| 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 | ||||
| 325.654.885 $ | +19.913.613 $ | -0,5 % | 9 | 305.741.272 $ | -20.543.383 $ | -16,4 % | 8 | 342.653.497 $ | -309.310 $ | -1,0 % | 8 | 342.962.807 $ | -12.516.241 $ | +1,1 % | 8 | ||||
| AMAZON COM INC | AMZN | → 0 | Stark | 66.818.619 $ | +1.727.996 $ | +2,7 % | 1 | 65.090.623 $ | -7.914.281 $ | -10,8 % | 1 | 73.004.904 $ | +2.326.419 $ | +3,3 % | 1 | 70.678.485 $ | -544.285 $ | -0,8 % | 1 |
| BROOKFIELD Corp /ON/ | BN | → 0 | 59.316.882 $ | +2.952.613 $ | +5,2 % | 1 | 56.364.269 $ | -8.499.502 $ | -13,1 % | 1 | 64.863.771 $ | -439.134 $ | -0,7 % | 1 | 65.302.905 $ | +6.408.407 $ | +10,9 % | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 47.177.550 $ | +1.934.730 $ | +4,3 % | 1 | 45.242.820 $ | -5.328.780 $ | -10,5 % | 1 | 50.571.600 $ | +40.200 $ | +0,1 % | 1 | 50.531.400 $ | +1.701.800 $ | +3,5 % | 1 |
| MARKEL GROUP INC. | MKL | → 0 | Stark | 39.655.868 $ | -3.515.981 $ | -8,1 % | 1 | 43.171.849 $ | -6.065.884 $ | -12,3 % | 1 | 49.237.733 $ | +6.318.144 $ | +14,7 % | 1 | 42.919.589 $ | -1.931.130 $ | -4,3 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 35.749.508 $ | +6.983.444 $ | +24,3 % | 1 | 28.766.064 $ | -2.895.451 $ | -9,1 % | 1 | 31.661.515 $ | +6.191.928 $ | +24,3 % | 1 | 25.469.587 $ | +7.005.970 $ | +37,9 % | 1 |
| Tesla, Inc. | TSLA | → 0 | Schwach | 19.932.234 $ | -415.502 $ | -2,0 % | 1 | 20.347.736 $ | -7.579.965 $ | -27,1 % | 1 | 27.927.701 $ | -7.354.160 $ | -20,8 % | 1 | 35.281.861 $ | +10.080.305 $ | +40,0 % | 1 |
| TRUPANION, INC. | TRUP | → 0 | Neutral | 19.233.657 $ | -652.252 $ | -3,3 % | 1 | 19.885.909 $ | -9.131.522 $ | -31,5 % | 1 | 29.017.431 $ | -4.052.601 $ | -12,3 % | 1 | 33.070.032 $ | -9.222.626 $ | -21,8 % | 1 |
| NETFLIX INC | NFLX | → 0 | Neutral | 19.694.619 $ | -7.177.383 $ | -26,7 % | 1 | 26.872.002 $ | +26.872.002 $ | 1 | |||||||||
| Burford Capital Ltd | BUR | → 0 | Stark | 16.368.842 $ | -3.340.106 $ | -16,9 % | 1 | 19.708.948 $ | -26.014.682 $ | -56,9 % | 1 | ||||||||
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 18.075.948 $ | +18.075.948 $ | 1 | |||||||||||||
| 325.654.885 $ | +19.913.613 $ | -0,5 % | 9 | 305.741.272 $ | -20.543.383 $ | -16,4 % | 8 | 342.653.497 $ | -309.310 $ | -1,0 % | 8 | 342.962.807 $ | -12.516.241 $ | +1,1 % | 8 | ||||