| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 859.533.864 $ | +185.815.377 $ | +12,9 % | 928.473.564 $ | +201.341.009 $ | -1,6 % | 733.274.803 $ | -1.762.672 $ | -12,8 % | 1.132.782.105 $ | +457.765.078 $ | +25,4 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 84.148.095 $ | +17.751.409 $ | +26,7 % | 66.396.686 $ | -32.340.796 $ | -32,8 % | 98.737.482 $ | -34.815.705 $ | -26,1 % | 133.553.187 $ | -22.794.904 $ | -14,6 % |
| AMAZON COM INC | AMZN | 21.196.471 $ | -26.297.975 $ | -55,4 % | 47.494.446 $ | +22.894.043 $ | +93,1 % | 24.600.403 $ | -40.546.580 $ | -62,2 % | 65.146.983 $ | +36.844.666 $ | +130,2 % |
| NVIDIA CORP | NVDA | 34.593.238 $ | -30.073.175 $ | -46,5 % | 64.666.413 $ | +64.666.413 $ | |||||||
| MICROSOFT CORP | MSFT | 57.551.496 $ | +6.617.209 $ | +13,0 % | 50.934.287 $ | +50.934.287 $ | |||||||
| Liberty Broadband Corp | LBRDA | 20.327.145 $ | -32.719.941 $ | -61,7 % | 53.047.086 $ | +6.392.398 $ | +13,7 % | ||||||
| Liberty Media Corp | FWONA | 37.829.904 $ | -2.664.011 $ | -6,6 % | 40.493.915 $ | -9.373.126 $ | -18,8 % | 49.867.041 $ | -406.551 $ | -0,8 % | 50.273.592 $ | +17.089.605 $ | +51,5 % |
| MCDONALDS CORP | MCD | 49.639.824 $ | +17.638.736 $ | +55,1 % | 32.001.088 $ | +9.123.109 $ | +39,9 % | ||||||
| AT&T INC. | T | 48.166.897 $ | +48.166.897 $ | ||||||||||
| Meta Platforms, Inc. | META | 10.926.539 $ | -31.590.518 $ | -74,3 % | 42.517.057 $ | -4.513.373 $ | -9,6 % | 47.030.430 $ | +5.089.942 $ | +12,1 % | 41.940.488 $ | +1.238.521 $ | +3,0 % |
| Broadcom Inc. | AVGO | 45.729.174 $ | +25.796.929 $ | +129,4 % | 19.932.245 $ | -12.008.322 $ | -37,6 % | 31.940.567 $ | +3.173.079 $ | +11,0 % | |||
| EchoStar CORP | SATS | 45.538.708 $ | +27.205.692 $ | +148,4 % | 18.333.016 $ | +18.333.016 $ | |||||||
| SYNOPSYS INC | SNPS | 28.843.920 $ | -15.010.548 $ | -34,2 % | 43.854.468 $ | +30.515.176 $ | +228,8 % | 13.339.292 $ | +13.339.292 $ | ||||
| HOME DEPOT, INC. | HD | 10.026.212 $ | -16.233.091 $ | -61,8 % | 26.259.303 $ | -16.158.823 $ | -38,1 % | 42.418.126 $ | +42.418.126 $ | ||||
| ROSS STORES, INC. | ROST | 18.446.044 $ | +8.396.934 $ | +83,6 % | 10.049.110 $ | -29.630.808 $ | -74,7 % | 39.679.918 $ | +10.303.475 $ | +35,1 % | 29.376.443 $ | +29.376.443 $ | |
| Live Nation Entertainment, Inc. | LYV | 25.053.733 $ | -5.254.735 $ | -17,3 % | 30.308.468 $ | -7.733.762 $ | -20,3 % | 38.042.230 $ | +38.042.230 $ | ||||
| ELECTRONIC ARTS INC. | EA | 37.596.095 $ | +37.596.095 $ | ||||||||||
| ServiceNow, Inc. | NOW | 21.077.565 $ | -16.390.715 $ | -43,7 % | 37.468.280 $ | +6.709.154 $ | +21,8 % | 30.759.126 $ | +30.759.126 $ | ||||
| Hyatt Hotels Corp | H | 34.996.473 $ | +16.245.285 $ | +86,6 % | 18.751.188 $ | +18.751.188 $ | |||||||
| Atlassian Corp | TEAM | 10.709.185 $ | -4.094.047 $ | -27,7 % | 14.803.232 $ | -19.009.222 $ | -56,2 % | 33.812.454 $ | +6.345.053 $ | +23,1 % | |||
| EQUINIX INC | EQIX | 33.645.758 $ | +15.338.365 $ | +83,8 % | 18.307.393 $ | +18.307.393 $ | |||||||
| Alphabet Inc. | GOOGL | 33.270.404 $ | +11.059.785 $ | +49,8 % | 22.210.619 $ | +22.210.619 $ | |||||||
| ANALOG DEVICES INC | ADI | 33.237.358 $ | +33.237.358 $ | ||||||||||
| DOMINOS PIZZA INC | DPZ | 32.858.203 $ | +9.541.575 $ | +40,9 % | |||||||||
| PINTEREST, INC. | PINS | 32.464.668 $ | +13.949.298 $ | +75,3 % | |||||||||
| Burlington Stores, Inc. | BURL | 31.607.413 $ | +7.085.781 $ | +28,9 % | 24.521.632 $ | -661.183 $ | -2,6 % | 25.182.815 $ | -4.251.655 $ | -14,4 % | |||
| Salesforce, Inc. | CRM | 23.883.491 $ | +7.883.621 $ | +49,3 % | 15.999.870 $ | -14.456.331 $ | -47,5 % | 30.456.201 $ | -6.919.638 $ | -18,5 % | |||
| ON SEMICONDUCTOR CORP | ON | 10.509.432 $ | -19.633.970 $ | -65,1 % | 30.143.402 $ | +30.143.402 $ | |||||||
| AMERICAN TOWER CORP /MA/ | AMT | 29.932.300 $ | +3.416.310 $ | +12,9 % | 26.515.990 $ | -22.792.823 $ | -46,2 % | ||||||
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | 9.917.660 $ | -19.979.987 $ | -66,8 % | 29.897.647 $ | -1.432.128 $ | -4,6 % | ||||||
| ASML HOLDING NV | ASML | 29.782.075 $ | +8.682.296 $ | +41,1 % | 21.099.779 $ | +21.099.779 $ | |||||||
| APPLIED MATERIALS INC /DE | AMAT | 29.574.405 $ | +16.731.073 $ | +130,3 % | 12.843.332 $ | -4.407.037 $ | -25,5 % | 17.250.369 $ | +17.250.369 $ | ||||
| Lumen Technologies, Inc. | LUMN | 27.195.000 $ | +27.195.000 $ | ||||||||||
| ORACLE CORP | ORCL | 19.782.975 $ | -1.889.098 $ | -8,7 % | 21.672.073 $ | -5.054.570 $ | -18,9 % | 26.726.643 $ | +26.726.643 $ | ||||
| DoorDash, Inc. | DASH | 16.067.251 $ | -10.592.389 $ | -39,7 % | 26.659.640 $ | +26.659.640 $ | |||||||
| Booking Holdings Inc. | BKNG | 23.219.915 $ | +11.652.402 $ | +100,7 % | 11.567.513 $ | -14.599.852 $ | -55,8 % | 26.167.365 $ | -1.967.034 $ | -7,0 % | |||
| SHOPIFY INC. | SHOP | 25.436.962 $ | +3.592.857 $ | +16,4 % | |||||||||
| AKAMAI TECHNOLOGIES INC | AKAM | 25.284.113 $ | +25.284.113 $ | ||||||||||
| Airbnb, Inc. | ABNB | 24.460.932 $ | +24.460.932 $ | ||||||||||
| ONTO INNOVATION INC. | ONTO | 3.305.933 $ | -20.209.366 $ | -85,9 % | 23.515.299 $ | +23.515.299 $ | |||||||
| Hewlett Packard Enterprise Co | HPE | 9.077.396 $ | -4.047.012 $ | -30,8 % | 13.124.408 $ | -9.812.422 $ | -42,8 % | 22.936.830 $ | +22.936.830 $ | ||||
| Wayfair Inc. | W | 22.916.173 $ | +9.957.315 $ | +76,8 % | |||||||||
| Wingstop Inc. | WING | 22.832.319 $ | +17.706.465 $ | +345,4 % | |||||||||
| TARGET CORP | TGT | 22.810.567 $ | +22.810.567 $ | ||||||||||
| WYNDHAM HOTELS & RESORTS, INC. | WH | 21.775.895 $ | -780.995 $ | -3,5 % | 22.556.890 $ | +3.895.991 $ | +20,9 % | ||||||
| Walt Disney Co | DIS | 21.939.407 $ | +2.030.966 $ | +10,2 % | 19.908.441 $ | +19.908.441 $ | |||||||
| MongoDB, Inc. | MDB | 21.709.305 $ | +21.709.305 $ | ||||||||||
| ROKU, INC | ROKU | 21.075.186 $ | +21.075.186 $ | ||||||||||
| CHIPOTLE MEXICAN GRILL INC | CMG | 10.376.458 $ | -10.307.504 $ | -49,8 % | 20.683.962 $ | +20.683.962 $ | |||||||
| Warner Bros. Discovery, Inc. | WBD | 20.050.377 $ | +20.050.377 $ | ||||||||||
| BELLRING BRANDS, INC. | BRBR | 19.301.986 $ | +19.301.986 $ | ||||||||||
| Zoom Communications, Inc. | ZM | 18.335.512 $ | +18.335.512 $ | ||||||||||
| Arista Networks, Inc. | ANET | 17.643.452 $ | +17.643.452 $ | ||||||||||
| CISCO SYSTEMS, INC. | CSCO | 17.634.267 $ | +17.634.267 $ | ||||||||||
| TOWER SEMICONDUCTOR LTD | TSEM | 11.298.740 $ | -5.932.519 $ | -34,4 % | 17.231.259 $ | +17.231.259 $ | |||||||
| Cloudflare, Inc. | NET | 16.813.202 $ | +16.813.202 $ | ||||||||||
| TEXAS INSTRUMENTS INC | TXN | 16.410.419 $ | +494.031 $ | +3,1 % | |||||||||
| Simply Good Foods Co | SMPL | 4.489.913 $ | -11.882.963 $ | -72,6 % | 16.372.876 $ | +16.372.876 $ | |||||||
| OUTFRONT Media Inc. | OUT | 15.635.768 $ | +6.481.789 $ | +70,8 % | |||||||||
| Datadog, Inc. | DDOG | 15.495.007 $ | +15.495.007 $ | ||||||||||
| Uber Technologies, Inc | UBER | 15.297.093 $ | +15.297.093 $ | ||||||||||
| Walmart Inc. | WMT | 15.125.870 $ | -7.885.469 $ | -34,3 % | |||||||||
| TJX COMPANIES INC /DE/ | TJX | 15.016.751 $ | +15.016.751 $ | ||||||||||
| Red Rock Resorts, Inc. | RRR | 14.913.409 $ | +14.913.409 $ | ||||||||||
| BOYD GAMING CORP | BYD | 14.780.701 $ | +14.780.701 $ | ||||||||||
| T-Mobile US, Inc. | TMUS | 14.538.697 $ | +14.538.697 $ | ||||||||||
| CROWN CASTLE INC. | CCI | 14.517.804 $ | +14.517.804 $ | ||||||||||
| Paramount Skydance Corp | PSKY | 13.400.000 $ | +13.400.000 $ | ||||||||||
| Snowflake Inc. | SNOW | 13.337.965 $ | +2.673.961 $ | +25,1 % | 10.664.004 $ | +6.958 $ | +0,1 % | 10.657.046 $ | -5.310.788 $ | -33,3 % | |||
| COMCAST CORP | CMCSA | 10.961.052 $ | +10.961.052 $ | ||||||||||
| Churchill Downs Inc | CHDN | 10.424.296 $ | +10.424.296 $ | ||||||||||
| Six Flags Entertainment Corporation/NEW | FUN | 10.101.452 $ | -23.372.203 $ | -69,8 % | |||||||||
| NETFLIX INC | NFLX | 10.046.950 $ | +16.866 $ | +0,2 % | 10.030.084 $ | -50.136.752 $ | -83,3 % | ||||||
| ADVANCED MICRO DEVICES INC | AMD | 9.997.203 $ | +9.997.203 $ | ||||||||||
| COMFORT SYSTEMS USA INC | FIX | 9.647.414 $ | +9.647.414 $ | ||||||||||
| Dutch Bros Inc. | BROS | 8.239.232 $ | +8.239.232 $ | ||||||||||
| INTUIT INC. | INTU | 4.528.316 $ | -25.646.837 $ | -85,0 % | |||||||||
| Marvell Technology, Inc. | MRVL | 1.004.384 $ | +1.004.384 $ | ||||||||||
| 859.533.864 $ | +185.815.377 $ | +12,9 % | 928.473.564 $ | +201.341.009 $ | -1,6 % | 733.274.803 $ | -1.762.672 $ | -12,8 % | 1.132.782.105 $ | +457.765.078 $ | +25,4 % | ||