| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 525.745.807 $ | +69.243.983 $ | +22,1 % | 6 | 292.941.266 $ | -68.478.248 $ | -16,6 % | 3 | 596.826.712 $ | -43.249.758 $ | -8,0 % | 6 | 909.672.565 $ | -3.654.372 $ | +0,6 % | 10 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 103.249.911 $ | +94.087 $ | +0,1 % | 1 | 103.155.824 $ | -41.687.171 $ | -28,8 % | 1 | 144.842.995 $ | +4.893.497 $ | +3,5 % | 1 | 139.949.498 $ | +36.696.283 $ | +35,5 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 103.207.655 $ | -3.660.264 $ | -3,4 % | 1 | 106.867.919 $ | -25.263.143 $ | -19,1 % | 1 | 132.131.062 $ | -5.707.079 $ | -4,1 % | 1 | 137.838.141 $ | -2.457.815 $ | -1,8 % | 1 |
| Cloudflare, Inc. | NET | → 0 | Neutral | 94.373.688 $ | +11.456.165 $ | +13,8 % | 1 | 82.917.523 $ | -1.527.934 $ | -1,8 % | 1 | 84.445.457 $ | -18.093.799 $ | -17,6 % | 1 | 102.539.256 $ | -15.302.034 $ | -13,0 % | 1 |
| Ares Management Corp | ARES | → 0 | Neutral | 64.552.008 $ | +759.492 $ | +1,2 % | 1 | 96.025.030 $ | -394.556 $ | -0,4 % | 1 | 96.419.586 $ | -16.350.588 $ | -14,5 % | 1 | ||||
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Schwach | 89.433.140 $ | +34.191.687 $ | +61,9 % | 1 | 70.517.442 $ | -9.891.638 $ | -12,3 % | 1 | 80.409.080 $ | -4.818.346 $ | -5,7 % | 1 | ||||
| ServiceNow, Inc. | NOW | → 0 | Neutral | 68.864.726 $ | -14.056.183 $ | -17,0 % | 1 | 82.920.909 $ | -11.393.094 $ | -12,1 % | 1 | ||||||||
| Uber Technologies, Inc | UBER | → 0 | Neutral | 72.302.546 $ | +2.020.029 $ | +2,9 % | 1 | ||||||||||||
| Snowflake Inc. | SNOW | → 0 | Neutral | 70.929.405 $ | +26.402.816 $ | +59,3 % | 1 | 65.942.475 $ | -835.640 $ | -1,3 % | 1 | ||||||||
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 67.159.341 $ | +918.757 $ | +1,4 % | 1 | ||||||||||||
| COSTAR GROUP, INC. | CSGP | → 0 | Neutral | 64.191.733 $ | +7.868.076 $ | +14,0 % | 1 | ||||||||||||
| 525.745.807 $ | +69.243.983 $ | +22,1 % | 6 | 292.941.266 $ | -68.478.248 $ | -16,6 % | 3 | 596.826.712 $ | -43.249.758 $ | -8,0 % | 6 | 909.672.565 $ | -3.654.372 $ | +0,6 % | 10 | ||||