Portfolio

Das aktuelle Portfolio des Fonds mit Gewichtungen findet man hier. Es wird jedoch maximal monatlich aktualisiert und kann daher natürlich auch aktuell anders ausschauen.

Über die Newsletter FINANZPOST kann man sich regelmäßig über das Portfolio informieren lassen. Auch gibt es zu fast allen Aktien ein Video auf meinem Youtube Kanal! Einfach die Suche nutzen, da ich nicht jeden Monat die Aktien verlinken kann.

Gesamtportfolio Stand 31.10.2025:

BezeichnungAnteil in %
Molten Ventures PLC Registered Shares LS -,013,92
Kaspi.kz JSC Reg.Shs(Sp.GDRs Reg.S)/1 o.N.3,37
Inter & Co. Inc. Registered Shs A  DL-,00000253,24
ProCredit Holding AG Namens-Aktien EO 53,01
Halyk Bank Of Kazakhstan JSC Reg.Shs(Sp.GDRsReg.S)/40 KT 102,92
Primoco UAV SE Inhaber-Aktien KC 12,53
PayPal Holdings Inc. Reg. Shares DL -,00012,23
VEF AB Namn-Aktier  o.N.2,08
UP Fintech Holding Ltd. Registered Shares(Sp.ADRs)A2,08
VNV Global AB Namn-Aktier o.N.2,01
Frontier Digital Ventures Ltd. Registered Shares o.N.1,89
dLocal Ltd. Reg.Shares Cl.A DL-,0021,88
PDD Holdings Inc. Reg. Shs (Spon.ADRs)/4 o.N.1,84
X Financial Reg.Sh.(Spon.ADRs)/6 Cl.A o.N.1,81
Bumble Inc. Registered Shares Cl.A DL -,011,78
The Platform Group AG Inhaber-Aktien o.N.1,76
Travelzoo Registered Shares DL -,011,62
Zhihu Inc. Reg.Shs.(Sp.ADRs)3 Cl.A o.N.1,61
mwb fairtrade Wphdlsbank AG Namens-Aktien o.N.1,58
LendingClub Corp. Registered Shares DL -,011,57
Harrow Inc. Registered Shares New DL -,0011,46
Pagseguro Digital Ltd. Reg.Shs. Cl. A DL -,0000251,39
Claranova SE Actions au Porteur EO 11,38
Canadian Solar Inc. Registered Shares o.N.1,33
YUANBAO Inc. Reg.A Shs(Sp.ADRs)/100 DL-00011,32
Heliad AG Namens-Aktien o.N.1,19
FinVolution Group Reg.Shares (Sp.ADRs)/5 o.N.1,18
LexinFintech Holdings Ltd. Reg.Shares (ADRs)/2 Cl.A o.N.1,16
Opera Ltd. Reg. Shares (Sp.ADRs)/1 o.N.1,14
Prosus N.V. Registered Shares EO -,051,11
Cantourage Group SE Inhaber-Aktien o.N.1,06
Shelly Group PLC Registered Shares EO 10,98
StoneCo Ltd. Reg.Sh. Cl.A DL-,0000793650,98
Propel Holdings Inc. Registered Shares o.N.0,94
TeamViewer SE Inhaber-Aktien o.N.0,94
Lang & Schwarz AG Namens-Aktien o.N.0,93
Weibo Corp. Registered Shares Cl.A o.N.0,88
ZIGExN Co. Ltd. Registered Shares o.N.0,85
Kinnevik AB Namn-Aktier B o.N.0,79
ANSWEAR.COM SA Inhaber-Aktien ZY -,050,76
Text S.A. Inhaber-Aktien A,B ZY -,020,76
SK Hynix Inc. Reg.Shs(Sp.GDRs144A)/1 SW 50000,76
ATRenew Inc. Reg.Shs(Spon.ADRs) US-,660,75
Niu Technologies Rg.Sh.(ADRs)/2 Cl.A DL-,00010,68
Shift4 Payments Inc. Registered Shares A DL -,00010,67
BUKALAPAK COM TBK, PT Registered Shares RP500,65
Camurus AB Namn-Aktier o.N.0,63
Meta Platforms Inc. Reg.Shares Cl.A DL-,0000060,63
Amazon.com Inc. Registered Shares DL -,010,59
Alibaba Group Holding Ltd. Reg.Shs (sp.ADRs)/8 DL-,0000250,55
Atlassian Corp. Registered Shares Cl.A o.N.0,54
Profile Systems & Software S.A Namens-Aktien EO 0,2350,53
Redelfi S.p.A. Azioni nom. o.N.0,49
Sleep Cycle AB Namn-Aktier o.N.0,47
BioNTech SE Nam.-Akt.(sp.ADRs)1/o.N.0,47
Toyokumo,Inc. Registered Shares o.N.0,46
On the Beach Group PLC Registered Shares LS 0,010,45
YOC AG Inhaber-Aktien o.N.0,44
Sys Dat S.p.A. Azioni nom. o.N.0,44
Lululemon Athletica Inc. Registered Shares o.N.0,44
Delticom AG Namens-Aktien o.N.0,43
Oscar Health Inc. Reg. Shares Cl.A  DL -,000010,43
Oponeo.pl SA Inhaber-Aktien ZY 10,42
Ion Beam Applications S.A. Actions au Port. o.N.0,40
Cyber Security Cloud Inc. Registered Shares o.N.0,40
Taiwan Semiconduct.Manufact.Co Reg.Shs (Spons.ADRs)/5 TA 100,39
WW International Inc. Registered Shares Com New o.N.0,39
Fiducian Group Ltd. Registered Shares o.N.0,38
Inforich Inc. Registered Shares o.N.0,38
Evolution AB (publ) Namn-Aktier SK-,0030,38
TF Bank AB Namn-Aktier o.N.0,38
SBI Holdings Inc. Registered Shares o.N.0,36
iFast Corp. Ltd. Registered Shares o.N.0,36
Alphabet Inc. Reg. Shs Cap.Stk Cl. A DL-,0010,36
I-PLUG INC. Registered Shares o.N.0,34
CarGurus Inc. Registered Shs Cl.A DL-,0010,34
Freelance.com Actions Nom. EO -,080,33
Instabank ASA Navne-Aksjer NK 10,32
COVER Corporation Registered Shares o.N.0,31
Fabasoft AG Inhaber-Aktien o.N.0,28
TBC Bank Group PLC Registered Shares LS 0,010,28
Yatra Online Inc. Registered Shares DL -,00010,28
Intellego Technologies AB Namn-Aktier o.N.0,28
Teladoc Health Inc. Registered Shares DL-,0010,28
TQM Alpha PCL Reg. Shares (Foreign) BA0,50,27
Align Technology Inc. Registered Shares DL -,00010,27
Macompta.fr S.A. Registered Shares EO-,500,26
Moltiply Group Azioni nom. o.N.0,26
Groupon Inc. Reg. Shares DL-,00010,26
Grupa Pracuj S.A. Inhaber-Aktien ZY 50,25
Thryv Holdings Inc. Registered Shares New o.N.0,25
Clinuvel Pharmaceuticals Ltd. Registered Shares o.N.0,24
R22 SA Inhaber-Aktien ZY -,020,24
Wirtualna Polska Holding S.A. Inhaber-Aktien B,C ZY -,050,24
Allegro.eu Registered Shares ZY -,010,23
Vitec Software Group AB Namn-Aktier B o.N.0,23
Ai ROBOTICS Inc. Registered Shares o.N.0,22
Humanica PCL Reg. Shares (Local) BA-,50,22
Huize Holding Ltd. Reg. Shares (Sp.ADRs)/100 NEW0,22
SmartRent Inc. Reg.Shares Cl.A DL-,00010,22
BYD Co. Ltd. Registered Shares H YC 10,21
Westwing Group SE Inhaber-Aktien o.N.0,21
Ilyda S.A. Namens-Aktien EO -,450,21
OpenWork Inc. Registered Shares o.N.0,21
Rakuten Group Inc. Registered Shares o.N.0,21
Nu Holdings Ltd. Reg.Shares Cl.A   DL-,0000660,21
Ifirma SA Inhaber-Aktien ZY -,10,21
ANGI Inc. Registered Shares o.N.0,21
Wise PLC Registered Shares LS -,010,20
Timee Inc. Reg.Shs o.N.0,19
Maplebear Inc. Registered Shares o.N.0,18
NICE Ltd. Reg.Shares (Spons.ADRs)/4 o.N.0,18
Noah Holdings Ltd Reg.Shs A(Sp.ADRs)/5 DL-,000050,18
sino AG Inhaber-Aktien o.N.0,17
giftee Inc. Registered Shares o.N.0,17
Meb Corporation PCL Registered Shares (Foreign) BA-,500,17
Waterdrop Inc. Reg.Shares (ADS)/10 Cl.A o.N.0,17
Novo-Nordisk AS Navne-Aktier B  DK 0,10,16
Monday.com Ltd. Registered Shares0,16
Elliptic Laboratories ASA Navne-Aksjer NK -,010,16
Humanica PCL Registered Shares (Foreign) BA-,500,16
Booking Holdings Inc. Registered Shares DL-,0080,16
D-MARKET Electronic Services & Reg.Shs (Sp.ADRs)/1B o.N.0,16
Nextracker Inc. Registered Shs Cl.A DL -,00010,16
Sofwave Medical Ltd. Registered Shares o.N.0,15
Vitrolife AB Namn-Aktier SK 0,200,15
Chagee Holdings Ltd. Reg. Shares (ADS)  o.N.0,15
Clear Secure Inc. Reg.Shares Cl.A  DL -,000010,15
EHANG Holdings Ltd. Reg. Shares (Sp.ADRs)1/2 o.N.0,15
InMode Ltd. Registered Shares IS -,010,14
AutoStore Holdings Ltd. Registered Shares USD -,010,13
Pinetree Capital Ltd. Registered Shares o.N.0,13
HelloFresh SE Inhaber-Aktien o.N.0,13
Cegedim S.A. Actions Port. EO 0,95280,13
Naked Wines PLC Registered Shares LS -,0750,13
Nulab Inc. Registered Shares o.N.0,13
Legimi S.A. Inhaber-Aktien ZY -,100,13
PT Metrodata Electronics TBK Registered Shares RP 100,12
Fiserv Inc. Registered Shares DL -,010,11
Hims & Hers Health Inc. Regist.Shares A DL -,00010,11
Electro Optic Syst. Hldgs Ltd. Registered Shares o.N.0,10
Property Data Bank Inc. Registered Shares o.N.0,06

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