DJE Kapital AG — 13F holdings

DJE Kapital AG reported 124 holdings worth $5.31B in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. LLY ELI LILLY & CO — $306M (5.8%)
2. NVDA NVIDIA CORPORATION — $266M (5.0%)
3. AMZN AMAZON COM INC — $254M (4.8%)
4. GOOG ALPHABET INC — $239M (4.5%)
5. LIN LINDE PLC — $230M (4.3%)
6. LRCX LAM RESEARCH CORP — $215M (4.1%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $209M (3.9%)
8. MRK MERCK & CO INC — $187M (3.5%)
9. TJX TJX COS INC NEW — $141M (2.7%)
10. JNJ JOHNSON & JOHNSON — $134M (2.5%)