| 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 | ||||
| 435.717.379 $ | +130.011.408 $ | +8,2 % | 12 | 343.533.471 $ | -48.795.106 $ | -6,7 % | 11 | 449.496.006 $ | -45.294.864 $ | -11,6 % | 10 | 494.790.870 $ | +115.708.834 $ | +34,0 % | 9 | ||||
| Coupang, Inc. | CPNG | → 0 | Neutral | 34.218.900 $ | -6.609.100 $ | -16,2 % | 1 | 40.828.000 $ | +1.314.750 $ | +3,3 % | 1 | 39.513.250 $ | -54.993.750 $ | -58,2 % | 1 | 94.507.000 $ | +18.959.115 $ | +25,1 % | 1 |
| APPFOLIO INC | APPF | → 0 | Stark | 48.886.706 $ | +16.612.516 $ | +51,5 % | 1 | 32.274.190 $ | -56.539.948 $ | -63,7 % | 1 | 88.814.138 $ | +9.286.228 $ | +11,7 % | 1 | 79.527.910 $ | +15.895.789 $ | +25,0 % | 1 |
| DoorDash, Inc. | DASH | → 0 | Schwach | 34.599.375 $ | -7.818.000 $ | -18,4 % | 1 | 42.417.375 $ | -42.059.665 $ | -49,8 % | 1 | 84.477.040 $ | +26.815.160 $ | +46,5 % | 1 | 57.661.880 $ | -7.601.643 $ | -11,6 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 71.684.141 $ | +32.144.641 $ | +81,3 % | 1 | 39.539.500 $ | +8.239.500 $ | +26,3 % | 1 | 31.300.000 $ | +31.300.000 $ | 1 | |||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 67.456.763 $ | +67.456.763 $ | 1 | |||||||||||||
| Nu Holdings Ltd. | NU | → 0 | Neutral | 32.865.600 $ | -9.382.200 $ | -22,2 % | 1 | 42.247.800 $ | -21.230.280 $ | -33,4 % | 1 | 63.478.080 $ | +8.563.780 $ | +15,6 % | 1 | 54.914.300 $ | +29.395.100 $ | +115,2 % | 1 |
| Ubiquiti Inc. | UI | → 0 | Stark | 18.441.124 $ | -17.319.499 $ | -48,4 % | 1 | 35.760.623 $ | -10.803.780 $ | -23,2 % | 1 | 46.564.403 $ | -9.188.549 $ | -16,5 % | 1 | 55.752.952 $ | +27.272.947 $ | +95,8 % | 1 |
| Sea Ltd | SE | → 0 | Neutral | 28.384.325 $ | -26.128.325 $ | -47,9 % | 1 | 54.512.650 $ | -14.501.460 $ | -21,0 % | 1 | ||||||||
| Nebius Group N.V. | NBIS | → 0 | Neutral | 33.140.400 $ | +10.624.480 $ | +47,2 % | 1 | 22.515.920 $ | -2.135.203 $ | -8,7 % | 1 | 24.651.123 $ | -28.480.655 $ | -53,6 % | 1 | 53.131.778 $ | +25.466.778 $ | +92,1 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 28.783.104 $ | -3.574.896 $ | -11,0 % | 1 | 32.358.000 $ | +32.358.000 $ | 1 | |||||||||
| PINTEREST, INC. | PINS | → 0 | Neutral | 29.442.000 $ | +5.783.400 $ | +24,4 % | 1 | 23.658.600 $ | +23.658.600 $ | 1 | |||||||||
| Global-E Online Ltd. | GLBE | → 0 | Stark | 27.731.905 $ | +27.731.905 $ | 1 | |||||||||||||
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 19.742.590 $ | -6.721.373 $ | -25,4 % | 1 | 26.463.963 $ | +12.933.420 $ | +95,6 % | 1 | 13.530.543 $ | +1.106.143 $ | +8,9 % | 1 | 12.424.400 $ | -11.535.792 $ | -48,1 % | 1 |
| Airbnb, Inc. | ABNB | → 0 | Neutral | 20.520.500 $ | +20.520.500 $ | 1 | |||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 17.507.875 $ | +17.507.875 $ | 1 | |||||||||||||
| NETFLIX INC | NFLX | → 0 | Neutral | 17.307.000 $ | +17.307.000 $ | 1 | |||||||||||||
| 435.717.379 $ | +130.011.408 $ | +8,2 % | 12 | 343.533.471 $ | -48.795.106 $ | -6,7 % | 11 | 449.496.006 $ | -45.294.864 $ | -11,6 % | 10 | 494.790.870 $ | +115.708.834 $ | +34,0 % | 9 | ||||