| 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 | ||||
| 577.080.407 $ | +66.734.375 $ | +7,9 % | 13 | 510.815.515 $ | -92.921.616 $ | -13,1 % | 14 | 603.737.131 $ | +5.812.271 $ | -4,1 % | 14 | 598.124.593 $ | +111.847.984 $ | +9,0 % | 15 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 108.462.833 $ | +28.235.530 $ | +35,2 % | 1 | 80.227.303 $ | -14.486.093 $ | -15,3 % | 1 | 94.713.396 $ | +5.886.608 $ | +6,6 % | 1 | 88.826.788 $ | +13.848.406 $ | +18,5 % | 1 |
| SCHWAB CHARLES CORP | SCHW | → 0 | Sehr stark | 65.078.400 $ | -1.039.255 $ | -1,6 % | 1 | 66.117.655 $ | -9.020.860 $ | -12,0 % | 1 | 75.138.515 $ | +2.673.826 $ | +3,7 % | 1 | 72.464.689 $ | +3.210.701 $ | +4,6 % | 1 |
| BROOKFIELD Corp /ON/ | BN | → 0 | 65.883.722 $ | +3.549.357 $ | +5,7 % | 1 | 62.334.365 $ | -8.575.090 $ | -12,1 % | 1 | 70.909.455 $ | -987.267 $ | -1,4 % | 1 | 71.896.722 $ | +7.173.289 $ | +11,1 % | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 69.179.376 $ | +8.727.967 $ | +14,4 % | 1 | 60.451.409 $ | -6.141.315 $ | -9,2 % | 1 | 66.592.724 $ | +3.245.681 $ | +5,1 % | 1 | 63.347.043 $ | +51.931 $ | +0,1 % | 1 |
| Flutter Entertainment plc | FLUT | → 0 | Neutral | 43.894.377 $ | +10.307.969 $ | +30,7 % | 1 | 33.586.408 $ | -19.414.740 $ | -36,6 % | 1 | 53.001.148 $ | -8.680.774 $ | -14,1 % | 1 | 61.681.922 $ | +61.681.922 $ | 1 | |
| VISA INC. | V | → 0 | Neutral | 57.377.685 $ | +6.831.672 $ | +13,5 % | 1 | 50.546.013 $ | -7.766.889 $ | -13,3 % | 1 | 58.312.902 $ | +992.128 $ | +1,7 % | 1 | 57.320.774 $ | -2.913.103 $ | -4,8 % | 1 |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 53.133.790 $ | +615.323 $ | +1,2 % | 1 | 52.518.467 $ | +17.757.971 $ | +51,1 % | 1 | 34.760.496 $ | -6.186.065 $ | -15,1 % | 1 | 40.946.561 $ | +6.822.086 $ | +20,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 42.940.507 $ | +8.507.497 $ | +24,7 % | 1 | 34.433.010 $ | -14.834.755 $ | -30,1 % | 1 | 49.267.765 $ | +6.073.028 $ | +14,1 % | 1 | 43.194.737 $ | +11.881.662 $ | +37,9 % | 1 |
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 36.961.806 $ | +11.940.002 $ | +47,7 % | 1 | 25.021.804 $ | -15.948.485 $ | -38,9 % | 1 | 40.970.289 $ | -100.929 $ | -0,2 % | 1 | 41.071.218 $ | +5.629.745 $ | +15,9 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 27.971.683 $ | +759.200 $ | +2,8 % | 1 | 27.212.483 $ | -3.698.957 $ | -12,0 % | 1 | 30.911.440 $ | -313.385 $ | -1,0 % | 1 | 31.224.825 $ | -204.479 $ | -0,7 % | 1 |
| LAS VEGAS SANDS CORP | LVS | → 0 | Stark | 5.150.970 $ | -11.713.470 $ | -69,5 % | 1 | 16.864.440 $ | -10.621.309 $ | -38,6 % | 1 | 27.485.749 $ | +4.771.684 $ | +21,0 % | 1 | 22.714.065 $ | +4.340.967 $ | +23,6 % | 1 |
| Colliers International Group Inc. | CIGI | → 0 | 469.483 $ | -178.157 $ | -27,5 % | 1 | 647.640 $ | -1.542.193 $ | -70,4 % | 1 | 2.189.833 $ | +361.511 $ | +19,8 % | 1 | |||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 750.585 $ | +31.785 $ | +4,4 % | 1 | 718.800 $ | -35.175 $ | -4,7 % | 1 | 753.975 $ | -135 $ | -0,0 % | 1 | 754.110 $ | +25.455 $ | +3,5 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 294.673 $ | -19.202 $ | -6,1 % | 1 | 313.875 $ | +42.238 $ | +15,5 % | 1 | 271.637 $ | -19.936 $ | -6,8 % | 1 | 291.573 $ | -20.258 $ | -6,5 % | 1 |
| UNION PACIFIC CORP | UNP | → 0 | Stark | 199.733 $ | -41.851 $ | -17,3 % | 1 | ||||||||||||
| 577.080.407 $ | +66.734.375 $ | +7,9 % | 13 | 510.815.515 $ | -92.921.616 $ | -13,1 % | 14 | 603.737.131 $ | +5.812.271 $ | -4,1 % | 14 | 598.124.593 $ | +111.847.984 $ | +9,0 % | 15 | ||||