| 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 | ||||
| 319.340.063 $ | +51.873.603 $ | -8,1 % | 12 | 294.170.152 $ | -77.528.822 $ | -18,5 % | 11 | 378.116.967 $ | +13.332.012 $ | -1,4 % | 12 | 364.784.955 $ | +37.078.513 $ | +58,4 % | 12 | ||||
| CARVANA CO. | CVNA | → 0 | Neutral | 151.458.402 $ | +36.640.538 $ | +31,9 % | 1 | 114.817.864 $ | -39.312.280 $ | -25,5 % | 1 | 154.130.144 $ | +16.354.551 $ | +11,9 % | 1 | 137.775.593 $ | +14.711.062 $ | +12,0 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 55.890.730 $ | +3.198.420 $ | +6,1 % | 1 | 52.692.310 $ | -5.705.150 $ | -9,8 % | 1 | 58.397.460 $ | +2.846.250 $ | +5,1 % | 1 | 55.551.210 $ | +45.540 $ | +0,1 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 25.207.228 $ | -395.590 $ | -1,5 % | 1 | 25.602.818 $ | -3.936.210 $ | -13,3 % | 1 | 29.539.028 $ | -3.324.477 $ | -10,1 % | 1 | 32.863.505 $ | -166.023 $ | -0,5 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 29.045.247 $ | +4.523.568 $ | +18,4 % | 1 | 24.521.679 $ | -2.169.396 $ | -8,1 % | 1 | 26.691.075 $ | +5.960.722 $ | +28,8 % | 1 | 20.730.353 $ | +5.702.340 $ | +37,9 % | 1 |
| ZILLOW GROUP, INC. | ZG | → 0 | Neutral | 15.140.462 $ | -9.818.072 $ | -39,3 % | 1 | 24.958.534 $ | -2.271.618 $ | -8,3 % | 1 | 27.230.152 $ | +2.176.510 $ | +8,7 % | 1 | ||||
| AppLovin Corp | APP | → 0 | Neutral | 22.206.413 $ | +2.823.813 $ | +14,6 % | 1 | 19.382.600 $ | -4.672.774 $ | -19,4 % | 1 | 24.055.374 $ | +2.427.320 $ | +11,2 % | 1 | 21.628.054 $ | +18.792.406 $ | +662,7 % | 1 |
| Flutter Entertainment plc | FLUT | → 0 | Neutral | 4.932.360 $ | -3.812.504 $ | -43,6 % | 1 | 8.744.864 $ | -9.700.407 $ | -52,6 % | 1 | 18.445.271 $ | -3.341.833 $ | -15,3 % | 1 | 21.787.104 $ | -2.724.246 $ | -11,1 % | 1 |
| GDS Holdings Ltd | GDS | → 0 | Schwach | 11.563.230 $ | +1.546.930 $ | +15,4 % | 1 | 10.016.300 $ | -1.090.600 $ | -9,8 % | 1 | 11.106.900 $ | +2.333.310 $ | +26,6 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 11.405.130 $ | +2.336.330 $ | +25,8 % | 1 | 9.068.800 $ | -629.200 $ | -6,5 % | 1 | 9.698.000 $ | -4.160 $ | -0,0 % | 1 | 9.702.160 $ | +1.486.680 $ | +18,1 % | 1 |
| NETFLIX INC | NFLX | → 0 | Neutral | 4.805.220 $ | -4.069.425 $ | -45,9 % | 1 | 8.874.645 $ | +220.597 $ | +2,5 % | 1 | 8.654.048 $ | -2.411.984 $ | -21,8 % | 1 | 11.066.032 $ | -1.294.138 $ | -10,5 % | 1 |
| VISA INC. | V | → 0 | Neutral | 6.417.993 $ | -3.277.199 $ | -33,8 % | 1 | 9.695.192 $ | -388.228 $ | -3,9 % | 1 | ||||||||
| ACV Auctions Inc. | ACVA | → 0 | Neutral | 805.280 $ | -2.955.600 $ | -78,6 % | 1 | 3.760.880 $ | -3.352.860 $ | -47,1 % | 1 | 7.113.740 $ | +1.465.040 $ | +25,9 % | 1 | 5.648.700 $ | -3.596.700 $ | -38,9 % | 1 |
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 5.886.879 $ | +5.886.879 $ | 1 | |||||||||||||
| Sandisk Corp | SNDK | → 0 | Sehr stark | 4.433.774 $ | +4.433.774 $ | 1 | |||||||||||||
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 3.263.400 $ | +3.263.400 $ | 1 | |||||||||||||
| 319.340.063 $ | +51.873.603 $ | -8,1 % | 12 | 294.170.152 $ | -77.528.822 $ | -18,5 % | 11 | 378.116.967 $ | +13.332.012 $ | -1,4 % | 12 | 364.784.955 $ | +37.078.513 $ | +58,4 % | 12 | ||||