| 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 | ||||
| 1.129.980.458 $ | -56.122.292 $ | +4,3 % | 6 | 1.544.196.050 $ | -90.192.763 $ | -5,0 % | 7 | 2.684.776.263 $ | -96.134.187 $ | +2,3 % | 12 | ||||
| Planet Fitness, Inc. | PLNT | → 0 | Stark | 187.809.500 $ | -110.483.000 $ | -37,0 % | 1 | 298.292.500 $ | +56.957.500 $ | +23,6 % | 1 | 241.335.000 $ | -28.563.750 $ | -10,6 % | 1 |
| Sea Ltd | SE | → 0 | Neutral | 290.436.250 $ | -165.392.750 $ | -36,3 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 245.013.750 $ | -36.084.500 $ | -12,8 % | 1 | 281.098.250 $ | +22.755.000 $ | +8,8 % | 1 | 258.343.250 $ | +14.866.500 $ | +6,1 % | 1 |
| Wix.com Ltd. | WIX | → 0 | 161.029.500 $ | -118.737.750 $ | -42,4 % | 1 | 279.767.250 $ | +113.384.250 $ | +68,1 % | 1 | |||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 261.154.800 $ | +30.667.050 $ | +13,3 % | 1 | 230.487.750 $ | -18.217.250 $ | -7,3 % | 1 | ||||
| Coupang, Inc. | CPNG | → 0 | Neutral | 171.027.500 $ | -54.372.500 $ | -24,1 % | 1 | 225.400.000 $ | +6.692.000 $ | +3,1 % | 1 | ||||
| ZILLOW GROUP, INC. | ZG | → 0 | Stark | 199.543.500 $ | -7.046.813 $ | -3,4 % | 1 | 206.590.313 $ | +34.967.813 $ | +20,4 % | 1 | ||||
| Burlington Stores, Inc. | BURL | → 0 | Stark | 162.690.000 $ | +25.486.250 $ | +18,6 % | 1 | 203.600.000 $ | +29.120.000 $ | +16,7 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Stark | 197.856.708 $ | +11.222.208 $ | +6,0 % | 1 | 186.634.500 $ | -71.148.750 $ | -27,6 % | 1 | ||||
| US Foods Holding Corp. | USFD | → 0 | Neutral | 193.465.500 $ | -18.312.000 $ | -8,6 % | 1 | ||||||||
| HOME DEPOT, INC. | HD | → 0 | Neutral | 164.445.000 $ | -7.605.000 $ | -4,4 % | 1 | 172.050.000 $ | -20.415.250 $ | -10,6 % | 1 | 192.465.250 $ | -20.750 $ | -0,0 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 176.251.200 $ | +6.490.500 $ | +3,8 % | 1 | ||||||||
| Liberty Media Corp | FWONA | → 0 | Neutral | 172.165.500 $ | +61.341.750 $ | +55,4 % | 1 | ||||||||
| 1.129.980.458 $ | -56.122.292 $ | +4,3 % | 6 | 1.544.196.050 $ | -90.192.763 $ | -5,0 % | 7 | 2.684.776.263 $ | -96.134.187 $ | +2,3 % | 12 | ||||