Institutions / Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
CIK 2011081 · Institution · as of Jun 30, 2026
Portfolio value
$1.83B
Positions
43
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.83B+62.0%Positions
43-10.4%Top holdings
Jun 30, 2026View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| Micron Technology Inc | $199.83M | 10.9% |
| Microsoft Corp | $189.00M | 10.4% |
| Advanced Micro Devices Inc | $121.16M | 6.6% |
| Abivax SA | $101.99M | 5.6% |
| Amazon.com Inc | $98.76M | 5.4% |
| Revolution Medicines, Inc. | $89.72M | 4.9% |
| Sandisk Corp | $82.95M | 4.5% |
| Visa Inc | $81.36M | 4.5% |
| CrowdStrike Holdings, Inc. | $76.82M | 4.2% |
| Western Digital Corp | $70.59M | 3.9% |
| Intel Corp | $68.18M | 3.7% |
| NVIDIA Corp | $59.69M | 3.3% |
| Applied Materials Inc /De | $58.13M | 3.2% |
| Cytokinetics Inc | $56.25M | 3.1% |
| Albemarle Corp | $55.06M | 3.0% |
| Broadcom Inc. | $53.37M | 2.9% |
| Constellation Energy Corp | $50.72M | 2.8% |
| Alphabet Inc. | $42.42M | 2.3% |
| Healthequity, Inc. | $41.27M | 2.3% |
| Alphabet Inc. | $36.10M | 2.0% |
| Freeport-McMoran Inc | $34.91M | 1.9% |
| Marvell Technology, Inc. | $25.22M | 1.4% |
| Uniqure NV | $24.03M | 1.3% |
| Waste Management Inc | $20.65M | 1.1% |
| Meta Platforms Inc | $19.08M | 1.0% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Microsoft Corp | $153.93M | +413K +438.89% | 506,688 10.35% of portfolio | high |
| Q2 2026 as of | Trim | Alphabet Inc. | $-110.06M | -311K -72.18% | 120,067 2.32% of portfolio | high |
| Q2 2026 as of | Add | Advanced Micro Devices Inc | $91.68M | +158K +311.07% | 208,567 6.64% of portfolio | high |
| Q2 2026 as of | New | Revolution Medicines, Inc. | $89.72M | +479K | 479,080 4.91% of portfolio | high |
| Q2 2026 as of | New | Sandisk Corp | $82.95M | +36K | 36,481 4.54% of portfolio | high |
| Q2 2026 as of | Add | Visa Inc | $79.45M | +232K +4156.58% | 237,134 4.46% of portfolio | high |
| Q2 2026 as of | Trim | Micron Technology Inc | $-78.87M | -68K -28.30% | 173,121 10.94% of portfolio | high |
| Q2 2026 as of | Trim | Western Digital Corp | $-74.60M | -117K -51.38% | 110,524 3.87% of portfolio | high |
| Q2 2026 as of | New | Albemarle Corp | $55.06M | +408K | 407,798 3.02% of portfolio | high |
| Q2 2026 as of | Exit | Axsome Therapeutics, Inc. | $-50.93M | -279K -100.00% | — | high |