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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
Page 20 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LW LAMB WESTON HLDGS INC Consumer Defensive 4,652.0 $201K 0.07% NEW $43.18 +21.8%
382 KD KYNDRYL HLDGS INC Technology 11,738.0 $133K 0.04% $11.31 +16.0%
383 FLO FLOWERS FOODS INC Consumer Defensive 13,742.0 $109K 0.04% $7.90 -15.3%
Page 20 of 20  ·  383 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 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%