# EDGAR Filing Document

**Accession Number:** 0001659196
**File Stem:** 0001659196-25-000004
**Filing Date:** 2025-8
**Character Count:** 14286
**Document Hash:** c6bba24320cb0dc04b7035fcbd38684a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001659196-25-000004.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001659196-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250807

**DATE AS OF CHANGE**: 20250807

**EFFECTIVENESS DATE**: 20250807

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DJE Kapital AG
- **CENTRAL INDEX KEY:** 0001659196

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** 2M
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24779
- **FILM NUMBER:** 251192248

**BUSINESS ADDRESS:**
- **STREET 1:** PULLACHER STR. 24
- **CITY:** 82049 PULLACH
- **STATE:** 2M
- **ZIP:** 00000
- **BUSINESS PHONE:** 49-89-790453-0

**MAIL ADDRESS:**
- **STREET 1:** PULLACHER STR. 24
- **CITY:** 82049 PULLACH
- **STATE:** 2M
- **ZIP:** 00000

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** DJE Kapital AG<br>**Address:** PULLACHER STR. 24<br>82049 PULLACH, 2M 00000

**Form 13F File Number:** 028-24779

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Peter Schmitz<br>**Title:** Managing Director<br>**Phone:** 004989790453131

**Signature, Place, and Date of Signing:**

Peter Schmitz  Munich, 2M  08-07-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 105

**Form 13F Information Table Value Total:** $4118294367

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 |  | 8220478 | 21235 | SH |  | SOLE | NONE | 0 | 0 | 17826 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 96504293 | 824636 | SH |  | SOLE | NONE | 0 | 0 | 13282 |
| ALAMOS GOLD INC-CLASS A | COM | 011532108 |  | 6577076 | 259170 | SH |  | SOLE | NONE | 259170 | 0 | 0 |
| ALIBABA GR.HLDG SP.ADR 8 | COM | 01609W102 |  | 19750566 | 176344 | SH |  | SOLE | NONE | 0 | 0 | 28 |
| ALPHABET INC (A RG) | COM | 02079K305 |  | 20924639 | 117781 | SH |  | SOLE | NONE | 0 | 0 | 19710 |
| ALPHABET INC (C-NV) | COM | 02079K107 |  | 54234686 | 305344 | SH |  | SOLE | NONE | 0 | 0 | 1825 |
| AMAZON.COM INC | COM | 023135106 |  | 229890187 | 1037443 | SH |  | SOLE | NONE | 0 | 0 | 18730 |
| AMRIZE LTD | COM | H2927K103 |  | 1795444 | 36235 | SH |  | SOLE | NONE | 0 | 0 | 36235 |
| ANGLOGOLD ASHANTI PLC | COM | G0378L100 |  | 2923920 | 65500 | SH |  | SOLE | NONE | 65500 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 15796027 | 78486 | SH |  | SOLE | NONE | 4334 | 0 | 67253 |
| APPLIED MATERIALS INC | COM | 038222105 |  | 12414920 | 67795 | SH |  | SOLE | NONE | 0 | 0 | 7295 |
| ARISTA NE RG | COM | 040413205 |  | 2151288 | 21125 | SH |  | SOLE | NONE | 0 | 0 | 975 |
| BELLRING INTERMEDIATE HOLDIN | COM | 07831C103 |  | 1855868 | 31600 | SH |  | SOLE | NONE | 0 | 0 | 31600 |
| BERKSHIRE HATHAWAY INC | COM | 084670702 |  | 20571618 | 42274 | SH |  | SOLE | NONE | 2781 | 0 | 35493 |
| BLACKROCK INC | COM | 09290D101 |  | 147020314 | 140031 | SH |  | SOLE | NONE | 85951 | 0 | 44508 |
| BLACKSTONE INC | COM | 09260D107 |  | 3882000 | 25617 | SH |  | SOLE | NONE | 16257 | 0 | 9360 |
| BROADCOM INC | COM | 11135F101 |  | 38188398 | 139818 | SH |  | SOLE | NONE | 26640 | 0 | 80341 |
| CADENCE DESIGN | COM | 127387108 |  | 3847824 | 12484 | SH |  | SOLE | NONE | 0 | 0 | 1330 |
| CAMECO CORP | COM | 13321L108 |  | 6361318 | 87040 | SH |  | SOLE | NONE | 67940 | 0 | 19100 |
| CAVA GROUP INC | COM | 148929102 |  | 1292440 | 15800 | SH |  | SOLE | NONE | 0 | 0 | 15800 |
| CHENIERE ENERGY INC | COM | 16411R208 |  | 30760043 | 128026 | SH |  | SOLE | NONE | 0 | 0 | 9363 |
| CHEVRON CORP | COM | 166764100 |  | 62731732 | 438675 | SH |  | SOLE | NONE | 297186 | 0 | 115973 |
| COCA-COLA CO | COM | 191216100 |  | 3338799 | 47200 | SH |  | SOLE | NONE | 0 | 0 | 2200 |
| COINBASE GLB RG-A | COM | 19260Q107 |  | 51928344 | 145884 | SH |  | SOLE | NONE | 0 | 0 | 13671 |
| COLGATE-PALMOLIVE CO | COM | 194162103 |  | 18849830 | 209594 | SH |  | SOLE | NONE | 0 | 0 | 370 |
| CRH PLC | COM | G25508105 |  | 4702824 | 51167 | SH |  | SOLE | NONE | 15833 | 0 | 35334 |
| CROWDSTRIKE HOLDINGS INC | COM | 22788C105 |  | 5801520 | 11500 | SH |  | SOLE | NONE | 3500 | 0 | 8000 |
| DANAHER CORP | COM | 235851102 |  | 2474189 | 12525 | SH |  | SOLE | NONE | 0 | 0 | 12525 |
| DEERE  CO | COM | 244199105 |  | 46805454 | 91779 | SH |  | SOLE | NONE | 60841 | 0 | 30938 |
| DELL TECHNOLOGIES INC | COM | 24703L202 |  | 11376433 | 92020 | SH |  | SOLE | NONE | 0 | 0 | 92020 |
| DISNEY (WALT) CO. | COM | 254687106 |  | 20177802 | 163297 | SH |  | SOLE | NONE | 0 | 0 | 22427 |
| EBAY INC | COM | 278642103 |  | 48215126 | 650940 | SH |  | SOLE | NONE | 523100 | 0 | 127840 |
| ELI LILLY | COM | 532457108 |  | 94471106 | 121967 | SH |  | SOLE | NONE | 0 | 0 | 4045 |
| ENDEAVOUR SILVER CORP | COM | 29258Y103 |  | 2794071 | 574900 | SH |  | SOLE | NONE | 574900 | 0 | 0 |
| ESTEE LAUDER COMPANIES-CL A | COM | 518439104 |  | 52191224 | 657403 | SH |  | SOLE | NONE | 554136 | 0 | 103267 |
| ETSY INC | COM | 29786A106 |  | 1233765 | 24700 | SH |  | SOLE | NONE | 0 | 0 | 24700 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 4291751 | 39643 | SH |  | SOLE | NONE | 11521 | 0 | 28122 |
| FASTENAL CO | COM | 311900104 |  | 16782603 | 398494 | SH |  | SOLE | NONE | 0 | 0 | 392714 |
| FERRARI NV | COM | N3167Y103 |  | 9197958 | 18760 | SH |  | SOLE | NONE | 0 | 0 | 18760 |
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 |  | 5615355 | 695400 | SH |  | SOLE | NONE | 632000 | 0 | 63400 |
| FOX CORP - CLASS A | COM | 35137L105 |  | 28508596 | 504443 | SH |  | SOLE | NONE | 427347 | 0 | 77096 |
| FRANCO-NEVADA CORP | COM | 351858105 |  | 3535426 | 21900 | SH |  | SOLE | NONE | 21900 | 0 | 0 |
| FREEPORT-MCMORAN INC | COM | 35671D857 |  | 4243258 | 97816 | SH |  | SOLE | NONE | 71616 | 0 | 26200 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 15460669 | 140881 | SH |  | SOLE | NONE | 98100 | 0 | 41921 |
| GOLD FIELDS LTD-SPONS ADR | COM | 38059T106 |  | 105259692 | 4511125 | SH |  | SOLE | NONE | 3482959 | 0 | 1021166 |
| HDFC BANK LTD ADR/3 IR 10 | COM | 40415F101 |  | 104042478 | 1366492 | SH |  | SOLE | NONE | 0 | 0 | 55617 |
| IAMGOLD CORP | COM | 450913108 |  | 1715259 | 237900 | SH |  | SOLE | NONE | 237900 | 0 | 0 |
| ICICI BANK LTD-SPON ADR | COM | 45104G104 |  | 1503828 | 44970 | SH |  | SOLE | NONE | 0 | 0 | 43000 |
| INTL BUSINESS MACHINES CORP | COM | 459200101 |  | 98407677 | 336921 | SH |  | SOLE | NONE | 249413 | 0 | 87458 |
| INTUIT INC | COM | 461202103 |  | 74350922 | 94992 | SH |  | SOLE | NONE | 57066 | 0 | 27469 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3365019 | 22134 | SH |  | SOLE | NONE | 0 | 0 | 22134 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 175216124 | 603316 | SH |  | SOLE | NONE | 347342 | 0 | 205867 |
| KINROSS GOLD CORP | COM | 496902404 |  | 5853186 | 390603 | SH |  | SOLE | NONE | 390603 | 0 | 0 |
| LAM RESEARCH CORP | COM | 512807306 |  | 125788904 | 1294931 | SH |  | SOLE | NONE | 856226 | 0 | 364484 |
| LINDE PLC | COM | G54950103 |  | 119115084 | 256133 | SH |  | SOLE | NONE | 0 | 0 | 14233 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 2651016 | 11279 | SH |  | SOLE | NONE | 4300 | 0 | 6979 |
| LUXEXPERIENCE BV | COM | 55406W103 |  | 15763323 | 1970416 | SH |  | SOLE | NONE | 1300808 | 0 | 669539 |
| MARVELL TECHNOLOGY | COM | 573874104 |  | 9289298 | 120322 | SH |  | SOLE | NONE | 0 | 0 | 48470 |
| MASTERCARD INC | COM | 57636Q104 |  | 63377587 | 114293 | SH |  | SOLE | NONE | 0 | 0 | 680 |
| MATTEL INC | COM | 577081102 |  | 1198908 | 61200 | SH |  | SOLE | NONE | 0 | 0 | 61200 |
| MCCORMICK  CO INC/MD | COM | 579780206 |  | 4830720 | 62900 | SH |  | SOLE | NONE | 0 | 0 | 62900 |
| MCDONALD'S CORP | COM | 580135101 |  | 12580126 | 42957 | SH |  | SOLE | NONE | 6540 | 0 | 35477 |
| MERCK  CO INC | COM | 58933Y105 |  | 48063814 | 608720 | SH |  | SOLE | NONE | 0 | 0 | 180 |
| META PLATF. A DL-000006 | COM | 30303M102 |  | 211115861 | 286153 | SH |  | SOLE | NONE | 0 | 0 | 3766 |
| MICROSOFT CORP | COM | 594918104 |  | 202984918 | 408867 | SH |  | SOLE | NONE | 0 | 0 | 10561 |
| MONDELEZ INTERNATIONAL INC-A | COM | 609207105 |  | 4431936 | 65600 | SH |  | SOLE | NONE | 0 | 0 | 65600 |
| MONSTER BEVERAGE CORP | COM | 61174X109 |  | 2379840 | 38400 | SH |  | SOLE | NONE | 0 | 0 | 38400 |
| MORGAN STANLEY | COM | 617446448 |  | 46651077 | 331071 | SH |  | SOLE | NONE | 0 | 0 | 27820 |
| NETFLIX INC | COM | 64110L106 |  | 123791379 | 93260 | SH |  | SOLE | NONE | 0 | 0 | 2601 |
| NEW GOLD INC | COM | 644535106 |  | 2571426 | 529100 | SH |  | SOLE | NONE | 529100 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 56821143 | 994434 | SH |  | SOLE | NONE | 549753 | 0 | 286649 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 7532496 | 111518 | SH |  | SOLE | NONE | 68400 | 0 | 43100 |
| NIKE | COM | 654106103 |  | 48183368 | 686165 | SH |  | SOLE | NONE | 0 | 0 | 81350 |
| NUTRIEN LTD | COM | 67077M108 |  | 6237259 | 108396 | SH |  | SOLE | NONE | 90668 | 0 | 17722 |
| NVIDIA | COM | 67066G104 |  | 189513684 | 1209144 | SH |  | SOLE | NONE | 0 | 0 | 150698 |
| OR ROYALTIES INC | COM | 68827L101 |  | 2358968 | 93900 | SH |  | SOLE | NONE | 93900 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 86363335 | 391138 | SH |  | SOLE | NONE | 0 | 0 | 20439 |
| PALO ALTO NET | COM | 697435105 |  | 118414035 | 585752 | SH |  | SOLE | NONE | 0 | 0 | 50333 |
| PAN AMERICAN SILVER CORP | COM | 697900108 |  | 4134464 | 148802 | SH |  | SOLE | NONE | 147002 | 0 | 1800 |
| PAYPAL HDGS INC.DL-0001 | COM | 70450Y103 |  | 8115363 | 109401 | SH |  | SOLE | NONE | 0 | 0 | 7 |
| PEPSICO INC | COM | 713448108 |  | 3847684 | 29200 | SH |  | SOLE | NONE | 0 | 0 | 29200 |
| PINTEREST INC- CLASS A | COM | 72352L106 |  | 2581784 | 72400 | SH |  | SOLE | NONE | 0 | 0 | 72400 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 5667613 | 35490 | SH |  | SOLE | NONE | 0 | 0 | 1250 |
| QUANTA SERVICES INC | COM | 74762E102 |  | 10341863 | 27718 | SH |  | SOLE | NONE | 25418 | 0 | 2300 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 4517885 | 13686 | SH |  | SOLE | NONE | 8700 | 0 | 4986 |
| ROYAL GOLD INC | COM | 780287108 |  | 5773991 | 33520 | SH |  | SOLE | NONE | 33520 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 81643903 | 298879 | SH |  | SOLE | NONE | 107481 | 0 | 89049 |
| SERVICENOW | COM | 81762P102 |  | 41229969 | 40280 | SH |  | SOLE | NONE | 0 | 0 | 7944 |
| SIBANYE-STILLWATER LTD-ADR | COM | 82575P107 |  | 2644800 | 364800 | SH |  | SOLE | NONE | 364800 | 0 | 0 |
| TAIWAN SEMICON.MANU.ADR/5 | COM | 874039100 |  | 89881400 | 398132 | SH |  | SOLE | NONE | 0 | 0 | 22568 |
| TAKE-TWO INTERACTIVE SOFTW. INC. REGISTERED SHARES DL -01 | COM | 874054109 |  | 15939264 | 65705 | SH |  | SOLE | NONE | 0 | 0 | 105 |
| TENCENT HOLDINGS LTD | ADR | 88032Q109 |  | 26387619 | 59439 | SH |  | SOLE | NONE | 0 | 0 | 8005 |
| TENCENT MUSIC ENTERTAINM-ADR | COM | 88034P109 |  | 2826576 | 145400 | SH |  | SOLE | NONE | 0 | 0 | 145400 |
| TESLA INC | COM | 88160R101 |  | 10163300 | 31620 | SH |  | SOLE | NONE | 5170 | 0 | 26450 |
| TJX COMPANIES INC | COM | 872540109 |  | 109348180 | 884532 | SH |  | SOLE | NONE | 423270 | 0 | 329419 |
| TRAVELERS COS INC/THE | COM | 89417E109 |  | 24672454 | 93329 | SH |  | SOLE | NONE | 12238 | 0 | 81091 |
| UBER | COM | 90353T100 |  | 62401271 | 678123 | SH |  | SOLE | NONE | 0 | 0 | 490 |
| UBS GROUP AG-REG | COM | H42097107 |  | 5397263 | 162371 | SH |  | SOLE | NONE | 36100 | 0 | 126271 |
| VERIZON COMM. INC. DL-10 | COM | 92343V104 |  | 72926625 | 1709096 | SH |  | SOLE | NONE | 0 | 0 | 77420 |
| VISA INC | COM | 92826C839 |  | 119554619 | 340360 | SH |  | SOLE | NONE | 0 | 0 | 10386 |
| WABTEC | COM | 929740108 |  | 49954105 | 239016 | SH |  | SOLE | NONE | 0 | 0 | 300 |
| WAL-MART STORES INC. REGISTERED SHARES DL -10 | COM | 931142103 |  | 25890073 | 265051 | SH |  | SOLE | NONE | 0 | 0 | 250 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 |  | 6760017 | 77390 | SH |  | SOLE | NONE | 76800 | 0 | 590 |
| YUM CHINA HOLDINGS INC | COM | 98850P109 |  | 632184 | 14200 | SH |  | SOLE | NONE | 0 | 0 | 14200 |
| YUM! BRANDS INC | COM | 988498101 |  | 3645226 | 24700 | SH |  | SOLE | NONE | 0 | 0 | 24700 |

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