本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
denkapparat Operations GmbH (CIK 1999514) reported $305.9M across 383 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ASML ($4.0M, 1.31%), AMAT ($2.8M, 0.93%), LRCX ($2.8M, 0.93%), ALL ($2.5M, 0.82%), NVDA ($2.4M, 0.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HLDG NV | $4.0M | 1.31% | 2,012 | Hold |
| 2 | AMAT | APPLIED MATLS INC | $2.8M | 0.93% | 3,932 | Added |
| 3 | LRCX | LAM RESEARCH CORP | $2.8M | 0.93% | 6,550 | Trimmed |
| 4 | ALL | ALLSTATE CORP | $2.5M | 0.82% | 10,556 | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $2.4M | 0.79% | 12,134 | Hold |
| 6 | EIX | EDISON INTL | $2.2M | 0.72% | 29,604 | Added |
| 7 | FIX | COMFORT SYS USA INC | $2.2M | 0.72% | 1,112 | Trimmed |
| 8 | KR | KROGER CO | $2.2M | 0.70% | 38,766 | Added |
| 9 | CMCSA | COMCAST CORP NEW | $2.1M | 0.69% | 85,844 | Added |
| 10 | GD | GENERAL DYNAMICS CORP | $2.1M | 0.68% | 5,916 | Added |
| 11 | BMY | BRISTOL-MYERS SQUIBB CO | $2.0M | 0.67% | 35,462 | Added |
| 12 | EME | EMCOR GROUP INC | $2.0M | 0.67% | 2,456 | Added |
| 13 | INCY | INCYTE CORP | $2.0M | 0.66% | 17,890 | Added |
| 14 | NEM | NEWMONT CORP | $2.0M | 0.66% | 21,636 | Added |
| 15 | PYPL | PAYPAL HLDGS INC | $2.0M | 0.66% | 46,558 | Added |
| 16 | ADBE | ADOBE INC | $2.0M | 0.65% | 9,704 | Added |
| 17 | MU | MICRON TECHNOLOGY INC | $2.0M | 0.65% | 1,728 | Trimmed |
| 18 | ALV | AUTOLIV INC | $1.9M | 0.62% | 16,368 | Trimmed |
| 19 | GSK | GSK PLC | $1.9M | 0.61% | 35,370 | Hold |
| 20 | BYD | BOYD GAMING CORP | $1.9M | 0.60% | 20,946 | Hold |
| 21 | CF | CF INDUSTRIES HOLD | $1.8M | 0.60% | 16,826 | Hold |
| 22 | FE | FIRSTENERGY CORP | $1.8M | 0.60% | 38,572 | Added |
| 23 | JLL | JONES LANG LASALLE INC | $1.8M | 0.60% | 5,944 | Added |
| 24 | EXEL | EXELIXIS INC | $1.8M | 0.59% | 33,152 | Added |
| 25 | IDCC | INTERDIGITAL INC | $1.8M | 0.59% | 6,332 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30