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 29.7.2022

BezeichnungAnteil in %
Yatra Online Inc. Registered Shares DL -,00012,69
Dropbox Inc. Registered Shares Cl.A o.N.2,49
Alphabet Inc. Reg. Shs Cl. A DL-,0012,19
Meta Platforms Inc. Reg.Shares Cl.A DL-,0000062,18
Lang & Schwarz AG Namens-Aktien o.N.1,97
Prosus N.V. Registered Shares EO -,051,89
YOC AG Inhaber-Aktien o.N.1,86
Alibaba Group Holding Ltd. Registered Shares o.N.1,83
BioNTech SE Nam.-Akt.(sp.ADRs)1/o.N.1,70
Pagseguro Digital Ltd. Reg.Shs. Cl. A DL -,0000251,67
Netflix Inc. Registered Shares DL -,0011,54
PayPal Holdings Inc. Reg. Shares DL -,00011,48
LIVECHAT Software S.A. Inhaber-Aktien A,B ZY -,021,47
Liquidity Services Inc. Registered Shares DL -,0011,38
StoneCo Ltd. Reg.Sh. Cl.A DL-,0000793651,31
Baidu Inc. Registered Shares o.N.1,27
CarGurus Inc. Registered Shs Cl.A DL-,0011,25
LendingClub Corp. Registered Shares DL -,011,19
Groupon Inc. Reg. Shares DL-,00011,16
Yalla Group Ltd. Reg.Shs (Sp.ADS)/1 CL.A o.N.1,14
Allegro.eu Registered Shares ZY -,011,11
Activision Blizzard Inc. Registered Shares DL-,0000011,10
Claranova SE Actions au Porteur EO 11,07
HENSOLDT AG Inhaber-Aktien o.N.1,05
Cegedim S.A. Actions Port. EO 0,95281,02
Rakuten Group Inc. Registered Shares o.N.1,01
ANSWEAR.COM SA Inhaber-Aktien ZY -,051,01
Pinterest Inc. Registered Shares DL-,000011,00
Booking Holdings Inc. Registered Shares DL-,0081,00
Sixt SE Inhaber-Vorzugsakt. o.St.o.N.0,96
Leonardo S.p.A. Azioni nom. EO 4,400,96
Interactive Brokers Group Inc. Registered Shares DL -,010,80
Travelzoo Registered Shares DL -,010,79
Multitude SE Registered Shares o.N.0,77
Huize Holding Ltd. Reg. Shares (Sp.ADRs)   o.N.0,75
Polygiene AB Namn-Aktier o.N.0,75
Viomi Technology Co. Ltd. Reg. Shares (Sp.ADRs)/3 o.N.0,74
Twitter Inc. Registered Shares DL -,0000050,71
Zoom Video Communications Inc. Registered Shs Cl.A DL -,0010,71
ZIGExN Co. Ltd. Registered Shares o.N.0,70
360 DigiTech Inc. Reg.Shs(Spons.ADRs)/2 o.N.0,70
Vipshop Holdings Ltd. Reg.Shares (Sp.ADRs)/2 o.N.0,69
Moneysupermarket.com Group PLC Registered Shares LS -,020,68
Lizhi Inc. Reg.Shs (Spon.ADRs)/20 Cl.A oN0,66
FinVolution Group Reg.Shares (Sp.ADRs)/5 o.N.0,65
Opera Ltd. Reg. Shares (Sp.ADRs)/2 o.N.0,61
Nintendo Co. Ltd. Registered Shares o.N.0,61
Xinjiang Goldwind Sc.&T.Co.Ltd Registered Shares H YC 10,61
Taiwan Semiconduct.Manufact.Co Reg.Shs (Spons.ADRs)/5 TA 100,61
Samsung Electronics Co. Ltd. R.Sh(sp.GDRs144A/95) 25/SW 1000,60
Delticom AG Namens-Aktien o.N.0,58
iHuman Inc. Reg.Shs.(Sp.ADRs)/5 Cl.A o.N.0,56
Baader Bank AG Inhaber-Aktien o.N.0,55
Kaspi.kz JSC Reg.Shs(Sp.GDRs Reg.S)/1 o.N.0,54
JOYY Inc. Reg.Shs (sp.ADRs)/20 Cl.A o.N.0,53
Hawesko Holding AG Inhaber-Aktien o.N.0,52
Autohome Inc. Registered Shares A DL -,010,52
LexinFintech Holdings Ltd. Reg.Shares (ADRs)/2 Cl.A o.N.0,52
Huya Inc. Reg. Sh.Cl.A(spon.ADRs)/1 o.N.0,51
GoPro Inc. Registered Shares A DL -,00010,48
Zepp Health Corp. Reg.Shs Cl.A(spon.ADRs)/4 o.N.0,45
DocCheck AG Namens-Aktien o.N.0,44
lastminute.com NV Aandelen aan toonder EO -,010,44
Myt Netherlands Parent B.V. Reg.Shares (Sponsored ADS)/10,41
Tim S.A. Inhaber-Aktien ZY 10,40
Canadian Solar Inc. Registered Shares o.N.0,38
Yeahka Ltd. Registered Shs DL-,0000250,38
ASOS PLC Registered Shares LS -,0350,37
RVRC Holding AB Namn-Aktier o.N.0,34
Weibo Corp. Registered Shares Cl.A o.N.0,33
TeamViewer AG Inhaber-Aktien o.N.0,32
Expensify Inc. Reg.Shares Cl.A  DL -,00010,31
Sonos Inc. Registered Shares o.N.0,30
Futu Holdings Ltd. Reg.Shs (Sp.ADRs)/1 o.N.0,29
Ziff Davis Inc. Registered Shares DL -,010,28
Panasonic Holdings Corp. Registered Shares o.N.0,28
Mercadolibre Inc. Registered Shares DL-,0010,28
Apple Inc. Registered Shares o.N.0,28
Cango Inc. Reg.Shs (Sp.ADR)/2 CL.A o.N.0,28
Wise PLC Registered Shares LS -,010,28
eBay Inc. Registered Shares DL -,0010,27
Tripadvisor Inc. Registered Shares DL -,0010,26
UP Fintech Holding Ltd. Registered Shares(Sp.ADRs)A0,26
AutoStore Holdings Ltd. Registered Shares USD -,010,25
Upstart Holdings Inc. Registered Shares DL -,00010,25
Readly International AB Namn-Aktier o.N.0,23
DFV Dt.Familienvers.AG Inhaber-Aktien o.N.0,23
Etsy Inc. Registered Shares DL -,0010,23
Tick Trading Software AG Inhaber-Aktien o.N.0,23
WW International Inc. Registered Shares o.N.0,23
Niu Technologies Rg.Sh.(ADRs)/2 Cl.A DL-,00010,22
Rheinmetall AG Inhaber-Aktien o.N.0,22
Hello Group Inc. R.Shs Cl.A(un.ADRs)/1 DL-,00010,22
Alma Media Corp. Registered Shares EO -,600,21
Hims & Hers Health Inc. Regist.Shares A DL -,00010,21
China Literature Ltd. Reg. Shares HD -,000020,20
Hexicon AB Namn-Aktier o.N.0,20
Xlife Sciences AG Namens-Aktien SF 10,20
Microsoft Corp. Registered Shares DL-,000006250,19
Weng Fine Art AG Namens-Aktien o.N.0,19
fashionette AG Inhaber-Aktien o.N.0,18
United Internet AG Namens-Aktien o.N.0,18
Frontier Digital Ventures Ltd. Registered Shares o.N.0,17
Proto Labs Inc. Registered Shares DL -,0010,17
CarParts.com Inc. Registered Shares DL -,0010,16
Radcom Ltd. Registered Shares o.N.0,16
VEF AB Namn-Aktier  o.N.0,16
iRobot Corp. Registered Shares DL -,010,16
Intuit Inc. Registered Shares DL -,010,16
SLM Solutions Group AG Inhaber-Aktien o.N.0,15
Meyer Burger Technology AG Nam.-Aktien SF -,050,15
OHB SE Inhaber-Aktien o.N.0,15
Green Dot Corp. Registered Shares Cl.A DL -,010,14
Medifast Inc. Registered Shares DL -,0010,14
SoftBank Group Corp. Registered Shares o.N.0,14
SimilarWeb Ltd. Registered Shares ILS -,010,14
THG PLC Registered Shares LS -,0050,14
boohoo Group PLC Registered Shares LS -,010,14
Amazon.com Inc. Registered Shares DL -,010,14
Sleep Cycle AB Namn-Aktier o.N.0,14
Ping An Healthcare & Technol. Registered Shares o.N.0,13
VNV Global AB Namn-Aktier o.N.0,13
Tobii AB Namn-Aktier o.N.0,13
Zhongan Online P & C Insurance Registered Shares  YC10,13
Criteo S.A. Act.Nom.(Sp.ADRs)/1 EO -,0250,13
Zenvia Inc. Reg.Shares Cl.A  DL-,000050,13
Upwork Inc. Registered Shares o.N.0,13
HOLALUZ-CLIDOM S.A. Acciones Port. EO 0,030,13
Match Group Inc. Registered Shares New DL-,0010,13
ZipRecruiter Inc. Reg.Shares Cl.A DL -,000010,12
Purple Innovation Inc. Registered Shares DL -,00010,12
EHANG Holdings Ltd. Reg. Shares (Sp.ADRs)1/2 o.N.0,12
Epsilon Net S.A. Namens-Aktien EO -,0750,12
Lufax Holding Ltd. Reg.Shs(Sp.ADS)1/2 SHS o.N.0,12
Vectron Systems AG Inhaber-Aktien o.N.0,12
SPOTIFY TECHNOLOGY S.A. Actions Nom. EUR 10,12
BHG Group AB Namn-Aktier o.N.0,12
Doximity Inc. Reg. Shares Cl. A DL -,0010,12
GK Software SE Inhaber-Aktien O.N.0,12
InPost S.A. Actions au Nomin. EO -,010,11
Fiverr International Ltd. Registered Shares o.N.0,11
LegalZoom.com Inc. Registered Shares DL -,0010,11
Livent Corp. Registered Shares o.N.0,11
Thryv Holdings Inc. Registered Shares New o.N.0,10
Vimeo Inc. Registered Shares DL -,010,10
IAC InterActiveCorp. Registered Shares DL -,00010,09
Tesla Inc. Registered Shares DL-,0010,09
Gruppo MutuiOnline S.p.A. Azioni nom. o.N.0,09
NerdWallet Inc. Reg.Shares Cl.A  DL -,00010,09
Mercari Inc. Registered Shares o.N.0,08
Naked Wines PLC Registered Shares LS -,0750,06
Play Magnus AS Navne-Aksjer NK 10,06

Cookie Consent mit Real Cookie Banner