| 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 | ||||
| 220.205.754 $ | +77.873.103 $ | +44,0 % | 35 | 157.846.156 $ | -70.209.463 $ | -16,5 % | 39 | 343.312.068 $ | +119.193.666 $ | +43,7 % | 46 | 251.263.164 $ | +14.078.506 $ | -27,8 % | 31 | ||||
| Nu Holdings Ltd. | NU | → 0 | Neutral | 7.815.453 $ | +248.700 $ | +3,3 % | 1 | 7.566.753 $ | -9.137.926 $ | -54,7 % | 1 | 16.704.679 $ | +2.425.424 $ | +17,0 % | 1 | 14.279.255 $ | -890.606 $ | -5,9 % | 1 |
| AppLovin Corp | APP | → 0 | Neutral | 9.003.129 $ | +5.109.495 $ | +131,2 % | 1 | 3.893.634 $ | -12.754.437 $ | -76,6 % | 1 | 16.648.071 $ | +2.729.951 $ | +19,6 % | 1 | 13.918.120 $ | +13.918.120 $ | 1 | |
| Reddit, Inc. | RDDT | → 0 | Schwach | 6.882.968 $ | -1.966.095 $ | -22,2 % | 1 | 8.849.063 $ | -7.277.007 $ | -45,1 % | 1 | 16.126.070 $ | +16.126.070 $ | 1 | |||||
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 7.142.617 $ | +2.197.620 $ | +44,4 % | 1 | 4.944.997 $ | -10.695.732 $ | -68,4 % | 1 | 15.640.729 $ | +2.551.528 $ | +19,5 % | 1 | 13.089.201 $ | -857.129 $ | -6,1 % | 1 |
| Global-E Online Ltd. | GLBE | → 0 | Stark | 7.330.357 $ | +2.881.818 $ | +64,8 % | 1 | 4.448.539 $ | -10.963.458 $ | -71,1 % | 1 | 15.411.997 $ | +2.736.937 $ | +21,6 % | 1 | 12.675.060 $ | -333.597 $ | -2,6 % | 1 |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 6.240.215 $ | -8.595.543 $ | -57,9 % | 1 | 14.835.758 $ | +999.553 $ | +7,2 % | 1 | 13.836.205 $ | +13.836.205 $ | 1 | |||||
| Atlassian Corp | TEAM | → 0 | Schwach | 5.392.325 $ | +1.182.938 $ | +28,1 % | 1 | 4.209.387 $ | -10.571.620 $ | -71,5 % | 1 | 14.781.007 $ | +14.781.007 $ | 1 | |||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 11.007.001 $ | -3.335.440 $ | -23,3 % | 1 | 14.342.441 $ | -1.237.901 $ | -7,9 % | 1 | ||||||||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 6.445.995 $ | +1.719.926 $ | +36,4 % | 1 | 4.726.069 $ | -9.551.867 $ | -66,9 % | 1 | 14.277.936 $ | +14.277.936 $ | 1 | |||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 7.558.896 $ | +1.377.088 $ | +22,3 % | 1 | 6.181.808 $ | +585.335 $ | +10,5 % | 1 | 5.596.473 $ | -8.596.134 $ | -60,6 % | 1 | 14.192.607 $ | -2.876.292 $ | -16,9 % | 1 |
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 1.880.338 $ | +713.439 $ | +61,1 % | 1 | 1.166.899 $ | -889.480 $ | -43,3 % | 1 | 2.056.379 $ | -11.994.653 $ | -85,4 % | 1 | 14.051.032 $ | -2.097.430 $ | -13,0 % | 1 |
| Shift4 Payments, Inc. | FOUR | → 0 | Neutral | 4.683.920 $ | -8.301.564 $ | -63,9 % | 1 | 12.985.484 $ | +254.577 $ | +2,0 % | 1 | 12.730.907 $ | -1.888.710 $ | -12,9 % | 1 | ||||
| Workday, Inc. | WDAY | → 0 | Neutral | 9.339.279 $ | -3.476.223 $ | -27,1 % | 1 | 12.815.502 $ | +12.815.502 $ | 1 | |||||||||
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 2.094.880 $ | -2.917.670 $ | -58,2 % | 1 | 5.012.550 $ | +380.056 $ | +8,2 % | 1 | 4.632.494 $ | -8.106.602 $ | -63,6 % | 1 | 12.739.096 $ | -2.389.544 $ | -15,8 % | 1 |
| Confluent, Inc. | CFLT | → 0 | 12.405.083 $ | -260.066 $ | -2,1 % | 1 | 12.665.149 $ | -2.755.028 $ | -17,9 % | 1 | |||||||||
| Roblox Corp | RBLX | → 0 | Neutral | 12.663.471 $ | +5.950.865 $ | +88,7 % | 1 | 6.712.606 $ | +6.712.606 $ | 1 | |||||||||
| Rubrik, Inc. | RBRK | → 0 | Neutral | 7.594.568 $ | +3.260.429 $ | +75,2 % | 1 | 4.334.139 $ | -8.185.637 $ | -65,4 % | 1 | 12.519.776 $ | +9.798 $ | +0,1 % | 1 | 12.509.978 $ | +12.509.978 $ | 1 | |
| Clearwater Analytics Holdings, Inc. | CWAN | → 0 | 12.265.349 $ | +12.265.349 $ | 1 | ||||||||||||||
| Dutch Bros Inc. | BROS | → 0 | Neutral | 10.964.869 $ | -1.274.369 $ | -10,4 % | 1 | 12.239.238 $ | +12.239.238 $ | 1 | |||||||||
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 12.051.736 $ | +5.158.581 $ | +74,8 % | 1 | 6.893.155 $ | +6.893.155 $ | 1 | |||||||||
| CARVANA CO. | CVNA | → 0 | Neutral | 11.343.476 $ | +6.482.739 $ | +133,4 % | 1 | 4.860.737 $ | +4.860.737 $ | 1 | |||||||||
| First Watch Restaurant Group, Inc. | FWRG | → 0 | Neutral | 8.688.584 $ | -2.645.943 $ | -23,3 % | 1 | 11.334.527 $ | +1.212.453 $ | +12,0 % | 1 | ||||||||
| Freshpet, Inc. | FRPT | → 0 | Neutral | 9.675.197 $ | -812.291 $ | -7,7 % | 1 | 10.487.488 $ | -830.095 $ | -7,3 % | 1 | ||||||||
| ACV Auctions Inc. | ACVA | → 0 | Neutral | 10.314.685 $ | -4.442.709 $ | -30,1 % | 1 | ||||||||||||
| AXON ENTERPRISE, INC. | AXON | → 0 | Schwach | 10.053.419 $ | +6.209.550 $ | +161,5 % | 1 | 3.843.869 $ | -1.139.149 $ | -22,9 % | 1 | 4.983.018 $ | +4.983.018 $ | 1 | |||||
| Datadog, Inc. | DDOG | → 0 | Neutral | 9.455.233 $ | +3.431.968 $ | +57,0 % | 1 | 6.023.265 $ | +1.745.428 $ | +40,8 % | 1 | 4.277.837 $ | +4.277.837 $ | 1 | |||||
| BLACKBERRY Ltd | BB | → 0 | Schwach | 9.240.193 $ | +9.240.193 $ | 1 | |||||||||||||
| Natera, Inc. | NTRA | → 0 | Neutral | 9.082.273 $ | +9.082.273 $ | 1 | |||||||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 9.063.097 $ | +3.943.162 $ | +77,0 % | 1 | 5.119.935 $ | +15.005 $ | +0,3 % | 1 | 5.104.930 $ | +5.104.930 $ | 1 | |||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 8.621.846 $ | +4.125.911 $ | +91,8 % | 1 | 4.495.935 $ | +4.495.935 $ | 1 | |||||||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 8.555.562 $ | +8.555.562 $ | 1 | |||||||||||||
| STERLING INFRASTRUCTURE, INC. | STRL | → 0 | Neutral | 6.385.012 $ | -2.043.441 $ | -24,2 % | 1 | 8.428.453 $ | +3.795.193 $ | +81,9 % | 1 | 4.633.260 $ | +4.633.260 $ | 1 | |||||
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | → 0 | Neutral | 7.980.612 $ | +3.324.549 $ | +71,4 % | 1 | 4.656.063 $ | -368.782 $ | -7,3 % | 1 | 5.024.845 $ | +4.096.299 $ | +441,2 % | 1 | 928.546 $ | -859.801 $ | -48,1 % | 1 |
| MERCURY SYSTEMS INC | MRCY | → 0 | Neutral | 7.482.437 $ | +3.353.981 $ | +81,2 % | 1 | 4.128.456 $ | -796.872 $ | -16,2 % | 1 | 4.925.328 $ | +4.925.328 $ | 1 | |||||
| Vistra Corp. | VST | → 0 | Neutral | 7.327.437 $ | +2.678.482 $ | +57,6 % | 1 | 4.648.955 $ | -64.301 $ | -1,4 % | 1 | 4.713.256 $ | +4.713.256 $ | 1 | |||||
| Snowflake Inc. | SNOW | → 0 | Neutral | 7.182.245 $ | +3.008.452 $ | +72,1 % | 1 | 4.173.793 $ | -551.221 $ | -11,7 % | 1 | 4.725.014 $ | +4.725.014 $ | 1 | |||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 6.998.032 $ | +1.588.713 $ | +29,4 % | 1 | 5.409.319 $ | +5.409.319 $ | 1 | |||||||||
| AeroVironment Inc | AVAV | → 0 | Schwach | 6.065.002 $ | +1.920.750 $ | +46,3 % | 1 | 4.144.252 $ | -2.842.741 $ | -40,7 % | 1 | 6.986.993 $ | +6.986.993 $ | 1 | |||||
| TWILIO INC | TWLO | → 0 | Neutral | 6.587.292 $ | +6.587.292 $ | 1 | |||||||||||||
| FIRST SOLAR, INC. | FSLR | → 0 | Schwach | 6.563.665 $ | +5.632.367 $ | +604,8 % | 1 | 931.298 $ | +931.298 $ | 1 | |||||||||
| CAMECO CORP | CCJ | → 0 | Schwach | 6.555.404 $ | +1.823.484 $ | +38,5 % | 1 | 4.731.920 $ | -152.731 $ | -3,1 % | 1 | 4.884.651 $ | +4.884.651 $ | 1 | |||||
| RAMBUS INC | RMBS | → 0 | Stark | 5.924.717 $ | +931.880 $ | +18,7 % | 1 | 4.992.837 $ | +4.992.837 $ | 1 | |||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 4.776.825 $ | -42.667 $ | -0,9 % | 1 | 4.819.492 $ | +4.819.492 $ | 1 | |||||||||
| Cheniere Energy, Inc. | LNG | → 0 | Neutral | 4.698.212 $ | +4.698.212 $ | 1 | |||||||||||||
| Gitlab Inc. | GTLB | → 0 | Sehr schwach | 4.661.864 $ | +4.661.864 $ | 1 | |||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 1.345.670 $ | -370.503 $ | -21,6 % | 1 | 1.716.173 $ | -270.531 $ | -13,6 % | 1 | 1.986.704 $ | -13.572.467 $ | -87,2 % | 1 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 1.922.219 $ | +461.599 $ | +31,6 % | 1 | 1.460.620 $ | -302.246 $ | -17,1 % | 1 | 1.762.866 $ | -104.188 $ | -5,6 % | 1 | 1.867.054 $ | -14.622.777 $ | -88,7 % | 1 |
| Arista Networks, Inc. | ANET | → 0 | Neutral | 1.886.070 $ | -13.134.163 $ | -87,4 % | 1 | ||||||||||||
| Broadcom Inc. | AVGO | → 0 | Stark | 1.385.587 $ | +41.695 $ | +3,1 % | 1 | 1.343.892 $ | -158.874 $ | -10,6 % | 1 | 1.502.766 $ | -328.235 $ | -17,9 % | 1 | 1.831.001 $ | -13.468.401 $ | -88,0 % | 1 |
| ISHARES TR | → 0 | 1.787.646 $ | +1.787.646 $ | 1 | |||||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.679.731 $ | +200.968 $ | +13,6 % | 1 | 1.478.763 $ | -138.876 $ | -8,6 % | 1 | 1.617.639 $ | +578.411 $ | +55,7 % | 1 | 1.039.228 $ | +1.039.228 $ | 1 | |
| SYNOPSYS INC | SNPS | → 0 | Schwach | 1.583.995 $ | +176.095 $ | +12,5 % | 1 | 1.407.900 $ | -260.076 $ | -15,6 % | 1 | 1.667.976 $ | +729.055 $ | +77,6 % | 1 | 938.921 $ | +938.921 $ | 1 | |
| DoorDash, Inc. | DASH | → 0 | Schwach | 1.665.383 $ | +1.665.383 $ | 1 | |||||||||||||
| Cloudflare, Inc. | NET | → 0 | Schwach | 1.624.980 $ | +92.905 $ | +6,1 % | 1 | 1.532.075 $ | +1.532.075 $ | 1 | |||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 1.565.148 $ | +192.398 $ | +14,0 % | 1 | 1.372.750 $ | +392.695 $ | +40,1 % | 1 | 980.055 $ | +62.114 $ | +6,8 % | 1 | 917.941 $ | +178.303 $ | +24,1 % | 1 |
| Sea Ltd | SE | → 0 | 1.558.778 $ | +647.612 $ | +71,1 % | 1 | 911.166 $ | +911.166 $ | 1 | ||||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 1.447.685 $ | +723.372 $ | +99,9 % | 1 | 724.313 $ | +724.313 $ | 1 | |||||||||
| PROCORE TECHNOLOGIES, INC. | PCOR | → 0 | Schwach | 1.297.947 $ | +1.297.947 $ | 1 | |||||||||||||
| Toast, Inc. | TOST | → 0 | Neutral | 1.224.232 $ | +1.224.232 $ | 1 | |||||||||||||
| CoreWeave, Inc. | CRWV | → 0 | Stark | 1.209.617 $ | +421.263 $ | +53,4 % | 1 | 788.354 $ | +788.354 $ | 1 | |||||||||
| PINTEREST, INC. | PINS | → 0 | Stark | 891.012 $ | +891.012 $ | 1 | |||||||||||||
| 220.205.754 $ | +77.873.103 $ | +44,0 % | 35 | 157.846.156 $ | -70.209.463 $ | -16,5 % | 39 | 343.312.068 $ | +119.193.666 $ | +43,7 % | 46 | 251.263.164 $ | +14.078.506 $ | -27,8 % | 31 | ||||