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denkapparat Operations GmbH

Portfolio Manager
denkapparat Operations GmbH
Performance
+1.82% (2026 Q1)
AUM (13F)
$241.63M
# of Holdings
333
Performance Rank
Allocation (Top 20)
17.12%

denkapparat Operations GmbH Holdings Map

Top 50 denkapparat Operations GmbH Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ASML
ASML HLDG NV
1.1%2.0K$2.7M
+650.75%(+1.74K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 268 shares2026-Q1: 2.0K shares
$1171.85(+50.98%)
2026-03-31
ERIC
TELEFONAKTIEBOLAGET LM ERICS
1.04%222.5K$2.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 222.5K shares
$10.46(+3.15%)
2026-03-31
LOGI
LOGITECH INTL S A
1.01%26.8K$2.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 26.8K shares
$95.67(-1.75%)
2026-03-31
SU
SUNCOR ENERGY INC NEW
0.95%34.6K$2.3M
+10.90%(+3.40K)
2025-Q1: 20.5K shares2025-Q2: 20.5K shares2025-Q3: 20.5K shares2025-Q4: 31.2K shares2026-Q1: 34.6K shares
$40.79(+34.95%)
2026-03-31
CB
CHUBB LTD SWITZ
0.93%6.9K$2.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 6.9K shares
$319.02(+13.21%)
2026-03-31
ALL
ALLSTATE CORP
0.91%10.6K$2.2M
+60.13%(+3.96K)
2025-Q1: 3.1K shares2025-Q2: 2.9K shares2025-Q3: 3.0K shares2025-Q4: 6.6K shares2026-Q1: 10.6K shares
$204.99(+22.12%)
2026-03-31
CF
CF INDUSTRIES HOLD
0.9%16.8K$2.2M
+11.52%(+1.74K)
2025-Q1: 12.0K shares2025-Q2: 15.1K shares2025-Q3: 15.1K shares2025-Q4: 15.1K shares2026-Q1: 16.8K shares
$86.15(+28.30%)
2026-03-31
NVDA
NVIDIA CORPORATION
0.88%12.1K$2.1M
+50.70%(+4.08K)
2025-Q1: 4.9K shares2025-Q2: 7.1K shares2025-Q3: 7.1K shares2025-Q4: 8.1K shares2026-Q1: 12.1K shares
$151.06(+28.97%)
2026-03-31
ALV
AUTOLIV INC
0.86%19.8K$2.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 19.8K shares
$111.93(+3.85%)
2026-03-31
CMCSA
COMCAST CORP NEW
0.86%72.0K$2.1M
+21.95%(+12.96K)
2025-Q1: 13.1K shares2025-Q2: 22.5K shares2025-Q3: 26.0K shares2025-Q4: 59.0K shares2026-Q1: 72.0K shares
$31.18(-23.70%)
2026-03-31

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