denkapparat Operations GmbH

Est. AUM

$241.6M

13F long equity, this entity only

Positions

333

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ASML HLDG NV	N Y REGISTRY SHS	$2.7M	2012	1.10%	SOLE
2	TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$2.5M	222462	1.04%	SOLE
3	LOGITECH INTL S A	SHS	$2.4M	26760	1.01%	SOLE
4	SUNCOR ENERGY INC NEW	COM	$2.3M	34600	0.95%	SOLE
5	CHUBB LTD SWITZ	COM	$2.3M	6916	0.93%	SOLE
6	ALLSTATE CORP	COM	$2.2M	10556	0.91%	SOLE
7	CF INDUSTRIES HOLD	COM	$2.2M	16826	0.90%	SOLE
8	NVIDIA CORPORATION	COM	$2.1M	12134	0.88%	SOLE
9	AUTOLIV INC	COM	$2.1M	19784	0.86%	SOLE
10	COMCAST CORP NEW	CL A	$2.1M	71972	0.86%	SOLE
11	GILEAD SCIENCES INC	COM	$2.0M	14028	0.81%	SOLE
12	GSK PLC	SPONSORED ADR	$2.0M	35370	0.81%	SOLE
13	ADOBE INC	COM	$1.9M	7964	0.80%	SOLE
14	INTERDIGITAL INC	COM	$1.9M	6332	0.79%	SOLE
15	BRISTOL-MYERS SQUIBB CO	COM	$1.9M	30782	0.77%	SOLE
16	NEWMONT CORP	COM	$1.8M	16764	0.75%	SOLE
17	EDISON INTL	COM	$1.8M	24632	0.75%	SOLE
18	KINROSS GOLD CORP	COM	$1.8M	58560	0.74%	SOLE
19	SHELL PLC	SPON ADS	$1.8M	19038	0.73%	SOLE
20	LAM RESEARCH CORP	COM NEW	$1.8M	8214	0.73%	SOLE
21	BOYD GAMING CORP	COM	$1.7M	20946	0.71%	SOLE
22	COMFORT SYS USA INC	COM	$1.7M	1246	0.71%	SOLE
23	EOG RES INC	COM	$1.7M	11746	0.70%	SOLE
24	SANOFI SA	SPONSORED ADR	$1.7M	34572	0.69%	SOLE
25	APPLE INC	COM	$1.6M	6376	0.67%	SOLE
26	AMGEN INC	COM	$1.6M	4574	0.67%	SOLE
27	CINEMARK HLDGS INC	COM	$1.6M	55642	0.66%	SOLE
28	APA CORPORATION	COM	$1.6M	37362	0.66%	SOLE
29	BROADCOM INC	COM	$1.6M	5106	0.65%	SOLE
30	QUALCOMM INC	COM	$1.5M	11948	0.64%	SOLE
31	KROGER CO	COM	$1.5M	21208	0.64%	SOLE
32	INCYTE CORP	COM	$1.5M	16236	0.63%	SOLE
33	GENERAL DYNAMICS CORP	COM	$1.5M	4296	0.61%	SOLE
34	ROSS STORES INC	COM	$1.5M	6782	0.61%	SOLE
35	DEVON ENERGY CORP NEW	COM	$1.5M	29156	0.61%	SOLE
36	JONES LANG LASALLE INC	COM	$1.4M	4762	0.60%	SOLE
37	NORTHROP GRUMMAN CORP	COM	$1.4M	2092	0.59%	SOLE
38	EMCOR GROUP INC	COM	$1.4M	1904	0.58%	SOLE
39	FOX CORP	CL A COM	$1.3M	22976	0.56%	SOLE
40	APPLIED MATLS INC	COM	$1.3M	3910	0.55%	SOLE
41	PUBLIC SVC ENTERPRISE GROUP	COM	$1.3M	16368	0.55%	SOLE
42	JOHNSON & JOHNSON	COM	$1.3M	5380	0.54%	SOLE
43	FIRSTENERGY CORP	COM	$1.3M	25748	0.54%	SOLE
44	BOSTON BEER INC	CL A	$1.3M	5616	0.54%	SOLE
45	KLA CORP	COM NEW	$1.3M	862	0.53%	SOLE
46	ALBERTSONS COS INC	COMMON STOCK	$1.3M	73748	0.52%	SOLE
47	PTC INC	COM	$1.2M	8746	0.52%	SOLE
48	SUNBELT RENTALS HOLDINGS INC	SHS	$1.2M	19834	0.52%	SOLE
49	MUELLER INDS INC	COM	$1.2M	11230	0.51%	SOLE
50	LOCKHEED MARTIN CORP	COM	$1.2M	2050	0.51%	SOLE

1–50 of 333

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.