| 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 | ||||
| 130.895.270 $ | +16.013.328 $ | +9,7 % | 5 | 114.881.942 $ | -33.916.490 $ | -22,7 % | 5 | 148.798.432 $ | +8.260.938 $ | +40,9 % | 5 | 158.852.121 $ | -8.601.743 $ | -1,1 % | 6 | ||||
| CARVANA CO. | CVNA | → 0 | Neutral | 45.944.269 $ | +15.725.749 $ | +52,0 % | 1 | 30.218.520 $ | -4.398.937 $ | -12,7 % | 1 | 34.617.457 $ | -7.045.306 $ | -16,9 % | 1 | 41.662.763 $ | +4.848.198 $ | +13,2 % | 1 |
| TransDigm Group INC | TDG | → 0 | Schwach | 31.420.160 $ | +6.191.919 $ | +24,5 % | 1 | 25.228.241 $ | -11.415.776 $ | -31,2 % | 1 | 36.644.017 $ | +325.976 $ | +0,9 % | 1 | 36.318.041 $ | +3.747.453 $ | +11,5 % | 1 |
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Neutral | 22.775.278 $ | +3.512.022 $ | +18,2 % | 1 | 19.263.256 $ | -7.963.216 $ | -29,2 % | 1 | 27.226.472 $ | -685.662 $ | -2,5 % | 1 | 27.912.134 $ | -3.070.146 $ | -9,9 % | 1 |
| Hilton Worldwide Holdings Inc. | HLT | → 0 | Schwach | 14.796.347 $ | -5.978.095 $ | -28,8 % | 1 | 20.774.442 $ | -4.481.153 $ | -17,7 % | 1 | 25.255.595 $ | -1.782.204 $ | -6,6 % | 1 | 27.037.799 $ | -16.928.277 $ | -38,5 % | 1 |
| Guidewire Software, Inc. | GWRE | → 0 | Stark | 15.959.216 $ | -3.438.267 $ | -17,7 % | 1 | 19.397.483 $ | -5.657.408 $ | -22,6 % | 1 | 25.054.891 $ | +17.448.134 $ | +229,4 % | 1 | 7.606.757 $ | -184.990 $ | -2,4 % | 1 |
| Liberty Media Corp | FWONA | → 0 | Neutral | 18.314.627 $ | +2.986.019 $ | +19,5 % | 1 | ||||||||||||
| 130.895.270 $ | +16.013.328 $ | +9,7 % | 5 | 114.881.942 $ | -33.916.490 $ | -22,7 % | 5 | 148.798.432 $ | +8.260.938 $ | +40,9 % | 5 | 158.852.121 $ | -8.601.743 $ | -1,1 % | 6 | ||||