| 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 | ||||
| 756.055.471 $ | -162.478.472 $ | +11,5 % | 5 | 1.051.351.364 $ | +47.702.330 $ | -6,1 % | 8 | 1.192.918.285 $ | -344.439.449 $ | +15,2 % | 12 | ||||
| Chime Financial, Inc. | CHYM | → 0 | Schwach | 490.451.943 $ | -194.558.190 $ | -28,4 % | 1 | 685.010.133 $ | +95.093.988 $ | +16,1 % | 1 | 589.916.145 $ | -419.405.072 $ | -41,6 % | 1 |
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 104.481.663 $ | +6.445.679 $ | +6,6 % | 1 | 98.035.984 $ | -4.161.450 $ | -4,1 % | 1 | 102.197.434 $ | +22.783.568 $ | +28,7 % | 1 |
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 56.336.838 $ | -6.767.553 $ | -10,7 % | 1 | 63.104.391 $ | -2.042.950 $ | -3,1 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 60.229.442 $ | -398.658 $ | -0,7 % | 1 | 60.628.100 $ | +21.886.468 $ | +56,5 % | 1 | 38.741.632 $ | +38.741.632 $ | 1 | |
| Everpure, Inc. | PSTG | → 0 | 32.355.443 $ | -28.009.967 $ | -46,4 % | 1 | 60.365.410 $ | +34.274.185 $ | +131,4 % | 1 | |||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 56.598.335 $ | +9.470.009 $ | +20,1 % | 1 | 47.128.326 $ | -912.592 $ | -1,9 % | 1 | 48.040.918 $ | +2.830.969 $ | +6,3 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 53.939.585 $ | +5.815.247 $ | +12,1 % | 1 | ||||||||
| Nutanix, Inc. | NTNX | → 0 | Neutral | 38.831.906 $ | -15.043.341 $ | -27,9 % | 1 | 53.875.247 $ | -10.089.898 $ | -15,8 % | 1 | ||||
| Penguin Solutions, Inc. | PENG | → 0 | Schwach | 48.567.385 $ | -22.367.807 $ | -31,5 % | 1 | ||||||||
| DoorDash, Inc. | DASH | → 0 | Neutral | 33.024.634 $ | -14.383.223 $ | -30,3 % | 1 | 47.407.857 $ | -3.922.920 $ | -7,6 % | 1 | ||||
| Weave Communications, Inc. | WEAV | → 0 | Neutral | 47.275.669 $ | -11.606.602 $ | -19,7 % | 1 | ||||||||
| Nu Holdings Ltd. | NU | → 0 | Neutral | 44.294.088 $ | +16.562.688 $ | +59,7 % | 1 | ||||||||
| monday.com Ltd. | MNDY | → 0 | Stark | 39.486.612 $ | +20.550.199 $ | +108,5 % | 1 | ||||||||
| 756.055.471 $ | -162.478.472 $ | +11,5 % | 5 | 1.051.351.364 $ | +47.702.330 $ | -6,1 % | 8 | 1.192.918.285 $ | -344.439.449 $ | +15,2 % | 12 | ||||