| 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 | ||||
| 963.729.310 $ | +158.897.288 $ | +123,5 % | 23 | 912.885.837 $ | -115.748.359 $ | -19,3 % | 29 | 1.071.912.188 $ | +60.677.652 $ | +1,2 % | 22 | 1.044.827.227 $ | -7.701.062 $ | +10,1 % | 23 | ||||
| CARVANA CO. | CVNA | → 0 | Neutral | 223.997.637 $ | -3.752.125 $ | -1,6 % | 1 | 227.749.762 $ | -71.922.842 $ | -24,0 % | 1 | 299.672.604 $ | +53.990.150 $ | +22,0 % | 1 | 245.682.454 $ | -7.385.626 $ | -2,9 % | 1 |
| GoDaddy Inc. | GDDY | → 0 | Neutral | 64.718.369 $ | +3.111.114 $ | +5,0 % | 1 | 61.607.255 $ | -30.428.961 $ | -33,1 % | 1 | 92.036.216 $ | -7.724.348 $ | -7,7 % | 1 | 99.760.564 $ | -25.671.753 $ | -20,5 % | 1 |
| Expedia Group, Inc. | EXPE | → 0 | Neutral | 64.065.187 $ | +13.788.428 $ | +27,4 % | 1 | 50.276.759 $ | -24.253.886 $ | -32,5 % | 1 | 74.530.645 $ | +806.132 $ | +1,1 % | 1 | 73.724.513 $ | +4.871.024 $ | +7,1 % | 1 |
| Maplebear Inc. | CART | → 0 | Neutral | 69.897.644 $ | +18.062.332 $ | +34,8 % | 1 | 51.835.312 $ | -10.141.775 $ | -16,4 % | 1 | 61.977.087 $ | +16.168.319 $ | +35,3 % | 1 | 45.808.768 $ | +26.383.300 $ | +135,8 % | 1 |
| CREDIT ACCEPTANCE CORP | CACC | → 0 | Neutral | 67.577.853 $ | +18.299.389 $ | +37,1 % | 1 | 49.278.464 $ | -2.513.673 $ | -4,9 % | 1 | 51.792.137 $ | -4.053.158 $ | -7,3 % | 1 | 55.845.295 $ | -12.576.758 $ | -18,4 % | 1 |
| Shift4 Payments, Inc. | FOUR | → 0 | Neutral | 50.951.859 $ | +13.596.381 $ | +36,4 % | 1 | 37.355.478 $ | -16.244.586 $ | -30,3 % | 1 | 53.600.064 $ | -13.590.257 $ | -20,2 % | 1 | 67.190.321 $ | -17.689.663 $ | -20,8 % | 1 |
| Aptiv PLC | APTV | → 0 | Neutral | 47.144.413 $ | -10.102.888 $ | -17,6 % | 1 | 57.247.301 $ | -8.797.219 $ | -13,3 % | 1 | 66.044.520 $ | +12.890.225 $ | +24,3 % | 1 | ||||
| Wayfair Inc. | W | → 0 | Schwach | 57.649.008 $ | +9.620.504 $ | +20,0 % | 1 | 48.028.504 $ | -15.526.206 $ | -24,4 % | 1 | 63.554.710 $ | +5.521.654 $ | +9,5 % | 1 | 58.033.056 $ | +23.469.166 $ | +67,9 % | 1 |
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Neutral | 53.894.120 $ | +8.815.856 $ | +19,6 % | 1 | 45.078.264 $ | -12.051.562 $ | -21,1 % | 1 | 57.129.826 $ | +1.907.422 $ | +3,5 % | 1 | 55.222.404 $ | -723.338 $ | -1,3 % | 1 |
| PayPal Holdings, Inc. | PYPL | → 0 | Neutral | 39.263.994 $ | -13.521.078 $ | -25,6 % | 1 | 52.785.072 $ | +172.309 $ | +0,3 % | 1 | ||||||||
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Neutral | 30.738.606 $ | -17.033.744 $ | -35,7 % | 1 | 47.772.350 $ | +47.772.350 $ | 1 | |||||||||
| SharkNinja, Inc. | SN | → 0 | Schwach | 39.592.180 $ | +23.901.718 $ | +152,3 % | 1 | 15.690.462 $ | -819.600 $ | -5,0 % | 1 | 16.510.062 $ | +16.510.062 $ | 1 | |||||
| Core & Main, Inc. | CNM | → 0 | Neutral | 28.120.727 $ | -9.125.836 $ | -24,5 % | 1 | 37.246.563 $ | -2.294.240 $ | -5,8 % | 1 | 39.540.803 $ | +4.888.279 $ | +14,1 % | 1 | 34.652.524 $ | +860.145 $ | +2,5 % | 1 |
| FTAI Finance Holdco Ltd. | → 0 | 37.863.379 $ | +36.025.879 $ | +1.960,6 % | 1 | 1.837.500 $ | +1.837.500 $ | 1 | |||||||||||
| Apollo Global Management, Inc. | APO | → 0 | 14.015.121 $ | -14.661.156 $ | -51,1 % | 1 | 28.676.277 $ | -8.356.371 $ | -22,6 % | 1 | 37.032.648 $ | +2.171.881 $ | +6,2 % | 1 | 34.860.767 $ | -3.405.828 $ | -8,9 % | 1 | |
| Gildan Activewear Inc. | GIL | → 0 | Schwach | 29.618.761 $ | +12.882.190 $ | +77,0 % | 1 | 16.736.571 $ | -4.745.109 $ | -22,1 % | 1 | 21.481.680 $ | +1.180.239 $ | +5,8 % | 1 | 20.301.441 $ | +7.135.059 $ | +54,2 % | 1 |
| Ingersoll Rand Inc. | IR | → 0 | Neutral | 21.444.812 $ | -3.265.077 $ | -13,2 % | 1 | 24.709.889 $ | -2.524.204 $ | -9,3 % | 1 | 27.234.093 $ | -1.635.483 $ | -5,7 % | 1 | 28.869.576 $ | -530.894 $ | -1,8 % | 1 |
| TransDigm Group INC | TDG | → 0 | Schwach | 27.282.843 $ | +6.407.655 $ | +30,7 % | 1 | 20.875.188 $ | +339.644 $ | +1,7 % | 1 | 20.535.544 $ | +1.625.911 $ | +8,6 % | 1 | 18.909.633 $ | -2.876.576 $ | -13,2 % | 1 |
| DICK'S SPORTING GOODS, INC. | DKS | → 0 | Neutral | 25.137.223 $ | +25.137.223 $ | 1 | |||||||||||||
| VISA INC. | V | → 0 | Neutral | 24.012.869 $ | +10.817.071 $ | +82,0 % | 1 | 13.195.798 $ | +13.195.798 $ | 1 | |||||||||
| YELP INC | YELP | → 0 | Sehr stark | 19.363.900 $ | -2.780.300 $ | -12,6 % | 1 | 22.144.200 $ | -3.571.323 $ | -13,9 % | 1 | ||||||||
| TD SYNNEX CORP | SNX | → 0 | Stark | 20.404.233 $ | -28.190.751 $ | -58,0 % | 1 | ||||||||||||
| ZEBRA TECHNOLOGIES CORP | ZBRA | → 0 | Neutral | 19.765.298 $ | +10.294.183 $ | +108,7 % | 1 | 9.471.115 $ | +2.310.596 $ | +32,3 % | 1 | 7.160.519 $ | +7.160.519 $ | 1 | |||||
| GARTNER INC | IT | → 0 | Stark | 9.402.704 $ | -2.803.359 $ | -23,0 % | 1 | 12.206.063 $ | -735.027 $ | -5,7 % | 1 | 12.941.090 $ | +12.941.090 $ | 1 | |||||
| Klaviyo, Inc. | KVYO | → 0 | Neutral | 5.702.928 $ | -6.458.678 $ | -53,1 % | 1 | 12.161.606 $ | +1.518.954 $ | +14,3 % | 1 | 10.642.652 $ | +5.222.840 $ | +96,4 % | 1 | ||||
| Blend Labs, Inc. | BLND | → 0 | Stark | 11.639.916 $ | +858.130 $ | +8,0 % | 1 | ||||||||||||
| TE Connectivity plc | TEL | → 0 | Stark | 11.451.448 $ | +11.451.448 $ | 1 | |||||||||||||
| S&P Global Inc. | SPGI | → 0 | Stark | 9.705.006 $ | -541.435 $ | -5,3 % | 1 | 10.246.441 $ | +10.246.441 $ | 1 | |||||||||
| COOPER COMPANIES, INC. | COO | → 0 | Schwach | 8.361.210 $ | +8.361.210 $ | 1 | |||||||||||||
| CarGurus, Inc. | CARG | → 0 | Stark | 7.454.733 $ | +1.603.649 $ | +27,4 % | 1 | 5.851.084 $ | -705.922 $ | -10,8 % | 1 | 6.557.006 $ | +54.935 $ | +0,8 % | 1 | 6.502.071 $ | +496.013 $ | +8,3 % | 1 |
| Intercontinental Exchange, Inc. | ICE | → 0 | Sehr schwach | 7.195.780 $ | +7.195.780 $ | 1 | |||||||||||||
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 6.271.062 $ | +6.271.062 $ | 1 | |||||||||||||
| Unity Software Inc. | U | → 0 | Neutral | 3.388.852 $ | +3.388.852 $ | 1 | |||||||||||||
| QXO, Inc. | QXO | → 0 | Schwach | 2.716.070 $ | +1.403.084 $ | +106,9 % | 1 | 1.312.986 $ | -10.694 $ | -0,8 % | 1 | 1.323.680 $ | +10.065 $ | +0,8 % | 1 | 1.313.615 $ | -167.475 $ | -11,3 % | 1 |
| DraftKings Inc. | DKNG | → 0 | Schwach | 2.645.423 $ | -12.704.479 $ | -82,8 % | 1 | ||||||||||||
| HEALTHEQUITY, INC. | HQY | → 0 | Neutral | 1.548.542 $ | -210.378 $ | -12,0 % | 1 | ||||||||||||
| 963.729.310 $ | +158.897.288 $ | +123,5 % | 23 | 912.885.837 $ | -115.748.359 $ | -19,3 % | 29 | 1.071.912.188 $ | +60.677.652 $ | +1,2 % | 22 | 1.044.827.227 $ | -7.701.062 $ | +10,1 % | 23 | ||||