| 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 | ||||
| 8.944.446.021 $ | +724.367.930 $ | +9,3 % | 4 | 8.220.078.091 $ | -2.288.150.008 $ | -20,5 % | 4 | 10.508.228.099 $ | -10.232.524.771 $ | -47,6 % | 4 | 41.575.480.440 $ | +21.864.932.286 $ | +111,7 % | 13 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.077.084.368 $ | +79.534.390 $ | +4,0 % | 1 | 1.997.549.978 $ | -1.190.904.728 $ | -37,4 % | 1 | 3.188.454.706 $ | -4.532.571.116 $ | -58,7 % | 1 | 7.721.025.822 $ | +3.991.259.699 $ | +107,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.462.262.611 $ | +55.576.710 $ | +2,3 % | 1 | 2.406.685.901 $ | -434.077.436 $ | -15,3 % | 1 | 2.840.763.337 $ | -1.546.274.653 $ | -35,2 % | 1 | 4.387.037.990 $ | +2.759.454.527 $ | +169,5 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 2.313.751.183 $ | +345.273.541 $ | +17,5 % | 1 | 1.968.477.642 $ | -365.995.018 $ | -15,7 % | 1 | 2.334.472.660 $ | -2.029.433.580 $ | -46,5 % | 1 | 4.363.906.240 $ | +2.620.914.380 $ | +150,4 % | 1 |
| VISA INC. | V | → 0 | Neutral | 2.091.347.859 $ | +243.983.289 $ | +13,2 % | 1 | 1.847.364.570 $ | -297.172.826 $ | -13,9 % | 1 | 2.144.537.396 $ | -2.124.245.422 $ | -49,8 % | 1 | 4.268.782.818 $ | +2.053.254.274 $ | +92,7 % | 1 |
| Autodesk, Inc. | ADSK | → 0 | Stark | 3.142.332.572 $ | +1.489.809.502 $ | +90,2 % | 1 | ||||||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 2.479.129.842 $ | +1.348.360.137 $ | +119,2 % | 1 | ||||||||||||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 2.462.420.628 $ | +1.390.701.732 $ | +129,8 % | 1 | ||||||||||||
| Philip Morris International Inc. | PM | → 0 | Stark | 2.333.211.028 $ | +969.733.693 $ | +71,1 % | 1 | ||||||||||||
| Booking Holdings Inc. | BKNG | → 0 | Schwach | 2.316.394.810 $ | +1.054.248.109 $ | +83,5 % | 1 | ||||||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 2.236.754.796 $ | +1.197.675.115 $ | +115,3 % | 1 | ||||||||||||
| TKO Group Holdings, Inc. | TKO | → 0 | Schwach | 2.005.059.712 $ | +1.122.601.175 $ | +127,2 % | 1 | ||||||||||||
| INTUIT INC. | INTU | → 0 | Schwach | 1.945.520.446 $ | +796.532.350 $ | +69,3 % | 1 | ||||||||||||
| NetEase, Inc. | NTES | → 0 | Stark | 1.913.903.736 $ | +1.070.387.593 $ | +126,9 % | 1 | ||||||||||||
| 8.944.446.021 $ | +724.367.930 $ | +9,3 % | 4 | 8.220.078.091 $ | -2.288.150.008 $ | -20,5 % | 4 | 10.508.228.099 $ | -10.232.524.771 $ | -47,6 % | 4 | 41.575.480.440 $ | +21.864.932.286 $ | +111,7 % | 13 | ||||