| 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 | 3.399.366.557 $ | +598.433.340 $ | +34,6 % | 11 | 2.800.933.217 $ | -647.416.036 $ | -2,6 % | 11 | 3.448.349.253 $ | -422.458.383 $ | +122,7 % | 10 | |||
| AppLovin Corp | APP | → 0 | Neutral | 922.261.700 $ | +209.841.700 $ | +29,5 % | 1 | 712.420.000 $ | -500.273.395 $ | -41,3 % | 1 | 1.212.693.395 $ | -265.360.630 $ | -18,0 % | 1 |
| CARVANA CO. | CVNA | → 0 | Stark | 768.448.500 $ | +34.371.200 $ | +4,7 % | 1 | 734.077.300 $ | -226.018.200 $ | -23,5 % | 1 | 960.095.500 $ | -401.472.305 $ | -29,5 % | 1 |
| Wayfair Inc. | W | → 0 | Neutral | 268.914.474 $ | +73.368.474 $ | +37,5 % | 1 | 195.546.000 $ | -98.037.276 $ | -33,4 % | 1 | 293.583.276 $ | +32.396.202 $ | +12,4 % | 1 |
| CORPAY, INC. | CPAY | → 0 | Neutral | 293.277.600 $ | +37.206.400 $ | +14,5 % | 1 | 256.071.200 $ | +6.299.300 $ | +2,5 % | 1 | 249.771.900 $ | +127.346.400 $ | +104,0 % | 1 |
| Colliers International Group Inc. | CIGI | → 0 | Schwach | 257.351.861 $ | -11.035.512 $ | -4,1 % | 1 | 268.387.373 $ | +77.123.477 $ | +40,3 % | 1 | 191.263.896 $ | -12.173.076 $ | -6,0 % | 1 |
| GXO Logistics, Inc. | GXO | → 0 | Neutral | 266.175.000 $ | +97.662.500 $ | +58,0 % | 1 | 168.512.500 $ | -2.567.500 $ | -1,5 % | 1 | 171.080.000 $ | -812.500 $ | -0,5 % | 1 |
| DraftKings Inc. | DKNG | → 0 | Neutral | 243.759.000 $ | +35.126.000 $ | +16,8 % | 1 | 208.633.000 $ | +63.768.880 $ | +44,0 % | 1 | 144.864.120 $ | +133.644.120 $ | +1.191,1 % | 1 |
| Sportradar Group AG | SRAD | → 0 | Neutral | 137.050.350 $ | +91.015.350 $ | +197,7 % | 1 | 46.035.000 $ | +46.035.000 $ | 1 | |||||
| CIMPRESS plc | CMPR | → 0 | Neutral | 124.341.776 $ | +35.089.567 $ | +39,3 % | 1 | 89.252.209 $ | -8.326.513 $ | -8,5 % | 1 | 97.578.722 $ | -32.214.586 $ | -24,8 % | 1 |
| Core & Main, Inc. | CNM | → 0 | Neutral | 103.737.500 $ | -2.472.500 $ | -2,3 % | 1 | 106.210.000 $ | -5.525.500 $ | -4,9 % | 1 | 111.735.500 $ | -3.999.000 $ | -3,5 % | 1 |
| QXO, Inc. | QXO | → 0 | Neutral | 14.048.796 $ | -1.739.839 $ | -11,0 % | 1 | 15.788.635 $ | +105.691 $ | +0,7 % | 1 | 15.682.944 $ | +186.992 $ | +1,2 % | 1 |
| Gesamt | 3.399.366.557 $ | +598.433.340 $ | +34,6 % | 11 | 2.800.933.217 $ | -647.416.036 $ | -2,6 % | 11 | 3.448.349.253 $ | -422.458.383 $ | +122,7 % | 10 | |||