| 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 | ||||
| 0 $ | +0 $ | 1 | 0 $ | +0 $ | 1 | 62.073.900 $ | -530.461.190 $ | -88,9 % | 3 | 2.139.275.862 $ | +708.921.900 $ | +77,8 % | 21 | ||||||
| Liberty Media Corp | FWONA | → 0 | Neutral | 25.473.889 $ | -228.733.283 $ | -90,0 % | 1 | 254.207.172 $ | +16.416.377 $ | +6,9 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 215.152.804 $ | +20.221.307 $ | +10,4 % | 1 | ||||||||||||
| Performance Food Group Co | PFGC | → 0 | Neutral | 14.998.808 $ | -187.364.922 $ | -92,6 % | 1 | 202.363.730 $ | +30.413.017 $ | +17,7 % | 1 | ||||||||
| Coupang, Inc. | CPNG | → 0 | Schwach | 166.985.239 $ | +129.504.380 $ | +345,5 % | 1 | ||||||||||||
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Neutral | 159.604.465 $ | +29.070.276 $ | +22,3 % | 1 | ||||||||||||
| AUTOZONE INC | AZO | → 0 | Neutral | 154.508.703 $ | +154.508.703 $ | 1 | |||||||||||||
| Live Nation Entertainment, Inc. | LYV | → 0 | Stark | 149.006.748 $ | +129.542.761 $ | +665,6 % | 1 | ||||||||||||
| Evercore Inc. | EVR | → 0 | Stark | 146.467.380 $ | +79.652.551 $ | +119,2 % | 1 | ||||||||||||
| Crane Co | CR | → 0 | Stark | 21.601.203 $ | -114.362.985 $ | -84,1 % | 1 | 135.964.188 $ | -15.501.191 $ | -10,2 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 105.176.425 $ | +105.176.425 $ | 1 | |||||||||||||
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 105.149.508 $ | -20.249.534 $ | -16,1 % | 1 | ||||||||||||
| COMFORT SYSTEMS USA INC | FIX | → 0 | Stark | 100.326.210 $ | +100.326.210 $ | 1 | |||||||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 81.123.430 $ | +38.171.036 $ | +88,9 % | 1 | ||||||||||||
| HUBBELL INC | HUBB | → 0 | Stark | 39.315.273 $ | -92.971.176 $ | -70,3 % | 1 | ||||||||||||
| National Vision Holdings, Inc. | EYE | → 0 | Neutral | 37.702.563 $ | +37.702.563 $ | 1 | |||||||||||||
| VALVOLINE INC | VVV | → 0 | Neutral | 26.281.488 $ | +15.406.625 $ | +141,7 % | 1 | ||||||||||||
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 25.904.011 $ | -9.517.154 $ | -26,9 % | 1 | ||||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 21.219.910 $ | -18.297.429 $ | -46,3 % | 1 | ||||||||||||
| SAP SE | SAP | → 0 | 6.279.168 $ | -27.191.294 $ | -81,2 % | 1 | |||||||||||||
| Netskope Inc | NTSK | → 0 | Neutral | 5.907.300 $ | +5.907.300 $ | 1 | |||||||||||||
| Figure Technology Solutions, Inc. | FIGR | → 0 | Neutral | 630.147 $ | +630.147 $ | 1 | |||||||||||||
| HL Scope RIC LLC | → 0 | 0 $ | +0 $ | 1 | 0 $ | +0 $ | 1 | ||||||||||||
| 0 $ | +0 $ | 1 | 0 $ | +0 $ | 1 | 62.073.900 $ | -530.461.190 $ | -88,9 % | 3 | 2.139.275.862 $ | +708.921.900 $ | +77,8 % | 21 | ||||||