| 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 | ||||
| 464.085.212 $ | +3.317.477 $ | +9,7 % | 12 | 458.332.026 $ | -8.177.414 $ | +9,4 % | 10 | 474.169.524 $ | +29.338.336 $ | +33,6 % | 15 | 472.574.203 $ | +24.419.149 $ | +77,7 % | 13 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 149.346.666 $ | +2.095.396 $ | +1,4 % | 1 | 147.251.270 $ | -9.274.765 $ | -5,9 % | 1 | 156.526.035 $ | -2.797.388 $ | -1,8 % | 1 | 159.323.423 $ | +3.321.643 $ | +2,1 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 79.155.812 $ | +9.551.770 $ | +13,7 % | 1 | 69.604.042 $ | -1.884.374 $ | -2,6 % | 1 | 71.488.416 $ | +3.277.019 $ | +4,8 % | 1 | 68.211.397 $ | -24.968.582 $ | -26,8 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 63.639.378 $ | +8.838.206 $ | +16,1 % | 1 | 54.801.172 $ | -3.771.144 $ | -6,4 % | 1 | 58.572.316 $ | +20.013.253 $ | +51,9 % | 1 | 38.559.063 $ | +25.657.265 $ | +198,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 13.602.548 $ | -37.198.472 $ | -73,2 % | 1 | 50.801.020 $ | -8.086.486 $ | -13,7 % | 1 | 58.887.506 $ | -4.088.999 $ | -6,5 % | 1 | 62.976.505 $ | +1.312.587 $ | +2,1 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 60.276.020 $ | +32.417.788 $ | +116,4 % | 1 | 27.858.232 $ | +15.475.930 $ | +125,0 % | 1 | 12.382.302 $ | +3.804.189 $ | +44,3 % | 1 | 8.578.113 $ | +8.578.113 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 12.172.134 $ | -28.057.187 $ | -69,7 % | 1 | 40.229.321 $ | +21.637.886 $ | +116,4 % | 1 | 18.591.435 $ | -15.384.656 $ | -45,3 % | 1 | 33.976.091 $ | +1.018.896 $ | +3,1 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 33.290.571 $ | -3.915.129 $ | -10,5 % | 1 | 37.205.700 $ | +4.760.158 $ | +14,7 % | 1 | 32.445.542 $ | -3.101.427 $ | -8,7 % | 1 | 35.546.969 $ | -4.974.245 $ | -12,3 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 20.857.382 $ | +11.561.862 $ | +124,4 % | 1 | 9.295.520 $ | -17.283.900 $ | -65,0 % | 1 | 26.579.420 $ | +10.211.690 $ | +62,4 % | 1 | 16.367.730 $ | +13.997.880 $ | +590,7 % | 1 |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 24.168.415 $ | -8.449.825 $ | -25,9 % | 1 | ||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 16.931.321 $ | -1.226.085 $ | -6,8 % | 1 | 18.157.406 $ | +1.741.955 $ | +10,6 % | 1 | 16.415.451 $ | +836.933 $ | +5,4 % | 1 | 15.578.518 $ | +2.995.647 $ | +23,8 % | 1 |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 3.128.343 $ | -11.492.674 $ | -78,6 % | 1 | 14.621.017 $ | +10.559.763 $ | +260,0 % | 1 | 4.061.254 $ | +703.045 $ | +20,9 % | 1 | ||||
| SPACE EXPLORATION TECHNOLOGIES CORP | SPCX | → 0 | 9.203.374 $ | +9.203.374 $ | 1 | ||||||||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 5.037.606 $ | +2.135.970 $ | +73,6 % | 1 | 2.901.636 $ | +2.901.636 $ | 1 | |||||||||
| Alibaba Group Holding Ltd | BABA | → 0 | Sehr schwach | 3.574.600 $ | +3.574.600 $ | 1 | |||||||||||||
| FACTSET RESEARCH SYSTEMS INC | FDS | → 0 | Schwach | 2.176.425 $ | +2.176.425 $ | 1 | |||||||||||||
| PDD Holdings Inc. | PDD | → 0 | Neutral | 1.700.850 $ | +48.725 $ | +2,9 % | 1 | 1.652.125 $ | +1.652.125 $ | 1 | |||||||||
| Airbnb, Inc. | ABNB | → 0 | Neutral | 572.400 $ | -2.090.016 $ | -78,5 % | 1 | ||||||||||||
| Tesla, Inc. | TSLA | → 0 | Schwach | 449.720 $ | +449.720 $ | 1 | |||||||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 431.453 $ | +431.453 $ | 1 | |||||||||||||
| 464.085.212 $ | +3.317.477 $ | +9,7 % | 12 | 458.332.026 $ | -8.177.414 $ | +9,4 % | 10 | 474.169.524 $ | +29.338.336 $ | +33,6 % | 15 | 472.574.203 $ | +24.419.149 $ | +77,7 % | 13 | ||||