| 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 | ||||
| 144.780.632 $ | +11.079.806 $ | +16,4 % | 10 | 131.497.726 $ | +10.064.078 $ | +272,0 % | 8 | 123.608.144 $ | +10.339.950 $ | +420,5 % | 8 | 115.568.422 $ | -26.480 $ | -18,5 % | 7 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 108.066.923 $ | +4.564.289 $ | +4,4 % | 1 | 103.502.634 $ | +8.488.365 $ | +8,9 % | 1 | 95.014.269 $ | +4.516.470 $ | +5,0 % | 1 | 90.497.799 $ | +4.025.599 $ | +4,7 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 21.741.613 $ | +2.743.015 $ | +14,4 % | 1 | 18.998.598 $ | -1.595.393 $ | -7,7 % | 1 | 20.593.991 $ | +1.003.736 $ | +5,1 % | 1 | 19.590.255 $ | +16.060 $ | +0,1 % | 1 |
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 6.450.082 $ | +3.337.846 $ | +107,2 % | 1 | 3.112.236 $ | -513.432 $ | -14,2 % | 1 | 3.625.668 $ | +3.625.668 $ | 1 | |||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 5.407.584 $ | +2.512.606 $ | +86,8 % | 1 | 2.894.978 $ | +914.708 $ | +46,2 % | 1 | 1.980.270 $ | +1.319.328 $ | +199,6 % | 1 | 660.942 $ | -3.339 $ | -0,5 % | 1 |
| ISHARES MSCI BRAZIL | → 0 | 2.139.000 $ | -241.180 $ | -10,1 % | 1 | 2.380.180 $ | +2.229.480 $ | +1.479,4 % | 1 | 1.969.740 $ | +1.903.740 $ | +2.884,5 % | 1 | 4.185.000 $ | +290.250 $ | +7,5 % | 1 | ||
| LGI Homes, Inc. | LGIH | → 0 | Schwach | 318.400 $ | +103.600 $ | +48,2 % | 1 | 214.800 $ | -43.750 $ | -16,9 % | 1 | 258.550 $ | +950 $ | +0,4 % | 1 | ||||
| BRUNSWICK CORP | BC | → 0 | Stark | 309.876 $ | -237.000 $ | -43,3 % | 1 | ||||||||||||
| CONSTELLATION BRANDS, INC. | STZ | → 0 | Stark | 278.180 $ | -21.820 $ | -7,3 % | 1 | 300.000 $ | +300.000 $ | 1 | |||||||||
| NOAH HOLDINGS LTD | NOAH | → 0 | Neutral | 159.840 $ | +1.440 $ | +0,9 % | 1 | 158.400 $ | +158.400 $ | 1 | |||||||||
| ISHARES INC | → 0 | 72.050 $ | -2.066.950 $ | -96,6 % | 1 | 150.700 $ | +81.950 $ | +119,2 % | 1 | 68.750 $ | -1.900.990 $ | -96,5 % | 1 | 66.000 $ | -4.119.000 $ | -98,4 % | 1 | ||
| Nu Holdings Ltd. | NU | → 0 | Neutral | 146.960 $ | +146.960 $ | 1 | |||||||||||||
| RCI HOSPITALITY HOLDINGS, INC. | RICK | → 0 | Neutral | 140.656 $ | -84.252 $ | -37,5 % | 1 | ||||||||||||
| 144.780.632 $ | +11.079.806 $ | +16,4 % | 10 | 131.497.726 $ | +10.064.078 $ | +272,0 % | 8 | 123.608.144 $ | +10.339.950 $ | +420,5 % | 8 | 115.568.422 $ | -26.480 $ | -18,5 % | 7 | ||||