| 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 | ||||
| 432.596.197 $ | +42.915.010 $ | +9,5 % | 8 | 395.073.140 $ | -33.146.637 $ | +439,3 % | 9 | 514.433.338 $ | -32.466.040 $ | +20,2 % | 12 | 546.899.378 $ | +164.414.066 $ | +13,3 % | 11 | ||||
| AppLovin Corp | APP | → 0 | Neutral | 100.599.173 $ | +22.889.275 $ | +29,5 % | 1 | 77.709.898 $ | -53.854.131 $ | -40,9 % | 1 | 131.564.029 $ | -115.794.085 $ | -46,8 % | 1 | 247.358.114 $ | +125.349.983 $ | +102,7 % | 1 |
| Vestis Corp | VSTS | → 0 | Neutral | 73.970.049 $ | +33.928.411 $ | +84,7 % | 1 | 40.041.638 $ | +6.062.283 $ | +17,8 % | 1 | 33.979.355 $ | +19.716.990 $ | +138,2 % | 1 | 14.262.365 $ | +3.262.455 $ | +29,7 % | 1 |
| ACUITY INC. (DE) | AYI | → 0 | Stark | 67.689.569 $ | +17.331.233 $ | +34,4 % | 1 | 50.358.336 $ | -19.086.179 $ | -27,5 % | 1 | 69.444.515 $ | +3.018.572 $ | +4,5 % | 1 | 66.425.943 $ | +8.169.390 $ | +14,0 % | 1 |
| Guidewire Software, Inc. | GWRE | → 0 | Stark | 49.784.061 $ | -10.685.889 $ | -17,7 % | 1 | 60.469.950 $ | +23.090.934 $ | +61,8 % | 1 | 37.379.016 $ | +8.426.770 $ | +29,1 % | 1 | 28.952.246 $ | -1.071.396 $ | -3,6 % | 1 |
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Neutral | 44.580.906 $ | +2.568.178 $ | +6,1 % | 1 | 42.012.728 $ | -4.928.375 $ | -10,5 % | 1 | 46.941.103 $ | +24.001.909 $ | +104,6 % | 1 | 22.939.194 $ | +22.939.194 $ | 1 | |
| APPFOLIO INC | APPF | → 0 | Neutral | 43.874.486 $ | +711.189 $ | +1,6 % | 1 | 43.163.297 $ | -483.937 $ | -1,1 % | 1 | 43.647.234 $ | +7.046.202 $ | +19,3 % | 1 | 36.601.032 $ | +5.690.778 $ | +18,4 % | 1 |
| PROCORE TECHNOLOGIES, INC. | PCOR | → 0 | Schwach | 27.329.664 $ | -10.998.447 $ | -28,7 % | 1 | 38.328.111 $ | +299.494 $ | +0,8 % | 1 | 38.028.617 $ | -94.105 $ | -0,2 % | 1 | 38.122.722 $ | +16.109.340 $ | +73,2 % | 1 |
| CHARTER COMMUNICATIONS, INC. /MO/ | CHTR | → 0 | Neutral | 24.768.289 $ | -12.828.940 $ | -34,1 % | 1 | 37.597.229 $ | +36.687.496 $ | +4.032,8 % | 1 | 909.733 $ | -6.630.345 $ | -87,9 % | 1 | 7.540.078 $ | -39.529.488 $ | -84,0 % | 1 |
| Liberty Broadband Corp | LBRDA | → 0 | Neutral | 37.501.315 $ | +2.688.384 $ | +7,7 % | 1 | 34.812.931 $ | +34.812.931 $ | 1 | |||||||||
| PAR TECHNOLOGY CORP | PAR | → 0 | Sehr schwach | 36.980.603 $ | +11.711.702 $ | +46,3 % | 1 | 25.268.901 $ | -11.588.282 $ | -31,4 % | 1 | ||||||||
| XPO, Inc. | XPO | → 0 | Neutral | 5.391.953 $ | -20.934.222 $ | -79,5 % | 1 | 26.326.175 $ | +1.710.323 $ | +6,9 % | 1 | 24.615.852 $ | +269.161 $ | +1,1 % | 1 | ||||
| Liberty Capital Corp/NV | GLIBA | → 0 | Stark | 11.731.643 $ | +11.731.643 $ | 1 | |||||||||||||
| 432.596.197 $ | +42.915.010 $ | +9,5 % | 8 | 395.073.140 $ | -33.146.637 $ | +439,3 % | 9 | 514.433.338 $ | -32.466.040 $ | +20,2 % | 12 | 546.899.378 $ | +164.414.066 $ | +13,3 % | 11 | ||||