StockDriftsStockDriftsTop 50 denkapparat Operations GmbH Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | 1.31% | 2.0K | $4.0M | +0.00%(+0) | $1171.85(+54.03%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 0.93% | 3.9K | $2.8M | +0.56%(+22) | $181.64(+193.73%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 0.93% | 6.5K | $2.8M | -20.26%(-1.66K) | $77.15(+307.55%) | 2026-06-30 | |
| ALL | ALLSTATE CORP | 0.82% | 10.6K | $2.5M | +0.00%(+0) | $204.99(+30.62%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 0.79% | 12.1K | $2.4M | +0.00%(+0) | $151.06(+45.94%) | 2026-06-30 | |
| EIX | EDISON INTL | 0.72% | 29.6K | $2.2M | +20.19%(+4.97K) | $69.57(-1.99%) | 2026-06-30 | |
| FIX | COMFORT SYS USA INC | 0.72% | 1.1K | $2.2M | -10.75%(-134) | $482.95(+254.55%) | 2026-06-30 | |
| KR | KROGER CO | 0.7% | 38.8K | $2.2M | +82.79%(+17.56K) | $65.87(-14.23%) | 2026-06-30 | |
| CMCSA | COMCAST CORP NEW | 0.69% | 85.8K | $2.1M | +19.27%(+13.87K) | $30.46(-17.25%) | 2026-06-30 | |
| GD | GENERAL DYNAMICS CORP | 0.68% | 5.9K | $2.1M | +37.71%(+1.62K) | $309.41(+27.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.38% |
denkapparat Operations GmbH reports $305.95M in US-listed equity holdings across 383 positions in its most recent 13F filing. Its largest disclosed positions are ASML (1.3%), AMAT (0.9%) and LRCX (0.9%). The top 20 holdings account for 14.74% of reported assets. Its disclosed equity book has returned +30.57% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from denkapparat Operations GmbH’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1999514). View denkapparat Operations GmbH’s 13F filings on SEC