| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 332.021.225 $ | +94.127.912 $ | +105,0 % | 267.023.450 $ | +150.962.023 $ | +54,4 % | 282.749.118 $ | +165.376.594 $ | +147,0 % | ||
| Alphabet Inc. | GOOGL | 80.954.474 $ | +23.447.486 $ | +40,8 % | 57.506.988 $ | +38.969.733 $ | +210,2 % | 18.537.255 $ | +18.537.255 $ | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | 49.683.719 $ | +22.735.058 $ | +84,4 % | 26.948.661 $ | +16.461.042 $ | +157,0 % | 10.487.619 $ | -11.390.517 $ | -52,1 % |
| SYNOPSYS INC | SNPS | 32.736.560 $ | -11.215.140 $ | -25,5 % | 43.951.700 $ | +22.306.350 $ | +103,1 % | 21.645.350 $ | +21.645.350 $ | |
| SPDR SERIES TRUST | 34.547.700 $ | +34.547.700 $ | ||||||||
| NVIDIA CORP | NVDA | 619.120 $ | -28.445.786 $ | -97,9 % | 29.064.906 $ | +12.541.522 $ | +75,9 % | 16.523.384 $ | +16.523.384 $ | |
| MICROSOFT CORP | MSFT | 24.181.000 $ | +24.181.000 $ | |||||||
| Marvell Technology, Inc. | MRVL | 23.545.080 $ | +23.545.080 $ | |||||||
| TAL Education Group | TAL | 5.926.879 $ | -15.780.718 $ | -72,7 % | 21.707.597 $ | -4.350.859 $ | -16,7 % | |||
| PDD Holdings Inc. | PDD | 20.200.217 $ | +20.200.217 $ | |||||||
| ORACLE CORP | ORCL | 19.545.575 $ | +19.545.575 $ | |||||||
| Rubrik, Inc. | RBRK | 18.907.970 $ | +18.907.970 $ | |||||||
| ADVANCED MICRO DEVICES INC | AMD | 17.350.823 $ | +8.597.375 $ | +98,2 % | ||||||
| Robinhood Markets, Inc. | HOOD | 1.649.340 $ | -14.705.012 $ | -89,9 % | 16.354.352 $ | +13.984.010 $ | +590,0 % | |||
| AXT INC | AXTI | 16.025.625 $ | +8.717.175 $ | +119,3 % | 7.308.450 $ | +7.308.450 $ | ||||
| Tesla, Inc. | TSLA | 15.524.280 $ | +14.620.537 $ | +1.617,8 % | 903.743 $ | +903.743 $ | ||||
| New Oriental Education & Technology Group Inc. | EDU | 5.547.531 $ | -5.234.002 $ | -48,5 % | 10.781.533 $ | -3.488.242 $ | -24,4 % | 14.269.775 $ | +14.269.775 $ | |
| Root, Inc. | ROOT | 14.128.528 $ | +7.948.254 $ | +128,6 % | ||||||
| Sandisk Corp | SNDK | 12.950.770 $ | +9.126.103 $ | +238,6 % | 3.824.667 $ | +3.824.667 $ | ||||
| Trip.com Group Ltd | TCOM | 12.602.674 $ | -97.050 $ | -0,8 % | ||||||
| Atour Lifestyle Holdings Ltd | ATAT | 11.245.197 $ | +2.821.753 $ | +33,5 % | 8.423.444 $ | +2.534.453 $ | +43,0 % | 5.888.991 $ | +2.341.442 $ | +66,0 % |
| Broadcom Inc. | AVGO | 10.810.434 $ | +10.810.434 $ | |||||||
| TOWER SEMICONDUCTOR LTD | TSEM | 10.405.964 $ | +10.405.964 $ | |||||||
| Zeta Global Holdings Corp. | ZETA | 10.335.315 $ | +10.335.315 $ | |||||||
| GDS Holdings Ltd | GDS | 9.228.227 $ | +4.462.717 $ | +93,6 % | ||||||
| LOCKHEED MARTIN CORP | LMT | 7.977.948 $ | +7.977.948 $ | |||||||
| LexinFintech Holdings Ltd. | LX | 7.894.424 $ | -5.268.546 $ | -40,0 % | ||||||
| INTEL CORP | INTC | 4.260.751 $ | +1.260.781 $ | +42,0 % | 2.999.970 $ | -4.001.486 $ | -57,2 % | 7.001.456 $ | +6.440.456 $ | +1.148,0 % |
| CHINA YUCHAI INTERNATIONAL LTD | CYD | 6.546.821 $ | +2.558.062 $ | +64,1 % | ||||||
| HUYA Inc. | HUYA | 6.487.140 $ | +6.487.140 $ | |||||||
| Transocean Ltd. | RIG | 6.404.580 $ | +6.404.580 $ | |||||||
| SPDR GOLD TRUST | GLD | 6.333.868 $ | +6.333.868 $ | |||||||
| H World Group Ltd | HTHT | 3.259.697 $ | -2.839.677 $ | -46,6 % | 6.099.374 $ | +6.099.374 $ | ||||
| MP Materials Corp. / DE | MP | 5.801.955 $ | +5.801.955 $ | |||||||
| Alibaba Group Holding Ltd | BABA | 4.956.309 $ | -9.971.665 $ | -66,8 % | ||||||
| Lumentum Holdings Inc. | LITE | 3.402.061 $ | -648.375 $ | -16,0 % | 4.050.436 $ | +4.050.436 $ | ||||
| Nu Holdings Ltd. | NU | 3.993.423 $ | +3.993.423 $ | |||||||
| Coupang, Inc. | CPNG | 3.703.312 $ | +3.703.312 $ | |||||||
| Zepp Health Corp | ZEPP | 2.077.471 $ | -1.523.464 $ | -42,3 % | 3.600.935 $ | +3.600.935 $ | ||||
| Sea Ltd | SE | 3.316.540 $ | +3.316.540 $ | |||||||
| VNET Group, Inc. | VNET | 1.702.637 $ | -9.673.904 $ | -85,0 % | ||||||
| COMFORT SYSTEMS USA INC | FIX | 1.213.511 $ | +1.213.511 $ | |||||||
| COHERENT CORP. | COHR | 428.778 $ | -717.402 $ | -62,6 % | 1.146.180 $ | +1.146.180 $ | ||||
| MKS INC | MKSI | 797.440 $ | +797.440 $ | |||||||
| Duolingo, Inc. | DUOL | 555.577 $ | +555.577 $ | |||||||
| RAMBUS INC | RMBS | 533.386 $ | +533.386 $ | |||||||
| FLEX LTD. | FLEX | 399.306 $ | +399.306 $ | |||||||
| Reddit, Inc. | RDDT | 349.322 $ | -1.680.493 $ | -82,8 % | ||||||
| ONTO INNOVATION INC. | ONTO | 347.292 $ | +347.292 $ | |||||||
| Fabrinet | FN | 312.912 $ | +312.912 $ | |||||||
| Sharplink, Inc. | SBET | 280.026 $ | +280.026 $ | |||||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | 262.229 $ | +262.229 $ | |||||||
| Credo Technology Group Holding Ltd | CRDO | 259.002 $ | +259.002 $ | |||||||
| KULICKE & SOFFA INDUSTRIES INC | KLIC | 246.024 $ | +246.024 $ | |||||||
| Frontline plc | FRO | 10.283 $ | +10.283 $ | |||||||
| 332.021.225 $ | +94.127.912 $ | +105,0 % | 267.023.450 $ | +150.962.023 $ | +54,4 % | 282.749.118 $ | +165.376.594 $ | +147,0 % | ||