| 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 | ||||
| 1.334.818.578 $ | +36.336.879 $ | +21,6 % | 10 | 1.298.481.699 $ | -170.751.301 $ | -12,2 % | 10 | 1.491.418.000 $ | +38.066.789 $ | -2,5 % | 11 | 1.476.552.690 $ | +111.778.186 $ | +4,8 % | 12 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 288.255.512 $ | -11.384.697 $ | -3,8 % | 1 | 299.640.209 $ | -86.791.791 $ | -22,5 % | 1 | 386.432.000 $ | +24.017.121 $ | +6,6 % | 1 | 362.414.879 $ | +70.001.055 $ | +23,9 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 207.567.858 $ | -18.480.705 $ | -8,2 % | 1 | 226.048.563 $ | -38.289.437 $ | -14,5 % | 1 | 264.338.000 $ | -30.135.161 $ | -10,2 % | 1 | 294.473.161 $ | -1.869.236 $ | -0,6 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 286.620.930 $ | +25.233.047 $ | +9,7 % | 1 | 261.387.883 $ | -27.557.117 $ | -9,5 % | 1 | 288.945.000 $ | +64.314.322 $ | +28,6 % | 1 | 224.630.678 $ | +61.033.251 $ | +37,3 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 207.421.763 $ | -14.256.012 $ | -6,4 % | 1 | 221.677.775 $ | +28.462.775 $ | +14,7 % | 1 | 193.215.000 $ | -14.451.942 $ | -7,0 % | 1 | 207.666.942 $ | -14.428.077 $ | -6,5 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 147.567.734 $ | +18.186.453 $ | +14,1 % | 1 | 129.381.281 $ | -15.030.719 $ | -10,4 % | 1 | 144.412.000 $ | +6.858.202 $ | +5,0 % | 1 | 137.553.798 $ | -262.173 $ | -0,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 44.181.234 $ | +190.972 $ | +0,4 % | 1 | 43.990.262 $ | -13.892.738 $ | -24,0 % | 1 | 57.883.000 $ | -4.189.682 $ | -6,7 % | 1 | 62.072.682 $ | +2.461.579 $ | +4,1 % | 1 |
| MARKEL GROUP INC. | MKL | → 0 | Stark | 49.862.298 $ | +831.481 $ | +1,7 % | 1 | 49.030.817 $ | -8.102.183 $ | -14,2 % | 1 | 57.133.000 $ | +4.723.509 $ | +9,0 % | 1 | 52.409.491 $ | -2.358.120 $ | -4,3 % | 1 |
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 50.522.206 $ | +33.393.245 $ | +195,0 % | 1 | 17.128.961 $ | -3.530.039 $ | -17,1 % | 1 | 20.659.000 $ | -4.205.854 $ | -16,9 % | 1 | 24.864.854 $ | -2.470.099 $ | -9,0 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 40.248.869 $ | +1.575.512 $ | +4,1 % | 1 | 38.673.357 $ | -3.857.643 $ | -9,1 % | 1 | 42.531.000 $ | -1.692.021 $ | -3,8 % | 1 | 44.223.021 $ | +1.080.816 $ | +2,5 % | 1 |
| PayPal Holdings, Inc. | PYPL | → 0 | Neutral | 22.185.000 $ | -5.117.205 $ | -18,7 % | 1 | 27.302.205 $ | -2.955.771 $ | -9,8 % | 1 | ||||||||
| Walt Disney Co | DIS | → 0 | Neutral | 23.201.479 $ | -1.927.039 $ | -7,7 % | 1 | ||||||||||||
| COPART INC | CPRT | → 0 | Stark | 12.570.174 $ | +1.047.583 $ | +9,1 % | 1 | 11.522.591 $ | -2.162.409 $ | -15,8 % | 1 | 13.685.000 $ | -2.054.500 $ | -13,1 % | 1 | 15.739.500 $ | +3.472.000 $ | +28,3 % | 1 |
| 1.334.818.578 $ | +36.336.879 $ | +21,6 % | 10 | 1.298.481.699 $ | -170.751.301 $ | -12,2 % | 10 | 1.491.418.000 $ | +38.066.789 $ | -2,5 % | 11 | 1.476.552.690 $ | +111.778.186 $ | +4,8 % | 12 | ||||