| 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 | ||||
| 411.197.409 $ | +204.426.427 $ | +1.290,7 % | 8 | 400.804.218 $ | -14.498.859 $ | +0,9 % | 12 | 384.392.997 $ | +105.211.797 $ | +10,9 % | 9 | 295.384.200 $ | +65.286.742 $ | +1,5 % | 5 | ||||
| PDD Holdings Inc. | PDD | → 0 | Neutral | 145.816.848 $ | +59.542.596 $ | +69,0 % | 1 | 86.274.252 $ | -43.126.189 $ | -33,3 % | 1 | 129.400.441 $ | -47.046.509 $ | -26,7 % | 1 | 176.446.950 $ | +47.191.850 $ | +36,5 % | 1 |
| Full Truck Alliance Co. Ltd. | YMM | → 0 | 139.748.351 $ | +48.033.351 $ | +52,4 % | 1 | 91.715.000 $ | +11.832.296 $ | +14,8 % | 1 | 79.882.704 $ | +28.002.704 $ | +54,0 % | 1 | 51.880.000 $ | -2.422.829 $ | -4,5 % | 1 | |
| ALIBABA GROUP HLDG LTD | → 0 | 65.866.500 $ | +25.557.000 $ | +63,4 % | 1 | 40.309.500 $ | +40.309.500 $ | 1 | |||||||||||
| Alibaba Group Holding Ltd | BABA | → 0 | Schwach | 65.649.454 $ | +45.304.150 $ | +222,7 % | 1 | 20.345.304 $ | +20.345.304 $ | 1 | |||||||||
| Sandisk Corp | SNDK | → 0 | Sehr stark | 52.415.550 $ | +52.415.550 $ | 1 | |||||||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 41.826.135 $ | +41.158.513 $ | +6.164,9 % | 1 | 667.622 $ | +667.622 $ | 1 | |||||||||
| JOYY Inc. | JOYY | → 0 | Neutral | 3.827.289 $ | -28.313.099 $ | -88,1 % | 1 | 32.140.388 $ | -1.560.362 $ | -4,6 % | 1 | 33.700.750 $ | -12.838.779 $ | -27,6 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 21.929.864 $ | +18.354.664 $ | +513,4 % | 1 | 3.575.200 $ | -27.271.900 $ | -88,4 % | 1 | 30.847.100 $ | +30.847.100 $ | 1 | |||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 26.770.000 $ | +26.770.000 $ | 1 | |||||||||||||
| Lufax Holding Ltd | LU | → 0 | 18.400.780 $ | -4.794.700 $ | -20,7 % | 1 | 23.195.480 $ | +2.442.840 $ | +11,8 % | 1 | 20.752.640 $ | +3.599.140 $ | +21,0 % | 1 | 17.153.500 $ | +17.153.500 $ | 1 | ||
| Tencent Music Entertainment Group | TME | → 0 | Neutral | 20.191.953 $ | +20.191.953 $ | 1 | |||||||||||||
| ARGAN INC | AGX | → 0 | Stark | 16.203.000 $ | +16.203.000 $ | 1 | |||||||||||||
| Hello Group Inc. | MOMO | → 0 | Sehr stark | 14.306.860 $ | +12.963.432 $ | +965,0 % | 1 | 1.343.428 $ | +1.343.428 $ | 1 | |||||||||
| Qfin Holdings, Inc. | QFIN | → 0 | Neutral | 8.976.618 $ | +8.976.618 $ | 1 | |||||||||||||
| WEIBO Corp | WB | → 0 | Neutral | 3.944.920 $ | +3.944.920 $ | 1 | |||||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 3.673.075 $ | +3.673.075 $ | 1 | |||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 2.601.368 $ | -59.023.632 $ | -95,8 % | 1 | ||||||||||||
| 411.197.409 $ | +204.426.427 $ | +1.290,7 % | 8 | 400.804.218 $ | -14.498.859 $ | +0,9 % | 12 | 384.392.997 $ | +105.211.797 $ | +10,9 % | 9 | 295.384.200 $ | +65.286.742 $ | +1,5 % | 5 | ||||