Institutions / denkapparat Operations GmbH

denkapparat Operations GmbH

CIK 1999514 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$183.90M
Positions
294
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
InterDigital, Inc.โ€”$2.34M7,3401.3%
Newmont Corpโ€”$2.25M22,5341.2%
Lam Research Corpโ€”$2.11M12,3461.1%
Bristol Myers Squibb Coโ€”$2.11M39,1041.1%
Adobe Inc.โ€”$1.83M5,2401.0%
Comcast Corp.โ€”$1.76M59,0161.0%
Qualcomm INC/DEโ€”$1.75M10,2341.0%
Merck & Co., Inc.โ€”$1.67M15,8820.9%
Kinross Gold Corpโ€”$1.65M58,5600.9%
Boyd Gaming Corpโ€”$1.55M18,1960.8%
NVIDIA Corpโ€”$1.50M8,0520.8%
Fox Corpโ€”$1.47M20,1040.8%
Apple Inc.โ€”$1.46M5,3580.8%
Gilead Sciences, Inc.โ€”$1.45M11,7880.8%
Microsoft Corpโ€”$1.42M2,9420.8%
Jones Lang LaSalle Incโ€”$1.40M4,1700.8%
Suncor Energy Inc Newโ€”$1.38M31,2000.8%
Allstate Corpโ€”$1.37M6,5920.7%
Applied Materials Inc /Deโ€”$1.32M5,1460.7%
General Dynamics Corpโ€”$1.30M3,8500.7%
Incyte Corpโ€”$1.29M13,0700.7%
Mueller Industries Incโ€”$1.29M11,2300.7%
HCA Healthcare, Inc.โ€”$1.26M2,6960.7%
Amgen Incโ€”$1.25M3,8040.7%
Kla Corpโ€”$1.22M1,0040.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.