Deutsche Bank increased its holdings of Micron Technology (MU.US) in Q2, and Nvidia (NVDA.US) ranked first in stock positions of US$200 million SpaceX (SPCX.US)

The Zhitong Finance App learned that according to the US Securities Regulatory Commission (SEC) disclosure, Deutsche Bank (DB.US) submitted a position report (13F) for the second quarter ending June 30, 2026.

According to statistics, the total market value of Deutsche Bank's positions in the second quarter reached 344 billion US dollars, and the total market value in the previous quarter was 303 billion US dollars, an increase of 13.5% over the previous quarter. Deutsche Bank added 285 new shares to its portfolio in the second quarter and increased its holdings by 2,238 shares. At the same time, Deutsche Bank also reduced its holdings by 1,016 shares and cleared 203 stocks. Among them, the top ten holdings account for 26.34% of the total market value.

Among the top ten heavy-held stocks: Nvidia (NVDA.US) rose to first place, holding 91.954 million shares with a market value of about US$18.399 billion, accounting for 5.34% of the portfolio (5.18% in the previous quarter).

Apple (AAPL.US) ranked second, holding 47.202 million shares with a market value of about US$13.658 billion, accounting for 3.97% of the portfolio (3.90% in the previous quarter).

Microsoft (MSFT.US) ranked third, holding 32.564 million shares with a market value of about US$12.147 billion, accounting for 3.53% of the portfolio (3.99% in the previous quarter).

Google (GOOGL.US) ranked fourth, holding 30.553 million shares with a market value of about US$10.919 billion, accounting for 3.17% of the portfolio (2.79% in the previous quarter).

Amazon (AMZN.US) ranked fifth, holding 35.279,000 shares with a market value of about US$8.408 billion, accounting for 2.44% of the portfolio (2.22% in the previous quarter).

Google-C (GOOG.US), Broadcom (AVGO.US), Micron (MU.US), Meta Platforms (META.US), and AMD (AMD.US) ranked sixth to tenth.

Judging from changes in position ratios, the top five buying targets are: Micron Technology (MU.US), Google-A (GOOGL.US), Maywell Technology (MRVL.US), Google-C (GOOG.US), and Amazon (AMZN.US).

The top five sales targets are Microsoft (MSFT.US), ExxonMobil (XOM.US), Exxon Power (EXC.US), T-Mobile US (TMUS.US), and Pepsi (PEP.US).

It is worth noting that with the official listing of SpaceX (SPCX.US) on June 12, 2026 on the US NASDAQ exchange, Deutsche Bank also opened a position in the company during the quarter. Its latest position was about 1,332 million shares, with a market value of about US$228 million.