| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| Gesamt | 110.950.855 $ | +9.004.071 $ | +3,9 % | 16 | 103.325.252 $ | -22.381.324 $ | -4,4 % | 17 | 134.768.248 $ | +15.757.956 $ | +7,8 % | 19 | |||
| NVIDIA CORP | NVDA | → 0 | Stark | 40.048.014 $ | +5.141.854 $ | +14,7 % | 1 | 34.906.160 $ | -2.421.815 $ | -6,5 % | 1 | 37.327.975 $ | -3.169.214 $ | -7,8 % | 1 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | CTSH | → 0 | Stark | 11.659.202 $ | -4.711.309 $ | -28,8 % | 1 | 16.370.511 $ | -7.544.943 $ | -31,5 % | 1 | 23.915.454 $ | +9.358.715 $ | +64,3 % | 1 |
| MakeMyTrip Ltd | MMYT | → 0 | Neutral | 22.317.639 $ | +7.192.964 $ | +47,6 % | 1 | 15.124.675 $ | -5.313.597 $ | -26,0 % | 1 | 20.438.272 $ | -2.857.177 $ | -12,3 % | 1 |
| Genpact LTD | G | → 0 | Sehr stark | 10.431.355 $ | +1.620.910 $ | +18,4 % | 1 | 8.810.445 $ | -5.007.431 $ | -36,2 % | 1 | 13.817.876 $ | +1.444.408 $ | +11,7 % | 1 |
| TaskUs, Inc. | TASK | → 0 | Neutral | 9.955.273 $ | -229.058 $ | -2,2 % | 1 | 10.184.331 $ | -990.019 $ | -8,9 % | 1 | 11.174.350 $ | +11.174.350 $ | 1 | |
| Sea Ltd | SE | → 0 | Stark | 4.274.018 $ | -446.152 $ | -9,5 % | 1 | 4.720.170 $ | -739.826 $ | -13,5 % | 1 | 5.459.996 $ | +491.302 $ | +9,9 % | 1 |
| Grab Holdings Ltd | GRAB | → 0 | Neutral | 5.377.224 $ | +1.107.840 $ | +25,9 % | 1 | ||||||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 2.938.924 $ | +814.830 $ | +38,4 % | 1 | 2.124.094 $ | -1.164.759 $ | -35,4 % | 1 | 3.288.853 $ | -2.714.399 $ | -45,2 % | 1 |
| Freshworks Inc. | FRSH | → 0 | Stark | 1.361.332 $ | +281.144 $ | +26,0 % | 1 | 1.080.188 $ | -1.988.670 $ | -64,8 % | 1 | 3.068.858 $ | +287.701 $ | +10,3 % | 1 |
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 1.630.488 $ | -259.571 $ | -13,7 % | 1 | 1.890.059 $ | -432.017 $ | -18,6 % | 1 | 2.322.076 $ | +488.433 $ | +26,6 % | 1 |
| Cheniere Energy, Inc. | LNG | → 0 | Stark | 2.282.916 $ | -476.689 $ | -17,3 % | 1 | ||||||||
| Chord Energy Corp | CHRD | → 0 | Stark | 1.517.904 $ | -370.246 $ | -19,6 % | 1 | 1.888.150 $ | +657.094 $ | +53,4 % | 1 | 1.231.056 $ | -88.578 $ | -6,7 % | 1 |
| Epsilon Energy Ltd. | EPSN | → 0 | Stark | 1.352.500 $ | -187.500 $ | -12,2 % | 1 | 1.540.000 $ | +380.000 $ | +32,8 % | 1 | 1.160.000 $ | -100.000 $ | -7,9 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Stark | 1.389.729 $ | +433.330 $ | +45,3 % | 1 | 956.399 $ | +956.399 $ | 1 | |||||
| AMERICA MOVIL SAB DE CV/ | AMX | → 0 | Stark | 1.378.468 $ | -2.288 $ | -0,2 % | 1 | 1.380.756 $ | +330.756 $ | +31,5 % | 1 | ||||
| SHINHAN FINANCIAL GROUP CO LTD | SHG | → 0 | Neutral | 904.475 $ | +64.391 $ | +7,7 % | 1 | 840.084 $ | +840.084 $ | 1 | |||||
| Globant S.A. | GLOB | → 0 | Neutral | 856.347 $ | -153.541 $ | -15,2 % | 1 | ||||||||
| Kosmos Energy Ltd. | KOS | → 0 | Stark | 527.500 $ | -167.500 $ | -24,1 % | 1 | 695.000 $ | +241.300 $ | +53,2 % | 1 | 453.700 $ | +453.700 $ | 1 | |
| Amplify Energy Corp. | AMPY | → 0 | Stark | 355.852 $ | -202.066 $ | -36,2 % | 1 | 557.918 $ | +149.314 $ | +36,5 % | 1 | 408.604 $ | -60.799 $ | -13,0 % | 1 |
| EXPAND ENERGY Corp | EXE | → 0 | Neutral | 545.185 $ | +225.848 $ | +70,7 % | 1 | ||||||||
| Kenvue Inc. | KVUE | → 0 | Stark | 286.650 $ | +28.050 $ | +10,8 % | 1 | 258.600 $ | -150 $ | -0,1 % | 1 | 258.750 $ | +15.300 $ | +6,3 % | 1 |
| Gesamt | 110.950.855 $ | +9.004.071 $ | +3,9 % | 16 | 103.325.252 $ | -22.381.324 $ | -4,4 % | 17 | 134.768.248 $ | +15.757.956 $ | +7,8 % | 19 | |||