| 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 | ||||
| 167.491.497 $ | +34.554.642 $ | +61,0 % | 13 | 134.737.627 $ | -10.836.555 $ | +6,6 % | 11 | 160.035.065 $ | +7.276.567 $ | +11,1 % | 12 | 164.367.208 $ | +42.360.800 $ | -7,0 % | 12 | ||||
| CARVANA CO. | CVNA | → 0 | Neutral | 71.425.560 $ | -6.743.769 $ | -8,6 % | 1 | 78.169.329 $ | -11.339.425 $ | -12,7 % | 1 | 89.508.754 $ | -8.574.400 $ | -8,7 % | 1 | 98.083.154 $ | +18.533.637 $ | +23,3 % | 1 |
| Sea Ltd | SE | → 0 | 18.875.443 $ | +6.696.742 $ | +55,0 % | 1 | 12.178.701 $ | -2.436.739 $ | -16,7 % | 1 | 14.615.440 $ | +7.064.097 $ | +93,5 % | 1 | 7.551.343 $ | -7.403.047 $ | -49,5 % | 1 | |
| AppLovin Corp | APP | → 0 | Neutral | 15.929.881 $ | +1.753.121 $ | +12,4 % | 1 | 14.176.760 $ | +9.999.076 $ | +239,3 % | 1 | 4.177.684 $ | -4.265.161 $ | -50,5 % | 1 | 8.442.845 $ | +8.442.845 $ | 1 | |
| Nu Holdings Ltd. | NU | → 0 | Neutral | 7.780.864 $ | +273.976 $ | +3,6 % | 1 | 7.506.888 $ | -2.275.968 $ | -23,3 % | 1 | 9.782.856 $ | -373.888 $ | -3,7 % | 1 | 10.156.744 $ | +10.156.744 $ | 1 | |
| Coupang, Inc. | CPNG | → 0 | Neutral | 8.805.793 $ | +3.521.773 $ | +66,6 % | 1 | 5.284.020 $ | -2.328.816 $ | -30,6 % | 1 | ||||||||
| OneWater Marine Inc. | ONEW | → 0 | Neutral | 7.149.925 $ | +1.154.647 $ | +19,3 % | 1 | 5.995.278 $ | -105.406 $ | -1,7 % | 1 | 6.100.684 $ | -2.553.738 $ | -29,5 % | 1 | 8.654.422 $ | +2.357.828 $ | +37,4 % | 1 |
| Jumia Technologies AG | JMIA | → 0 | Sehr schwach | 8.205.650 $ | +2.381.457 $ | +40,9 % | 1 | 5.824.193 $ | -2.332.139 $ | -28,6 % | 1 | 8.156.332 $ | +3.940.741 $ | +93,5 % | 1 | 4.215.591 $ | +4.215.591 $ | 1 | |
| DoorDash, Inc. | DASH | → 0 | Schwach | 7.538.420 $ | +4.323.408 $ | +134,5 % | 1 | 3.215.012 $ | -1.068.178 $ | -24,9 % | 1 | 4.283.190 $ | +4.283.190 $ | 1 | |||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 7.503.375 $ | +7.503.375 $ | 1 | |||||||||||||
| Oscar Health, Inc. | OSCR | → 0 | Neutral | 6.844.800 $ | +4.092.000 $ | +148,6 % | 1 | 2.752.800 $ | -767.850 $ | -21,8 % | 1 | 3.520.650 $ | -1.401.150 $ | -28,5 % | 1 | 4.921.800 $ | -867.000 $ | -15,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 6.283.590 $ | +6.283.590 $ | 1 | |||||||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 5.655.090 $ | +5.655.090 $ | 1 | |||||||||||||
| Shift4 Payments, Inc. | FOUR | → 0 | Neutral | 5.325.120 $ | -700.768 $ | -11,6 % | 1 | ||||||||||||
| FTAI Finance Holdco Ltd. | → 0 | 5.132.766 $ | +3.170.316 $ | +161,5 % | 1 | 1.962.450 $ | -2.427.305 $ | -55,3 % | 1 | 4.389.755 $ | +668.777 $ | +18,0 % | 1 | 3.720.978 $ | +3.720.978 $ | 1 | |||
| Unity Software Inc. | U | → 0 | Neutral | 4.790.008 $ | +4.790.008 $ | 1 | |||||||||||||
| HERBALIFE LTD. | HLF | → 0 | Stark | 4.669.841 $ | +4.669.841 $ | 1 | |||||||||||||
| Affirm Holdings, Inc. | AFRM | → 0 | Schwach | 1.800.772 $ | +1.800.772 $ | 1 | |||||||||||||
| ONE Group Hospitality, Inc. | STKS | → 0 | 1.644.964 $ | +489.520 $ | +42,4 % | 1 | 1.155.444 $ | +116.607 $ | +11,2 % | 1 | 1.038.837 $ | -688.764 $ | -39,9 % | 1 | 1.727.601 $ | -50.782 $ | -2,9 % | 1 | |
| 167.491.497 $ | +34.554.642 $ | +61,0 % | 13 | 134.737.627 $ | -10.836.555 $ | +6,6 % | 11 | 160.035.065 $ | +7.276.567 $ | +11,1 % | 12 | 164.367.208 $ | +42.360.800 $ | -7,0 % | 12 | ||||