denkapparat Operations GmbH

CIK 0001999514 · BERLIN, 2M · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

denkapparat Operations GmbH reported 383 positions worth $305.9M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: ASML (1.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$305.9M
2026 Q2
Positions
383
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
8.3%
Est. Net Flow (Q)
2026 Q2
10 / 383 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ASMLASML HLDG NVSH$4.0M1.31%2,012
2AMATAPPLIED MATLS INCSH$2.8M0.93%3,932
3LRCXLAM RESEARCH CORPSH$2.8M0.93%6,550
4ALLALLSTATE CORPSH$2.5M0.82%10,556
5NVDANVIDIA CORPORATIONSH$2.4M0.79%12,134
6EIXEDISON INTLSH$2.2M0.72%29,604
7FIXCOMFORT SYS USA INCSH$2.2M0.72%1,112
8KRKROGER COSH$2.2M0.70%38,766
9CMCSACOMCAST CORP NEWSH$2.1M0.69%85,844
10GDGENERAL DYNAMICS CORPSH$2.1M0.68%5,916

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does denkapparat Operations GmbH hold as of Q2 2026?

denkapparat Operations GmbH reported 383 positions worth $305.9M in its Q2 2026 13F filing. Largest positions: ASML (1.3%), AMAT (0.9%), LRCX (0.9%), ALL (0.8%) and NVDA (0.8%).

What did denkapparat Operations GmbH buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did denkapparat Operations GmbH sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.