| Aktie | Ticker | 2026/Q1 | 2025/Q4 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 85.170.397 $ | +23.864.077 $ | +91,3 % | 104.438.234 $ | +104.438.234 $ | |||
| iQIYI, Inc. | IQ | 30.954.000 $ | +30.954.000 $ | ||||
| NVIDIA CORP | NVDA | 5.310.280 $ | +1.429.783 $ | +36,8 % | 3.880.497 $ | +3.880.497 $ | |
| BILL Holdings, Inc. | BILL | 4.155.788 $ | +1.389.338 $ | +50,2 % | 2.766.450 $ | +2.766.450 $ | |
| BANK OF AMERICA CORP /DE/ | BAC | 2.277.745 $ | -1.876.250 $ | -45,2 % | 4.153.995 $ | +4.153.995 $ | |
| MongoDB, Inc. | MDB | 3.915.341 $ | +1.259.361 $ | +47,4 % | 2.655.980 $ | +2.655.980 $ | |
| CyberArk Software Ltd. | 3.836.116 $ | +3.836.116 $ | |||||
| MACOM Technology Solutions Holdings, Inc. | MTSI | 3.166.940 $ | +981.236 $ | +44,9 % | 2.185.704 $ | +2.185.704 $ | |
| DoorDash, Inc. | DASH | 2.357.355 $ | -781.658 $ | -24,9 % | 3.139.013 $ | +3.139.013 $ | |
| Confluent, Inc. | CFLT | 3.119.742 $ | +3.119.742 $ | ||||
| TELEPHONE & DATA SYSTEMS INC /DE/ | TDS | 2.972.428 $ | +77.664 $ | +2,7 % | 2.894.764 $ | +2.894.764 $ | |
| SYNOPSYS INC | SNPS | 2.945.846 $ | +592.549 $ | +25,2 % | 2.353.297 $ | +2.353.297 $ | |
| Unity Software Inc. | U | 2.887.226 $ | +949.726 $ | +49,0 % | 1.937.500 $ | +1.937.500 $ | |
| Palo Alto Networks Inc | PANW | 2.765.006 $ | +2.638.506 $ | +2.085,8 % | 126.500 $ | +126.500 $ | |
| APPLIED MATERIALS INC /DE | AMAT | 2.563.425 $ | +1.766.756 $ | +221,8 % | 796.669 $ | +796.669 $ | |
| VISA INC. | V | 2.206.352 $ | -353.831 $ | -13,8 % | 2.560.183 $ | +2.560.183 $ | |
| MICROSOFT CORP | MSFT | 2.184.003 $ | -185.735 $ | -7,8 % | 2.369.738 $ | +2.369.738 $ | |
| Airbnb, Inc. | ABNB | 2.108.876 $ | -157.648 $ | -7,0 % | 2.266.524 $ | +2.266.524 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 2.257.259 $ | +2.257.259 $ | ||||
| CORNING INC /NY | GLW | 2.062.801 $ | +2.062.801 $ | ||||
| Broadcom Inc. | AVGO | 842.585 $ | -1.203.075 $ | -58,8 % | 2.045.660 $ | +2.045.660 $ | |
| EQUINIX INC | EQIX | 2.043.800 $ | +446.356 $ | +27,9 % | 1.597.444 $ | +1.597.444 $ | |
| FLEX LTD. | FLEX | 1.981.736 $ | -43.784 $ | -2,2 % | 2.025.520 $ | +2.025.520 $ | |
| AMPHENOL CORP /DE/ | APH | 1.832.075 $ | +1.832.075 $ | ||||
| AMERICAN TOWER CORP /MA/ | AMT | 1.710.958 $ | -29.643 $ | -1,7 % | 1.740.601 $ | +1.740.601 $ | |
| Super Micro Computer, Inc. | SMCI | 1.671.500 $ | +369.270 $ | +28,4 % | 1.302.230 $ | +1.302.230 $ | |
| Sandisk Corp | SNDK | 1.651.884 $ | +939.744 $ | +132,0 % | 712.140 $ | +712.140 $ | |
| Nutanix, Inc. | NTNX | 1.268.899 $ | -349.132 $ | -21,6 % | 1.618.031 $ | +1.618.031 $ | |
| ETSY INC | ETSY | 1.594.420 $ | -22.226 $ | -1,4 % | 1.616.646 $ | +1.616.646 $ | |
| NETFLIX INC | NFLX | 1.537.920 $ | +37.760 $ | +2,5 % | 1.500.160 $ | +1.500.160 $ | |
| TWILIO INC | TWLO | 1.455.234 $ | -40.420 $ | -2,7 % | 1.495.654 $ | +1.495.654 $ | |
| TEXAS INSTRUMENTS INC | TXN | 1.448.295 $ | +1.448.295 $ | ||||
| KLA CORP | KLAC | 1.413.514 $ | +1.413.514 $ | ||||
| Alphabet Inc. | GOOGL | 1.333.224 $ | +188.795 $ | +16,5 % | 1.144.429 $ | +1.144.429 $ | |
| NOKIA CORP | NOK | 1.324.992 $ | +1.324.992 $ | ||||
| INTUIT INC. | INTU | 1.245.254 $ | +1.245.254 $ | ||||
| CELESTICA INC | CLS | 1.126.157 $ | -55.692 $ | -4,7 % | 1.181.849 $ | +1.181.849 $ | |
| TTM TECHNOLOGIES INC | TTMI | 1.178.782 $ | +242.107 $ | +25,8 % | 936.675 $ | +936.675 $ | |
| Sea Ltd | SE | 1.127.375 $ | +283.627 $ | +33,6 % | 843.748 $ | +843.748 $ | |
| ServiceNow, Inc. | NOW | 839.456 $ | -278.831 $ | -24,9 % | 1.118.287 $ | +1.118.287 $ | |
| SPDR GOLD TRUST | GLD | 1.101.645 $ | +233.726 $ | +26,9 % | 867.919 $ | +867.919 $ | |
| JOYY Inc. | JOYY | 1.092.185 $ | +191.697 $ | +21,3 % | 900.488 $ | +900.488 $ | |
| Snowflake Inc. | SNOW | 1.085.904 $ | +1.085.904 $ | ||||
| UNIVERSAL DISPLAY CORP \PA\ | OLED | 844.830 $ | -231.531 $ | -21,5 % | 1.076.361 $ | +1.076.361 $ | |
| Sony Group Corp | SONY | 1.027.258 $ | +133.152 $ | +14,9 % | 894.106 $ | +894.106 $ | |
| RAMBUS INC | RMBS | 1.010.508 $ | +1.010.508 $ | ||||
| ORACLE CORP | ORCL | 809.215 $ | -165.335 $ | -17,0 % | 974.550 $ | +974.550 $ | |
| TERADYNE, INC | TER | 967.000 $ | +967.000 $ | ||||
| FORMFACTOR INC | FORM | 858.928 $ | +858.928 $ | ||||
| SHOPIFY INC. | SHOP | 852.878 $ | +64.463 $ | +8,2 % | 788.415 $ | +788.415 $ | |
| Roblox Corp | RBLX | 833.072 $ | +833.072 $ | ||||
| ANALOG DEVICES INC | ADI | 763.536 $ | +763.536 $ | ||||
| Trade Desk, Inc. | TTD | 759.200 $ | +759.200 $ | ||||
| Zscaler, Inc. | ZS | 527.490 $ | +527.490 $ | ||||
| Trip.com Group Ltd | TCOM | 482.963 $ | +482.963 $ | ||||
| Datadog, Inc. | DDOG | 435.984 $ | +435.984 $ | ||||
| Maplebear Inc. | CART | 37.500 $ | -391.500 $ | -91,3 % | 429.000 $ | +429.000 $ | |
| Bloom Energy Corp | BE | 417.072 $ | +417.072 $ | ||||
| Zoom Communications, Inc. | ZM | 337.638 $ | +337.638 $ | ||||
| Klaviyo, Inc. | KVYO | 335.577 $ | +335.577 $ | ||||
| Elastic N.V. | ESTC | 329.802 $ | +329.802 $ | ||||
| SentinelOne, Inc. | S | 257.600 $ | +237.100 $ | +1.156,6 % | 20.500 $ | +20.500 $ | |
| Five9, Inc. | FIVN | 174.500 $ | -6.000 $ | -3,3 % | 180.500 $ | +180.500 $ | |
| JPMORGAN CHASE & CO | JPM | 158.750 $ | +158.750 $ | ||||
| ZIPRECRUITER, INC. | ZIP | 71.410 $ | -79.949 $ | -52,8 % | 151.359 $ | +151.359 $ | |
| Smart Share Global Ltd | EM | 55.277 $ | -1.957 $ | -3,4 % | 57.234 $ | +57.234 $ | |
| 85.170.397 $ | +23.864.077 $ | +91,3 % | 104.438.234 $ | +104.438.234 $ | |||