denkapparat Operations GmbH — 13F holdings

denkapparat Operations GmbH reported 383 holdings worth $306M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. ASML ASML Holding N V — $4.00M (1.3%)
2. AMAT APPLIED MATLS INC — $2.84M (0.9%)
3. LRCX LAM RESEARCH CORP — $2.84M (0.9%)
4. ALL ALLSTATE CORP — $2.51M (0.8%)
5. NVDA NVIDIA CORPORATION — $2.43M (0.8%)
6. EIX EDISON INTL — $2.20M (0.7%)
7. FIX COMFORT SYS USA INC — $2.20M (0.7%)
8. KR KROGER CO — $2.15M (0.7%)
9. CMCSA COMCAST CORP NEW — $2.11M (0.7%)
10. GD GENERAL DYNAMICS CORP — $2.10M (0.7%)