| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 307.874.262 $ | +90.401.275 $ | +33,8 % | 16 | 221.896.440 $ | +221.896.440 $ | 14 | |||||
| Affirm Holdings, Inc. | AFRM | → 0 | Sehr schwach | 62.535.136 $ | +38.244.533 $ | +157,4 % | 1 | 24.290.603 $ | +24.290.603 $ | 1 | |
| Spotify Technology S.A. | SPOT | → 0 | Schwach | 49.800.257 $ | +6.827.717 $ | +15,9 % | 1 | 42.972.540 $ | +42.972.540 $ | 1 | |
| Roblox Corp | RBLX | → 0 | Schwach | 25.904.480 $ | +5.820.546 $ | +29,0 % | 1 | 20.083.934 $ | +20.083.934 $ | 1 | |
| Sphere Entertainment Co. | SPHR | → 0 | Neutral | 25.831.287 $ | +4.911.025 $ | +23,5 % | 1 | 20.920.262 $ | +20.920.262 $ | 1 | |
| NETFLIX INC | NFLX | → 0 | Stark | 19.213.462 $ | -5.499.611 $ | -22,3 % | 1 | 24.713.073 $ | +24.713.073 $ | 1 | |
| Klaviyo, Inc. | KVYO | → 0 | Neutral | 23.857.960 $ | +3.670.127 $ | +18,2 % | 1 | 20.187.833 $ | +20.187.833 $ | 1 | |
| SHOPIFY INC. | SHOP | → 0 | Neutral | 23.249.520 $ | +3.408.680 $ | +17,2 % | 1 | 19.840.840 $ | +19.840.840 $ | 1 | |
| Paramount Skydance Corp | PSKY | → 0 | Neutral | 17.719.790 $ | +17.719.790 $ | 1 | |||||
| TransDigm Group INC | TDG | → 0 | Schwach | 15.738.677 $ | -153.031 $ | -1,0 % | 1 | 15.891.708 $ | +15.891.708 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Neutral | 6.664.640 $ | -4.528.053 $ | -40,5 % | 1 | 11.192.693 $ | +11.192.693 $ | 1 | |
| TKO Group Holdings, Inc. | TKO | → 0 | Neutral | 10.082.500 $ | +6.241.916 $ | +162,5 % | 1 | 3.840.584 $ | +3.840.584 $ | 1 | |
| DoorDash, Inc. | DASH | → 0 | Schwach | 6.756.750 $ | +6.756.750 $ | 1 | |||||
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | → 0 | Neutral | 5.167.193 $ | -1.531.320 $ | -22,9 % | 1 | 6.698.513 $ | +6.698.513 $ | 1 | |
| Uber Technologies, Inc | UBER | → 0 | Neutral | 5.538.610 $ | +1.627.397 $ | +41,6 % | 1 | 3.911.213 $ | +3.911.213 $ | 1 | |
| Liberty Media Corp | FWONA | → 0 | Neutral | 5.101.200 $ | +5.101.200 $ | 1 | |||||
| Madison Square Garden Entertainment Corp. | MSGE | → 0 | Neutral | 4.712.800 $ | +1.783.609 $ | +60,9 % | 1 | 2.929.191 $ | +2.929.191 $ | 1 | |
| ZILLOW GROUP, INC. | ZG | → 0 | Neutral | 4.423.453 $ | +4.423.453 $ | 1 | |||||
| 307.874.262 $ | +90.401.275 $ | +33,8 % | 16 | 221.896.440 $ | +221.896.440 $ | 14 | |||||