denkapparat Operations GmbH
denkapparat Operations GmbH reported 383 stocks worth $306M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are ASML (1.3%), AMAT (0.9%) and LRCX (0.9%). Compared with Q1 2026, the fund opened new positions in DLTR, BP and C, added to AMAT, EIX and KR, trimmed LRCX, FIX and MU and sold out of DVN, PNC and DTE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ASML Asml Holding N V | $4M | 1.3% | 2,012 | No change | 3 of 7 | |
| 2 |  AMAT Applied Matls Inc | $2.8M | 0.9% | 3,932 | +22 (+1%) | 7 of 7 | |
| 3 |  LRCX Lam Research Corp | $2.8M | 0.9% | 6,550 | −1,664 (−20%) | 7 of 7 | |
| 4 |  ALL Allstate Corp | $2.5M | 0.8% | 11K | No change | 7 of 7 | |
| 5 |  NVDA Nvidia Corporation | $2.4M | 0.8% | 12K | No change | 7 of 7 | |
| 6 |  EIX Edison Intl | $2.2M | 0.7% | 30K | +4,972 (+20%) | 7 of 7 | |
| 7 |  FIX Comfort Sys USA Inc | $2.2M | 0.7% | 1,112 | −134 (−11%) | 6 of 7 | |
| 8 |  KR Kroger Co | $2.2M | 0.7% | 39K | +18K (+83%) | 6 of 7 | |
| 9 |  CMCSA Comcast Corp New | $2.1M | 0.7% | 86K | +14K (+19%) | 7 of 7 | |
| 10 |  GD General Dynamics Corp | $2.1M | 0.7% | 5,916 | +1,620 (+38%) | 6 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DVN Devon Energy Corp New | $1.5M | 29K |
 PNC PNC Finl Svcs Group Inc | $1.1M | 5,288 |
 DTE Dte Energy Co | $964K | 6,594 |
HOLOGIC INC | $944K | 12K |
 ED Consolidated Edison Inc | $859K | 7,586 |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →denkapparat Operations GmbH 13F FAQ
What does denkapparat Operations GmbH own?
denkapparat Operations GmbH reported 383 stocks worth $306M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are ASML (1.3%), AMAT (0.9%) and LRCX (0.9%). The table above lists every position in the filing (the top 10 without an account).
What did denkapparat Operations GmbH buy and sell in Q2 2026?
Compared with Q1 2026: 91 new positions, 93 added to, 38 trimmed and 41 sold out. New positions include DLTR, BP and C. It sold all of DVN, PNC and DTE.
When will denkapparat Operations GmbH file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is denkapparat Operations GmbH's portfolio worth?
The Q2 2026 filing reports $306M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.