denkapparat Operations GmbH 13F Holdings

CIK 0001999514 · BERLIN, 2M

As of Sep 30, 2025, denkapparat Operations GmbH reported 274 positions worth 38.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TORONTO DOMINION BANKTDFinancial Services32,500$2.6M1.87%
INTERDIGITAL INCIDCCCommunication Services7,340$2.5M1.83%
NEWMONT CORPNEMBasic Materials26,916$2.3M1.63%
QUALCOMM INCQCOMTechnology10,234 .7M1.23%
LAM RESEARCH CORPLRCXTechnology12,346 .7M1.19%
BRISTOL MYERS SQUIBB COBMYHealthcare35,358 .6M1.15%
APPLE INCAAPLTechnology6,176 .6M1.13%
EMCOR GROUP INCEMEIndustrials2,348 .5M1.10%
APPLIED MATERIALS INCAMATTechnology7,210 .5M1.06%
KINROSS GOLD CORPKGCBasic Materials58,560 .5M1.05%
CF INDUSTRIES HOLDINGS INCCFBasic Materials15,088 .4M0.98%
ADOBE INCADBETechnology3,810 .3M0.97%
MICROSOFT CORPMSFTTechnology2,584 .3M0.96%
NVIDIA CORPNVDATechnology7,144 .3M0.96%
KLA CORPKLACTechnology1,208 .3M0.94%
JONES LANG LASALLE INCJLLReal Estate4,170 .2M0.90%
ALTRIA GROUP INCMOEquity18,594 .2M0.88%
CAL-MAINE FOODS INCCALMConsumer Defensive12,242 .2M0.83%
GENERAL DYNAMICS CORPGDIndustrials3,360 .1M0.83%
FOX CORPFOXACommunication Services18,048 .1M0.82%
MUELLER INDUSTRIES INCMLIIndustrials11,230 .1M0.82%
BOYD GAMING CORPBYDConsumer Cyclical13,026 .1M0.81%
ELECTRONIC ARTS INCEACommunication Services5,566 .1M0.81%
UNITED THERAPEUTICS CORPUTHRHealthcare2,600 .1M0.79%
MEDPACE HOLDINGS INCMEDPHealthcare2,088 .1M0.77%