| 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 | ||||
| 893.977.902 $ | +327.639.060 $ | +58,9 % | 26 | 534.227.142 $ | -42.818.619 $ | +32,0 % | 23 | 649.794.759 $ | +156.011.075 $ | +19,2 % | 24 | 594.482.613 $ | +194.313.687 $ | +72,8 % | 27 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 160.057.108 $ | +46.240.617 $ | +40,6 % | 1 | 113.816.491 $ | +32.254.846 $ | +39,5 % | 1 | 81.561.645 $ | +820.302 $ | +1,0 % | 1 | 80.741.343 $ | -513.530 $ | -0,6 % | 1 |
| Chime Financial, Inc. | CHYM | → 0 | Schwach | 45.037.343 $ | +6.123.614 $ | +15,7 % | 1 | 38.913.729 $ | -29.304.245 $ | -43,0 % | 1 | 68.217.974 $ | +38.130.849 $ | +126,7 % | 1 | 30.087.125 $ | +6.153.405 $ | +25,7 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 63.609.645 $ | +19.007.414 $ | +42,6 % | 1 | 44.602.231 $ | -2.403.105 $ | -5,1 % | 1 | 47.005.336 $ | +6.377.764 $ | +15,7 % | 1 | 40.627.572 $ | -919.045 $ | -2,2 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 27.356.305 $ | -20.117.817 $ | -42,4 % | 1 | 47.474.122 $ | -15.935.878 $ | -25,1 % | 1 | 63.410.000 $ | +11.787.978 $ | +22,8 % | 1 | 51.622.022 $ | -4.082.408 $ | -7,3 % | 1 |
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 60.739.765 $ | +60.739.765 $ | 1 | |||||||||||||
| Gitlab Inc. | GTLB | → 0 | Schwach | 59.380.850 $ | +34.062.050 $ | +134,5 % | 1 | 25.318.800 $ | -14.463.000 $ | -36,4 % | 1 | 39.781.800 $ | +1.463.800 $ | +3,8 % | 1 | 38.318.000 $ | +16.917.139 $ | +79,0 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 57.890.188 $ | +11.525.590 $ | +24,9 % | 1 | 46.364.598 $ | -3.397.314 $ | -6,8 % | 1 | 49.761.912 $ | +17.000.199 $ | +51,9 % | 1 | 32.761.713 $ | -997.418 $ | -3,0 % | 1 |
| AMKOR TECHNOLOGY, INC. | AMKR | → 0 | Neutral | 51.460.598 $ | +33.133.838 $ | +180,8 % | 1 | 18.326.760 $ | +6.960.665 $ | +61,2 % | 1 | 11.366.095 $ | +11.366.095 $ | 1 | |||||
| BILL Holdings, Inc. | BILL | → 0 | Neutral | 23.937.500 $ | -23.948.620 $ | -50,0 % | 1 | 47.886.120 $ | -3.097.505 $ | -6,1 % | 1 | 50.983.625 $ | +21.385.552 $ | +72,3 % | 1 | ||||
| JFrog Ltd | FROG | → 0 | Schwach | 46.757.760 $ | +19.773.010 $ | +73,3 % | 1 | 26.984.750 $ | -1.871.770 $ | -6,5 % | 1 | 28.856.520 $ | +1.439.908 $ | +5,3 % | 1 | 27.416.612 $ | +703.784 $ | +2,6 % | 1 |
| MKS INC | MKSI | → 0 | Neutral | 46.170.240 $ | +18.072.750 $ | +64,3 % | 1 | 28.097.490 $ | +24.968.286 $ | +797,9 % | 1 | 3.129.204 $ | +3.129.204 $ | 1 | |||||
| Alphabet Inc. | GOOGL | → 0 | Stark | 15.241.831 $ | +3.020.531 $ | +24,7 % | 1 | 12.221.300 $ | -29.877.200 $ | -71,0 % | 1 | 42.098.500 $ | +12.318.750 $ | +41,4 % | 1 | 29.779.750 $ | +29.779.750 $ | 1 | |
| Coupang, Inc. | CPNG | → 0 | Schwach | 35.174.250 $ | +15.313.302 $ | +77,1 % | 1 | 19.860.948 $ | +19.860.948 $ | 1 | |||||||||
| Toast, Inc. | TOST | → 0 | Neutral | 32.479.850 $ | +32.479.850 $ | 1 | |||||||||||||
| Reddit, Inc. | RDDT | → 0 | Schwach | 31.678.350 $ | +10.990.050 $ | +53,1 % | 1 | 20.688.300 $ | +20.688.300 $ | 1 | |||||||||
| Datadog, Inc. | DDOG | → 0 | Neutral | 10.414.400 $ | +5.692.400 $ | +120,6 % | 1 | 4.722.000 $ | -24.754.800 $ | -84,0 % | 1 | 29.476.800 $ | +29.476.800 $ | 1 | |||||
| Confluent, Inc. | CFLT | → 0 | 27.518.400 $ | +2.399.328 $ | +9,6 % | 1 | 25.119.072 $ | +25.119.072 $ | 1 | ||||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 12.155.340 $ | -13.836.756 $ | -53,2 % | 1 | 25.992.096 $ | +9.950.106 $ | +62,0 % | 1 | 16.041.990 $ | +5.056.244 $ | +46,0 % | 1 | 10.985.746 $ | -7.615.016 $ | -40,9 % | 1 |
| Bloom Energy Corp | BE | → 0 | Neutral | 25.477.351 $ | +18.618.170 $ | +271,4 % | 1 | 6.859.181 $ | +6.859.181 $ | 1 | |||||||||
| Snowflake Inc. | SNOW | → 0 | Schwach | 17.815.000 $ | -4.514.450 $ | -20,2 % | 1 | 22.329.450 $ | +22.329.450 $ | 1 | |||||||||
| Constellation Energy Corp | CEG | → 0 | Neutral | 22.278.973 $ | +6.491.840 $ | +41,1 % | 1 | 15.787.133 $ | +14.406.688 $ | +1.043,6 % | 1 | ||||||||
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 21.798.294 $ | +7.340.489 $ | +50,8 % | 1 | 14.457.805 $ | +2.702.183 $ | +23,0 % | 1 | 11.755.622 $ | -6.139.522 $ | -34,3 % | 1 | 17.895.144 $ | +13.478.684 $ | +305,2 % | 1 |
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 21.641.723 $ | +13.672.765 $ | +171,6 % | 1 | ||||||||||||
| MongoDB, Inc. | MDB | → 0 | Schwach | 16.795.000 $ | -4.466.030 $ | -21,0 % | 1 | 21.261.030 $ | +21.261.030 $ | 1 | |||||||||
| Cellebrite DI Ltd. | CLBT | → 0 | 19.166.223 $ | +10.334.276 $ | +117,0 % | 1 | 8.831.947 $ | -52.426 $ | -0,6 % | 1 | 8.884.373 $ | +2.255.173 $ | +34,0 % | 1 | 6.629.200 $ | -2.214.880 $ | -25,0 % | 1 | |
| Alibaba Group Holding Ltd | BABA | → 0 | Schwach | 18.766.650 $ | +18.766.650 $ | 1 | |||||||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 18.752.000 $ | +3.299.779 $ | +21,4 % | 1 | ||||||||||||
| Amplitude, Inc. | AMPL | → 0 | Schwach | 1.997.196 $ | -15.372.804 $ | -88,5 % | 1 | 17.370.000 $ | +17.370.000 $ | 1 | |||||||||
| Sea Ltd | SE | → 0 | 12.386.525 $ | -6.907.037 $ | -35,8 % | 1 | |||||||||||||
| Samsara Inc. | IOT | → 0 | Schwach | 12.168.960 $ | +12.168.960 $ | 1 | |||||||||||||
| Atlassian Corp | TEAM | → 0 | Schwach | 10.258.922 $ | +10.258.922 $ | 1 | |||||||||||||
| GDS Holdings Ltd | GDS | → 0 | 2.155.854 $ | -730.602 $ | -25,3 % | 1 | 2.886.456 $ | +608.463 $ | +26,7 % | 1 | 2.277.993 $ | -7.186.363 $ | -75,9 % | 1 | 9.464.356 $ | -12.380.416 $ | -56,7 % | 1 | |
| NXP Semiconductors N.V. | NXPI | → 0 | Neutral | 6.464.533 $ | +1.444.603 $ | +28,8 % | 1 | 5.019.930 $ | -390.725 $ | -7,2 % | 1 | 5.410.655 $ | -323.359 $ | -5,6 % | 1 | 5.734.014 $ | +732.778 $ | +14,7 % | 1 |
| APPFOLIO INC | APPF | → 0 | Neutral | 5.513.200 $ | +5.513.200 $ | 1 | |||||||||||||
| ANALOG DEVICES INC | ADI | → 0 | Neutral | 4.179.420 $ | +838.950 $ | +25,1 % | 1 | 3.340.470 $ | +587.248 $ | +21,3 % | 1 | 2.753.222 $ | +1.090.324 $ | +65,6 % | 1 | 1.662.898 $ | +218.117 $ | +15,1 % | 1 |
| monday.com Ltd. | MNDY | → 0 | 3.843.391 $ | +3.843.391 $ | 1 | ||||||||||||||
| Quantinuum Inc. | QNT | → 0 | 2.880.681 $ | +2.880.681 $ | 1 | ||||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 2.729.203 $ | +13.065 $ | +0,5 % | 1 | 2.716.138 $ | +1.018.151 $ | +60,0 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 2.032.382 $ | +2.032.382 $ | 1 | |||||||||||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 1.726.865 $ | -172.102 $ | -9,1 % | 1 | ||||||||||||
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Neutral | 847.239 $ | -988.102 $ | -53,8 % | 1 | ||||||||||||
| 893.977.902 $ | +327.639.060 $ | +58,9 % | 26 | 534.227.142 $ | -42.818.619 $ | +32,0 % | 23 | 649.794.759 $ | +156.011.075 $ | +19,2 % | 24 | 594.482.613 $ | +194.313.687 $ | +72,8 % | 27 | ||||