Denkapparat Operations Gmbh Portfolio Stock Holdings

Denkapparat Operations Gmbh disclosed 333 stock positions valued at approximately $241.6 million in its latest SEC 13F filing. The largest holdings include ASML HLDG NV, TELEFONAKTIEBOLAGET LM ERICS, and LOGITECH INTL S A. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.

Report Period
March 31, 2026
No. of Stocks
333
Portfolio Value
$241.6M
Holdings by Sector
Denkapparat Operations Gmbh Portfolio Holdings in Q1 2026

328 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ASML HLDG NVASMLOther1.10%2,012+1,744+650.75%$2,657,510
TELEFONAKTIEBOLAGET LM ERICSERICTechnology1.04%222,462+222,462+100.00%$2,507,147
LOGITECH INTL S AH50430232Other1.01%26,760+26,760+100.00%$2,438,371
SUNCOR ENERGY INC NEWSUEnergy0.95%34,600+3,400+10.90%$2,287,919
CHUBB LTD SWITZCBFinancial Services0.93%6,916+6,916+100.00%$2,254,132
ALLSTATE CORPALLFinancial Services0.91%10,556+3,964+60.13%$2,188,681
CF INDUSTRIES HOLDCFBasic Materials0.90%16,826+1,738+11.52%$2,184,688
NVIDIA CORPORATIONNVDATechnology0.88%12,134+4,082+50.70%$2,116,170
AUTOLIV INCALVConsumer Cyclical0.86%19,784+19,784+100.00%$2,080,485
COMCAST CORP NEWCMCSACommunication Services0.86%71,972+12,956+21.95%$2,066,316
GILEAD SCIENCES INCGILDHealthcare0.81%14,028+2,240+19.00%$1,955,082
GSK PLCGSKHealthcare0.81%35,370+30,382+609.10%$1,952,070
ADOBE INCADBETechnology0.80%7,964+2,724+51.98%$1,935,889
INTERDIGITAL INCIDCCTechnology0.79%6,332-1,008-13.73%$1,912,264
BRISTOL-MYERS SQUIBB COBMYHealthcare0.77%30,782-8,322-21.28%$1,866,928
NEWMONT CORPNEMBasic Materials0.75%16,764-5,770-25.61%$1,814,703
EDISON INTLEIXUtilities0.75%24,632+6,760+37.82%$1,802,570
KINROSS GOLD CORPKGCBasic Materials0.74%58,560--$1,787,251
SHELL PLCSHELEnergy0.73%19,038+19,038+100.00%$1,770,534
LAM RESEARCH CORPLRCXOther0.73%8,214-4,132-33.47%$1,755,003
BOYD GAMING CORPBYDConsumer Cyclical0.71%20,946+2,750+15.11%$1,721,342
COMFORT SYS USA INCFIXIndustrials0.71%1,246--$1,718,222
EOG RES INCEOGEnergy0.70%11,746+1,788+17.96%$1,698,119
SANOFI SASNYHealthcare0.69%34,572+34,572+100.00%$1,665,679
APPLE INCAAPLTechnology0.67%6,376+1,018+19.00%$1,618,165
AMGEN INCAMGNHealthcare0.67%4,574+770+20.24%$1,609,362
CINEMARK HLDGS INCCNKCommunication Services0.66%55,642+8,424+17.84%$1,586,910
APA CORPORATIONAPAEnergy0.66%37,362--$1,585,643
BROADCOM INCAVGOTechnology0.65%5,106+3,756+278.22%$1,580,358
QUALCOMM INCQCOMTechnology0.64%11,948+1,714+16.75%$1,538,663
KROGER COKRConsumer Defensive0.64%21,208+6,542+44.61%$1,534,611
INCYTE CORPINCYHealthcare0.63%16,236+3,166+24.22%$1,528,132
GENERAL DYNAMICS CORPGDIndustrials0.61%4,296+446+11.58%$1,474,473
ROSS STORES INCROSTConsumer Cyclical0.61%6,782+3,326+96.24%$1,469,185
DEVON ENERGY CORP NEWDVNEnergy0.61%29,156+10,072+52.78%$1,467,130
JONES LANG LASALLE INCJLLReal Estate0.60%4,762+592+14.20%$1,449,172
NORTHROP GRUMMAN CORPNOCIndustrials0.59%2,092+550+35.67%$1,427,246
EMCOR GROUP INCEMEIndustrials0.58%1,904--$1,405,742
FOX CORPFOXACommunication Services0.56%22,976+2,872+14.29%$1,341,798
APPLIED MATLS INCAMATTechnology0.55%3,910-1,236-24.02%$1,336,399
PUBLIC SVC ENTERPRISE GROUPPEGUtilities0.55%16,368+3,240+24.68%$1,324,990
JOHNSON & JOHNSONJNJHealthcare0.54%5,380+2,606+93.94%$1,315,087
FIRSTENERGY CORPFEUtilities0.54%25,748+5,758+28.80%$1,304,394
BOSTON BEER INCSAMConsumer Defensive0.54%5,616+806+16.76%$1,293,926
KLA CORPKLACTechnology0.53%862-142-14.14%$1,269,217
ALBERTSONS COS INCACIConsumer Defensive0.52%73,748+17,628+31.41%$1,256,666
PTC INCPTCTechnology0.52%8,746+3,526+67.55%$1,246,218
MUELLER INDS INCMLIIndustrials0.51%11,230--$1,244,284
LOCKHEED MARTIN CORPLMTIndustrials0.51%2,050-82-3.85%$1,239,000
NATIONAL FUEL GAS CONFGEnergy0.51%13,082--$1,229,185
FEDEX CORPFDXIndustrials0.51%3,440--$1,225,259
NETFLIX INC.NFLXCommunication Services0.50%12,636+9,336+282.91%$1,214,951
RYDER SYS INCRIndustrials0.50%5,846+774+15.26%$1,196,735
EXPEDIA GROUP INCEXPEConsumer Cyclical0.49%5,154+980+23.48%$1,190,007
F5 INCFFIVTechnology0.49%4,084+1,630+66.42%$1,181,624
UNIVERSAL HLTH SVCS INCUHSHealthcare0.48%6,522+2,228+51.89%$1,167,242
BIOGEN INCBIIBHealthcare0.48%6,338--$1,161,946
M & T BK CORPMTBFinancial Services0.48%5,594--$1,156,392
SAP SESAPTechnology0.48%6,746+6,746+100.00%$1,154,983
JABIL INCJBLTechnology0.48%4,324--$1,148,584
OVINTIV INCOVVEnergy0.47%19,236--$1,141,849
PAYPAL HLDGS INCPYPLFinancial Services0.47%25,020+5,908+30.91%$1,131,655
HCA HEALTHCARE INCHCAHealthcare0.46%2,366-330-12.24%$1,119,686
MILLICOM INTL CELLULAR S ATIGOOther0.46%14,864+10,286+224.68%$1,113,908
PNC FINL SVCS GROUP INCPNCFinancial Services0.46%5,288+2,968+127.93%$1,100,380
UNITED THERAPEUTICS CORP DELUTHRHealthcare0.45%1,838--$1,089,897
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.45%258+54+26.47%$1,086,263
TEXTRON INCTXTIndustrials0.45%12,380+6,208+100.58%$1,083,993
CONSTELLATION BRANDS INCSTZConsumer Defensive0.45%7,196+2,336+48.07%$1,079,400
HARTFORD INSURANCE GROUP INCHIGFinancial Services0.44%7,846+4,600+141.71%$1,061,015
ELECTRONIC ARTS INCEACommunication Services0.44%5,190+3,008+137.86%$1,058,085
ENERSYSENSIndustrials0.44%6,086--$1,057,260
AGNICO EAGLE MINES LTDAEMBasic Materials0.44%5,186--$1,052,654
CROWN HLDGS INCCCKConsumer Cyclical0.43%10,380--$1,040,595
EXELIXIS INCEXELHealthcare0.42%23,930--$1,026,358
ZOOM COMMUNICATIONS INCZMTechnology0.42%12,638--$1,015,969
HALLIBURTON COHALEnergy0.41%25,240+25,240+100.00%$984,108
CAL MAINE FOODS INCCALMConsumer Defensive0.40%12,242--$968,954
MERCK & CO INCMRKHealthcare0.40%8,044-7,838-49.35%$967,613
DTE ENERGY CODTEUtilities0.40%6,594+2,200+50.07%$964,175
BANK OZK LITTLE ROCK ARKOZKFinancial Services0.39%20,776+5,606+36.95%$953,411
FIRST HORIZON CORPORATIONFHNFinancial Services0.39%41,772+7,480+21.81%$950,731
TJX COS INC NEWTJXConsumer Cyclical0.39%5,934--$947,660
HOLOGIC INCHOLXHealthcare0.39%12,494+12,494+100.00%$944,421
COLGATE PALMOLIVE COCLConsumer Defensive0.39%11,060+4,378+65.52%$942,644
NVR INCNVRConsumer Cyclical0.39%142+78+121.88%$935,756
THE CIGNA GROUPCIHealthcare0.38%3,478+932+36.61%$927,757
FORTINET INCFTNTTechnology0.38%11,272+5,140+83.82%$921,148
REGENERON PHARMACEUTICALSREGNHealthcare0.38%1,192--$920,987
EXPEDITORS INTL WASH INCEXPDIndustrials0.38%6,410--$918,104
MARATHON PETE CORPMPCEnergy0.38%3,744--$914,210
CHENIERE ENERGY INCLNGEnergy0.37%3,190+1,472+85.68%$905,194
DOMINOS PIZZA INCDPZConsumer Cyclical0.37%2,506+1,440+135.08%$899,128
ROCKWELL AUTOMATION INCROKIndustrials0.37%2,498+1,180+89.53%$896,482
ULTA BEAUTY INCULTAConsumer Cyclical0.37%1,710--$893,834
WW GRAINGER INCGWWIndustrials0.37%818+450+122.28%$892,283
CIRRUS LOGIC INCCRUSTechnology0.36%6,098+1,232+25.32%$881,893
PEPSICO INCPEPConsumer Defensive0.36%5,666+5,666+100.00%$879,873
TRAVELERS COMPANIES INCTRVFinancial Services0.36%2,962+2,962+100.00%$863,956
LAS VEGAS SANDS CORPLVSConsumer Cyclical0.36%15,980--$861,002
Denkapparat Operations Gmbh Portfolio Stock Holdings | InsiderSet