| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 362.308.307 $ | +32.236.457 $ | +39,5 % | 335.037.434 $ | +41.661.161 $ | +24,9 % | 294.337.219 $ | +53.394.125 $ | +8,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 275.162.518 $ | +24.136.096 $ | +9,6 % | 251.026.422 $ | +31.605.779 $ | +14,4 % | 219.420.643 $ | +44.900.277 $ | +25,7 % |
| Liberty Broadband Corp | LBRDA | 20.863.202 $ | +3.966.645 $ | +23,5 % | 16.896.557 $ | -6.008.963 $ | -26,2 % | 22.905.520 $ | +3.678.011 $ | +19,1 % |
| Solventum Corp | SOLV | 14.270.886 $ | -4.632.391 $ | -24,5 % | 18.903.277 $ | +1.093.542 $ | +6,1 % | 17.809.735 $ | +9.302.836 $ | +109,4 % |
| COMCAST CORP | CMCSA | 16.689.596 $ | +6.079.078 $ | +57,3 % | 10.610.518 $ | -503.861 $ | -4,5 % | 11.114.379 $ | +1.013.005 $ | +10,0 % |
| Nu Holdings Ltd. | NU | 15.546.823 $ | +7.568.400 $ | +94,9 % | 7.978.423 $ | +7.978.423 $ | ||||
| MCKESSON CORP | MCK | 9.059.878 $ | -4.907.432 $ | -35,1 % | 13.967.310 $ | +367.211 $ | +2,7 % | 13.600.099 $ | -3.140.804 $ | -18,8 % |
| HUMANA INC | HUM | 5.194.554 $ | +5.194.554 $ | |||||||
| BERKSHIRE HATHAWAY INC | BRK-B | 1.073.779 $ | -3.636.510 $ | -77,2 % | 4.710.289 $ | -238.364 $ | -4,8 % | 4.948.653 $ | -1.268.811 $ | -20,4 % |
| SPS COMMERCE INC | SPSC | 4.778.663 $ | +2.229.510 $ | +87,5 % | 2.549.153 $ | +1.707.735 $ | +203,0 % | 841.418 $ | +841.418 $ | |
| BlackRock, Inc. | BLK | 3.642.124 $ | +814.353 $ | +28,8 % | 2.827.771 $ | +412.665 $ | +17,1 % | 2.415.106 $ | -1.700.081 $ | -41,3 % |
| APPFOLIO INC | APPF | 847.838 $ | +618.868 $ | +270,3 % | 228.970 $ | -45.326 $ | -16,5 % | |||
| CARDINAL HEALTH INC | CAH | 731.976 $ | -287.109 $ | -28,2 % | ||||||
| NVIDIA CORP | NVDA | 373.000 $ | -160 $ | -0,0 % | 373.160 $ | +52.440 $ | +16,4 % | 320.720 $ | +100.709 $ | +45,8 % |
| 362.308.307 $ | +32.236.457 $ | +39,5 % | 335.037.434 $ | +41.661.161 $ | +24,9 % | 294.337.219 $ | +53.394.125 $ | +8,5 % | ||