| 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 | ||||
| 184.800.876 $ | +50.083.231 $ | +389,8 % | 24 | 135.158.635 $ | +7.740.022 $ | +18,4 % | 24 | 127.950.655 $ | +127.950.655 $ | 21 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 26.862.788 $ | +5.685.144 $ | +26,8 % | 1 | 21.177.644 $ | -4.528.733 $ | -17,6 % | 1 | 25.706.377 $ | +25.706.377 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 26.680.259 $ | +19.000.142 $ | +247,4 % | 1 | 7.680.117 $ | +3.486.873 $ | +83,2 % | 1 | 4.193.244 $ | +4.193.244 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 25.768.190 $ | +4.604.401 $ | +21,8 % | 1 | 21.163.789 $ | +2.384.731 $ | +12,7 % | 1 | 18.779.058 $ | +18.779.058 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 20.631.736 $ | +4.121.784 $ | +25,0 % | 1 | 16.509.952 $ | +6.812.887 $ | +70,3 % | 1 | 9.697.065 $ | +9.697.065 $ | 1 | |
| VISA INC. | V | → 0 | Neutral | 19.701.943 $ | +4.922.105 $ | +33,3 % | 1 | 14.779.838 $ | +1.095.835 $ | +8,0 % | 1 | 13.684.003 $ | +13.684.003 $ | 1 | |
| Chubb Ltd | CB | → 0 | Stark | 19.316.210 $ | +5.997.406 $ | +45,0 % | 1 | 13.318.804 $ | +81.795 $ | +0,6 % | 1 | 13.237.009 $ | +13.237.009 $ | 1 | |
| MARRIOTT INTERNATIONAL INC /MD/ | MAR | → 0 | Neutral | 8.006.968 $ | -2.241.116 $ | -21,9 % | 1 | 10.248.084 $ | -1.771.855 $ | -14,7 % | 1 | 12.019.939 $ | +12.019.939 $ | 1 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 9.719.505 $ | +2.898.998 $ | +42,5 % | 1 | 6.820.507 $ | +1.140.803 $ | +20,1 % | 1 | 5.679.704 $ | +5.679.704 $ | 1 | |
| Salesforce, Inc. | CRM | → 0 | Neutral | 8.532.017 $ | +664.623 $ | +8,4 % | 1 | 7.867.394 $ | +4.529.528 $ | +135,7 % | 1 | 3.337.866 $ | +3.337.866 $ | 1 | |
| Hewlett Packard Enterprise Co | HPE | → 0 | Neutral | 8.137.348 $ | +3.842.286 $ | +89,5 % | 1 | 4.295.062 $ | +509.174 $ | +13,4 % | 1 | 3.785.888 $ | +3.785.888 $ | 1 | |
| QUALCOMM INC/DE | QCOM | → 0 | Stark | 3.147.158 $ | -1.221.832 $ | -28,0 % | 1 | 4.368.990 $ | -1.506.406 $ | -25,6 % | 1 | 5.875.396 $ | +5.875.396 $ | 1 | |
| ADOBE INC. | ADBE | → 0 | Schwach | 19.887 $ | -3.692 $ | -15,7 % | 1 | 23.579 $ | -5.050.576 $ | -99,5 % | 1 | 5.074.155 $ | +5.074.155 $ | 1 | |
| Broadcom Inc. | AVGO | → 0 | Stark | 2.668.426 $ | +482.047 $ | +22,0 % | 1 | 2.186.379 $ | -258.471 $ | -10,6 % | 1 | 2.444.850 $ | +2.444.850 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 23.149 $ | -1.231.335 $ | -98,2 % | 1 | 1.254.484 $ | -701.277 $ | -35,9 % | 1 | 1.955.761 $ | +1.955.761 $ | 1 | |
| MARKEL GROUP INC. | MKL | → 0 | Stark | 1.755.756 $ | +1.730.873 $ | +6.956,0 % | 1 | 24.883 $ | +5.536 $ | +28,6 % | 1 | 19.347 $ | +19.347 $ | 1 | |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 1.154.560 $ | +389.944 $ | +51,0 % | 1 | 764.616 $ | +764.616 $ | 1 | |||||
| INTUIT INC. | INTU | → 0 | Neutral | 857.385 $ | +109.800 $ | +14,7 % | 1 | 747.585 $ | +747.585 $ | 1 | |||||
| FISERV INC | FISV | → 0 | Stark | 575.258 $ | -79.164 $ | -12,1 % | 1 | 654.422 $ | -156.320 $ | -19,3 % | 1 | 810.742 $ | +810.742 $ | 1 | |
| Autohome Inc. | ATHM | → 0 | Schwach | 440.990 $ | -163.124 $ | -27,0 % | 1 | 604.114 $ | +604.114 $ | 1 | |||||
| KE Holdings Inc. | BEKE | → 0 | Sehr schwach | 532.042 $ | +532.042 $ | 1 | |||||||||
| Futu Holdings Ltd | FUTU | → 0 | Stark | 480.230 $ | +152.553 $ | +46,6 % | 1 | 327.677 $ | +327.677 $ | 1 | |||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 393.176 $ | +16.142 $ | +4,3 % | 1 | 377.034 $ | -70.507 $ | -15,8 % | 1 | 447.541 $ | +447.541 $ | 1 | |
| Arthur J. Gallagher & Co. | AJG | → 0 | Stark | 219.698 $ | +205.837 $ | +1.485,0 % | 1 | 13.861 $ | +13.861 $ | 1 | |||||
| CIENA CORP | CIEN | → 0 | Neutral | 120.678 $ | +25.173 $ | +26,4 % | 1 | 95.505 $ | +34.699 $ | +57,1 % | 1 | 60.806 $ | +60.806 $ | 1 | |
| S&P Global Inc. | SPGI | → 0 | Stark | 16.698 $ | -741 $ | -4,2 % | 1 | 17.439 $ | +11.691 $ | +203,4 % | 1 | 5.748 $ | +5.748 $ | 1 | |
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Schwach | 11.853 $ | +11.853 $ | 1 | |||||||||
| 184.800.876 $ | +50.083.231 $ | +389,8 % | 24 | 135.158.635 $ | +7.740.022 $ | +18,4 % | 24 | 127.950.655 $ | +127.950.655 $ | 21 | |||||