| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 3.448.472.551 $ | +487.244.347 $ | +220,1 % | 15 | 2.961.228.204 $ | -154.352.716 $ | -15,9 % | 15 | 3.130.463.884 $ | +44.725.965 $ | +8,6 % | 14 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 482.529.181 $ | +46.766.538 $ | +10,7 % | 1 | 435.762.643 $ | +30.361.407 $ | +7,5 % | 1 | 405.401.236 $ | +78.649.889 $ | +24,1 % | 1 |
| HCA Healthcare, Inc. | HCA | → 0 | Neutral | 430.915.307 $ | +285.015.415 $ | +195,3 % | 1 | 145.899.892 $ | -78.509.906 $ | -35,0 % | 1 | 224.409.798 $ | -63.594.852 $ | -22,1 % | 1 |
| Booking Holdings Inc. | BKNG | → 0 | Stark | 384.763.630 $ | +370.748.148 $ | +2.645,3 % | 1 | 14.015.482 $ | -230.798.074 $ | -94,3 % | 1 | 244.813.556 $ | +8.854.658 $ | +3,8 % | 1 |
| TEXAS INSTRUMENTS INC | TXN | → 0 | Stark | 40.060.207 $ | -186.729.676 $ | -82,3 % | 1 | 226.789.883 $ | -134.190.413 $ | -37,2 % | 1 | 360.980.296 $ | +79.958.463 $ | +28,5 % | 1 |
| Mastercard Inc | MA | → 0 | Stark | 358.312.682 $ | +67.492.075 $ | +23,2 % | 1 | 290.820.607 $ | +22.186.172 $ | +8,3 % | 1 | 268.634.435 $ | +87.457.643 $ | +48,3 % | 1 |
| STATE STREET CORP | STT | → 0 | Stark | 174.006.078 $ | -111.088.420 $ | -39,0 % | 1 | 285.094.498 $ | -36.197.811 $ | -11,3 % | 1 | 321.292.309 $ | -136.615.286 $ | -29,8 % | 1 |
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Neutral | 222.192.856 $ | -86.052.463 $ | -27,9 % | 1 | 308.245.319 $ | +308.245.319 $ | 1 | |||||
| COMCAST CORP | CMCSA | → 0 | Neutral | 267.489.606 $ | +49.582.917 $ | +22,8 % | 1 | 217.906.689 $ | -21.418.147 $ | -8,9 % | 1 | 239.324.836 $ | +5.953.446 $ | +2,6 % | 1 |
| NEWS CORP | NWSA | → 0 | Neutral | 262.590.460 $ | +12.818.126 $ | +5,1 % | 1 | 249.772.334 $ | +41.329.711 $ | +19,8 % | 1 | 208.442.623 $ | -1.045.940 $ | -0,5 % | 1 |
| RYANAIR HOLDINGS PLC | RYAAY | → 0 | Stark | 255.110.531 $ | +26.844.112 $ | +11,8 % | 1 | 228.266.419 $ | -29.004.447 $ | -11,3 % | 1 | 257.270.866 $ | -24.669.177 $ | -8,7 % | 1 |
| Walt Disney Co | DIS | → 0 | Neutral | 216.838.712 $ | +186.217.437 $ | +608,1 % | 1 | 30.621.275 $ | +30.621.275 $ | 1 | |||||
| TD SYNNEX CORP | SNX | → 0 | Stark | 61.235.488 $ | -154.933.816 $ | -71,7 % | 1 | 216.169.304 $ | +40.387.434 $ | +23,0 % | 1 | 175.781.870 $ | -25.401.871 $ | -12,6 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 29.481.068 $ | -87.146.153 $ | -74,7 % | 1 | 116.627.221 $ | -44.353.036 $ | -27,6 % | 1 | 160.980.257 $ | -22.592.033 $ | -12,3 % | 1 |
| CROWN HOLDINGS, INC. | CCK | → 0 | Sehr stark | 130.987.552 $ | +47.180.757 $ | +56,3 % | 1 | 83.806.795 $ | -50.032.375 $ | -37,4 % | 1 | 133.839.170 $ | +180.729 $ | +0,1 % | 1 |
| VISA INC. | V | → 0 | Stark | 131.959.193 $ | +20.529.350 $ | +18,4 % | 1 | 111.429.843 $ | -2.979.825 $ | -2,6 % | 1 | 114.409.668 $ | +58.495.379 $ | +104,6 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Stark | 14.882.964 $ | -905.083 $ | -5,7 % | 1 | ||||||||
| 3.448.472.551 $ | +487.244.347 $ | +220,1 % | 15 | 2.961.228.204 $ | -154.352.716 $ | -15,9 % | 15 | 3.130.463.884 $ | +44.725.965 $ | +8,6 % | 14 | ||||