| 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 | ||||
| 113.877.024 $ | +7.150.205 $ | +499,3 % | 16 | 135.924.292 $ | +31.001.822 $ | -25,1 % | 15 | 135.086.851 $ | +9.388.331 $ | +13,8 % | 12 | ||||
| QXO, Inc. | QXO | → 0 | Schwach | 24.158.247 $ | -6.640.611 $ | -21,6 % | 1 | 30.798.858 $ | +2.712.461 $ | +9,7 % | 1 | 28.086.397 $ | +304.428 $ | +1,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 8.205.188 $ | -9.134.523 $ | -52,7 % | 1 | 17.339.711 $ | -6.008.439 $ | -25,7 % | 1 | 23.348.150 $ | +3.753.678 $ | +19,2 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 13.809.781 $ | -2.831.803 $ | -17,0 % | 1 | 16.641.584 $ | +16.641.584 $ | 1 | |||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 4.508.384 $ | +2.765.746 $ | +158,7 % | 1 | 1.742.638 $ | -13.959.875 $ | -88,9 % | 1 | 15.702.513 $ | +2.053.753 $ | +15,0 % | 1 |
| VISA INC. | V | → 0 | Neutral | 8.620.489 $ | -6.824.078 $ | -44,2 % | 1 | 15.444.567 $ | +602.389 $ | +4,1 % | 1 | 14.842.178 $ | +30.202 $ | +0,2 % | 1 |
| DoorDash, Inc. | DASH | → 0 | Schwach | 4.783.629 $ | -7.069.202 $ | -59,6 % | 1 | 11.852.831 $ | -159.607 $ | -1,3 % | 1 | 12.012.438 $ | +2.343.823 $ | +24,2 % | 1 |
| EchoStar CORP | SATS | → 0 | Schwach | 11.743.292 $ | +11.743.292 $ | 1 | |||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 8.424.218 $ | -2.285.474 $ | -21,3 % | 1 | 10.709.692 $ | +61.166 $ | +0,6 % | 1 | ||||
| ZILLOW GROUP, INC. | ZG | → 0 | Neutral | 10.235.500 $ | +1.760.342 $ | +20,8 % | 1 | ||||||||
| Compass, Inc. | COMP | → 0 | Neutral | 10.063.422 $ | +10.063.422 $ | 1 | |||||||||
| Wix.com Ltd. | WIX | → 0 | 8.020.883 $ | +8.020.883 $ | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 7.802.382 $ | +7.802.382 $ | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 6.750.562 $ | +6.750.562 $ | 1 | |||||||||
| ServiceNow, Inc. | NOW | → 0 | Schwach | 6.196.992 $ | +6.069.074 $ | +4.744,5 % | 1 | 127.918 $ | -13.337.874 $ | -99,1 % | 1 | ||||
| StubHub Holdings, Inc. | STUB | → 0 | Stark | 6.024.909 $ | +6.024.909 $ | 1 | |||||||||
| NETFLIX INC | NFLX | → 0 | Neutral | 3.270.349 $ | -2.699.074 $ | -45,2 % | 1 | 5.969.423 $ | +354.451 $ | +6,3 % | 1 | ||||
| SK TELECOM CO LTD | SKM | → 0 | 5.684.925 $ | +5.684.925 $ | 1 | ||||||||||
| Roblox Corp | RBLX | → 0 | Neutral | 3.557.217 $ | -1.404.154 $ | -28,3 % | 1 | 4.961.371 $ | +2.973.091 $ | +149,5 % | 1 | ||||
| INTEL CORP | INTC | → 0 | Neutral | 4.482.328 $ | +4.482.328 $ | 1 | |||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 3.587.001 $ | +3.587.001 $ | 1 | |||||||||
| AppLovin Corp | APP | → 0 | Neutral | 2.866.794 $ | +2.866.794 $ | 1 | |||||||||
| Rivian Automotive, Inc. / DE | RIVN | → 0 | Neutral | 2.566.242 $ | +2.566.242 $ | 1 | |||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 2.418.579 $ | +1.733.267 $ | +252,9 % | 1 | 685.312 $ | +685.312 $ | 1 | |||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 2.269.200 $ | +2.269.200 $ | 1 | |||||||||
| Broadcom Inc. | AVGO | → 0 | Stark | 2.117.977 $ | +734.269 $ | +53,1 % | 1 | 1.383.708 $ | +1.383.708 $ | 1 | |||||
| APPFOLIO INC | APPF | → 0 | Neutral | 1.070.388 $ | +1.070.388 $ | 1 | |||||||||
| 113.877.024 $ | +7.150.205 $ | +499,3 % | 16 | 135.924.292 $ | +31.001.822 $ | -25,1 % | 15 | 135.086.851 $ | +9.388.331 $ | +13,8 % | 12 | ||||