ | -87,8 % | 1 | 665.146.496 $ | +665.146.496 $ | 1 | |||||
| Tradeweb Markets Inc. | TW | → 0 | Stark | 328.418.004 $ | +328.418.004 $ | 1 | |||||||||
| MERCADOLIBRE INC | MELI | → 0 | Schwach | 225.223.874 $ | +225.223.874 $ | 1 | |||||||||
| FAIR ISAAC CORP | FICO | → 0 | Neutral | 207.871.873 $ | +207.871.873 $ | 1 | |||||||||
| Live Nation Entertainment, Inc. | LYV | → 0 | Neutral | 102.652.956 $ | +6.737.631 $ | +7,0 % | 1 | 95.915.325 $ | -14.067.581 $ | -12,8 % | 1 | 109.982.906 $ | +8.157.851 $ | +8,0 % | 1 |
| TransDigm Group INC | TDG | → 0 | Neutral | 14.657.607 $ | +130.391 $ | +0,9 % | 1 | 14.527.216 $ | -2.233.278 $ | -13,3 % | 1 | ||||
| 5.362.502.740 $ | +1.173.291.985 $ | +2,7 % | 10 | 4.411.740.235 $ | +601.737.830 $ | -17,0 % | 9 | 3.810.002.405 $ | +760.872.082 $ | +17,5 % | 6 | ||||