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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.

All holdings · as of Jun 30, 2026

43 positions

CompanyClassValueShares% of portfolio
MICRON TECHNOLOGY INC—$199.83M173,12110.9%
MICROSOFT CORP—$189.00M506,68810.4%
ADVANCED MICRO DEVICES INC—$121.16M208,5676.6%
ABIVAX SA—$101.99M765,3325.6%
Amazon.com Inc—$98.76M414,3605.4%
Revolution Medicines, Inc.—$89.72M479,0804.9%
Sandisk Corp—$82.95M36,4814.5%
Visa Inc—$81.36M237,1344.5%
CrowdStrike Holdings, Inc.—$76.82M100,6624.2%
Western Digital Corp—$70.59M110,5243.9%
INTEL CORP—$68.18M488,3223.7%
NVIDIA Corp—$59.69M298,3033.3%
APPLIED MATERIALS INC /DE—$58.13M80,4043.2%
Cytokinetics Inc—$56.25M660,3103.1%
ALBEMARLE CORP—$55.06M407,7983.0%
Broadcom Inc.—$53.37M141,2832.9%
Constellation Energy Corp—$50.72M204,1962.8%
Alphabet Inc.—$42.42M120,0672.3%
HEALTHEQUITY, INC.—$41.27M456,9222.3%
Alphabet Inc.—$36.10M101,0142.0%
FREEPORT-MCMORAN INC—$34.91M555,0931.9%
Marvell Technology, Inc.—$25.22M84,6481.4%
UNIQURE NV—$24.03M521,6771.3%
WASTE MANAGEMENT INC—$20.65M92,6591.1%
Meta Platforms Inc—$19.08M33,8771.0%
MercadoLibre, Inc.—$13.54M7,9780.7%
Apple Inc.—$12.06M41,6620.7%
NEKTAR THERAPEUTICS—$8.57M122,7670.5%
GE Vernova Inc.—$6.81M5,7950.4%
SOUTHERN COPPER CORPSCCOCommon Stock$5.95M34,1730.3%
Janux Therapeutics, Inc.—$5.78M376,4960.3%
Walmart Inc.—$3.30M29,1430.2%
CATERPILLAR INC—$3.29M3,0930.2%
EXXON MOBIL CORP—$2.78M20,3670.2%
Salesforce Inc—$1.44M9,1830.1%
THE GOLDMAN SACHS GROUP, INC.—$1.30M1,2890.1%
CHEVRON CORP—$1.11M6,6880.1%
PROCTER & GAMBLE Co—$609.0K4,1530.0%
JPMORGAN CHASE & CO—$592.8K1,8110.0%
BANK OF AMERICA CORP /DE—$428.6K7,5220.0%
PEPSICO INC—$425.6K3,1430.0%
COCA COLA CO—$424.1K5,2190.0%
WELLS FARGO & COMPANY/MN—$235.2K2,8460.0%
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