Investments: Alamar Capital Management, LLC

Aktie	Ticker	2025/Q3
		Investment ($)	QoQ Veränd. ($)
		159.159.019 $	+159.159.019 $
BANK OF AMERICA CORP /DE/	BAC	118.960.040 $	+118.960.040 $
APPFOLIO INC	APPF	6.432.347 $	+6.432.347 $
WORKIVA INC	WK	4.666.139 $	+4.666.139 $
NETFLIX INC	NFLX	4.296.929 $	+4.296.929 $
Palo Alto Networks Inc	PANW	4.094.187 $	+4.094.187 $
MGM Resorts International	MGM	3.814.333 $	+3.814.333 $
BERKLEY W R CORP	WRB	2.650.989 $	+2.650.989 $
ORACLE CORP	ORCL	2.650.687 $	+2.650.687 $
INTUITIVE SURGICAL INC	ISRG	1.902.516 $	+1.902.516 $
Kraft Heinz Co	KHC	1.577.216 $	+1.577.216 $
WILLIAMS SONOMA INC	WSM	1.438.121 $	+1.438.121 $
BERKSHIRE HATHAWAY INC	BRK-B	1.251.320 $	+1.251.320 $
AMAZON COM INC	AMZN	1.045.153 $	+1.045.153 $
DEXCOM INC	DXCM	1.031.892 $	+1.031.892 $
ALPHA PRO TECH LTD	APT	906.492 $	+906.492 $
MICROSOFT CORP	MSFT	826.350 $	+826.350 $
ADVANCED MICRO DEVICES INC	AMD	550.086 $	+550.086 $
NVIDIA CORP	NVDA	376.354 $	+376.354 $
JPMORGAN CHASE & CO	JPM	261.807 $	+261.807 $
SOUTHERN CO	SO	217.781 $	+217.781 $
SPS COMMERCE INC	SPSC	208.280 $	+208.280 $
		159.159.019 $	+159.159.019 $