| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 754.237.740 $ | -72.373.335 $ | -10,8 % | 7 | 893.088.309 $ | -10.818.830 $ | +1,3 % | 9 | 903.907.139 $ | +25.774.711 $ | +4,6 % | 9 | ||||
| AMAZON COM INC | AMZN | → 0 | Stark | 225.139.870 $ | -9.604.070 $ | -4,1 % | 1 | 234.743.940 $ | +10.782.540 $ | +4,8 % | 1 | 223.961.400 $ | +7.862.250 $ | +3,6 % | 1 |
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 124.411.634 $ | -5.417.494 $ | -4,2 % | 1 | 129.829.128 $ | -9.113.640 $ | -6,6 % | 1 | 138.942.768 $ | -27.043.646 $ | -16,3 % | 1 |
| APPFOLIO INC | APPF | → 0 | Neutral | 100.421.182 $ | -22.812.592 $ | -18,5 % | 1 | 123.233.774 $ | -7.694.802 $ | -5,9 % | 1 | 130.928.576 $ | +14.201.486 $ | +12,2 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 130.181.702 $ | +15.406.142 $ | +13,4 % | 1 | 114.775.560 $ | +40.737.375 $ | +55,0 % | 1 | 74.038.185 $ | +20.204.327 $ | +37,5 % | 1 |
| Coupang, Inc. | CPNG | → 0 | Neutral | 63.077.608 $ | -41.684.992 $ | -39,8 % | 1 | 104.762.600 $ | -3.158.115 $ | -2,9 % | 1 | 107.920.715 $ | +12.001.528 $ | +12,5 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 78.572.894 $ | +4.829.980 $ | +6,5 % | 1 | 73.742.914 $ | -19.009.875 $ | -20,5 % | 1 | 92.752.789 $ | +3.091.656 $ | +3,4 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 46.282.434 $ | -19.341.831 $ | -29,5 % | 1 | 65.624.265 $ | -2.122.974 $ | -3,1 % | 1 | ||||
| DoorDash, Inc. | DASH | → 0 | Neutral | 32.432.850 $ | -13.090.309 $ | -28,8 % | 1 | 45.523.159 $ | -9.147.647 $ | -16,7 % | 1 | 54.670.806 $ | -1.470.121 $ | -2,6 % | 1 |
| TruBridge, Inc. | TBRG | → 0 | 20.194.800 $ | +5.127.165 $ | +34,0 % | 1 | 15.067.635 $ | -949.795 $ | -5,9 % | 1 | |||||
| 754.237.740 $ | -72.373.335 $ | -10,8 % | 7 | 893.088.309 $ | -10.818.830 $ | +1,3 % | 9 | 903.907.139 $ | +25.774.711 $ | +4,6 % | 9 | ||||