| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 258.561.499 $ | -19.583.917 $ | +2.944,1 % | 4 | 820.767.433 $ | +215.805.299 $ | +69,0 % | 11 | 709.886.362 $ | +179.407.051 $ | +44,2 % | 10 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 95.280.018 $ | -19.347.812 $ | -16,9 % | 1 | 114.627.830 $ | +6.171.533 $ | +5,7 % | 1 | 108.456.297 $ | +21.776.404 $ | +25,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 53.551.013 $ | -31.867.886 $ | -37,3 % | 1 | 85.418.899 $ | -13.905.266 $ | -14,0 % | 1 | 99.324.165 $ | -14.246.307 $ | -12,5 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 53.955.468 $ | -23.676.915 $ | -30,5 % | 1 | 77.632.383 $ | -139.530 $ | -0,2 % | 1 | 77.771.913 $ | +79.991 $ | +0,1 % | 1 |
| Airbnb, Inc. | ABNB | → 0 | Stark | 76.368.760 $ | +6.825.525 $ | +9,8 % | 1 | 69.543.235 $ | +936.636 $ | +1,4 % | 1 | ||||
| BENTLEY SYSTEMS INC | BSY | → 0 | Stark | 75.661.868 $ | +75.661.868 $ | 1 | |||||||||
| MARRIOTT VACATIONS WORLDWIDE Corp | VAC | → 0 | Neutral | 70.925.787 $ | +70.925.787 $ | 1 | |||||||||
| Summit Hotel Properties, Inc. | INN | → 0 | Neutral | 70.325.389 $ | +17.125.962 $ | +32,2 % | 1 | 53.199.427 $ | +53.199.427 $ | 1 | |||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 63.030.348 $ | -6.701.080 $ | -9,6 % | 1 | 69.731.428 $ | +10.639.510 $ | +18,0 % | 1 | ||||
| Cable One, Inc. | CABO | → 0 | Neutral | 69.426.188 $ | +773.027 $ | +1,1 % | 1 | 68.653.161 $ | +1.961.838 $ | +2,9 % | 1 | ||||
| Enphase Energy, Inc. | ENPH | → 0 | Neutral | 67.815.000 $ | +58.039.518 $ | +593,7 % | 1 | ||||||||
| FIVERR INTL LTD | → 0 | 59.011.800 $ | +44.386.800 $ | +303,5 % | 1 | ||||||||||
| AFFIRM HOLDINGS INC | → 0 | 55.775.000 $ | +55.308.696 $ | +11.861,1 % | 1 | ||||||||||
| DEXCOM INC | DXCM | → 0 | Neutral | 54.132.125 $ | +54.132.125 $ | 1 | |||||||||
| AUTOZONE INC | AZO | → 0 | Neutral | 50.062.811 $ | +6.540.627 $ | +15,0 % | 1 | ||||||||
| VISA INC. | V | → 0 | Neutral | 49.534.981 $ | +1.027.955 $ | +2,1 % | 1 | ||||||||
| 258.561.499 $ | -19.583.917 $ | +2.944,1 % | 4 | 820.767.433 $ | +215.805.299 $ | +69,0 % | 11 | 709.886.362 $ | +179.407.051 $ | +44,2 % | 10 | ||||