| 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 | ||||
| 182.593.184 $ | -73.612.085 $ | -22,3 % | 4 | 354.822.686 $ | +79.904.168 $ | -6,9 % | 10 | 325.856.774 $ | +109.674.505 $ | +72,0 % | 11 | ||||
| Robinhood Markets, Inc. | HOOD | → 0 | Neutral | 72.751.279 $ | -45.981.327 $ | -38,7 % | 1 | 118.732.606 $ | -31.578.044 $ | -21,0 % | 1 | 150.310.650 $ | +43.487.996 $ | +40,7 % | 1 |
| Navan, Inc. | NAVN | → 0 | Schwach | 77.775.163 $ | -22.557.147 $ | -22,5 % | 1 | 100.332.310 $ | +100.332.310 $ | 1 | |||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 21.078.874 $ | -3.170.831 $ | -13,1 % | 1 | 24.249.705 $ | +8.727.302 $ | +56,2 % | 1 | ||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 18.074.725 $ | -2.239.512 $ | -11,0 % | 1 | 20.314.237 $ | +8.248.749 $ | +68,4 % | 1 | ||||
| BillionToOne, Inc. | BLLN | → 0 | Neutral | 18.419.307 $ | -676.666 $ | -3,5 % | 1 | 19.095.973 $ | +19.095.973 $ | 1 | |||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 13.647.435 $ | -4.396.945 $ | -24,4 % | 1 | 18.044.380 $ | +1.460.698 $ | +8,8 % | 1 | 16.583.682 $ | +11.253.919 $ | +211,2 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 16.983.109 $ | -996.406 $ | -5,5 % | 1 | 17.979.515 $ | +6.496.833 $ | +56,6 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 14.814.255 $ | -2.189.713 $ | -12,9 % | 1 | 17.003.968 $ | +8.342.482 $ | +96,3 % | 1 | ||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 14.006.111 $ | -2.639.881 $ | -15,9 % | 1 | 16.645.992 $ | +4.504.192 $ | +37,1 % | 1 | ||||
| TJX COMPANIES INC /DE/ | TJX | → 0 | Neutral | 16.569.777 $ | +5.824.542 $ | +54,2 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 15.995.894 $ | +75.420 $ | +0,5 % | 1 | ||||||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 15.766.696 $ | +9.156.958 $ | +138,5 % | 1 | ||||||||
| AUTOZONE INC | AZO | → 0 | Neutral | 14.436.658 $ | +3.556.112 $ | +32,7 % | 1 | ||||||||
| DANAHER CORP /DE/ | DHR | → 0 | Schwach | 13.660.343 $ | +1.829.574 $ | +15,5 % | 1 | ||||||||
| 182.593.184 $ | -73.612.085 $ | -22,3 % | 4 | 354.822.686 $ | +79.904.168 $ | -6,9 % | 10 | 325.856.774 $ | +109.674.505 $ | +72,0 % | 11 | ||||