| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 62.548.920 $ | -16.487.723 $ | -25,0 % | 14 | 92.943.740 $ | -1.380.188 $ | +5,5 % | 17 | ||||
| Grocery Outlet Holding Corp. | GO | → 0 | Neutral | 2.924.293 $ | -7.984.764 $ | -73,2 % | 1 | 10.909.057 $ | +1.472.341 $ | +15,6 % | 1 |
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | → 0 | Neutral | 6.656.780 $ | -2.078.888 $ | -23,8 % | 1 | 8.735.668 $ | -753.453 $ | -7,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 6.610.560 $ | -1.208.752 $ | -15,5 % | 1 | 7.819.312 $ | +1.301.093 $ | +20,0 % | 1 |
| GoodRx Holdings, Inc. | GDRX | → 0 | Stark | 2.861.237 $ | -3.952.312 $ | -58,0 % | 1 | 6.813.549 $ | -1.208.076 $ | -15,1 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 6.666.909 $ | +6.666.909 $ | 1 | |||||
| AMAZON COM INC | AMZN | → 0 | Stark | 6.150.199 $ | +804.767 $ | +15,1 % | 1 | 5.345.432 $ | -951.061 $ | -15,1 % | 1 |
| Chewy, Inc. | CHWY | → 0 | Neutral | 4.843.015 $ | -1.084.366 $ | -18,3 % | 1 | 5.927.381 $ | -850.819 $ | -12,6 % | 1 |
| Primo Brands Corp | PRMB | → 0 | Neutral | 2.841.025 $ | -2.964.645 $ | -51,1 % | 1 | 5.805.670 $ | +601.436 $ | +11,6 % | 1 |
| Oddity Tech Ltd | ODD | → 0 | 4.013.741 $ | -1.318.765 $ | -24,7 % | 1 | 5.332.506 $ | +948.152 $ | +21,6 % | 1 | |
| CASEYS GENERAL STORES INC | CASY | → 0 | Neutral | 4.135.929 $ | -1.085.367 $ | -20,8 % | 1 | 5.221.296 $ | -514.139 $ | -9,0 % | 1 |
| PROG Holdings, Inc. | PRG | → 0 | Sehr stark | 4.761.742 $ | -401.598 $ | -7,8 % | 1 | ||||
| NETFLIX INC | NFLX | → 0 | Neutral | 4.576.426 $ | -76.583 $ | -1,6 % | 1 | 4.653.009 $ | -1.128.015 $ | -19,5 % | 1 |
| PINTEREST, INC. | PINS | → 0 | Stark | 3.894.736 $ | -664.847 $ | -14,6 % | 1 | 4.559.583 $ | -1.073.951 $ | -19,1 % | 1 |
| Philip Morris International Inc. | PM | → 0 | Neutral | 4.314.760 $ | +357.080 $ | +9,0 % | 1 | 3.957.680 $ | +1.371.434 $ | +53,0 % | 1 |
| RYTHM, Inc. | RYM | → 0 | Schwach | 2.059.310 $ | -1.897.190 $ | -48,0 % | 1 | 3.956.500 $ | +2.232.495 $ | +129,5 % | 1 |
| Flutter Entertainment plc | FLUT | → 0 | Neutral | 3.666.490 $ | -830.229 $ | -18,5 % | 1 | ||||
| Maplebear Inc. | CART | → 0 | Neutral | 3.334.794 $ | -1.565.739 $ | -32,0 % | 1 | ||||
| Chime Financial, Inc. | CHYM | → 0 | Sehr schwach | 2.144.071 $ | -30.059 $ | -1,4 % | 1 | ||||
| 62.548.920 $ | -16.487.723 $ | -25,0 % | 14 | 92.943.740 $ | -1.380.188 $ | +5,5 % | 17 | ||||