| 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 | ||||
| 112.129.769 $ | +8.220.146 $ | +5,7 % | 11 | 103.909.623 $ | -2.676.478 $ | -12,4 % | 11 | 106.586.101 $ | +106.586.101 $ | 10 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 21.745.032 $ | +4.242.655 $ | +24,2 % | 1 | 17.502.377 $ | -1.551.533 $ | -8,1 % | 1 | 19.053.910 $ | +19.053.910 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 18.768.560 $ | +2.367.922 $ | +14,4 % | 1 | 16.400.638 $ | -1.775.745 $ | -9,8 % | 1 | 18.176.383 $ | +18.176.383 $ | 1 | |
| MARKEL GROUP INC. | MKL | → 0 | Stark | 13.733.566 $ | +273.826 $ | +2,0 % | 1 | 13.459.740 $ | -1.656.599 $ | -11,0 % | 1 | 15.116.339 $ | +15.116.339 $ | 1 | |
| VISA INC. | V | → 0 | Neutral | 11.665.060 $ | +1.388.900 $ | +13,5 % | 1 | 10.276.160 $ | -1.647.980 $ | -13,8 % | 1 | 11.924.140 $ | +11.924.140 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 10.195.947 $ | +431.768 $ | +4,4 % | 1 | 9.764.179 $ | +9.764.179 $ | 1 | |||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 7.646.910 $ | +58.425 $ | +0,8 % | 1 | 7.588.485 $ | -2.325.725 $ | -23,5 % | 1 | 9.914.210 $ | +9.914.210 $ | 1 | |
| NVR INC | NVR | → 0 | Stark | 9.225.344 $ | +302.714 $ | +3,4 % | 1 | 8.922.630 $ | -951.781 $ | -9,6 % | 1 | 9.874.411 $ | +9.874.411 $ | 1 | |
| NETFLIX INC | NFLX | → 0 | Neutral | 5.189.352 $ | -1.798.830 $ | -25,7 % | 1 | 6.988.182 $ | +173.705 $ | +2,5 % | 1 | 6.814.477 $ | +6.814.477 $ | 1 | |
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 5.556.632 $ | +306.363 $ | +5,8 % | 1 | 5.250.269 $ | -1.427.828 $ | -21,4 % | 1 | 6.678.097 $ | +6.678.097 $ | 1 | |
| Mastercard Inc | MA | → 0 | Neutral | 4.829.894 $ | +131.091 $ | +2,8 % | 1 | 4.698.803 $ | -669.753 $ | -12,5 % | 1 | 5.368.556 $ | +5.368.556 $ | 1 | |
| Floor & Decor Holdings, Inc. | FND | → 0 | Schwach | 3.573.472 $ | +515.312 $ | +16,9 % | 1 | 3.058.160 $ | -607.418 $ | -16,6 % | 1 | 3.665.578 $ | +3.665.578 $ | 1 | |
| 112.129.769 $ | +8.220.146 $ | +5,7 % | 11 | 103.909.623 $ | -2.676.478 $ | -12,4 % | 11 | 106.586.101 $ | +106.586.101 $ | 10 | |||||