MondegarAI
denkapparat Operations GmbH

Q1 2025 · 13F-HR

denkapparat Operations GmbHholdings as filed

Filed 2025-05-08 · accession 0001999514-25-000005

$94.5M
Reported value
214
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
45867G101IDCCINTERDIGITAL INC$1.5M1.61%7,340CommonSOLE
747525103QCOMQUALCOMM INC$1.4M1.45%8,934CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.3M1.39%11,914CommonSOLE
037833100AAPLAPPLE INC$1.3M1.37%5,844CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.2M1.27%10,742CommonSOLE
58933Y105MRKMERCK & CO INC$1.0M1.10%11,554CommonSOLE
02209S103MOALTRIA GROUP INC$1.0M1.08%16,974CommonSOLE
125269100CFCF INDS HLDGS INC$937,0190.99%11,990CommonSOLE
128030202CALMCAL MAINE FOODS INC$936,2700.99%10,300CommonSOLE
651639106NEMNEWMONT CORP$927,3620.98%19,208CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$899,4810.95%14,748CommonSOLE
166764100CVXCHEVRON CORP NEW$883,9600.94%5,284CommonSOLE
30161Q104EXELEXELIXIS INC$883,4960.94%23,930CommonSOLE
26875P101EOGEOG RES INC$853,3090.90%6,654CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$815,0530.86%3,894CommonSOLE
512807306LRCXLAM RESEARCH CORP$811,0410.86%11,156CommonSOLE
256163106DOCUDOCUSIGN INC$801,1390.85%9,842CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$793,8480.84%20,500CommonSOLE
35137L105FOXAFOX CORP$788,7780.83%13,936CommonSOLE
00724F101ADBEADOBE INC$762,4580.81%1,988CommonSOLE
717081103PFEPFIZER INC$755,6890.80%29,822CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$752,0900.80%3,066CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$731,6830.77%3,894CommonSOLE
370334104GISGENERAL MLS INC$729,5580.77%12,202CommonSOLE
013091103ACIALBERTSONS COS INC$725,4060.77%32,988CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$724,2810.77%7,604CommonSOLE
281020107EIXEDISON INTL$714,8170.76%12,132CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$710,6780.75%5,910CommonSOLE
254687106DISDISNEY WALT CO$687,7420.73%6,968CommonSOLE
231021106CMICUMMINS INC$682,6720.72%2,178CommonSOLE
745867101PHMPULTE GROUP INC$679,0970.72%6,606CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$675,1760.71%7,766CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$674,4070.71%4,742CommonSOLE
872540109TJXTJX COS INC NEW$672,8230.71%5,524CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$670,3490.71%2,704CommonSOLE
29084Q100EMEEMCOR GROUP INC$667,5520.71%1,806CommonSOLE
482480100KLACKLA CORP$652,6080.69%960CommonSOLE
985817105YELPYELP INC$649,0250.69%17,527CommonSOLE
020002101ALLALLSTATE CORP$643,1590.68%3,106CommonSOLE
038222105AMATAPPLIED MATLS INC$639,9790.68%4,410CommonSOLE
907818108UNPUNION PAC CORP$626,0360.66%2,650CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$620,9520.66%2,348CommonSOLE
103304101BYDBOYD GAMING CORP$615,5110.65%9,350CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$600,7890.64%3,574CommonSOLE
031162100AMGNAMGEN INC$599,4220.63%1,924CommonSOLE
337932107FEFIRSTENERGY CORP$598,7820.63%14,814CommonSOLE
69047Q102OVVOVINTIV INC$595,8620.63%13,922CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$594,3890.63%1,226CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$589,6840.62%128CommonSOLE
136385101CNQCANADIAN NAT RES LTD$581,6230.62%18,900CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$578,8670.61%5,068CommonSOLE
98978V103ZTSZOETIS INC$578,5800.61%3,514CommonSOLE
594918104MSFTMICROSOFT CORP$570,5930.60%1,520CommonSOLE
90384S303ULTAULTA BEAUTY INC$560,0730.59%1,528CommonSOLE
478160104JNJJOHNSON & JOHNSON$554,2370.59%3,342CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$552,5370.58%8,468CommonSOLE
37045V100GMGENERAL MTRS CO$548,5580.58%11,664CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$539,1640.57%7,400CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$534,5400.57%1,734CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$532,7260.56%14,244CommonSOLE
67066G104NVDANVIDIA CORPORATION$528,2440.56%4,874CommonSOLE
17243V102CNKCINEMARK HLDGS INC$525,7270.56%21,122CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$524,1550.55%5,012CommonSOLE
303075105FDSFACTSET RESH SYS INC$521,9270.55%1,148CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$521,8130.55%2,104CommonSOLE
30161N101EXCEXELON CORP$517,1100.55%11,222CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$503,7370.53%7,126CommonSOLE
496902404KGCKINROSS GOLD CORP$496,3300.53%39,360CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$491,1160.52%896CommonSOLE
30303M102METAMETA PLATFORMS INC$484,1420.51%840CommonSOLE
20030N101CMCSACOMCAST CORP NEW$482,5040.51%13,076CommonSOLE
29275Y102ENSENERSYS$481,8940.51%5,262CommonSOLE
466313103JBLJABIL INC$481,4160.51%3,538CommonSOLE
15135B101CNCCENTENE CORP DEL$479,6090.51%7,900CommonSOLE
380237107GDDYGODADDY INC$478,8120.51%2,658CommonSOLE
570535104MKLMARKEL GROUP INC$474,8810.50%254CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$469,5480.50%4,908CommonSOLE
45337C102INCYINCYTE CORP$467,9300.50%7,728CommonSOLE
30034W106EVRGEVERGY INC$464,9990.49%6,744CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$458,7690.49%5,470CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$453,9350.48%6,574CommonSOLE
03073E105CORCENCORA INC$453,8430.48%1,632CommonSOLE
001055102AFLAFLAC INC$453,6550.48%4,080CommonSOLE
64110L106NFLXNETFLIX INC$449,4790.48%482CommonSOLE
872590104TMUST-MOBILE US INC$449,1400.48%1,684CommonSOLE
09062X103BIIBBIOGEN INC$443,3620.47%3,240CommonSOLE
88579Y101MMM3M CO$443,2230.47%3,018CommonSOLE
25746U109DDOMINION ENERGY INC$434,6550.46%7,752CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$429,5420.45%4,596CommonSOLE
436440101HO1HOLOGIC INC$420,4070.45%6,806CommonSOLE
45168D104IDXXIDEXX LABS INC$419,1100.44%998CommonSOLE
42809H107HESHESS CORP$413,3810.44%2,588CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$404,2710.43%2,300CommonSOLE
16411R208LNGCHENIERE ENERGY INC$402,1730.43%1,738CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$397,5330.42%2,946CommonSOLE
369550108GDGENERAL DYNAMICS CORP$396,3310.42%1,454CommonSOLE
78409V104SPGIS&P GLOBAL INC$393,2690.42%774CommonSOLE
05329W102ANAUTONATION INC$392,1700.42%2,422CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$384,5190.41%1,262CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$383,9830.41%4,098CommonSOLE
50212V100LPLALPL FINL HLDGS INC$382,1000.40%1,168CommonSOLE
833034101SNASNAP ON INC$376,1030.40%1,116CommonSOLE
34959E109FTNTFORTINET INC$375,2210.40%3,898CommonSOLE
783549108RRYDER SYS INC$373,9060.40%2,600CommonSOLE
680223104ORIOLD REP INTL CORP$368,1970.39%9,388CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$366,3070.39%6,720CommonSOLE
88033G407THCTENET HEALTHCARE CORP$363,1500.38%2,700CommonSOLE
172755100CRUSCIRRUS LOGIC INC$359,1570.38%3,604CommonSOLE
00287Y109ABBVABBVIE INC$357,4410.38%1,706CommonSOLE
002824100ABTABBOTT LABS$357,3590.38%2,694CommonSOLE
595112103MUMICRON TECHNOLOGY INC$352,0780.37%4,052CommonSOLE
761152107RMDRESMED INC$349,2060.37%1,560CommonSOLE
12504L109CBRECBRE GROUP INC$346,8290.37%2,652CommonSOLE
92826C839VVISA INC$345,5540.37%986CommonSOLE
552848103MTGMGIC INVT CORP WIS$344,5410.36%13,904CommonSOLE
443573100HUBSHUBSPOT INC$343,9170.36%602CommonSOLE
77543R102ROKUROKU INC$343,7470.36%4,880CommonSOLE
26210C104DBXDROPBOX INC$341,7280.36%12,794CommonSOLE
285512109EAELECTRONIC ARTS INC$340,7780.36%2,358CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$339,2580.36%7,808CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$335,6070.36%2,416CommonSOLE
257651109DCIDONALDSON INC$332,2150.35%4,954CommonSOLE
Y2573F102FLEXFLEX LTD$318,5600.34%9,630CommonSOLE
233331107DTEDTE ENERGY CO$316,6380.34%2,290CommonSOLE
172062101CINFCINCINNATI FINL CORP$316,4160.33%2,142CommonSOLE
00508Y102AYIACUITY INC$316,0200.33%1,200CommonSOLE
04621X108AIZASSURANT INC$315,8840.33%1,506CommonSOLE
92840M102VSTVISTRA CORP$311,4510.33%2,652CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$308,4300.33%2,362CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$306,6120.32%4,008CommonSOLE
368736104GNRCGENERAC HLDGS INC$306,4930.32%2,420CommonSOLE
366651107ITGARTNER INC$303,0520.32%722CommonSOLE
617446448MSMORGAN STANLEY$298,6750.32%2,560CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$297,9900.32%582CommonSOLE
780287108RGLDROYAL GOLD INC$297,9150.32%1,822CommonSOLE
23918K108DVADAVITA INC$296,4560.31%1,938CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$296,1130.31%4,014CommonSOLE
959802109WUWESTERN UN CO$293,1290.31%27,706CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$291,4980.31%220CommonSOLE
617700109MORNMORNINGSTAR INC$289,6740.31%966CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$284,6840.30%2,574CommonSOLE
91529Y106UNMUNUM GROUP$284,2950.30%3,490CommonSOLE
278642103EBAYEBAY INC.$282,4340.30%4,170CommonSOLE
109641100EATBRINKER INTL INC$282,0030.30%1,892CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$281,2190.30%4,620CommonSOLE
315616102FFIVF5 INC$280,1160.30%1,052CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$278,7470.30%624CommonSOLE
149123101CATCATERPILLAR INC$278,3510.29%844CommonSOLE
624756102MLIMUELLER INDS INC$278,2160.29%3,654CommonSOLE
03076C106AMPAMERIPRISE FINL INC$276,9110.29%572CommonSOLE
03662Q105AKXANSYS INC$276,6730.29%874CommonSOLE
59156R108METMETLIFE INC$276,5190.29%3,444CommonSOLE
92343E102VRSNVERISIGN INC$275,7030.29%1,086CommonSOLE
29355A107ENPHENPHASE ENERGY INC$273,6410.29%4,410CommonSOLE
949746101WMT2WELLS FARGO CO NEW$273,5200.29%3,810CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$272,5280.29%8,950CommonSOLE
629377508NRGNRG ENERGY INC$271,1060.29%2,840CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$267,9960.28%13,800CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$266,4820.28%1,540CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$265,4880.28%2,638CommonSOLE
191098102COKECOCA COLA CONS INC$264,6000.28%196CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$263,0060.28%8,376CommonSOLE
718172109PMPHILIP MORRIS INTL INC$259,6820.27%1,636CommonSOLE
857477103STTSTATE STR CORP$259,1000.27%2,894CommonSOLE
12514G108CDWCDW CORP$258,6600.27%1,614CommonSOLE
871829107SYYSYSCO CORP$257,9880.27%3,438CommonSOLE
69343T107PJTPJT PARTNERS INC$257,5600.27%1,868CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$257,4970.27%406CommonSOLE
500754106KHCKRAFT HEINZ CO$255,6730.27%8,402CommonSOLE
23331A109DHID R HORTON INC$254,7690.27%2,004CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$254,6460.27%5,794CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$252,6180.27%2,232CommonSOLE
45784P101PODDINSULET CORP$251,5800.27%958CommonSOLE
902494103TSNTYSON FOODS INC$250,6460.27%3,928CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$249,5590.26%6,892CommonSOLE
004498101ACIWACI WORLDWIDE INC$249,4780.26%4,560CommonSOLE
56585A102MPCMARATHON PETE CORP$246,5070.26%1,692CommonSOLE
011642105ALRMALARM COM HLDGS INC$240,0740.25%4,314CommonSOLE
398433102GFFGRIFFON CORP$238,6670.25%3,338CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$238,2810.25%1,430CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$238,1360.25%1,906CommonSOLE
521865204LEALEAR CORP$237,3120.25%2,690CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$236,8520.25%6,256CommonSOLE
042735100ARWARROW ELECTRS INC$236,7320.25%2,280CommonSOLE
57686G105MATXMATSON INC$235,0640.25%1,834CommonSOLE
40412C101HCAHCA HEALTHCARE INC$234,9740.25%680CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$234,9220.25%1,364CommonSOLE
053611109AVYAVERY DENNISON CORP$233,1410.25%1,310CommonSOLE
03783C100APPFAPPFOLIO INC$232,2140.25%1,056CommonSOLE
20825C104COPCONOCOPHILLIPS$231,6740.25%2,206CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$226,8340.24%458CommonSOLE
427866108HSYHERSHEY CO$226,1020.24%1,322CommonSOLE
12621E103CNOCNO FINL GROUP INC$226,0760.24%5,428CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$222,9890.24%3,714CommonSOLE
577933104MMSMAXIMUS INC$222,8450.24%3,268CommonSOLE
750236101RDNRADIAN GROUP INC$220,5770.23%6,670CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$219,0140.23%2,244CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$212,8630.23%2,688CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$212,1560.22%2,778CommonSOLE
665859104NTRSNORTHERN TR CORP$209,7300.22%2,126CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$208,2890.22%12,540CommonSOLE
74164M108PRIPRIMERICA INC$208,2760.22%732CommonSOLE
277432100EMNEASTMAN CHEM CO$204,9440.22%2,326CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$203,5500.22%2,618CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$203,1160.22%6,202CommonSOLE
172908105CTASCINTAS CORP$201,8300.21%982CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$200,9060.21%526CommonSOLE
343498101FLOFLOWERS FOODS INC$199,4150.21%10,490CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$178,3450.19%21,856CommonSOLE
62955J103NOVNOV INC$170,9810.18%11,234CommonSOLE
95058W100WENWENDYS CO$151,2450.16%10,338CommonSOLE
784730103SSRMSSR MINING IN$144,1710.15%14,374CommonSOLE
565788106MARAMARA HOLDINGS INC$118,5190.13%10,306CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$116,5250.12%10,432CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.