| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 498.507.274 $ | +113.281.258 $ | +24,6 % | 12 | 428.503.928 $ | +428.503.928 $ | 13 | |||||
| Sandisk Corp | SNDK | → 0 | Stark | 143.749.350 $ | +83.278.017 $ | +137,7 % | 1 | 60.471.333 $ | +60.471.333 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 69.714.630 $ | +44.027.730 $ | +171,4 % | 1 | 25.686.900 $ | +25.686.900 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Stark | 52.320.000 $ | -3.630.000 $ | -6,5 % | 1 | 55.950.000 $ | +55.950.000 $ | 1 | |
| ELI LILLY & Co | LLY | → 0 | Neutral | 36.790.800 $ | -6.196.400 $ | -14,4 % | 1 | 42.987.200 $ | +42.987.200 $ | 1 | |
| CARNIVAL PLC | CUK | → 0 | 29.118.000 $ | -7.530.000 $ | -20,5 % | 1 | 36.648.000 $ | +36.648.000 $ | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Neutral | 32.281.850 $ | -3.495.250 $ | -9,8 % | 1 | 35.777.100 $ | +35.777.100 $ | 1 | |
| AppLovin Corp | APP | → 0 | Neutral | 33.691.000 $ | +33.691.000 $ | 1 | |||||
| GEO GROUP INC | GEO | → 0 | Neutral | 33.535.950 $ | +8.519.295 $ | +34,1 % | 1 | 25.016.655 $ | +25.016.655 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 22.313.070 $ | -4.090.530 $ | -15,5 % | 1 | 26.403.600 $ | +26.403.600 $ | 1 | |
| Ceribell, Inc. | CBLL | → 0 | Neutral | 25.662.000 $ | +3.732.000 $ | +17,0 % | 1 | 21.930.000 $ | +21.930.000 $ | 1 | |
| DraftKings Inc. | DKNG | → 0 | Neutral | 24.122.000 $ | +24.122.000 $ | 1 | |||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 17.397.990 $ | -5.332.150 $ | -23,5 % | 1 | 22.730.140 $ | +22.730.140 $ | 1 | |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 18.412.034 $ | +2.476.946 $ | +15,5 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 17.211.600 $ | +1.521.600 $ | +9,7 % | 1 | ||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 17.090.000 $ | +17.090.000 $ | 1 | |||||
| 498.507.274 $ | +113.281.258 $ | +24,6 % | 12 | 428.503.928 $ | +428.503.928 $ | 13 | |||||