| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.179.225.148 $ | +157.041.077 $ | -3,0 % | 1.126.807.116 $ | +29.007.731 $ | +26,8 % | 1.294.195.474 $ | +642.486.588 $ | +137,3 % | 846.199.554 $ | +378.597.520 $ | +96,4 % | ||
| Alphabet Inc. | GOOGL | 127.166.008 $ | -8.254.382 $ | -6,1 % | 135.420.390 $ | +50.210.769 $ | +58,9 % | 85.209.621 $ | +55.375.284 $ | +185,6 % | 29.834.337 $ | +16.317.474 $ | +120,7 % |
| Roblox Corp | RBLX | 101.206.729 $ | +101.206.729 $ | ||||||||||
| NVIDIA CORP | NVDA | 59.426.277 $ | -1.075.256 $ | -1,8 % | 60.501.533 $ | -34.662.103 $ | -36,4 % | 95.163.636 $ | +88.870.578 $ | +1.412,2 % | 6.293.058 $ | +2.106.989 $ | +50,3 % |
| Abivax S.A. | ABVX | 85.284.635 $ | -8.031.384 $ | -8,6 % | 93.316.019 $ | +31.209.716 $ | +50,3 % | 62.106.303 $ | +62.106.303 $ | ||||
| MICRON TECHNOLOGY INC | MU | 86.474.202 $ | +17.561.101 $ | +25,5 % | 68.913.101 $ | +68.913.101 $ | |||||||
| AMAZON COM INC | AMZN | 54.765.638 $ | -29.485.047 $ | -35,0 % | 84.250.685 $ | +32.059.994 $ | +61,4 % | 52.190.691 $ | +21.724 $ | +0,0 % | 52.168.967 $ | +30.656.079 $ | +142,5 % |
| INTEL CORP | INTC | 12.771.663 $ | +2.092.434 $ | +19,6 % | 10.679.229 $ | -59.627.983 $ | -84,8 % | 70.307.212 $ | +64.782.946 $ | +1.172,7 % | 5.524.266 $ | -76.451 $ | -1,4 % |
| CrowdStrike Holdings, Inc. | CRWD | 41.148.824 $ | +7.974.210 $ | +24,0 % | 33.174.614 $ | -36.966.889 $ | -52,7 % | 70.141.503 $ | +66.647.636 $ | +1.907,6 % | 3.493.867 $ | -11.773.552 $ | -77,1 % |
| CYTOKINETICS INC | CYTK | 43.521.032 $ | -4.005.808 $ | -8,4 % | 47.526.840 $ | -18.012.081 $ | -27,5 % | 65.538.921 $ | +29.771.039 $ | +83,2 % | 35.767.882 $ | +29.285.838 $ | +451,8 % |
| Meta Platforms, Inc. | META | 14.900.554 $ | +653.171 $ | +4,6 % | 14.247.383 $ | -46.696.610 $ | -76,6 % | 60.943.993 $ | +18.503.818 $ | +43,6 % | 42.440.175 $ | +26.441.574 $ | +165,3 % |
| Protagonist Therapeutics, Inc | PTGX | 60.270.355 $ | +10.327.159 $ | +20,7 % | 49.943.196 $ | +49.943.196 $ | |||||||
| Vertiv Holdings Co | VRT | 26.360.765 $ | -3.078.072 $ | -10,5 % | 29.438.837 $ | -29.603.090 $ | -50,1 % | 59.041.927 $ | +27.243.245 $ | +85,7 % | 31.798.682 $ | +28.451.201 $ | +849,9 % |
| Axsome Therapeutics, Inc. | AXSM | 50.926.424 $ | +11.295.103 $ | +28,5 % | 39.631.321 $ | +5.566.985 $ | +16,3 % | 34.064.336 $ | +767.171 $ | +2,3 % | |||
| Broadcom Inc. | AVGO | 39.837.342 $ | +2.902.588 $ | +7,9 % | 36.934.754 $ | -13.174.286 $ | -26,3 % | 50.109.040 $ | +8.671.678 $ | +20,9 % | 41.437.362 $ | +37.009.341 $ | +835,8 % |
| SentinelOne, Inc. | S | 48.888.371 $ | +34.220.334 $ | +233,3 % | 14.668.037 $ | +132.745 $ | +0,9 % | ||||||
| Revolution Medicines, Inc. | RVMD | 46.590.530 $ | +46.590.530 $ | ||||||||||
| Snowflake Inc. | SNOW | 8.446 $ | -45.045.685 $ | -100,0 % | 45.054.131 $ | -1.153.621 $ | -2,5 % | 46.207.752 $ | +18.851.198 $ | +68,9 % | 27.356.554 $ | +27.356.554 $ | |
| Eaton Corp plc | ETN | 14.595.750 $ | -31.388.132 $ | -68,3 % | 45.983.882 $ | +41.633.515 $ | +957,0 % | ||||||
| MICROSOFT CORP | MSFT | 42.363.365 $ | -3.109.006 $ | -6,8 % | 45.472.371 $ | +21.617.666 $ | +90,6 % | 23.854.705 $ | +17.986.262 $ | +306,5 % | 5.868.443 $ | +1.438.090 $ | +32,5 % |
| CyberArk Software Ltd. | 44.911.414 $ | +44.911.414 $ | |||||||||||
| SOLENO THERAPEUTICS INC | SLNO | 42.088.894 $ | +42.088.894 $ | ||||||||||
| WESTERN DIGITAL CORP | WDC | 26.223.194 $ | -12.938.084 $ | -33,0 % | 39.161.278 $ | -2.123.034 $ | -5,1 % | 41.284.312 $ | +41.284.312 $ | ||||
| ELI LILLY & Co | LLY | 40.216.732 $ | +40.216.732 $ | ||||||||||
| DOW INC. | DOW | 39.522.476 $ | +39.522.476 $ | ||||||||||
| LyondellBasell Industries N.V. | LYB | 38.999.821 $ | +38.999.821 $ | ||||||||||
| MERCADOLIBRE INC | MELI | 37.492.070 $ | +24.931.145 $ | +198,5 % | 12.560.925 $ | -2.012.233 $ | -13,8 % | 14.573.158 $ | -1.728.052 $ | -10,6 % | 16.301.210 $ | -2.023.312 $ | -11,0 % |
| LINDE PLC | LIN | 33.448.431 $ | +6.027.716 $ | +22,0 % | 27.420.715 $ | -9.063.560 $ | -24,8 % | 36.484.275 $ | -812.251 $ | -2,2 % | 37.296.526 $ | +128.210 $ | +0,3 % |
| EXXON MOBIL CORP | XOM | 36.069.207 $ | +36.069.207 $ | ||||||||||
| CHEVRON CORP | CVX | 35.140.724 $ | +35.140.724 $ | ||||||||||
| ORACLE CORP | ORCL | 4.676.671 $ | -30.078.687 $ | -86,5 % | 34.755.358 $ | +26.693.158 $ | +331,1 % | 8.062.200 $ | +6.474.518 $ | +407,8 % | |||
| WASTE MANAGEMENT INC | WM | 21.292.112 $ | -507.954 $ | -2,3 % | 21.800.066 $ | -113.778 $ | -0,5 % | 21.913.844 $ | -12.596.788 $ | -36,5 % | 34.510.632 $ | +1.206.761 $ | +3,6 % |
| Scholar Rock Holding Corp | SRRK | 33.893.920 $ | +5.239.900 $ | +18,3 % | 28.654.020 $ | +1.400.384 $ | +5,1 % | 27.253.636 $ | +17.168.535 $ | +170,2 % | |||
| FREEPORT-MCMORAN INC | FCX | 32.628.367 $ | +4.435.194 $ | +15,7 % | 28.193.173 $ | +6.422.426 $ | +29,5 % | 21.770.747 $ | -2.292.535 $ | -9,5 % | 24.063.282 $ | +3.047.461 $ | +14,5 % |
| APPLIED MATERIALS INC /DE | AMAT | 28.962.259 $ | +9.125.715 $ | +46,0 % | 19.836.544 $ | +3.332.043 $ | +20,2 % | 16.504.501 $ | -15.419.795 $ | -48,3 % | 31.924.296 $ | +17.120.750 $ | +115,7 % |
| Block, Inc. | XYZ | 30.541.085 $ | +1.817.700 $ | +6,3 % | 28.723.385 $ | +5.794.169 $ | +25,3 % | ||||||
| uniQure N.V. | QURE | 8.529.419 $ | -3.954.312 $ | -31,7 % | 12.483.731 $ | -17.966.555 $ | -59,0 % | 30.450.286 $ | +30.450.286 $ | ||||
| Constellation Energy Corp | CEG | 28.531.252 $ | +28.531.252 $ | ||||||||||
| Mineralys Therapeutics, Inc. | MLYS | 2.843.393 $ | -21.074.475 $ | -88,1 % | 23.917.868 $ | +23.917.868 $ | |||||||
| AMPHENOL CORP /DE/ | APH | 16.170.905 $ | +5.426.869 $ | +50,5 % | |||||||||
| VERIZON COMMUNICATIONS INC | VZ | 14.888.644 $ | -2.147.030 $ | -12,6 % | |||||||||
| Viridian Therapeutics, Inc.\DE | VRDN | 13.172.225 $ | +4.038.015 $ | +44,2 % | 9.134.210 $ | +3.216.867 $ | +54,4 % | 5.917.343 $ | +211.636 $ | +3,7 % | |||
| ADVANCED MICRO DEVICES INC | AMD | 7.465.271 $ | -3.400.779 $ | -31,3 % | 10.866.050 $ | +6.010.894 $ | +123,8 % | 4.855.156 $ | -2.538.543 $ | -34,3 % | 7.393.699 $ | +5.297.392 $ | +252,7 % |
| Janux Therapeutics, Inc. | JANX | 5.233.294 $ | +37.649 $ | +0,7 % | 5.195.645 $ | -4.005.917 $ | -43,5 % | 9.201.562 $ | +504.504 $ | +5,8 % | 8.697.058 $ | -1.468.334 $ | -14,4 % |
| NEKTAR THERAPEUTICS | NKTR | 8.801.356 $ | +847.981 $ | +10,7 % | 7.953.375 $ | -800.462 $ | -9,1 % | 8.753.837 $ | +8.753.837 $ | ||||
| Marvell Technology, Inc. | MRVL | 8.384.384 $ | +1.190.997 $ | +16,6 % | 7.193.387 $ | -209.901 $ | -2,8 % | 7.403.288 $ | +587.367 $ | +8,6 % | 6.815.921 $ | +1.392.835 $ | +25,7 % |
| Apple Inc. | AAPL | 7.435.032 $ | +4.099.854 $ | +122,9 % | 3.335.178 $ | +211.632 $ | +6,8 % | 3.123.546 $ | +604.674 $ | +24,0 % | 2.518.872 $ | -208.218 $ | -7,6 % |
| NEUROCRINE BIOSCIENCES INC | NBIX | 6.781.478 $ | +814.166 $ | +13,6 % | |||||||||
| GE Vernova Inc. | GEV | 6.288.372 $ | +4.032.248 $ | +178,7 % | 2.256.124 $ | +2.256.124 $ | |||||||
| JPMORGAN CHASE & CO | JPM | 532.724 $ | -5.298.814 $ | -90,9 % | 5.831.538 $ | +4.454.686 $ | +323,5 % | 1.376.852 $ | +108.206 $ | +8,5 % | 1.268.646 $ | +1.097.672 $ | +642,0 % |
| SOUTHERN COPPER CORP/ | SCCO | 5.821.822 $ | +1.008.117 $ | +20,9 % | 4.813.705 $ | +776.058 $ | +19,2 % | 4.037.647 $ | +705.310 $ | +21,2 % | 3.332.337 $ | +284.046 $ | +9,3 % |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | 5.540.685 $ | +932.269 $ | +20,2 % | |||||||||
| WELLS FARGO & COMPANY/MN | WFC | 226.570 $ | -4.956.841 $ | -95,6 % | 5.183.411 $ | +4.408.495 $ | +568,9 % | 774.916 $ | +32.444 $ | +4,4 % | 742.472 $ | -1.312.804 $ | -63,9 % |
| NETFLIX INC | NFLX | 599.015 $ | +14.890 $ | +2,5 % | 584.125 $ | -4.043.706 $ | -87,4 % | 4.627.831 $ | -513.089 $ | -10,0 % | 5.140.920 $ | +1.580.520 $ | +44,4 % |
| FISERV INC | FISV | 1.641.803 $ | -334.540 $ | -16,9 % | 1.976.343 $ | -1.817.164 $ | -47,9 % | 3.793.507 $ | -1.279.312 $ | -25,2 % | 5.072.819 $ | -1.424.662 $ | -21,9 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.944.594 $ | -2.849.179 $ | -59,4 % | 4.793.773 $ | -5.383 $ | -0,1 % | 4.799.156 $ | +191.628 $ | +4,2 % | 4.607.528 $ | -22.296.816 $ | -82,9 % |
| Salesforce, Inc. | CRM | 1.714.191 $ | -718.478 $ | -29,5 % | 2.432.669 $ | +256.298 $ | +11,8 % | 2.176.371 $ | -2.570.344 $ | -54,1 % | 4.746.715 $ | -368.495 $ | -7,2 % |
| Mastercard Inc | MA | 4.738.278 $ | +340.711 $ | +7,7 % | |||||||||
| AbbVie Inc. | ABBV | 4.440.030 $ | +4.440.030 $ | ||||||||||
| GENERAL ELECTRIC CO | GE | 2.102.168 $ | -2.151.418 $ | -50,6 % | 4.253.586 $ | +4.253.586 $ | |||||||
| RTX Corp | RTX | 1.692.312 $ | -2.364.863 $ | -58,3 % | 4.057.175 $ | +4.057.175 $ | |||||||
| CATERPILLAR INC | CAT | 2.211.104 $ | -1.675.819 $ | -43,1 % | 3.886.923 $ | +3.886.923 $ | |||||||
| Walmart Inc. | WMT | 3.620.401 $ | +376.476 $ | +11,6 % | 3.243.925 $ | +241.066 $ | +8,0 % | 3.002.859 $ | +152.181 $ | +5,3 % | 2.850.678 $ | -2.494.592 $ | -46,7 % |
| Merck & Co., Inc. | MRK | 3.200.360 $ | +3.200.360 $ | ||||||||||
| COCA COLA CO | KO | 396.829 $ | +32.039 $ | +8,8 % | 364.790 $ | +16.942 $ | +4,9 % | 347.848 $ | -2.634.548 $ | -88,3 % | 2.982.396 $ | -4.712.457 $ | -61,2 % |
| General Motors Co | GM | 2.735.682 $ | +121.190 $ | +4,6 % | |||||||||
| BANK OF AMERICA CORP /DE/ | BAC | 366.698 $ | -2.303.882 $ | -86,3 % | 2.670.580 $ | +2.102.471 $ | +370,1 % | 568.109 $ | +47.021 $ | +9,0 % | 521.088 $ | +61.557 $ | +13,4 % |
| UNITEDHEALTH GROUP INC | UNH | 2.548.171 $ | -1.533.413 $ | -37,6 % | |||||||||
| Tesla, Inc. | TSLA | 2.452.335 $ | +579.645 $ | +31,0 % | |||||||||
| VISA INC. | V | 1.953.805 $ | +47.880 $ | +2,5 % | 1.905.925 $ | +20.610 $ | +1,1 % | 1.885.315 $ | +47.853 $ | +2,6 % | |||
| Accenture plc | ACN | 1.924.553 $ | -79.680 $ | -4,0 % | |||||||||
| AT&T INC. | T | 1.852.507 $ | -1.427.351 $ | -43,5 % | |||||||||
| ServiceNow, Inc. | NOW | 1.164.154 $ | -137.395 $ | -10,6 % | 1.301.549 $ | +291.247 $ | +28,8 % | ||||||
| GOLDMAN SACHS GROUP INC | GS | 1.088.789 $ | +1.088.789 $ | ||||||||||
| PROCTER & GAMBLE Co | PG | 597.982 $ | +4.679 $ | +0,8 % | 593.303 $ | -44.652 $ | -7,0 % | 637.955 $ | -25.294 $ | -3,8 % | 663.249 $ | -7.102.790 $ | -91,5 % |
| PEPSICO INC | PEP | 488.076 $ | +36.993 $ | +8,2 % | 451.083 $ | +9.399 $ | +2,1 % | 441.684 $ | +26.418 $ | +6,4 % | 415.266 $ | -6.826.536 $ | -94,3 % |
| 1.179.225.148 $ | +157.041.077 $ | -3,0 % | 1.126.807.116 $ | +29.007.731 $ | +26,8 % | 1.294.195.474 $ | +642.486.588 $ | +137,3 % | 846.199.554 $ | +378.597.520 $ | +96,4 % | ||