| 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 | ||||
| 35.543.842 $ | -10.711.197 $ | -2,8 % | 11 | 53.003.444 $ | -35.751.916 $ | -40,3 % | 11 | 104.671.086 $ | -23.657.360 $ | -20,9 % | 11 | 150.863.278 $ | +11.403.626 $ | +16,1 % | 12 | ||||
| IMPINJ INC | PI | → 0 | Neutral | 5.364.680 $ | -1.845.579 $ | -25,6 % | 1 | 7.210.259 $ | -4.757.279 $ | -39,8 % | 1 | 11.967.538 $ | -6.251.158 $ | -34,3 % | 1 | 18.218.696 $ | -3.711.076 $ | -16,9 % | 1 |
| TWILIO INC | TWLO | → 0 | Neutral | 2.475.754 $ | -2.179.460 $ | -46,8 % | 1 | 4.655.214 $ | -10.232.051 $ | -68,7 % | 1 | 14.887.265 $ | -2.746.291 $ | -15,6 % | 1 | 17.633.556 $ | -225.659 $ | -1,3 % | 1 |
| TripAdvisor, Inc. | TRIP | → 0 | Neutral | 8.396.970 $ | -5.320.844 $ | -38,8 % | 1 | 13.717.814 $ | +789.845 $ | +6,1 % | 1 | ||||||||
| EverQuote, Inc. | EVER | → 0 | Stark | 3.927.586 $ | -652.524 $ | -14,2 % | 1 | 4.580.110 $ | -3.264.713 $ | -41,6 % | 1 | 7.844.823 $ | -5.589.930 $ | -41,6 % | 1 | 13.434.753 $ | +573.798 $ | +4,5 % | 1 |
| SITIME Corp | SITM | → 0 | Neutral | 5.306.151 $ | -303.024 $ | -5,4 % | 1 | 5.609.175 $ | -5.022.550 $ | -47,2 % | 1 | 10.631.725 $ | -1.657.203 $ | -13,5 % | 1 | 12.288.928 $ | -349.273 $ | -2,8 % | 1 |
| HARMONIC INC. | HLIT | → 0 | Neutral | 1.596.339 $ | -3.477.945 $ | -68,5 % | 1 | 5.074.284 $ | -4.901.660 $ | -49,1 % | 1 | 9.975.944 $ | -2.286.813 $ | -18,6 % | 1 | 12.262.757 $ | +930.576 $ | +8,2 % | 1 |
| Fabrinet | FN | → 0 | Neutral | 3.014.435 $ | -3.776.277 $ | -55,6 % | 1 | 6.790.712 $ | -1.252.720 $ | -15,6 % | 1 | 8.043.432 $ | -4.049.920 $ | -33,5 % | 1 | 12.093.352 $ | -12.756.718 $ | -51,3 % | 1 |
| Jamf Holding Corp. | JAMF | → 0 | 11.869.029 $ | +3.298.275 $ | +38,5 % | 1 | |||||||||||||
| Elastic N.V. | ESTC | → 0 | Neutral | 2.651.829 $ | -3.474.346 $ | -56,7 % | 1 | 6.126.175 $ | -4.552.206 $ | -42,6 % | 1 | 10.678.381 $ | -267.130 $ | -2,4 % | 1 | 10.945.511 $ | -1.967.773 $ | -15,2 % | 1 |
| Enphase Energy, Inc. | ENPH | → 0 | Schwach | 10.665.803 $ | +10.665.803 $ | 1 | |||||||||||||
| Amplitude, Inc. | AMPL | → 0 | Neutral | 2.805.645 $ | +631.272 $ | +29,0 % | 1 | 2.174.373 $ | -6.806.762 $ | -75,8 % | 1 | 8.981.135 $ | -1.420.953 $ | -13,7 % | 1 | 10.402.088 $ | +6.824.837 $ | +190,8 % | 1 |
| StubHub Holdings, Inc. | STUB | → 0 | Stark | 7.518.756 $ | +187.765 $ | +2,6 % | 1 | 7.330.991 $ | +7.330.991 $ | 1 | |||||||||
| Wix.com Ltd. | WIX | → 0 | 6.748.405 $ | +1.003.288 $ | +17,5 % | 1 | 5.745.117 $ | +5.745.117 $ | 1 | ||||||||||
| Kornit Digital Ltd. | KRNT | → 0 | Neutral | 3.532.799 $ | +37.313 $ | +1,1 % | 1 | 3.495.486 $ | +3.495.486 $ | 1 | |||||||||
| InterDigital, Inc. | IDCC | → 0 | Stark | 3.171.056 $ | +3.171.056 $ | 1 | |||||||||||||
| Ambiq Micro, Inc. | AMBQ | → 0 | Neutral | 1.697.568 $ | +1.158.317 $ | +214,8 % | 1 | 539.251 $ | +539.251 $ | 1 | |||||||||
| 35.543.842 $ | -10.711.197 $ | -2,8 % | 11 | 53.003.444 $ | -35.751.916 $ | -40,3 % | 11 | 104.671.086 $ | -23.657.360 $ | -20,9 % | 11 | 150.863.278 $ | +11.403.626 $ | +16,1 % | 12 | ||||