| 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 | ||||
| 1.783.322.397 $ | +1.567.736.842 $ | +622,3 % | 29 | 247.475.030 $ | -856.732.162 $ | -72,1 % | 30 | 1.278.137.960 $ | +880.951.521 $ | +203,4 % | 30 | 447.114.062 $ | +180.494.322 $ | +31,7 % | 30 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 205.935.629 $ | +186.544.093 $ | +962,0 % | 1 | 19.391.536 $ | -133.878.081 $ | -87,3 % | 1 | 153.269.617 $ | +104.303.189 $ | +213,0 % | 1 | 48.966.428 $ | +25.824.843 $ | +111,6 % | 1 |
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 168.388.983 $ | +168.388.983 $ | 1 | |||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 141.800.128 $ | +132.776.783 $ | +1.471,5 % | 1 | 9.023.345 $ | -8.304.822 $ | -47,9 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 97.133.164 $ | +81.120.390 $ | +506,6 % | 1 | 16.012.774 $ | -61.946.495 $ | -79,5 % | 1 | 77.959.269 $ | +49.653.326 $ | +175,4 % | 1 | 28.305.943 $ | +8.226.943 $ | +41,0 % | 1 |
| AppLovin Corp | APP | → 0 | Neutral | 85.858.958 $ | +77.721.848 $ | +955,2 % | 1 | 8.137.110 $ | -33.524.507 $ | -80,5 % | 1 | 41.661.617 $ | +13.186.595 $ | +46,3 % | 1 | 28.475.022 $ | +15.125.771 $ | +113,3 % | 1 |
| Natera, Inc. | NTRA | → 0 | Neutral | 80.411.091 $ | +72.404.891 $ | +904,4 % | 1 | 8.006.200 $ | -32.901.714 $ | -80,4 % | 1 | 40.907.914 $ | +30.435.367 $ | +290,6 % | 1 | 10.472.547 $ | +2.141.609 $ | +25,7 % | 1 |
| Robinhood Markets, Inc. | HOOD | → 0 | Neutral | 77.269.751 $ | +70.380.499 $ | +1.021,6 % | 1 | 6.889.252 $ | -23.809.820 $ | -77,6 % | 1 | 30.699.072 $ | +15.417.757 $ | +100,9 % | 1 | 15.281.315 $ | -2.850.228 $ | -15,7 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 68.804.764 $ | +61.677.535 $ | +865,4 % | 1 | 7.127.229 $ | -36.056.615 $ | -83,5 % | 1 | 43.183.844 $ | +43.183.844 $ | 1 | |||||
| Maplebear Inc. | CART | → 0 | Neutral | 61.132.633 $ | +54.005.384 $ | +757,7 % | 1 | 7.127.249 $ | +106.906 $ | +1,5 % | 1 | ||||||||
| Reddit, Inc. | RDDT | → 0 | Schwach | 60.414.519 $ | +54.866.131 $ | +988,9 % | 1 | 5.548.388 $ | -21.834.876 $ | -79,7 % | 1 | 27.383.264 $ | +10.556.046 $ | +62,7 % | 1 | 16.827.218 $ | +16.827.218 $ | 1 | |
| Affirm Holdings, Inc. | AFRM | → 0 | Schwach | 57.416.501 $ | +52.380.104 $ | +1.040,0 % | 1 | 5.036.397 $ | -49.390.689 $ | -90,7 % | 1 | 54.427.086 $ | +42.557.067 $ | +358,5 % | 1 | 11.870.019 $ | +11.870.019 $ | 1 | |
| AXON ENTERPRISE, INC. | AXON | → 0 | Schwach | 56.595.822 $ | +49.779.972 $ | +730,4 % | 1 | 6.815.850 $ | +6.815.850 $ | 1 | |||||||||
| Rocket Lab Corp | RKLB | → 0 | Sehr schwach | 54.310.172 $ | +46.697.597 $ | +613,4 % | 1 | 7.612.575 $ | -23.969.730 $ | -75,9 % | 1 | 31.582.305 $ | +16.874.558 $ | +114,7 % | 1 | 14.707.747 $ | +14.707.747 $ | 1 | |
| UiPath, Inc. | PATH | → 0 | Neutral | 4.827.190 $ | -47.434.062 $ | -90,8 % | 1 | 52.261.252 $ | +52.261.252 $ | 1 | |||||||||
| Arista Networks, Inc. | ANET | → 0 | Neutral | 50.286.179 $ | +37.861.825 $ | +304,7 % | 1 | 12.424.354 $ | -21.482.410 $ | -63,4 % | 1 | 33.906.764 $ | +14.450.836 $ | +74,3 % | 1 | 19.455.928 $ | +5.905.889 $ | +43,6 % | 1 |
| Toast, Inc. | TOST | → 0 | Neutral | 37.232.563 $ | +30.915.760 $ | +489,4 % | 1 | 6.316.803 $ | -43.743.917 $ | -87,4 % | 1 | 50.060.720 $ | +41.372.727 $ | +476,2 % | 1 | 8.687.993 $ | -735.945 $ | -7,8 % | 1 |
| MongoDB, Inc. | MDB | → 0 | Neutral | 49.689.015 $ | +44.088.433 $ | +787,2 % | 1 | 5.600.582 $ | +5.600.582 $ | 1 | |||||||||
| EXELIXIS, INC. | EXEL | → 0 | Stark | 41.061.268 $ | +33.706.534 $ | +458,3 % | 1 | 7.354.734 $ | -40.615.711 $ | -84,7 % | 1 | 47.970.445 $ | +39.615.248 $ | +474,1 % | 1 | 8.355.197 $ | +541.140 $ | +6,9 % | 1 |
| Medpace Holdings, Inc. | MEDP | → 0 | Schwach | 36.244.610 $ | +29.459.525 $ | +434,2 % | 1 | 6.785.085 $ | -40.372.172 $ | -85,6 % | 1 | 47.157.257 $ | +33.277.508 $ | +239,8 % | 1 | 13.879.749 $ | +7.381.905 $ | +113,6 % | 1 |
| ROKU, INC | ROKU | → 0 | Neutral | 47.005.312 $ | +41.657.957 $ | +779,0 % | 1 | 5.347.355 $ | +5.347.355 $ | 1 | |||||||||
| PEGASYSTEMS INC | PEGA | → 0 | Stark | 33.966.829 $ | +28.610.951 $ | +534,2 % | 1 | 5.355.878 $ | -40.348.853 $ | -88,3 % | 1 | 45.704.731 $ | +45.704.731 $ | 1 | |||||
| Tempus AI, Inc. | TEM | → 0 | Sehr schwach | 44.647.057 $ | +44.647.057 $ | 1 | |||||||||||||
| DoorDash, Inc. | DASH | → 0 | Schwach | 44.363.964 $ | +36.387.996 $ | +456,2 % | 1 | 7.975.968 $ | -26.074.168 $ | -76,6 % | 1 | 34.050.136 $ | +18.653.870 $ | +121,2 % | 1 | 15.396.266 $ | +2.585.634 $ | +20,2 % | 1 |
| Virtu Financial, Inc. | VIRT | → 0 | Stark | 40.427.657 $ | +40.427.657 $ | 1 | |||||||||||||
| ANTERO RESOURCES Corp | AR | → 0 | Sehr stark | 39.517.867 $ | +31.373.056 $ | +385,2 % | 1 | 8.144.811 $ | +453.184 $ | +5,9 % | 1 | ||||||||
| DraftKings Inc. | DKNG | → 0 | Schwach | 39.246.235 $ | +30.604.890 $ | +354,2 % | 1 | 8.641.345 $ | -173.965 $ | -2,0 % | 1 | ||||||||
| Tesla, Inc. | TSLA | → 0 | Schwach | 35.461.627 $ | +26.575.687 $ | +299,1 % | 1 | 8.885.940 $ | -30.320.650 $ | -77,3 % | 1 | 39.206.590 $ | +24.634.005 $ | +169,0 % | 1 | 14.572.585 $ | +5.848.371 $ | +67,0 % | 1 |
| MONOLITHIC POWER SYSTEMS, INC. | MPWR | → 0 | Neutral | 38.390.902 $ | +38.390.902 $ | 1 | |||||||||||||
| RESMED INC | RMD | → 0 | Neutral | 29.529.192 $ | +20.988.626 $ | +245,8 % | 1 | 8.540.566 $ | -29.843.995 $ | -77,7 % | 1 | 38.384.561 $ | +26.055.762 $ | +211,3 % | 1 | 12.328.799 $ | +2.722.943 $ | +28,3 % | 1 |
| Datadog, Inc. | DDOG | → 0 | Neutral | 36.889.191 $ | +36.889.191 $ | 1 | |||||||||||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 12.153.747 $ | -17.188 $ | -0,1 % | 1 | 12.170.935 $ | -24.004.567 $ | -66,4 % | 1 | 36.175.502 $ | +19.024.009 $ | +110,9 % | 1 | 17.151.493 $ | +17.151.493 $ | 1 | |
| ORACLE CORP | ORCL | → 0 | Stark | 7.970.126 $ | -24.792.686 $ | -75,7 % | 1 | 32.762.812 $ | +12.437.878 $ | +61,2 % | 1 | 20.324.934 $ | +208.788 $ | +1,0 % | 1 | ||||
| Interactive Brokers Group, Inc. | IBKR | → 0 | Stark | 11.190.160 $ | -20.576.215 $ | -64,8 % | 1 | 31.766.375 $ | +19.346.445 $ | +155,8 % | 1 | 12.419.930 $ | +12.419.930 $ | 1 | |||||
| Zscaler, Inc. | ZS | → 0 | Neutral | 6.187.070 $ | -25.568.935 $ | -80,5 % | 1 | 31.756.005 $ | +31.756.005 $ | 1 | |||||||||
| APPFOLIO INC | APPF | → 0 | Neutral | 29.852.252 $ | +20.099.953 $ | +206,1 % | 1 | 9.752.299 $ | +3.546.023 $ | +57,1 % | 1 | ||||||||
| GLOBUS MEDICAL INC | GMED | → 0 | Sehr stark | 29.246.895 $ | +22.037.199 $ | +305,7 % | 1 | 7.209.696 $ | +2.090.596 $ | +40,8 % | 1 | ||||||||
| NETFLIX INC | NFLX | → 0 | Neutral | 28.986.092 $ | +10.702.562 $ | +58,5 % | 1 | 18.283.530 $ | +526.666 $ | +3,0 % | 1 | ||||||||
| Ubiquiti Inc. | UI | → 0 | Stark | 20.029.863 $ | +6.654.205 $ | +49,7 % | 1 | 13.375.658 $ | -9.275.171 $ | -40,9 % | 1 | 22.650.829 $ | +5.669.960 $ | +33,4 % | 1 | 16.980.869 $ | +7.489.867 $ | +78,9 % | 1 |
| Coinbase Global, Inc. | COIN | → 0 | Neutral | 5.251.047 $ | -14.534.394 $ | -73,5 % | 1 | 19.785.441 $ | +8.178.822 $ | +70,5 % | 1 | 11.606.619 $ | +11.606.619 $ | 1 | |||||
| Trade Desk, Inc. | TTD | → 0 | Stark | 5.105.227 $ | -11.981.290 $ | -70,1 % | 1 | 17.086.517 $ | +9.274.568 $ | +118,7 % | 1 | 7.811.949 $ | +7.811.949 $ | 1 | |||||
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Stark | 14.542.709 $ | +1.380.611 $ | +10,5 % | 1 | ||||||||||||
| Airbnb, Inc. | ABNB | → 0 | Neutral | 11.714.602 $ | +1.005.914 $ | +9,4 % | 1 | ||||||||||||
| Paylocity Holding Corp | PCTY | → 0 | Neutral | 7.810.760 $ | +1.628.738 $ | +26,3 % | 1 | ||||||||||||
| CORPAY, INC. | CPAY | → 0 | Schwach | 7.218.207 $ | -792.260 $ | -9,9 % | 1 | ||||||||||||
| 1.783.322.397 $ | +1.567.736.842 $ | +622,3 % | 29 | 247.475.030 $ | -856.732.162 $ | -72,1 % | 30 | 1.278.137.960 $ | +880.951.521 $ | +203,4 % | 30 | 447.114.062 $ | +180.494.322 $ | +31,7 % | 30 | ||||