| 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 | ||||
| 3.773.883.260 $ | +675.200.694 $ | +8,9 % | 20 | 3.137.642.601 $ | -414.216.823 $ | -14,2 % | 18 | 3.578.411.387 $ | -6.495.778 $ | -1,1 % | 18 | 3.584.907.165 $ | +462.488.313 $ | +13,2 % | 18 | ||||
| Tesla, Inc. | TSLA | → 0 | Schwach | 516.554.843 $ | +86.804.406 $ | +20,2 % | 1 | 429.750.437 $ | -67.695.199 $ | -13,6 % | 1 | 497.445.636 $ | -18.104.918 $ | -3,5 % | 1 | 515.550.554 $ | +70.772.869 $ | +15,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 493.296.394 $ | +137.242.766 $ | +38,5 % | 1 | 356.053.628 $ | +356.053.628 $ | 1 | |||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 195.561.330 $ | +31.757.033 $ | +19,4 % | 1 | 163.804.297 $ | -244.518.487 $ | -59,9 % | 1 | 408.322.784 $ | +5.530.679 $ | +1,4 % | 1 | 402.792.105 $ | +44.707.143 $ | +12,5 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 254.161.121 $ | +30.107.349 $ | +13,4 % | 1 | 224.053.772 $ | -135.706.966 $ | -37,7 % | 1 | 359.760.738 $ | +19.435.646 $ | +5,7 % | 1 | 340.325.092 $ | +235.926.090 $ | +226,0 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 292.573.075 $ | -15.253.110 $ | -5,0 % | 1 | 307.826.185 $ | -27.614.827 $ | -8,2 % | 1 | 335.441.012 $ | +71.714.387 $ | +27,2 % | 1 | 263.726.625 $ | -7.314.582 $ | -2,7 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 267.502.478 $ | -56.880.928 $ | -17,5 % | 1 | 324.383.406 $ | +129.108.321 $ | +66,1 % | 1 | 195.275.085 $ | +1.906.222 $ | +1,0 % | 1 | 193.368.863 $ | +3.888.612 $ | +2,1 % | 1 |
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 273.168.017 $ | +75.554.680 $ | +38,2 % | 1 | 197.613.337 $ | +82.542.405 $ | +71,7 % | 1 | 115.070.932 $ | -41.364.667 $ | -26,4 % | 1 | 156.435.599 $ | -21.319.114 $ | -12,0 % | 1 |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 129.676.372 $ | -13.378.593 $ | -9,4 % | 1 | 143.054.965 $ | -126.135.679 $ | -46,9 % | 1 | 269.190.644 $ | +5.999.264 $ | +2,3 % | 1 | 263.191.380 $ | +40.010.866 $ | +17,9 % | 1 |
| ServiceNow, Inc. | NOW | → 0 | Schwach | 27.296.639 $ | -10.661.911 $ | -28,1 % | 1 | 37.958.550 $ | -199.328.164 $ | -84,0 % | 1 | 237.286.714 $ | -21.901.865 $ | -8,5 % | 1 | 259.188.579 $ | -39.255.848 $ | -13,2 % | 1 |
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 49.459.779 $ | -65.297.565 $ | -56,9 % | 1 | 114.757.344 $ | -79.703.852 $ | -41,0 % | 1 | 194.461.196 $ | -60.572.648 $ | -23,8 % | 1 | 255.033.844 $ | +2.330.366 $ | +0,9 % | 1 |
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 188.394.033 $ | -53.432.645 $ | -22,1 % | 1 | 241.826.678 $ | +41.113.296 $ | +20,5 % | 1 | 200.713.382 $ | -2.266.899 $ | -1,1 % | 1 | 202.980.281 $ | +202.980.281 $ | 1 | |
| Block, Inc. | XYZ | → 0 | Neutral | 203.896.904 $ | +52.844.743 $ | +35,0 % | 1 | 151.052.161 $ | -21.600.366 $ | -12,5 % | 1 | 172.652.527 $ | +16.566.310 $ | +10,6 % | 1 | 156.086.217 $ | +10.143.435 $ | +7,0 % | 1 |
| SPACE EXPLORATION TECHNOLOGIES CORP | SPCX | → 0 | 201.136.905 $ | +201.136.905 $ | 1 | ||||||||||||||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 166.758.757 $ | +37.724.429 $ | +29,2 % | 1 | 129.034.328 $ | +8.126.096 $ | +6,7 % | 1 | 120.908.232 $ | +23.123.181 $ | +23,6 % | 1 | 97.785.051 $ | +5.062.459 $ | +5,5 % | 1 |
| INTUIT INC. | INTU | → 0 | Neutral | 38.960.035 $ | -103.584.800 $ | -72,7 % | 1 | 142.544.835 $ | +16.500.819 $ | +13,1 % | 1 | 126.044.016 $ | -554.117 $ | -0,4 % | 1 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 126.219.841 $ | +126.219.841 $ | 1 | |||||||||||||
| AXON ENTERPRISE, INC. | AXON | → 0 | Neutral | 119.695.280 $ | +25.857.478 $ | +27,6 % | 1 | 93.837.802 $ | +10.266.335 $ | +12,3 % | 1 | 83.571.467 $ | -4.422.679 $ | -5,0 % | 1 | 87.994.146 $ | +11.427.083 $ | +14,9 % | 1 |
| VISA INC. | V | → 0 | Stark | 88.280.145 $ | +23.404.631 $ | +36,1 % | 1 | 64.875.514 $ | -26.920.724 $ | -29,3 % | 1 | 91.796.238 $ | -4.666.143 $ | -4,8 % | 1 | 96.462.381 $ | -2.481.888 $ | -2,5 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 72.981.019 $ | +17.061.569 $ | +30,5 % | 1 | 55.919.450 $ | -6.954.990 $ | -11,1 % | 1 | 62.874.440 $ | -4.843.528 $ | -7,2 % | 1 | 67.717.968 $ | +5.970.877 $ | +9,7 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 64.324.788 $ | +1.444.076 $ | +2,3 % | 1 | 62.880.712 $ | -1.662.850 $ | -2,6 % | 1 | 64.543.562 $ | -920.694 $ | -1,4 % | 1 | 65.464.256 $ | +10.248.373 $ | +18,6 % | 1 |
| Dutch Bros Inc. | BROS | → 0 | Neutral | 42.945.540 $ | +42.945.540 $ | 1 | |||||||||||||
| Workday, Inc. | WDAY | → 0 | Neutral | 26.551.963 $ | -8.208.245 $ | -23,6 % | 1 | 34.760.208 $ | -110.054.592 $ | -76,0 % | 1 | ||||||||
| 3.773.883.260 $ | +675.200.694 $ | +8,9 % | 20 | 3.137.642.601 $ | -414.216.823 $ | -14,2 % | 18 | 3.578.411.387 $ | -6.495.778 $ | -1,1 % | 18 | 3.584.907.165 $ | +462.488.313 $ | +13,2 % | 18 | ||||