Portfolio (Quarterly) Guide ↗

denkapparat Operations GmbH

· CIK 0001999514

13F Portfolio $306M AUM 383 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 91 New 93 Added 37 Reduced 41 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	WEN	WENDYS CO	Consumer Cyclical	10,338	$72K	0.03%	SOLD

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Sector Allocation

Technology 19.2%

Industrials 15.5%

Healthcare 15.2%

Financial Services 13.5%

Consumer Cyclical 9.4%

Consumer Defensive 7.0%

Energy 6.9%

Communication Services 5.4%

Basic Materials 4.0%

Utilities 3.4%