DJE Kapital AG
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$4.5B
Holdings
140
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TTE
TOTALENERGIES SE
Held since at least Q1 2024
6.3%
02
$CHV
CHEVRON CORP
Q1 2026: Sold 78.4% (539.5k → 116.4k shares)
6.0%
03
$NVDA
NVIDIA
Q1 2026: Increased +15.9% (6.41M → 7.43M shares)
5.8%
04
$LLY
ELI LILLY & CO
Q1 2026: Exited (was 9.0k shares)
5.2%
05
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 10.6% (27.2k → 24.3k shares)
4.0%
06
$BAC
VERIZON COMMUNICATIONS INC
Q1 2026: Sold 79.6% (858.0k → 175.3k shares)
3.7%
07
$NEE
NEXTERA ENERGY INC
Held since at least Q1 2024
3.7%
08
$LIN
LINDE PLC
Q1 2026: New position (40.6k shares)
3.5%
09
$MRK
MERCK & CO. INC.
Held since at least Q1 2024
3.5%
10
$AMZN
AMAZON.COM INC
Q1 2026: Sold 99.1% (5.71M → 50.6k shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:51 UTC.