| 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 | ||||
| 622.913.869 $ | -372.498.372 $ | +1.656,2 % | 7 | 1.289.555.109 $ | +39.333.467 $ | +769,7 % | 9 | 1.290.249.717 $ | +181.502.658 $ | -6,5 % | 9 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 139.782.916 $ | -274.645.784 $ | -66,3 % | 1 | 414.428.700 $ | +91.713.450 $ | +28,4 % | 1 | 322.715.250 $ | +41.989.671 $ | +15,0 % | 1 |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 46.783.270 $ | -314.978.863 $ | -87,1 % | 1 | 361.762.133 $ | -10.310.820 $ | -2,8 % | 1 | 372.072.953 $ | +33.399.545 $ | +9,9 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 213.391.769 $ | +211.307.084 $ | +10.136,2 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 28.608.576 $ | -60.387.359 $ | -67,9 % | 1 | 88.995.935 $ | -114.245.659 $ | -56,2 % | 1 | 203.241.594 $ | +29.460.493 $ | +17,0 % | 1 |
| MINISO Group Holding Ltd | MNSO | → 0 | Sehr stark | 42.950.156 $ | -137.295.567 $ | -76,2 % | 1 | 180.245.723 $ | +10.161.385 $ | +6,0 % | 1 | ||||
| ESTEE LAUDER COMPANIES INC | EL | → 0 | Schwach | 146.691.776 $ | +74.124.956 $ | +102,1 % | 1 | 72.566.820 $ | +72.566.820 $ | 1 | |||||
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 126.697.801 $ | +27.575.180 $ | +27,8 % | 1 | 99.122.621 $ | +26.216.879 $ | +36,0 % | 1 | 72.905.742 $ | +72.905.742 $ | 1 | |
| Atour Lifestyle Holdings Ltd | ATAT | → 0 | Sehr schwach | 58.384.378 $ | +57.444.628 $ | +6.112,8 % | 1 | ||||||||
| ORACLE CORP | ORCL | → 0 | Neutral | 48.201.243 $ | +48.201.243 $ | 1 | |||||||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 40.266.660 $ | +40.266.660 $ | 1 | |||||||||
| PDD Holdings Inc. | PDD | → 0 | Neutral | 29.057.575 $ | -116.425.058 $ | -80,0 % | 1 | ||||||||
| Bilibili Inc. | BILI | → 0 | Neutral | 27.382.877 $ | -1.635.290 $ | -5,6 % | 1 | 29.018.167 $ | +3.484.357 $ | +13,6 % | 1 | 25.533.810 $ | +25.533.810 $ | 1 | |
| INTEL CORP | INTC | → 0 | Stark | 11.910.250 $ | +11.910.250 $ | 1 | |||||||||
| 622.913.869 $ | -372.498.372 $ | +1.656,2 % | 7 | 1.289.555.109 $ | +39.333.467 $ | +769,7 % | 9 | 1.290.249.717 $ | +181.502.658 $ | -6,5 % | 9 | ||||