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Portfolio (Quarterly) Guide ↗

DJE Kapital AG

· CIK 0001659196
13F Portfolio $5.3B AUM 124 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 124 New
Page 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IAG IAMGOLD Corp Basic Materials 102,800.0 $1.6M 0.03% NEW $15.67 +40.1%
122 Etsy Inc 14,647.0 $1.1M 0.02% NEW $77.07
123 CELH CELANESE CORP Consumer Defensive 30,349.0 $897K 0.02% NEW $29.57 +19.1%
124 GIS General Mills Inc Consumer Defensive 12,607.0 $458K 0.01% NEW $36.34 +10.5%
Page 7 of 7  ·  124 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Healthcare 13.3%
Consumer Cyclical 12.4%
Financial Services 9.0%
Basic Materials 8.9%
Communication Services 5.3%
Energy 4.9%
Industrials 4.6%
Consumer Defensive 3.2%
Utilities 1.9%