| 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 | ||||
| 3.730.265.358 $ | +649.064.307 $ | +9,5 % | 16 | 3.186.340.750 $ | -356.993.554 $ | -9,1 % | 14 | 4.059.362.057 $ | +562.896.292 $ | -2,3 % | 16 | 3.998.220.276 $ | -10.231.317 $ | -3,8 % | 19 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 512.905.297 $ | +96.578.774 $ | +23,2 % | 1 | 416.326.523 $ | -172.358.421 $ | -29,3 % | 1 | 588.684.944 $ | +85.278.342 $ | +16,9 % | 1 | 503.406.602 $ | +8.845.598 $ | +1,8 % | 1 |
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 519.820.595 $ | +37.538.130 $ | +7,8 % | 1 | 482.282.465 $ | -81.591.494 $ | -14,5 % | 1 | 563.873.959 $ | +96.450.905 $ | +20,6 % | 1 | 467.423.054 $ | -71.159.839 $ | -13,2 % | 1 |
| Coupang, Inc. | CPNG | → 0 | Schwach | 200.229.079 $ | -80.117.549 $ | -28,6 % | 1 | 280.346.628 $ | -125.408.685 $ | -30,9 % | 1 | 405.755.313 $ | +61.097.107 $ | +17,7 % | 1 | 344.658.206 $ | +14.850.736 $ | +4,5 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Stark | 358.465.298 $ | +59.623.156 $ | +20,0 % | 1 | 298.842.142 $ | +35.191.775 $ | +13,3 % | 1 | 263.650.367 $ | +22.064.111 $ | +9,1 % | 1 | 241.586.256 $ | -20.058.672 $ | -7,7 % | 1 |
| Ferguson Enterprises Inc. /DE/ | FERG | → 0 | Neutral | 351.151.095 $ | +30.544.555 $ | +9,5 % | 1 | 320.606.540 $ | -12.907.671 $ | -3,9 % | 1 | 333.514.211 $ | -7.433.488 $ | -2,2 % | 1 | 340.947.699 $ | +1.001.625 $ | +0,3 % | 1 |
| Roblox Corp | RBLX | → 0 | Schwach | 120.532.810 $ | -85.458.658 $ | -41,5 % | 1 | 205.991.468 $ | -135.192.296 $ | -39,6 % | 1 | 341.183.764 $ | +25.449.003 $ | +8,1 % | 1 | ||||
| Hilton Worldwide Holdings Inc. | HLT | → 0 | Neutral | 328.807.039 $ | +4.455.850 $ | +1,4 % | 1 | 324.351.189 $ | -9.602.789 $ | -2,9 % | 1 | 333.953.978 $ | +28.286.440 $ | +9,3 % | 1 | 305.667.538 $ | -16.843.834 $ | -5,2 % | 1 |
| VISA INC. | V | → 0 | Neutral | 296.634.242 $ | +65.776.983 $ | +28,5 % | 1 | 230.857.259 $ | +38.199.630 $ | +19,8 % | 1 | 192.657.629 $ | +9.159.051 $ | +5,0 % | 1 | 183.498.578 $ | +45.855.634 $ | +33,3 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 288.555.258 $ | +27.806.797 $ | +10,7 % | 1 | 260.748.461 $ | -31.497.323 $ | -10,8 % | 1 | ||||||||
| DoorDash, Inc. | DASH | → 0 | Schwach | 266.988.707 $ | +65.205.726 $ | +32,3 % | 1 | 201.782.981 $ | -25.594.559 $ | -11,3 % | 1 | 227.377.540 $ | +227.377.540 $ | 1 | |||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 202.387.233 $ | +202.387.233 $ | 1 | |||||||||||||
| Duolingo, Inc. | DUOL | → 0 | Neutral | 100.357.920 $ | -60.535.367 $ | -37,6 % | 1 | 160.893.287 $ | -13.834.686 $ | -7,9 % | 1 | ||||||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 10.196.617 $ | -146.116.434 $ | -93,5 % | 1 | 156.313.051 $ | +268.609 $ | +0,2 % | 1 | ||||||||
| Affirm Holdings, Inc. | AFRM | → 0 | Sehr schwach | 125.110.340 $ | +24.051.764 $ | +23,8 % | 1 | 101.058.576 $ | -40.870.651 $ | -28,8 % | 1 | 141.929.227 $ | +703.516 $ | +0,5 % | 1 | 141.225.711 $ | -59.066.508 $ | -29,5 % | 1 |
| Sea Ltd | SE | → 0 | 127.114.575 $ | -14.133.063 $ | -10,0 % | 1 | 141.247.638 $ | -10.543.419 $ | -6,9 % | 1 | |||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 140.919.940 $ | +14.074.849 $ | +11,1 % | 1 | 126.845.091 $ | +126.845.091 $ | 1 | |||||||||
| Constellation Energy Corp | CEG | → 0 | Neutral | 138.272.298 $ | +138.272.298 $ | 1 | |||||||||||||
| Liberty Media Corp | FWONA | → 0 | Neutral | 129.980.553 $ | +22.093.404 $ | +20,5 % | 1 | 107.887.149 $ | +107.887.149 $ | 1 | |||||||||
| Wix.com Ltd. | WIX | → 0 | 122.394.353 $ | +122.394.353 $ | 1 | ||||||||||||||
| PayPal Holdings, Inc. | PYPL | → 0 | Neutral | 116.874.917 $ | -16.531.341 $ | -12,4 % | 1 | ||||||||||||
| Nu Holdings Ltd. | NU | → 0 | Neutral | 116.437.557 $ | +111.171 $ | +0,1 % | 1 | 116.326.386 $ | +2.202.608 $ | +1,9 % | 1 | 114.123.778 $ | +114.123.778 $ | 1 | |||||
| VERISIGN INC/CA | VRSN | → 0 | Neutral | 94.081.176 $ | +94.081.176 $ | 1 | |||||||||||||
| Aurora Innovation, Inc. | AUR | → 0 | Sehr schwach | 78.798.232 $ | +34.578.070 $ | +78,2 % | 1 | 44.220.162 $ | -756.637 $ | -1,7 % | 1 | 44.976.799 $ | -19.002.172 $ | -29,7 % | 1 | 63.978.971 $ | +17.410.033 $ | +37,4 % | 1 |
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 61.125.136 $ | -30.692.210 $ | -33,4 % | 1 | ||||||||||||
| Warner Bros. Discovery, Inc. | WBD | → 0 | Schwach | 28.796.009 $ | +28.796.009 $ | 1 | |||||||||||||
| Maplebear Inc. | CART | → 0 | Neutral | 16.251.045 $ | -4.875.085 $ | -23,1 % | 1 | ||||||||||||
| 3.730.265.358 $ | +649.064.307 $ | +9,5 % | 16 | 3.186.340.750 $ | -356.993.554 $ | -9,1 % | 14 | 4.059.362.057 $ | +562.896.292 $ | -2,3 % | 16 | 3.998.220.276 $ | -10.231.317 $ | -3,8 % | 19 | ||||