| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 512.231.211 $ | +405.762 $ | -20,7 % | 511.825.449 $ | +140.647.686 $ | +65,3 % | 374.568.639 $ | +44.472.680 $ | -1,9 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 363.885.073 $ | +44.734.072 $ | +14,0 % | 319.151.001 $ | +68.652.079 $ | +27,4 % | 250.498.922 $ | +56.135.387 $ | +28,9 % |
| LAM RESEARCH CORP | LRCX | 18.074.725 $ | -2.239.512 $ | -11,0 % | 20.314.237 $ | +8.248.749 $ | +68,4 % | 12.065.488 $ | -2.373.241 $ | -16,4 % |
| Mastercard Inc | MA | 16.983.109 $ | -996.406 $ | -5,5 % | 17.979.515 $ | +6.496.833 $ | +56,6 % | 11.482.682 $ | -423.033 $ | -3,6 % |
| NVIDIA CORP | NVDA | 14.814.255 $ | -2.189.713 $ | -12,9 % | 17.003.968 $ | +8.342.482 $ | +96,3 % | 8.661.486 $ | +343.538 $ | +4,1 % |
| SYNOPSYS INC | SNPS | 14.006.111 $ | -2.639.881 $ | -15,9 % | 16.645.992 $ | +4.504.192 $ | +37,1 % | 12.141.800 $ | +3.505.190 $ | +40,6 % |
| AMAZON COM INC | AMZN | 11.236.087 $ | -4.759.807 $ | -29,8 % | 15.995.894 $ | +75.420 $ | +0,5 % | 15.920.474 $ | -3.065.381 $ | -16,1 % |
| AUTOZONE INC | AZO | 8.770.419 $ | -5.666.239 $ | -39,2 % | 14.436.658 $ | +3.556.112 $ | +32,7 % | 10.880.546 $ | -2.929.343 $ | -21,2 % |
| MCKESSON CORP | MCK | 12.164.901 $ | -404.325 $ | -3,2 % | 12.569.226 $ | +5.093.404 $ | +68,1 % | 7.475.822 $ | -4.936.806 $ | -39,8 % |
| ALPHA PRO TECH LTD | APT | 9.894.556 $ | -2.347.960 $ | -19,2 % | 12.242.516 $ | +8.539.924 $ | +230,6 % | 3.702.592 $ | -3.402.652 $ | -47,9 % |
| NETFLIX INC | NFLX | 4.617.680 $ | -6.917.129 $ | -60,0 % | 11.534.809 $ | +635.630 $ | +5,8 % | 10.899.179 $ | +1.086.166 $ | +11,1 % |
| LATTICE SEMICONDUCTOR CORP | LSCC | 5.742.330 $ | -4.170.241 $ | -42,1 % | 9.912.571 $ | +6.918.106 $ | +231,0 % | 2.994.465 $ | -1.919.523 $ | -39,1 % |
| Bloom Energy Corp | BE | 2.385.999 $ | -7.293.883 $ | -75,4 % | 9.679.882 $ | +5.482.400 $ | +130,6 % | 4.197.482 $ | -86.039 $ | -2,0 % |
| SBA COMMUNICATIONS CORP | SBAC | 7.616.113 $ | -1.789.978 $ | -19,0 % | 9.406.091 $ | -235.500 $ | -2,4 % | 9.641.591 $ | +3.764.244 $ | +64,0 % |
| MICROSOFT CORP | MSFT | 5.824.236 $ | -413.436 $ | -6,6 % | 6.237.672 $ | -2.305.345 $ | -27,0 % | 8.543.017 $ | +4.355.542 $ | +104,0 % |
| Palo Alto Networks Inc | PANW | 6.554.389 $ | -1.673.284 $ | -20,3 % | 8.227.673 $ | +8.227.673 $ | ||||
| ON SEMICONDUCTOR CORP | ON | 6.915.442 $ | -1.000.539 $ | -12,6 % | 7.915.981 $ | +7.915.981 $ | ||||
| ICON PLC | ICLR | 3.390.876 $ | -1.560.116 $ | -31,5 % | ||||||
| APPFOLIO INC | APPF | 2.745.786 $ | +174.023 $ | +6,8 % | 2.571.763 $ | +499.546 $ | +24,1 % | 2.072.217 $ | -4.021.253 $ | -66,0 % |
| 512.231.211 $ | +405.762 $ | -20,7 % | 511.825.449 $ | +140.647.686 $ | +65,3 % | 374.568.639 $ | +44.472.680 $ | -1,9 % | ||