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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
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Back to Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
NP
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Quarter-over-quarter position changes
51 changes
All actions
All impact
Action
Company
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
MICROSOFT CORP
Jun 30, 2026
+412,663
+439%
506,688
$153.93M
high
Trimmed
Alphabet Inc.
Jun 30, 2026
-311,483
-72%
120,067
$110.06M
high
Added
ADVANCED MICRO DEVICES INC
Jun 30, 2026
+157,829
+311%
208,567
$91.68M
high
New
Revolution Medicines, Inc.
Jun 30, 2026
+479,080
New
479,080
$89.72M
high
New
Sandisk Corp
Jun 30, 2026
+36,481
New
36,481
$82.95M
high
Added
Visa Inc
Jun 30, 2026
+231,563
>1000%
237,134
$79.45M
high
Trimmed
MICRON TECHNOLOGY INC
Jun 30, 2026
-68,332
-28%
173,121
$78.87M
high
Trimmed
Western Digital Corp
Jun 30, 2026
-116,801
-51%
110,524
$74.60M
high
New
ALBEMARLE CORP
Jun 30, 2026
+407,798
New
407,798
$55.06M
high
Exited
Axsome Therapeutics, Inc.
Jun 30, 2026
-278,835
-100%
0
$50.93M
high
New
Constellation Energy Corp
Jun 30, 2026
+204,196
New
204,196
$50.72M
high
Exited
PROTAGONIST THERAPEUTICS INC
Jun 30, 2026
-571,825
-100%
0
$49.94M
medium
Exited
Snowflake Inc.
Jun 30, 2026
-205,389
-100%
0
$45.05M
medium
New
HEALTHEQUITY, INC.
Jun 30, 2026
+456,922
New
456,922
$41.27M
medium
New
Alphabet Inc.
Jun 30, 2026
+101,014
New
101,014
$36.10M
medium
Exited
Scholar Rock Holding Corp
Jun 30, 2026
-769,442
-100%
0
$33.89M
medium
Exited
Vertiv Holdings Co
Jun 30, 2026
-181,710
-100%
0
$29.44M
medium
Added
INTEL CORP
Jun 30, 2026
+198,912
+69%
488,322
$27.77M
medium
Exited
LINDE PLC
Jun 30, 2026
-64,309
-100%
0
$27.42M
medium
Exited
MINERALYS THERAPEUTICS INC
MLYS
Jun 30, 2026
-659,076
-100%
0
$23.92M
medium
Added
CrowdStrike Holdings, Inc.
Jun 30, 2026
+29,891
+42%
100,662
$22.81M
medium
Exited
Viridian Therapeutics, Inc.
Jun 30, 2026
-423,272
-100%
0
$13.17M
medium
Added
Broadcom Inc.
Jun 30, 2026
+34,566
+32%
141,283
$13.06M
medium
Added
Amazon.com Inc
Jun 30, 2026
+49,354
+14%
414,360
$11.76M
medium
Added
00370M103
Jun 30, 2026
+73,359
+11%
765,332
$9.78M
medium
Added
Apple Inc.
Jun 30, 2026
+29,394
+240%
41,662
$8.51M
medium
Trimmed
Cytokinetics Inc
Jun 30, 2026
-87,673
-12%
660,310
$7.47M
medium
Added
Meta Platforms Inc
Jun 30, 2026
+12,293
+57%
33,877
$6.92M
medium
Trimmed
JPMORGAN CHASE & CO
Jun 30, 2026
-16,287
-90%
1,811
$5.33M
medium
Trimmed
NVIDIA Corp
Jun 30, 2026
-26,102
-8.0%
298,303
$5.22M
medium
Exited
Warren E. Buffett
Jun 30, 2026
-9,537
-100%
0
$4.79M
low
Exited
ORACLE CORP
Jun 30, 2026
-23,994
-100%
0
$4.68M
low
Trimmed
NEKTAR THERAPEUTICS
Jun 30, 2026
-65,345
-35%
122,767
$4.56M
low
Trimmed
WELLS FARGO & COMPANY/MN
Jun 30, 2026
-52,770
-95%
2,846
$4.36M
low
Exited
GENERAL ELECTRIC CO
Jun 30, 2026
-13,809
-100%
0
$4.25M
low
Exited
RTX Corp
Jun 30, 2026
-22,122
-100%
0
$4.06M
low
Trimmed
CATERPILLAR INC
Jun 30, 2026
-3,692
-54%
3,093
$3.93M
low
Added
MercadoLibre, Inc.
Jun 30, 2026
+1,742
+28%
7,978
$2.96M
low
New
EXXON MOBIL CORP
Jun 30, 2026
+20,367
New
20,367
$2.78M
low
Added
GE Vernova Inc.
Jun 30, 2026
+2,343
+68%
5,795
$2.75M
low
Trimmed
BANK OF AMERICA CORP /DE
Jun 30, 2026
-41,034
-85%
7,522
$2.34M
low
Added
APPLIED MATERIALS INC /DE
Jun 30, 2026
+3,216
+4.2%
80,404
$2.33M
low
Exited
FISERV INC
Jun 30, 2026
-29,423
-100%
0
$1.98M
low
Trimmed
WASTE MANAGEMENT INC
Jun 30, 2026
-6,563
-6.6%
92,659
$1.46M
low
New
THE GOLDMAN SACHS GROUP, INC.
Jun 30, 2026
+1,289
New
1,289
$1.30M
low
New
CHEVRON CORP
Jun 30, 2026
+6,688
New
6,688
$1.11M
low
Exited
Netflix Inc
Jun 30, 2026
-6,230
-100%
0
$584.1K
low
Added
SOUTHERN COPPER CORP
SCCO
Jun 30, 2026
+621
+1.9%
34,173
$108.2K
low
Added
Walmart Inc.
Jun 30, 2026
+26
+0.1%
29,143
$2.9K
low
Added
PROCTER & GAMBLE Co
Jun 30, 2026
+13
+0.3%
4,153
$1.9K
low
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