§ 13F · FUND PROFILE
denkapparat Operations GmbH.
AUM · $306M (13F)Positions · 383Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$45M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HLDG NV | 2K | $4M | 1.3% | ±0% |
| 2 | AMAT | APPLIED MATLS INC | 4K | $3M | 0.9% | +1% |
| 3 | LRCX | LAM RESEARCH CORP | 7K | $3M | 0.9% | −20% |
| 4 | ALL | ALLSTATE CORP | 11K | $3M | 0.8% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 12K | $2M | 0.8% | ±0% |
| 6 | EIX | EDISON INTL | 30K | $2M | 0.7% | +20% |
| 7 | FIX | COMFORT SYS USA INC | 1K | $2M | 0.7% | −11% |
| 8 | KR | KROGER CO | 39K | $2M | 0.7% | +83% |
| 9 | CMCSA | COMCAST CORP NEW | 86K | $2M | 0.7% | +19% |
| 10 | GD | GENERAL DYNAMICS CORP | 6K | $2M | 0.7% | +38% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DENKAPPARAT SIGNAL
AC read
denkapparat Operations GmbH is a Other fund managing $306 million in assets. The fund runs a broad portfolio of 383 positions.
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