| 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 | ||||
| 558.589.683 $ | +43.622.950 $ | +64,9 % | 11 | 538.956.395 $ | +49.059.212 $ | -32,7 % | 14 | 491.188.978 $ | +491.188.978 $ | 12 | 205.298.240 $ | -45.318.533 $ | -21,9 % | 2 | |||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 295.877.285 $ | +37.988.343 $ | +14,7 % | 1 | 257.888.942 $ | +99.245.328 $ | +62,6 % | 1 | 158.643.614 $ | +158.643.614 $ | 1 | |||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 115.071.075 $ | +879.183 $ | +0,8 % | 1 | 114.191.892 $ | -34.997.624 $ | -23,5 % | 1 | 149.189.516 $ | +149.189.516 $ | 1 | |||||
| Vistra Corp. | VST | → 0 | Neutral | 147.576.740 $ | +1.589.357 $ | +1,1 % | 1 | ||||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 121.262.818 $ | -1.903.040 $ | -1,5 % | 1 | 123.165.858 $ | -18.935.677 $ | -13,3 % | 1 | 142.101.535 $ | +142.101.535 $ | 1 | |||||
| WYNN RESORTS LTD | WYNN | → 0 | Neutral | 57.721.500 $ | -46.907.890 $ | -44,8 % | 1 | ||||||||||||
| PENN Entertainment, Inc. | PENN | → 0 | Neutral | 21.042.000 $ | +21.042.000 $ | 1 | |||||||||||||
| monday.com Ltd. | MNDY | → 0 | Sehr schwach | 2.299.830 $ | -31.389 $ | -1,3 % | 1 | 2.331.219 $ | -4.723.329 $ | -67,0 % | 1 | 7.054.548 $ | +7.054.548 $ | 1 | |||||
| Datadog, Inc. | DDOG | → 0 | Neutral | 5.348.575 $ | +1.399.684 $ | +35,4 % | 1 | 3.948.891 $ | -2.295.770 $ | -36,8 % | 1 | 6.244.661 $ | +6.244.661 $ | 1 | |||||
| Snowflake Inc. | SNOW | → 0 | Neutral | 4.518.393 $ | +1.682.223 $ | +59,3 % | 1 | 2.836.170 $ | -2.763.871 $ | -49,4 % | 1 | 5.600.041 $ | +5.600.041 $ | 1 | |||||
| Block, Inc. | XYZ | → 0 | Neutral | 3.548.212 $ | +615.340 $ | +21,0 % | 1 | 2.932.872 $ | -2.403.857 $ | -45,0 % | 1 | 5.336.729 $ | +5.336.729 $ | 1 | |||||
| PROCORE TECHNOLOGIES, INC. | PCOR | → 0 | Schwach | 1.247.237 $ | -584.686 $ | -31,9 % | 1 | 1.831.923 $ | -2.557.427 $ | -58,3 % | 1 | 4.389.350 $ | +4.389.350 $ | 1 | |||||
| Reddit, Inc. | RDDT | → 0 | Schwach | 3.509.093 $ | +887.457 $ | +33,9 % | 1 | 2.621.636 $ | -1.730.723 $ | -39,8 % | 1 | 4.352.359 $ | +4.352.359 $ | 1 | |||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 3.173.519 $ | +364.123 $ | +13,0 % | 1 | 2.809.396 $ | -1.235.458 $ | -30,5 % | 1 | 4.044.854 $ | +4.044.854 $ | 1 | |||||
| Duolingo, Inc. | DUOL | → 0 | Neutral | 1.209.947 $ | -1.730.029 $ | -58,8 % | 1 | 2.939.976 $ | +2.939.976 $ | 1 | |||||||||
| Cloudflare, Inc. | NET | → 0 | Schwach | 2.733.646 $ | +2.325.712 $ | +570,1 % | 1 | 407.934 $ | +407.934 $ | 1 | |||||||||
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Stark | 1.737.715 $ | +1.737.715 $ | 1 | |||||||||||||
| Medpace Holdings, Inc. | MEDP | → 0 | Schwach | 1.291.795 $ | +1.291.795 $ | 1 | |||||||||||||
| 558.589.683 $ | +43.622.950 $ | +64,9 % | 11 | 538.956.395 $ | +49.059.212 $ | -32,7 % | 14 | 491.188.978 $ | +491.188.978 $ | 12 | 205.298.240 $ | -45.318.533 $ | -21,9 % | 2 | |||||