DJE Kapital AG: 13F holdings
CIK 16591962026Q2
| Positions | 124 |
|---|
| Reported value | $5.3bn |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 124 (+11 vs prior quarter) |
|---|
| Reported value | $5.3bn (+17.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY Eli Lilly & Co | 246,220 | $305.8m | 5.8% |
| NVDA NVIDIA Corp | 1,317,566 | $266.0m | 5.0% |
| AMZN Amazon Inc | 1,035,319 | $253.7m | 4.8% |
| GOOG Alphabet Inc | 662,092 | $239.3m | 4.5% |
| Linde Plc | 444,446 | $229.9m | 4.3% |
| LRCX Lam Research Corp | 483,185 | $215.1m | 4.1% |
| TSM Taiwan Semiconductor-Sp Adr | 438,732 | $208.6m | 3.9% |
| MRK Merck & Co. Inc. | 1,431,324 | $187.5m | 3.5% |
| TJX TJX Companies Inc | 912,966 | $141.2m | 2.7% |
| JNJ Johnson & Johnson | 510,682 | $134.0m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1659196")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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