| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 37.574.639 $ | +12.402.016 $ | +230,2 % | 12 | 65.232.553 $ | +65.232.553 $ | 13 | |||||
| iQIYI, Inc. | IQ | → 0 | Neutral | 30.954.000 $ | +30.954.000 $ | 1 | |||||
| NVIDIA CORP | NVDA | → 0 | Stark | 5.310.280 $ | +1.429.783 $ | +36,8 % | 1 | 3.880.497 $ | +3.880.497 $ | 1 | |
| BILL Holdings, Inc. | BILL | → 0 | Neutral | 4.155.788 $ | +1.389.338 $ | +50,2 % | 1 | 2.766.450 $ | +2.766.450 $ | 1 | |
| MongoDB, Inc. | MDB | → 0 | Stark | 3.915.341 $ | +1.259.361 $ | +47,4 % | 1 | 2.655.980 $ | +2.655.980 $ | 1 | |
| CyberArk Software Ltd. | → 0 | 3.836.116 $ | +3.836.116 $ | 1 | |||||||
| MACOM Technology Solutions Holdings, Inc. | MTSI | → 0 | Neutral | 3.166.940 $ | +981.236 $ | +44,9 % | 1 | ||||
| DoorDash, Inc. | DASH | → 0 | Schwach | 2.357.355 $ | -781.658 $ | -24,9 % | 1 | 3.139.013 $ | +3.139.013 $ | 1 | |
| Confluent, Inc. | CFLT | → 0 | 3.119.742 $ | +3.119.742 $ | 1 | ||||||
| TELEPHONE & DATA SYSTEMS INC /DE/ | TDS | → 0 | Neutral | 2.972.428 $ | +77.664 $ | +2,7 % | 1 | 2.894.764 $ | +2.894.764 $ | 1 | |
| SYNOPSYS INC | SNPS | → 0 | Schwach | 2.945.846 $ | +592.549 $ | +25,2 % | 1 | 2.353.297 $ | +2.353.297 $ | 1 | |
| Unity Software Inc. | U | → 0 | Neutral | 2.887.226 $ | +949.726 $ | +49,0 % | 1 | ||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 2.765.006 $ | +2.638.506 $ | +2.085,8 % | 1 | ||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 2.563.425 $ | +1.766.756 $ | +221,8 % | 1 | ||||
| VISA INC. | V | → 0 | Neutral | 2.560.183 $ | +2.560.183 $ | 1 | |||||
| MARSH & MCLENNAN COMPANIES, INC. | MRSH | → 0 | Stark | 2.277.745 $ | -158.504 $ | -6,5 % | 1 | 2.436.249 $ | +2.436.249 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.369.738 $ | +2.369.738 $ | 1 | |||||
| Airbnb, Inc. | ABNB | → 0 | Stark | 2.266.524 $ | +2.266.524 $ | 1 | |||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 2.257.259 $ | +2.257.259 $ | 1 | |||||
| 37.574.639 $ | +12.402.016 $ | +230,2 % | 12 | 65.232.553 $ | +65.232.553 $ | 13 | |||||