Investments: DARA CAPITAL US, INC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: DARA CAPITAL US, INC.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
138.801.574 $+59.673.410 $
+74,3 %
10199.408.123 $-8.379.701 $
-9,2 %
108106.996.444 $+104.363.940 $
+16,5 %
108
MICRON TECHNOLOGY INCMU→ 0Stark10.509.810 $+6.908.774 $
+191,9 %
13.601.036 $+675.299 $
+23,1 %
12.925.737 $+2.925.737 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark10.089.143 $+10.089.143 $1
Alphabet Inc.GOOGL→ 0Stark9.485.671 $+3.540.081 $
+59,5 %
15.945.590 $-317.540 $
-5,1 %
16.263.130 $+6.263.130 $1
NVIDIA CORPNVDA→ 0Neutral8.877.793 $+2.328.376 $
+35,6 %
16.549.417 $-203.748 $
-3,0 %
16.753.165 $+6.753.165 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark8.704.920 $+5.552.933 $
+176,2 %
13.151.987 $+872.743 $
+38,3 %
12.279.244 $+2.279.244 $1
LAM RESEARCH CORPLRCX→ 0Stark8.217.670 $+5.093.320 $
+163,0 %
13.124.350 $+717.046 $
+29,8 %
12.407.304 $+2.407.304 $1
Meta Platforms, Inc.META→ 0Neutral7.872.541 $+1.608.862 $
+25,7 %
16.263.679 $-686.408 $
-9,9 %
16.950.087 $+6.950.087 $1
Broadcom Inc.AVGO→ 0Neutral7.474.917 $+1.531.397 $
+25,8 %
15.943.520 $-447.908 $
-7,0 %
16.391.428 $+6.391.428 $1
MICROSOFT CORPMSFT→ 0Neutral3.343.391 $-2.414.233 $
-41,9 %
15.757.624 $-1.510.700 $
-20,8 %
17.268.324 $+7.268.324 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral6.898.306 $+5.023.902 $
+268,0 %
11.874.404 $-30.120 $
-1,6 %
11.904.524 $+1.904.524 $1
AMAZON COM INCAMZN→ 0Neutral3.722.394 $-2.330.765 $
-38,5 %
16.053.159 $-398.260 $
-6,2 %
16.451.419 $+6.451.419 $1
ORACLE CORPORCL→ 0Neutral3.180.959 $-871.999 $
-21,5 %
14.052.958 $+4.052.958 $1
GE Vernova Inc.GEV→ 0Sehr stark3.353.050 $+1.595.030 $
+90,7 %
11.758.020 $+487.480 $
+38,4 %
11.270.540 $+1.270.540 $1
SAP SESAP→ 02.448.987 $-892.725 $
-26,7 %
13.341.712 $+3.341.712 $1
Palo Alto Networks IncPANW→ 0Neutral2.807.958 $+1.868.804 $
+199,0 %
1939.154 $-123.864 $
-11,7 %
11.063.018 $+1.063.018 $1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral2.793.855 $+1.708.906 $
+157,5 %
11.084.949 $-168.515 $
-13,4 %
11.253.464 $+1.253.464 $1
CATERPILLAR INCCAT→ 0Sehr stark2.598.356 $+1.905.483 $
+275,0 %
1692.873 $+144.064 $
+26,3 %
1548.809 $+548.809 $1
GENERAL ELECTRIC COGE→ 0Neutral2.420.274 $-106.496 $
-4,2 %
12.526.770 $+2.526.770 $1
ISHARES INC→ 02.389.467 $+2.086.145 $
+687,8 %
12.153.584 $+1.229.028 $
+132,9 %
12.199.246 $+2.199.246 $1
INTUITIVE SURGICAL INCISRG→ 0Neutral2.135.541 $+239.490 $
+12,6 %
11.896.051 $-351.831 $
-15,7 %
12.247.882 $+2.247.882 $1
ServiceNow, Inc.NOW→ 0Neutral1.265.891 $-508.815 $
-28,7 %
11.774.706 $+1.774.706 $1
AppLovin CorpAPP→ 0Neutral1.072.610 $-674.605 $
-38,6 %
11.747.215 $+1.747.215 $1
Trane Technologies plcTT→ 0Neutral1.646.368 $+570.763 $
+53,1 %
11.075.605 $+109.222 $
+11,3 %
1966.383 $+966.383 $1
iSHARES TRUST→ 01.601.892 $-16.942 $
-1,0 %
11.618.834 $+1.618.834 $1
Vertiv Holdings CoVRT→ 0Stark1.564.613 $+702.869 $
+81,6 %
1861.744 $+315.933 $
+57,9 %
1545.811 $+545.811 $1
Johnson Controls International plcJCI→ 0Neutral1.351.809 $+457.159 $
+51,1 %
1894.650 $+100.229 $
+12,6 %
1794.421 $+794.421 $1
QUANTA SERVICES, INC.PWR→ 0Stark1.322.713 $+877.458 $
+197,1 %
1445.255 $+117.315 $
+35,8 %
1327.940 $+327.940 $1
Cloudflare, Inc.NET→ 0Neutral1.315.191 $+479.514 $
+57,4 %
1835.677 $+53.386 $
+6,8 %
1782.291 $+782.291 $1
ISHARES TR→ 01.083.316 $+734.014 $
+210,1 %
11.270.300 $-883.284 $
-41,0 %
1924.556 $+491.298 $
+113,4 %
1
ADOBE INC.ADBE→ 0Neutral970.564 $+61.931 $
+6,8 %
1908.633 $-360.780 $
-28,4 %
11.269.413 $+1.269.413 $1
DANAHER CORP /DE/DHR→ 0Neutral1.217.167 $+305.191 $
+33,5 %
1911.976 $-156.393 $
-14,6 %
11.068.369 $+1.068.369 $1
INTUIT INC.INTU→ 0Neutral818.062 $-398.803 $
-32,8 %
11.216.865 $+1.216.865 $1
Fortinet, Inc.FTNT→ 0Neutral1.149.845 $+658.790 $
+134,2 %
1491.055 $+30.398 $
+6,6 %
1460.657 $+460.657 $1
EMERSON ELECTRIC COEMR→ 0Neutral1.129.453 $+344.251 $
+43,8 %
1785.202 $+6.003 $
+0,8 %
1779.199 $+779.199 $1
LVM CAPITAL MANAGEMENT LTD/MI→ 01.039.051 $+291.982 $
+39,1 %
1747.069 $-76.504 $
-9,3 %
1823.573 $+823.573 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral949.074 $+99.711 $
+11,7 %
1849.363 $-122.374 $
-12,6 %
1971.737 $+971.737 $1
Ancora Advisors LLC→ 0968.941 $+63.161 $
+7,0 %
1905.780 $-9.152 $
-1,0 %
1914.932 $+914.932 $1
Salesforce, Inc.CRM→ 0Neutral677.985 $-255.557 $
-27,4 %
1933.542 $+933.542 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach783.646 $-145.564 $
-15,7 %
1929.210 $+929.210 $1
JOHNSON & JOHNSONJNJ→ 0Stark911.244 $+210.679 $
+30,1 %
1700.565 $+119.450 $
+20,6 %
1581.115 $+581.115 $1
SONATA CAPITAL GROUP INC→ 0898.480 $-4.790 $
-0,5 %
1903.270 $+903.270 $1
FLEX LTD.FLEX→ 0Neutral900.460 $+618.655 $
+219,5 %
1281.805 $+29.250 $
+11,6 %
1252.555 $+252.555 $1
Alibaba Group Holding LtdBABA→ 0Schwach760.413 $-101.477 $
-11,8 %
1861.890 $+861.890 $1
MOODYS CORP /DE/MCO→ 0Neutral777.663 $+150.336 $
+24,0 %
1627.327 $-91.949 $
-12,8 %
1719.276 $+719.276 $1
S&P Global Inc.SPGI→ 0Neutral747.322 $+141.638 $
+23,4 %
1605.684 $-123.329 $
-16,9 %
1729.013 $+729.013 $1
Autodesk, Inc.ADSK→ 0Neutral611.256 $+34.302 $
+5,9 %
1576.954 $-121.925 $
-17,4 %
1698.879 $+698.879 $1
Apple Inc.AAPL→ 0Neutral694.753 $+85.404 $
+14,0 %
1609.349 $-43.386 $
-6,6 %
1652.735 $+652.735 $1
Coinbase Global, Inc.COIN→ 0Neutral584.029 $+38.548 $
+7,1 %
1545.481 $-146.733 $
-21,2 %
1692.214 $+692.214 $1
STRYKER CORPSYK→ 0Neutral689.814 $+107.224 $
+18,4 %
1582.590 $-27.561 $
-4,5 %
1610.151 $+610.151 $1
Parker-Hannifin CorpPH→ 0Neutral677.696 $+26.387 $
+4,1 %
1651.309 $+651.309 $1
Workday, Inc.WDAY→ 0Schwach400.283 $-247.923 $
-38,2 %
1648.206 $+648.206 $1
CELESTICA INCCLS→ 0Schwach638.400 $+638.400 $1
JABIL INCJBL→ 0Neutral616.382 $+288.861 $
+88,2 %
1327.521 $+58.458 $
+21,7 %
1269.063 $+269.063 $1
ROCKWELL AUTOMATION, INCROK→ 0Neutral614.394 $+275.253 $
+81,2 %
1339.141 $-19.192 $
-5,4 %
1358.333 $+358.333 $1
Natera, Inc.NTRA→ 0Schwach589.317 $+589.317 $1
AGILENT TECHNOLOGIES, INC.A→ 0Neutral568.910 $+480.348 $
+542,4 %
188.562 $-17.164 $
-16,2 %
1105.726 $+105.726 $1
SPDR SERIES TRUST→ 0556.978 $+22.838 $
+4,3 %
1534.140 $+24.815 $
+4,9 %
1509.325 $+509.325 $1
Cerebras Systems Inc.CBRS→ 0Sehr schwach517.140 $+517.140 $1
Reddit, Inc.RDDT→ 0Schwach506.680 $+205.334 $
+68,1 %
1301.346 $-200.000 $
-39,9 %
1501.346 $+501.346 $1
Atlassian CorpTEAM→ 0Schwach209.868 $-268.931 $
-56,2 %
1478.799 $+478.799 $1
Invesco Ltd.IVZ→ 0Sehr stark448.901 $-2.838 $
-0,6 %
1451.739 $+451.739 $1
VEEVA SYSTEMS INCVEEV→ 0Neutral439.060 $+105.131 $
+31,5 %
1333.929 $-79.716 $
-19,3 %
1413.645 $+413.645 $1
THOMSON REUTERS CORP→ 0349.302 $-2.040.165 $
-85,4 %
1303.322 $-966.978 $
-76,1 %
1433.258 $-1.765.988 $
-80,3 %
1
ELI LILLY & CoLLY→ 0Neutral424.598 $+99.000 $
+30,4 %
1325.598 $-54.838 $
-14,4 %
1380.436 $+380.436 $1
nVent Electric plcNVT→ 0Neutral415.883 $+200.141 $
+92,8 %
1215.742 $+29.749 $
+16,0 %
1185.993 $+185.993 $1
MongoDB, Inc.MDB→ 0Schwach250.644 $-164.429 $
-39,6 %
1415.073 $+415.073 $1
Zscaler, Inc.ZS→ 0Neutral346.099 $+95.121 $
+37,9 %
1250.978 $-151.403 $
-37,6 %
1402.381 $+402.381 $1
AMETEK INC/AME→ 0Neutral393.394 $+128.231 $
+48,4 %
1265.163 $+22.076 $
+9,1 %
1243.087 $+243.087 $1
Okta, Inc.OKTA→ 0Neutral359.545 $+198.033 $
+122,6 %
1161.512 $-6.845 $
-4,1 %
1168.357 $+168.357 $1
Verisk Analytics, Inc.VRSK→ 0Neutral356.546 $+356.546 $1
HUBBELL INCHUBB→ 0Stark352.636 $+52.794 $
+17,6 %
1299.842 $+38.262 $
+14,6 %
1261.580 $+261.580 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral304.237 $+12.884 $
+4,4 %
1291.353 $-14.258 $
-4,7 %
1305.611 $+305.611 $1
GARMIN LTDGRMN→ 0Stark299.756 $+44.571 $
+17,5 %
1255.185 $+255.185 $1
Baker Hughes CoBKR→ 0Stark293.040 $+122.772 $
+72,1 %
1170.268 $+49.679 $
+41,2 %
1120.589 $+120.589 $1
Robinhood Markets, Inc.HOOD→ 0Schwach276.070 $+128.254 $
+86,8 %
1147.816 $-93.426 $
-38,7 %
1241.242 $+241.242 $1
ROKU, INCROKU→ 0Neutral270.754 $+132.515 $
+95,9 %
1138.239 $-10.066 $
-6,8 %
1148.305 $+148.305 $1
Forgent Power Solutions, Inc.FPS→ 0269.468 $+269.468 $1
Circle Internet Group, Inc.CRCL→ 0Neutral236.052 $-19.169 $
-7,5 %
1255.221 $+48.566 $
+23,5 %
1206.655 $+206.655 $1
ZIMMER BIOMET HOLDINGS, INC.ZBH→ 0Neutral252.501 $+49.961 $
+24,7 %
1202.540 $+1.120 $
+0,6 %
1201.420 $+201.420 $1
Rubrik, Inc.RBRK→ 0Neutral250.553 $+142.722 $
+132,4 %
1107.831 $-60.577 $
-36,0 %
1168.408 $+168.408 $1
TWILIO INCTWLO→ 0Neutral220.059 $-18.050 $
-7,6 %
1238.109 $+238.109 $1
INTERNATIONAL FLAVORS & FRAGRANCES INCIFF→ 0Neutral236.867 $+236.867 $1
NOVO NORDISK A SNVO→ 0Schwach221.892 $+51.786 $
+30,4 %
1170.106 $-65.491 $
-27,8 %
1235.597 $+235.597 $1
Guardant Health, Inc.GH→ 0Schwach234.496 $+234.496 $1
Block, Inc.XYZ→ 0Neutral230.204 $+55.442 $
+31,7 %
1174.762 $-14.259 $
-7,5 %
1189.021 $+189.021 $1
Medtronic plcMDT→ 0Neutral225.850 $+39.553 $
+21,2 %
1186.297 $-20.232 $
-9,8 %
1206.529 $+206.529 $1
Unity Software Inc.U→ 0Schwach189.199 $+84.612 $
+80,9 %
1104.587 $-105.971 $
-50,3 %
1210.558 $+210.558 $1
Figma, Inc.FIG→ 0Schwach118.468 $-90.953 $
-43,4 %
1209.421 $+209.421 $1
Nutanix, Inc.NTNX→ 0Neutral208.885 $+95.198 $
+83,7 %
1113.687 $-40.917 $
-26,5 %
1154.604 $+154.604 $1
C. H. ROBINSON WORLDWIDE, INC.CHRW→ 0Stark204.598 $+6.542 $
+3,3 %
1198.056 $+198.056 $1
Veralto CorpVLTO→ 0Neutral199.263 $+45.413 $
+29,5 %
1153.850 $-10.787 $
-6,6 %
1164.637 $+164.637 $1
IQVIA HOLDINGS INC.IQV→ 0Neutral198.630 $+64.757 $
+48,4 %
1133.873 $-32.028 $
-19,3 %
1165.901 $+165.901 $1
Fortive CorpFTV→ 0Neutral193.960 $+33.206 $
+20,7 %
1160.754 $+10.528 $
+7,0 %
1150.226 $+150.226 $1
PINTEREST, INC.PINS→ 0Neutral179.049 $+41.921 $
+30,6 %
1137.128 $-56.451 $
-29,2 %
1193.579 $+193.579 $1
Guidewire Software, Inc.GWRE→ 0Neutral157.873 $+11.155 $
+7,6 %
1146.718 $-39.417 $
-21,2 %
1186.135 $+186.135 $1
ALIGN TECHNOLOGY INCALGN→ 0Neutral183.164 $+44.820 $
+32,4 %
1138.344 $+12.331 $
+9,8 %
1126.013 $+126.013 $1
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKP→ 0166.258 $+29.122 $
+21,2 %
1137.136 $-41.001 $
-23,0 %
1178.137 $+178.137 $1
EQUIFAX INCEFX→ 0Neutral164.751 $+22.496 $
+15,8 %
1142.255 $-29.159 $
-17,0 %
1171.414 $+171.414 $1
GARTNER INCIT→ 0Neutral105.296 $-62.470 $
-37,2 %
1167.766 $+167.766 $1
Galaxy Digital Inc.GLXY→ 0Sehr schwach161.579 $+161.579 $1
POWELL INDUSTRIES INCPOWL→ 0Stark158.070 $+158.070 $1
TE Connectivity plcTEL→ 0Neutral158.062 $+158.062 $1
Snap IncSNAP→ 0Neutral111.577 $+22.163 $
+24,8 %
189.414 $-67.450 $
-43,0 %
1156.864 $+156.864 $1
GLOBUS MEDICAL INCGMED→ 0Neutral154.780 $+154.780 $1
TRIMBLE INC.TRMB→ 0Neutral153.181 $+153.181 $1
AKAMAI TECHNOLOGIES INCAKAM→ 0Stark138.896 $+138.896 $1
BENTLEY SYSTEMS INCBSY→ 0Neutral137.703 $+20.649 $
+17,6 %
1117.054 $-10.149 $
-8,0 %
1127.203 $+127.203 $1
WATTS WATER TECHNOLOGIES INCWTS→ 0Stark130.352 $+130.352 $1
Arthur J. Gallagher & Co.AJG→ 0Neutral113.560 $+5.270 $
+4,9 %
1108.290 $-21.105 $
-16,3 %
1129.395 $+129.395 $1
Trade Desk, Inc.TTD→ 0Neutral128.892 $+128.892 $1
BRUKER CORPBRKR→ 0Schwach128.243 $+128.243 $1
Zurn Elkay Water Solutions CorpZWS→ 0Stark127.840 $+127.840 $1
COSTAR GROUP, INC.CSGP→ 0Neutral69.868 $-46.591 $
-40,0 %
1116.459 $+116.459 $1
BIO-TECHNE CorpTECH→ 0Neutral113.322 $+113.322 $1
MANHATTAN ASSOCIATES INCMANH→ 0Neutral86.794 $-26.204 $
-23,2 %
1112.998 $+112.998 $1
Klaviyo, Inc.KVYO→ 0Neutral67.351 $-45.027 $
-40,1 %
1112.378 $+112.378 $1
Everpure, Inc.PSTG→ 0104.677 $-5.554 $
-5,0 %
1110.231 $+110.231 $1
RAMBUS INCRMBS→ 0Neutral106.855 $+106.855 $1
ILLUMINA, INC.ILMN→ 0Neutral103.563 $+103.563 $1
Xylem Inc.XYL→ 0Neutral99.769 $+22.931 $
+29,8 %
176.838 $-10.725 $
-12,2 %
187.563 $+87.563 $1
REVVITY, INC.RVTY→ 0Neutral94.237 $+94.237 $1
PROCORE TECHNOLOGIES, INC.PCOR→ 0Schwach92.938 $+92.938 $1
Doximity, Inc.DOCS→ 0Neutral48.137 $-43.345 $
-47,4 %
191.482 $+91.482 $1
Mobileye Global Inc.MBLY→ 0Neutral59.899 $-31.127 $
-34,2 %
191.026 $+91.026 $1
DuPont de Nemours, Inc.DD→ 0Neutral90.546 $+11.071 $
+13,9 %
179.475 $+79.475 $1
OPEN TEXT CORPOTEX→ 0Stark60.492 $-28.125 $
-31,7 %
188.617 $+88.617 $1
SentinelOne, Inc.S→ 0Schwach88.277 $+88.277 $1
Elastic N.V.ESTC→ 0Neutral57.338 $-29.191 $
-33,7 %
186.529 $+86.529 $1
SPX Technologies, Inc.SPXC→ 0Neutral84.974 $+6.951 $
+8,9 %
178.023 $+78.023 $1
PTC INC.PTC→ 0Neutral72.483 $+3.518 $
+5,1 %
168.965 $-15.352 $
-18,2 %
184.317 $+84.317 $1
Netskope IncNTSK→ 0Neutral81.896 $+46.875 $
+133,8 %
135.021 $-37.331 $
-51,6 %
172.352 $+72.352 $1
SEGALL BRYANT & HAMILL, LLC→ 057.790 $+1.115 $
+2,0 %
156.675 $+5.430 $
+10,6 %
151.245 $+51.245 $1
138.801.574 $+59.673.410 $
+74,3 %
10199.408.123 $-8.379.701 $
-9,2 %
108106.996.444 $+104.363.940 $
+16,5 %
108
Erweitert ×