| 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 | ||||
| 129.468.770 $ | +4.406.391 $ | +2,4 % | 10 | 125.062.379 $ | -40.934.842 $ | -8,0 % | 9 | 165.997.221 $ | -7.752.262 $ | +30,6 % | 9 | 210.026.372 $ | -142.868.036 $ | -35,9 % | 10 | ||||
| Flutter Entertainment plc | FLUT | → 0 | Neutral | 13.769.042 $ | +29.648 $ | +0,2 % | 1 | 13.739.394 $ | -15.240.687 $ | -52,6 % | 1 | 28.980.081 $ | -6.537.755 $ | -18,4 % | 1 | 35.517.836 $ | -48.743.644 $ | -57,8 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 15.626.927 $ | -3.199.549 $ | -17,0 % | 1 | 18.826.476 $ | -5.769.954 $ | -23,5 % | 1 | 24.596.430 $ | -9.660.265 $ | -28,2 % | 1 | 34.256.695 $ | -31.539.705 $ | -47,9 % | 1 |
| Coupang, Inc. | CPNG | → 0 | Neutral | 18.725.207 $ | -1.474.448 $ | -7,3 % | 1 | 20.199.655 $ | -4.593.341 $ | -18,5 % | 1 | 24.792.996 $ | -4.909.282 $ | -16,5 % | 1 | 29.702.278 $ | -22.328.894 $ | -42,9 % | 1 |
| TELEPHONE & DATA SYSTEMS INC /DE/ | TDS | → 0 | Stark | 28.613.573 $ | -23.275.873 $ | -44,9 % | 1 | ||||||||||||
| Goosehead Insurance, Inc. | GSHD | → 0 | Schwach | 13.062.117 $ | +1.572.840 $ | +13,7 % | 1 | 11.489.277 $ | -8.346.288 $ | -42,1 % | 1 | 19.835.565 $ | -5.393.410 $ | -21,4 % | 1 | 25.228.975 $ | -10.539.759 $ | -29,5 % | 1 |
| Global-E Online Ltd. | GLBE | → 0 | Stark | 20.679.353 $ | +2.310.276 $ | +12,6 % | 1 | 18.369.077 $ | -5.037.355 $ | -21,5 % | 1 | 23.406.432 $ | +7.310.856 $ | +45,4 % | 1 | 16.095.576 $ | +1.130.028 $ | +7,6 % | 1 |
| Blend Labs, Inc. | BLND | → 0 | Stark | 10.847.380 $ | +63.435 $ | +0,6 % | 1 | 10.783.945 $ | -4.626.599 $ | -30,0 % | 1 | 15.410.544 $ | -4.906.079 $ | -24,1 % | 1 | 20.316.623 $ | -11.719.005 $ | -36,6 % | 1 |
| Grocery Outlet Holding Corp. | GO | → 0 | Neutral | 16.160.355 $ | +4.744.473 $ | +41,6 % | 1 | 11.415.882 $ | -4.938.785 $ | -30,2 % | 1 | 16.354.667 $ | +5.922.167 $ | +56,8 % | 1 | 10.432.500 $ | -5.713.500 $ | -35,4 % | 1 |
| Klarna Group plc | KLAR | → 0 | Neutral | 13.973.008 $ | +4.936.117 $ | +54,6 % | 1 | 9.036.891 $ | +1.306.993 $ | +16,9 % | 1 | 7.729.898 $ | +5.530.898 $ | +251,5 % | 1 | 2.199.000 $ | +2.199.000 $ | 1 | |
| SHENANDOAH TELECOMMUNICATIONS CO/VA/ | SHEN | → 0 | Neutral | 2.520.667 $ | -8.681.115 $ | -77,5 % | 1 | 11.201.782 $ | +6.311.174 $ | +129,0 % | 1 | 4.890.608 $ | +4.890.608 $ | 1 | |||||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 7.663.316 $ | +7.663.316 $ | 1 | |||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 4.104.714 $ | +4.104.714 $ | 1 | |||||||||||||
| 129.468.770 $ | +4.406.391 $ | +2,4 % | 10 | 125.062.379 $ | -40.934.842 $ | -8,0 % | 9 | 165.997.221 $ | -7.752.262 $ | +30,6 % | 9 | 210.026.372 $ | -142.868.036 $ | -35,9 % | 10 | ||||