Deutsche Bank increased its holdings in Micron Technology (MU.US) in Q2, with Nvidia (NVDA.US) as its top holding. The bank also initiated a $200 million position in SpaceX (SPCX.US).

According to Golden Ten Data, based on disclosures from the U.S. Securities and Exchange Commission (SEC), Deutsche Bank (DB.US) has submitted its Q2 holdings report (13F) for the period ending June 30, 2026.

Statistics show that Deutsche Bank's total portfolio market value in the second quarter reached $344 billion, compared to $303 billion in the previous quarter, representing a quarter-over-quarter increase of 13.5%. In the second quarter, Deutsche Bank added 285 stocks to its portfolio and increased holdings in 2,238 stocks. Meanwhile, Deutsche Bank reduced its holdings in 1,016 stocks and fully liquidated 203 stocks. The top ten holdings accounted for 26.34% of the total market value.

Among the top ten heavy holdings: Nvidia (NVDA.US) has risen to the top position with 91.954 million shares held, a market value of approximately $18.399 billion, accounting for 5.34% of the portfolio (previous quarter: 5.18%).

Apple (AAPL.US) ranks second, with 47.202 million shares held, a market value of approximately $13.658 billion, accounting for 3.97% of the portfolio (previous quarter: 3.90%).

Microsoft (MSFT.US) ranks third, with 32.564 million shares held, a market value of approximately $12.147 billion, accounting for 3.53% of the portfolio (previous quarter: 3.99%).

Google (GOOGL.US) ranks fourth, with 30.553 million shares held, a market value of approximately $10.919 billion, accounting for 3.17% of the portfolio (previous quarter: 2.79%).

Amazon (AMZN.US) ranks fifth, with 35.279 million shares held, a market value of approximately $8.408 billion, accounting for 2.44% of the portfolio (previous quarter: 2.22%).

Google-C (GOOG.US), Broadcom (AVGO.US), Micron Technology (MU.US), Meta Platforms (META.US), and AMD (AMD.US) rank sixth through tenth, respectively.

In terms of changes in position ratios, the top five largest buys were: Micron Technology (MU.US), Google-A (GOOGL.US), Marvell Technology (MRVL.US), Google-C (GOOG.US), and Amazon (AMZN.US).

The top five largest sells were: Microsoft (MSFT.US), ExxonMobil (XOM.US), Exelon Corporation (EXC.US), T-Mobile US (TMUS.US), and PepsiCo (PEP.US).

It is noteworthy that with SpaceX (SPCX.US) officially being listed on the Nasdaq on June 12, 2026, Deutsche Bank established a position in the company during the quarter, now holding approximately 1.332 million shares with a market value of about $228 million.