| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.389.405.609 $ | +587.577.175 $ | +129,0 % | 16 | 920.843.689 $ | +428.652.843 $ | +1.725,0 % | 16 | 544.321.530 $ | +544.321.530 $ | 10 | |||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 179.429.751 $ | +179.429.751 $ | 1 | ||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 142.617.684 $ | +61.329.895 $ | +75,4 % | 1 | 81.287.789 $ | +80.733.798 $ | +14.573,1 % | 1 | 553.991 $ | +553.991 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 132.860.772 $ | +28.285.896 $ | +27,0 % | 1 | 104.574.876 $ | -19.473.654 $ | -15,7 % | 1 | 124.048.530 $ | +124.048.530 $ | 1 | |
| Nu Holdings Ltd. | NU | → 0 | Neutral | 106.008.901 $ | +98.261.603 $ | +1.268,3 % | 1 | 7.747.298 $ | -1.277.738 $ | -14,2 % | 1 | 9.025.036 $ | +9.025.036 $ | 1 | |
| DANAHER CORP /DE/ | DHR | → 0 | Neutral | 101.868.133 $ | +48.950.773 $ | +92,5 % | 1 | 52.917.360 $ | +52.917.360 $ | 1 | |||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 91.863.920 $ | -7.262.075 $ | -7,3 % | 1 | 99.125.995 $ | +35.156.308 $ | +55,0 % | 1 | 63.969.687 $ | +63.969.687 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 92.854.642 $ | -5.384.234 $ | -5,5 % | 1 | 98.238.876 $ | +13.204.788 $ | +15,5 % | 1 | 85.034.088 $ | +85.034.088 $ | 1 | |
| SHERWIN WILLIAMS CO | SHW | → 0 | Neutral | 82.274.231 $ | +15.129.264 $ | +22,5 % | 1 | 67.144.967 $ | -25.130.352 $ | -27,2 % | 1 | 92.275.319 $ | +92.275.319 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 86.228.433 $ | +32.974.573 $ | +61,9 % | 1 | 53.253.860 $ | +53.253.860 $ | 1 | |||||
| Broadcom Inc. | AVGO | → 0 | Stark | 85.130.873 $ | +85.130.873 $ | 1 | |||||||||
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 78.789.449 $ | +11.890.207 $ | +17,8 % | 1 | 66.899.242 $ | +34.000.333 $ | +103,3 % | 1 | 32.898.909 $ | +32.898.909 $ | 1 | |
| S&P Global Inc. | SPGI | → 0 | Neutral | 71.505.489 $ | -3.174.432 $ | -4,3 % | 1 | 74.679.921 $ | -2.656.605 $ | -3,4 % | 1 | 77.336.526 $ | +77.336.526 $ | 1 | |
| iSHARES TRUST | → 0 | 66.225.520 $ | +66.225.520 $ | 1 | |||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 16.573.391 $ | -49.580.937 $ | -74,9 % | 1 | 66.154.328 $ | +59.105.568 $ | +838,5 % | 1 | 7.048.760 $ | +7.048.760 $ | 1 | |
| SPACE EXPLORATION TECHNOLOGIES CORP | SPCX | → 0 | 62.379.107 $ | +62.379.107 $ | 1 | ||||||||||
| TransUnion | TRU | → 0 | Schwach | 52.130.684 $ | +52.130.684 $ | 1 | |||||||||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 51.818.063 $ | +22.014.141 $ | +73,9 % | 1 | 29.803.922 $ | +29.803.922 $ | 1 | |||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 34.657.853 $ | +34.657.853 $ | 1 | |||||||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 14.342.623 $ | +14.342.623 $ | 1 | |||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 7.202.770 $ | +7.202.770 $ | 1 | |||||||||
| GE Vernova Inc. | GEV | → 0 | Stark | 3.789.259 $ | +3.789.259 $ | 1 | |||||||||
| 1.389.405.609 $ | +587.577.175 $ | +129,0 % | 16 | 920.843.689 $ | +428.652.843 $ | +1.725,0 % | 16 | 544.321.530 $ | +544.321.530 $ | 10 | |||||