| 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 | ||||
| 53.713.697 $ | -73.012.738 $ | -52,5 % | 7 | 190.080.951 $ | -79.529.168 $ | -26,9 % | 14 | 269.610.119 $ | +12.020.312 $ | +13,1 % | 14 | 261.207.807 $ | -927.718 $ | +4,3 % | 15 | ||||
| Enova International, Inc. | ENVA | → 0 | Stark | 8.425.550 $ | -14.665.550 $ | -63,5 % | 1 | 23.091.100 $ | -12.357.500 $ | -34,9 % | 1 | 35.448.600 $ | +9.495.805 $ | +36,6 % | 1 | 25.952.795 $ | +805.035 $ | +3,2 % | 1 |
| COGENT COMMUNICATIONS HOLDINGS, INC. | CCOI | → 0 | Schwach | 8.319.922 $ | -12.159.158 $ | -59,4 % | 1 | 20.479.080 $ | -9.758.820 $ | -32,3 % | 1 | 30.237.900 $ | -3.318.350 $ | -9,9 % | 1 | 33.556.250 $ | -7.653.513 $ | -18,6 % | 1 |
| DARLING INGREDIENTS INC. | DAR | → 0 | Neutral | 8.930.370 $ | -17.355.880 $ | -66,0 % | 1 | 26.286.250 $ | -6.653.750 $ | -20,2 % | 1 | 32.940.000 $ | +4.693.950 $ | +16,6 % | 1 | 28.246.050 $ | -3.433.850 $ | -10,8 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 8.167.705 $ | -10.998.650 $ | -57,4 % | 1 | 19.166.355 $ | -10.207.650 $ | -34,8 % | 1 | 29.374.005 $ | -3.305.905 $ | -10,1 % | 1 | 32.679.910 $ | -165.095 $ | -0,5 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 8.341.900 $ | -11.443.750 $ | -57,8 % | 1 | 19.785.650 $ | -8.882.194 $ | -31,0 % | 1 | 28.667.844 $ | +1.397.250 $ | +5,1 % | 1 | 27.270.594 $ | +22.356 $ | +0,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 8.833.250 $ | -5.509.750 $ | -38,4 % | 1 | 14.343.000 $ | -6.885.570 $ | -32,4 % | 1 | 21.228.570 $ | +4.752.412 $ | +28,8 % | 1 | 16.476.158 $ | +3.588.774 $ | +27,8 % | 1 |
| Turning Point Brands, Inc. | TPB | → 0 | Neutral | 11.005.666 $ | -8.668.934 $ | -44,1 % | 1 | 19.674.600 $ | +1.731.510 $ | +9,7 % | 1 | 17.943.090 $ | +4.190.835 $ | +30,5 % | 1 | ||||
| NEWS CORP | NWSA | → 0 | Stark | 11.966.400 $ | -3.744.780 $ | -23,8 % | 1 | 15.711.180 $ | -3.375.085 $ | -17,7 % | 1 | 19.086.265 $ | +615.285 $ | +3,3 % | 1 | ||||
| People Inc | IAC | → 0 | Neutral | 9.807.350 $ | -2.509.150 $ | -20,4 % | 1 | 12.316.500 $ | -4.377.800 $ | -26,2 % | 1 | 16.694.300 $ | -1.602.300 $ | -8,8 % | 1 | ||||
| Happen, Inc. | LC | → 0 | 10.024.000 $ | -6.264.400 $ | -38,5 % | 1 | 16.288.400 $ | +3.225.000 $ | +24,7 % | 1 | 13.063.400 $ | +2.717.600 $ | +26,3 % | 1 | |||||
| RUSH ENTERPRISES INC \TX\ | RUSHA | → 0 | Sehr stark | 11.899.800 $ | -236.700 $ | -2,0 % | 1 | 12.136.500 $ | +105.750 $ | +0,9 % | 1 | 12.030.750 $ | +441.000 $ | +3,8 % | 1 | ||||
| U-Haul Holding Co /NV/ | UHAL | → 0 | Neutral | 6.477.150 $ | -2.169.750 $ | -25,1 % | 1 | 8.646.900 $ | -769.600 $ | -8,2 % | 1 | 9.416.500 $ | -641.950 $ | -6,4 % | 1 | ||||
| 1stdibs.com, Inc. | DIBS | → 0 | Neutral | 2.695.000 $ | -880.000 $ | -24,6 % | 1 | 3.575.000 $ | -378.400 $ | -9,6 % | 1 | 3.953.400 $ | +2.373.500 $ | +150,2 % | 1 | 1.579.900 $ | +204.900 $ | +14,9 % | 1 |
| Thryv Holdings, Inc. | THRY | → 0 | Neutral | 3.618.000 $ | -30.000 $ | -0,8 % | 1 | ||||||||||||
| LGI Homes, Inc. | LGIH | → 0 | Schwach | 2.174.150 $ | -811.570 $ | -27,2 % | 1 | 2.985.720 $ | -608.125 $ | -16,9 % | 1 | 3.593.845 $ | +13.205 $ | +0,4 % | 1 | ||||
| 53.713.697 $ | -73.012.738 $ | -52,5 % | 7 | 190.080.951 $ | -79.529.168 $ | -26,9 % | 14 | 269.610.119 $ | +12.020.312 $ | +13,1 % | 14 | 261.207.807 $ | -927.718 $ | +4,3 % | 15 | ||||