| 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 | ||||
| 238.726.394 $ | +139.788.000 $ | +392,9 % | 48 | 98.938.394 $ | +8.133.656 $ | +7,6 % | 45 | 91.623.822 $ | +91.623.822 $ | 42 | |||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 25.001.339 $ | +20.491.393 $ | +454,4 % | 1 | 4.509.946 $ | +1.156.646 $ | +34,5 % | 1 | 3.353.300 $ | +3.353.300 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 24.083.646 $ | +4.546.887 $ | +23,3 % | 1 | 19.536.759 $ | +1.507.659 $ | +8,4 % | 1 | 18.029.100 $ | +18.029.100 $ | 1 | |
| Walt Disney Co | DIS | → 0 | Neutral | 15.167.581 $ | +12.994.306 $ | +597,9 % | 1 | 2.173.275 $ | -979 $ | -0,0 % | 1 | 2.174.254 $ | +2.174.254 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 12.044.105 $ | +6.378.560 $ | +112,6 % | 1 | 5.665.545 $ | +1.094.578 $ | +23,9 % | 1 | 4.570.967 $ | +4.570.967 $ | 1 | |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 10.203.720 $ | +3.305.993 $ | +47,9 % | 1 | 6.897.727 $ | +1.712.002 $ | +33,0 % | 1 | 5.185.725 $ | +5.185.725 $ | 1 | |
| Airbnb, Inc. | ABNB | → 0 | Neutral | 9.679.212 $ | +3.311.290 $ | +52,0 % | 1 | 6.367.922 $ | +102.680 $ | +1,6 % | 1 | 6.265.242 $ | +6.265.242 $ | 1 | |
| CoreWeave, Inc. | CRWV | → 0 | Stark | 9.177.046 $ | +5.902.854 $ | +180,3 % | 1 | 3.274.192 $ | +851.053 $ | +35,1 % | 1 | 2.423.139 $ | +2.423.139 $ | 1 | |
| WELLS FARGO & COMPANY/MN | WFC | → 0 | Schwach | 9.117.643 $ | +8.714.032 $ | +2.159,0 % | 1 | 403.611 $ | -90.535 $ | -18,3 % | 1 | 494.146 $ | +494.146 $ | 1 | |
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Sehr stark | 8.477.817 $ | +8.033.165 $ | +1.806,6 % | 1 | 444.652 $ | +444.652 $ | 1 | |||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 6.363.601 $ | +695.918 $ | +12,3 % | 1 | 5.667.683 $ | -267.328 $ | -4,5 % | 1 | 5.935.011 $ | +5.935.011 $ | 1 | |
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 6.171.318 $ | +5.472.380 $ | +783,0 % | 1 | 698.938 $ | +150.635 $ | +27,5 % | 1 | 548.303 $ | +548.303 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 6.122.377 $ | +1.326.335 $ | +27,7 % | 1 | 4.796.042 $ | -244.374 $ | -4,8 % | 1 | 5.040.416 $ | +5.040.416 $ | 1 | |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 5.882.943 $ | +4.350.505 $ | +283,9 % | 1 | 1.532.438 $ | +791.980 $ | +107,0 % | 1 | 740.458 $ | +740.458 $ | 1 | |
| Tesla, Inc. | TSLA | → 0 | Schwach | 5.771.741 $ | +4.399.983 $ | +320,8 % | 1 | 1.371.758 $ | -1.234.594 $ | -47,4 % | 1 | 2.606.352 $ | +2.606.352 $ | 1 | |
| FACTSET RESEARCH SYSTEMS INC | FDS | → 0 | Schwach | 5.639.229 $ | +5.254.506 $ | +1.365,8 % | 1 | 384.723 $ | -111.357 $ | -22,4 % | 1 | 496.080 $ | +496.080 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 5.394.772 $ | +826.687 $ | +18,1 % | 1 | 4.568.085 $ | -126.629 $ | -2,7 % | 1 | 4.694.714 $ | +4.694.714 $ | 1 | |
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 5.086.969 $ | +4.859.898 $ | +2.140,3 % | 1 | 227.071 $ | +227.071 $ | 1 | |||||
| Roblox Corp | RBLX | → 0 | Neutral | 4.378.221 $ | +896.670 $ | +25,8 % | 1 | 3.481.551 $ | -1.506.818 $ | -30,2 % | 1 | 4.988.369 $ | +4.988.369 $ | 1 | |
| FIRST SOLAR, INC. | FSLR | → 0 | Schwach | 4.801.171 $ | +3.202.675 $ | +200,4 % | 1 | 1.598.496 $ | -446.347 $ | -21,8 % | 1 | 2.044.843 $ | +2.044.843 $ | 1 | |
| Expedia Group, Inc. | EXPE | → 0 | Neutral | 4.664.257 $ | +1.102.894 $ | +31,0 % | 1 | 3.561.363 $ | -577.584 $ | -14,0 % | 1 | 4.138.947 $ | +4.138.947 $ | 1 | |
| RingCentral, Inc. | RNG | → 0 | Stark | 4.375.913 $ | +1.245.686 $ | +39,8 % | 1 | 3.130.227 $ | +968.451 $ | +44,8 % | 1 | 2.161.776 $ | +2.161.776 $ | 1 | |
| UiPath, Inc. | PATH | → 0 | Neutral | 4.297.121 $ | +4.150.153 $ | +2.823,8 % | 1 | 146.968 $ | -70.692 $ | -32,5 % | 1 | 217.660 $ | +217.660 $ | 1 | |
| StubHub Holdings, Inc. | STUB | → 0 | Stark | 3.598.408 $ | +2.663.800 $ | +285,0 % | 1 | 934.608 $ | +934.608 $ | 1 | |||||
| Marqeta, Inc. | MQ | → 0 | Schwach | 3.342.919 $ | +1.097.842 $ | +48,9 % | 1 | 2.245.077 $ | +512.968 $ | +29,6 % | 1 | 1.732.109 $ | +1.732.109 $ | 1 | |
| Salesforce, Inc. | CRM | → 0 | Neutral | 3.288.936 $ | +1.840.058 $ | +127,0 % | 1 | 1.448.878 $ | -277.342 $ | -16,1 % | 1 | 1.726.220 $ | +1.726.220 $ | 1 | |
| Zoom Communications, Inc. | ZM | → 0 | Stark | 2.782.694 $ | +2.438.670 $ | +708,9 % | 1 | 344.024 $ | -24.731 $ | -6,7 % | 1 | 368.755 $ | +368.755 $ | 1 | |
| Reddit, Inc. | RDDT | → 0 | Schwach | 2.747.258 $ | +1.732.670 $ | +170,8 % | 1 | 1.014.588 $ | +35.802 $ | +3,7 % | 1 | 978.786 $ | +978.786 $ | 1 | |
| Blend Labs, Inc. | BLND | → 0 | Stark | 2.479.604 $ | +1.974.583 $ | +391,0 % | 1 | 505.021 $ | -84.201 $ | -14,3 % | 1 | 589.222 $ | +589.222 $ | 1 | |
| Broadcom Inc. | AVGO | → 0 | Stark | 2.366.884 $ | +1.655.962 $ | +232,9 % | 1 | 710.922 $ | +710.922 $ | 1 | |||||
| Okta, Inc. | OKTA | → 0 | Neutral | 2.348.301 $ | +1.332.037 $ | +131,1 % | 1 | 1.016.264 $ | +261.057 $ | +34,6 % | 1 | 755.207 $ | +755.207 $ | 1 | |
| PINTEREST, INC. | PINS | → 0 | Stark | 2.344.798 $ | +1.622.605 $ | +224,7 % | 1 | 722.193 $ | +37.377 $ | +5,5 % | 1 | 684.816 $ | +684.816 $ | 1 | |
| INTUIT INC. | INTU | → 0 | Neutral | 2.223.224 $ | +1.408.620 $ | +172,9 % | 1 | 814.604 $ | +814.604 $ | 1 | |||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 2.154.426 $ | +883.843 $ | +69,6 % | 1 | 1.270.583 $ | +205.546 $ | +19,3 % | 1 | 1.065.037 $ | +1.065.037 $ | 1 | |
| ETSY INC | ETSY | → 0 | Neutral | 2.085.547 $ | +940.502 $ | +82,1 % | 1 | 1.145.045 $ | -133.211 $ | -10,4 % | 1 | 1.278.256 $ | +1.278.256 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 1.728.935 $ | +1.458.667 $ | +539,7 % | 1 | 270.268 $ | +20.924 $ | +8,4 % | 1 | 249.344 $ | +249.344 $ | 1 | |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 1.643.472 $ | +1.074.524 $ | +188,9 % | 1 | 568.948 $ | +22.987 $ | +4,2 % | 1 | 545.961 $ | +545.961 $ | 1 | ||
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 1.575.719 $ | +662.080 $ | +72,5 % | 1 | 913.639 $ | -39.610 $ | -4,2 % | 1 | 953.249 $ | +953.249 $ | 1 | |
| Duolingo, Inc. | DUOL | → 0 | Neutral | 1.513.805 $ | +835.348 $ | +123,1 % | 1 | 678.457 $ | +441.883 $ | +186,8 % | 1 | 236.574 $ | +236.574 $ | 1 | |
| NETFLIX INC | NFLX | → 0 | Neutral | 1.210.853 $ | +296.466 $ | +32,4 % | 1 | 914.387 $ | +914.387 $ | 1 | |||||
| SentinelOne, Inc. | S | → 0 | Neutral | 1.142.973 $ | +598.819 $ | +110,0 % | 1 | 544.154 $ | +179.241 $ | +49,1 % | 1 | 364.913 $ | +364.913 $ | 1 | |
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 1.061.656 $ | +1.061.656 $ | 1 | |||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 813.002 $ | +132.722 $ | +19,5 % | 1 | 680.280 $ | -338.847 $ | -33,2 % | 1 | 1.019.127 $ | +1.019.127 $ | 1 | |
| SCHWAB STRATEGIC TRUST | → 0 | 947.121 $ | +712.021 $ | +302,9 % | 1 | 235.100 $ | -66.951 $ | -22,2 % | 1 | 302.051 $ | +302.051 $ | 1 | |||
| Amplitude, Inc. | AMPL | → 0 | Neutral | 825.512 $ | +825.512 $ | 1 | |||||||||
| Lyft, Inc. | LYFT | → 0 | Neutral | 775.853 $ | +391.843 $ | +102,0 % | 1 | 384.010 $ | -175.258 $ | -31,3 % | 1 | 559.268 $ | +559.268 $ | 1 | |
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 765.625 $ | +203.472 $ | +36,2 % | 1 | 562.153 $ | -92.739 $ | -14,2 % | 1 | 654.892 $ | +654.892 $ | 1 | |
| HARROW, INC. | HROW | → 0 | Schwach | 587.318 $ | +11.099 $ | +1,9 % | 1 | 576.219 $ | -55.930 $ | -8,8 % | 1 | 632.149 $ | +632.149 $ | 1 | |
| Datadog, Inc. | DDOG | → 0 | Neutral | 469.809 $ | +469.809 $ | 1 | |||||||||
| TARGET CORP | TGT | → 0 | Neutral | 306.544 $ | +306.544 $ | 1 | |||||||||
| ORACLE CORP | ORCL | → 0 | Stark | 298.943 $ | +298.943 $ | 1 | |||||||||
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 213.597 $ | +213.597 $ | 1 | |||||||||
| 238.726.394 $ | +139.788.000 $ | +392,9 % | 48 | 98.938.394 $ | +8.133.656 $ | +7,6 % | 45 | 91.623.822 $ | +91.623.822 $ | 42 | |||||