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Holders — by stockHoldings — by fund

APG Asset Management N.V.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001434819

$40.72B

disclosed book value

493

positions

4.7%

largest position share

Positions, as of 2026-06-30

top 100 of 493 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION11.0M$1.92B4.7%
2AAPLAPPLE INC7.4M$1.87B4.6%
3MSFTMICROSOFT CORP5.5M$1.80B4.4%
4AVGOBROADCOM INC4.9M$1.63B4%
5AMZNAMAZON COM INC7.3M$1.52B3.7%
6MUMICRON TECHNOLOGY INC1.4M$1.46B3.6%
7LLYELI LILLY & CO1.2M$1.27B3.1%
8JPMJPMORGAN CHASE & CO3.6M$1.02B2.5%
9AMDADVANCED MICRO DEVICES INC1.6M$816.5M2%
10INTCINTEL CORP4.7M$576.3M1.4%
11MAMASTERCARD INCORPORATED1.3M$563.7M1.4%
12BRK/BBERKSHIRE HATHAWAY INC DEL1.3M$549.9M1.4%
13COSTCOSTCO WHOLESALE CORPORATION645,893$528.5M1.3%
14VVISA INC1.6M$481.5M1.2%
15WMTWALMART INC4.6M$453.5M1.1%
16AMATAPPLIED MATLS INC695,240$439.7M1.1%
17LRCXLAM RESEARCH CORP1.1M$423.2M1%
18CSCOCISCO SYS INC3.6M$373.7M0.9%
19ABBVABBVIE INC1.6M$355.1M0.9%
20GLWCORNING INC1.5M$343.5M0.8%
21ANETARISTA NETWORKS INC2.2M$323.1M0.8%
22KLACKLA CORP1.2M$308.6M0.8%
23GEGE AEROSPACE942,446$308.1M0.8%
24BACBANK OF AMER CORP6.0M$296.8M0.7%
25TJXTJX COS INC NEW2.2M$289.8M0.7%
26UNHUNITEDHEALTH GROUP INC793,553$288.5M0.7%
27HDHOME DEPOT INC907,144$279.8M0.7%
28PGPROCTER & GAMBLE CO2.1M$272.6M0.7%
29TMOTHERMO FISHER SCIENTIFIC INC607,825$266.5M0.7%
30CDNSCADENCE DESIGN SYSTEM INC788,610$258.9M0.6%
31MRKMERCK & CO INC2.3M$253.9M0.6%
32KOCOCA COLA CO3.5M$248.5M0.6%
33NFLXNETFLIX INC.3.6M$227.6M0.6%
34PGRPROGRESSIVE CORP1.2M$224.1M0.6%
35GSGOLDMAN SACHS GROUP INC249,833$221.0M0.5%
36SPOTIFY TECHNOLOGY S A530,872$213.2M0.5%
37RYROYAL BK CDA1.2M$212.6M0.5%
38SNDKSANDISK CORP105,465$209.7M0.5%
39FITBFIFTH THIRD BANCORP4.2M$206.6M0.5%
40LINDE PLC452,991$205.6M0.5%
41PANWPALO ALTO NETWORKS INC680,760$203.1M0.5%
42TXNTEXAS INSTRS INC767,401$200.1M0.5%
43SYKSTRYKER CORPORATION716,904$197.4M0.5%
44MSMORGAN STANLEY1.0M$189.0M0.5%
45APHAMPHENOL CORP1.2M$188.7M0.5%
46ORCLORACLE CORP1.5M$187.7M0.5%
47ISRGINTUITIVE SURGICAL INC533,954$185.7M0.5%
48WFCWELLS FARGO & CO2.5M$178.7M0.4%
49CCITIGROUP INC1.5M$177.6M0.4%
50WSTWEST PHARMACEUTICAL SVSC INC560,582$176.0M0.4%
51MCOMOODYS CORP428,004$169.6M0.4%
52MRVLMARVELL TECHNOLOGY INC647,571$168.7M0.4%
53FERGFERGUSON ENTERPRISES INC793,732$164.8M0.4%
54AMGNAMGEN INC516,533$163.6M0.4%
55SEAGATE TECHNOLOGY HLDNGS PL191,218$161.4M0.4%
56PEPPEPSICO INC1.2M$145.3M0.4%
57WDCWESTERN DIGITAL CORP257,374$143.8M0.4%
58HWMHOWMET AEROSPACE INC603,641$142.0M0.3%
59VZVERIZON COMMUNICATIONS INC3.7M$137.9M0.3%
60RSGREPUBLIC SVCS INC729,388$135.9M0.3%
61CRWDCROWDSTRIKE HLDGS INC201,932$134.8M0.3%
62NEENEXTERA ENERGY INC1.7M$133.4M0.3%
63QCOMQUALCOMM INC819,133$132.4M0.3%
64GILDGILEAD SCIENCES INC1.2M$132.3M0.3%
65AXPAMERICAN EXPRESS CO436,219$129.1M0.3%
66ADIANALOG DEVICES INC368,948$128.2M0.3%
67MCDMCDONALDS CORP535,723$126.7M0.3%
68IRINGERSOLL RAND INC1.8M$125.6M0.3%
69EATON CORP PLC316,601$118.0M0.3%
70DEDEERE & CO212,493$117.9M0.3%
71DISDISNEY WALT CO1.3M$112.7M0.3%
72UNPUNION PAC CORP473,769$112.7M0.3%
73SCHWSCHWAB CHARLES CORP1.4M$111.4M0.3%
74TYLTYLER TECHNOLOGIES INC421,185$107.7M0.3%
75LPLALPL FINL HLDGS INC437,217$107.7M0.3%
76WELLWELLTOWER INC542,390$107.7M0.3%
77BLKBLACKROCK INC124,614$104.8M0.3%
78TAT&T INC5.7M$103.6M0.3%
79UBERUBER TECHNOLOGIES INC1.6M$103.6M0.3%
80DELLDELL TECHNOLOGIES INC273,002$103.0M0.3%
81VRTXVERTEX PHARMACEUTICALS INC234,624$101.9M0.3%
82ABTABBOTT LABORATORIES1.3M$101.4M0.2%
83CHUBB LIMITED329,176$98.1M0.2%
84APPAPPLOVIN CORP217,309$97.9M0.2%
85MSAMSA SAFETY INC638,713$97.5M0.2%
86VRTVERTIV HOLDINGS CO332,544$97.4M0.2%
87SHOPSHOPIFY INC956,521$95.5M0.2%
88CRMSALESFORCE INC696,908$95.5M0.2%
89PLDPROLOGIS INC.798,224$94.6M0.2%
90COFCAPITAL ONE FINL CORP508,684$89.3M0.2%
91PFEPFIZER INC4.2M$88.0M0.2%
92PHPARKER-HANNIFIN CORP102,879$88.0M0.2%
93MCKMCKESSON CORP132,469$87.5M0.2%
94AJGGALLAGHER ARTHUR J & CO425,155$85.4M0.2%
95BMYBRISTOL-MYERS SQUIBB CO1.7M$85.2M0.2%
96DHRDANAHER CORP DEL510,595$85.1M0.2%
97CVSCVS HEALTH CORP921,886$83.4M0.2%
98LOWLOWES COS INC427,657$82.5M0.2%
99CLCOLGATE PALMOLIVE CO1.0M$81.2M0.2%
100DDOGDATADOG INC354,730$80.8M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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