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Holders — by stockHoldings — by fund

ASR Vermogensbeheer N.V.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-03-31 · filed with the SEC up to 45 days after quarter end · CIK 0001916757

$8.50B

disclosed book value

532

positions

6.9%

largest position share

Positions, as of 2026-03-31

top 100 of 532 · 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 CORPORATION3.4M$584.3M6.9%
2AAPLAPPLE INC2.1M$543.0M6.4%
3MSFTMICROSOFT CORP1.0M$381.1M4.5%
4GOOGLALPHABET INC1.1M$309.0M3.6%
5AMZNAMAZON COM INC1.5M$303.1M3.6%
6AVGOBROADCOM INC715,172$221.3M2.6%
7ASTRAZENECA PLC841,921$163.1M1.9%
8JPMJPMORGAN CHASE & CO497,274$146.3M1.7%
9GOOGALPHABET INC505,059$144.9M1.7%
10LLYELI LILLY & CO138,714$127.6M1.5%
11METAMETA PLATFORMS INC221,511$126.7M1.5%
12TSLATESLA INC285,530$106.1M1.2%
13COSTCOSTCO WHOLESALE CORPORATION104,408$104.0M1.2%
14VVISA INC335,397$101.4M1.2%
15NFLXNETFLIX INC.914,913$88.0M1%
16SLBSLB LIMITED1.6M$81.3M1%
17AMATAPPLIED MATLS INC237,204$81.1M1%
18AWKAMERICAN WTR WKS CO INC NEW526,068$71.6M0.8%
19JNJJOHNSON & JOHNSON288,657$70.6M0.8%
20PEPPEPSICO INC438,353$68.1M0.8%
21DHRDANAHER CORP DEL337,663$64.0M0.8%
22BRK/BBERKSHIRE HATHAWAY INC DEL132,513$63.5M0.7%
23TJXTJX COS INC NEW384,103$61.3M0.7%
24UNHUNITEDHEALTH GROUP INC211,700$57.3M0.7%
25SPGIS&P GLOBAL INC122,993$52.3M0.6%
26TMOTHERMO FISHER SCIENTIFIC INC103,533$50.9M0.6%
27TRANE TECHNOLOGIES PLC121,169$50.5M0.6%
28UBS GROUP AG1.3M$50.4M0.6%
29BKNGBOOKING HOLDINGS INC11,643$49.0M0.6%
30MAMASTERCARD INCORPORATED96,154$48.0M0.6%
31CHUBB LTD SWITZ146,927$47.9M0.6%
32ECLECOLAB INC170,987$45.5M0.5%
33ABBVABBVIE INC186,146$40.5M0.5%
34CATCATERPILLAR INC56,575$40.1M0.5%
35AMTAMERICAN TOWER CORP232,177$40.1M0.5%
36KOCOCA COLA CO521,446$39.7M0.5%
37ORLYOREILLY AUTOMOTIVE INC429,157$39.6M0.5%
38ACCENTURE PLC IRELAND198,451$39.3M0.5%
39MUMICRON TECHNOLOGY INC115,747$39.1M0.5%
40ADBEADOBE INC157,551$38.3M0.5%
41PGPROCTER & GAMBLE CO264,717$38.2M0.4%
42ICEINTERCONTINENTAL EXCHANGE IN234,149$36.8M0.4%
43SUNBSUNBELT RENTALS HOLDINGS INC586,983$36.7M0.4%
44BACBANK AMERICA CORP744,937$36.3M0.4%
45PPGPPG INDS INC339,512$36.3M0.4%
46PEGPUBLIC SVC ENTERPRISE GROUP441,005$35.7M0.4%
47DARDARLING INGREDIENTS INC563,122$34.8M0.4%
48AJGGALLAGHER ARTHUR J & CO159,959$34.6M0.4%
49AMDADVANCED MICRO DEVICES INC170,304$34.6M0.4%
50PLTRPALANTIR TECHNOLOGIES INC236,043$34.5M0.4%
51TMUST-MOBILE US INC163,828$34.4M0.4%
52NOWSERVICENOW INC326,242$34.1M0.4%
53CSCOCISCO SYS INC436,587$33.9M0.4%
54HDHOME DEPOT INC102,465$33.7M0.4%
55MRKMERCK & CO INC278,937$33.6M0.4%
56AMEAMETEK INC156,281$33.5M0.4%
57XYLXYLEM INC277,547$33.2M0.4%
58ILMNILLUMINA INC269,032$33.2M0.4%
59NKENIKE INC624,701$33.0M0.4%
60IEXIDEX CORP171,719$32.5M0.4%
61GSGOLDMAN SACHS GROUP INC36,929$31.2M0.4%
62BSXBOSTON SCIENTIFIC CORP483,854$30.4M0.4%
63FASTFASTENAL CO649,477$30.1M0.4%
64ELANELANCO ANIMAL HEALTH INC1.2M$29.8M0.3%
65IBMINTERNATIONAL BUSINESS MACHS120,828$29.3M0.3%
66APOAPOLLO GLOBAL MGMT INC262,143$29.2M0.3%
67HEIHEICO CORP NEW106,131$29.1M0.3%
68AYIACUITY INC97,748$27.4M0.3%
69GEVGE VERNOVA INC30,983$27.0M0.3%
70HALHALLIBURTON CO685,875$26.7M0.3%
71BKRBAKER HUGHES COMPANY437,011$26.7M0.3%
72LRCXLAM RESEARCH CORP124,686$26.6M0.3%
73ORCLORACLE CORP178,447$26.3M0.3%
74MCDMCDONALDS CORP84,414$26.2M0.3%
75MSMORGAN STANLEY158,794$26.1M0.3%
76DISDISNEY WALT CO271,042$26.1M0.3%
77PHPARKER-HANNIFIN CORP29,041$26.0M0.3%
78CRMSALESFORCE INC139,157$26.0M0.3%
79BRBROADRIDGE FINL SOLUTIONS IN159,231$25.9M0.3%
80NEENEXTERA ENERGY INC269,765$25.1M0.3%
81BALLBALL CORP422,763$25.0M0.3%
82WFCWELLS FARGO & CO313,481$25.0M0.3%
83TPLTEXAS PACIFIC LAND CORPORATI52,584$25.0M0.3%
84WMBWILLIAMS COS INC322,500$23.5M0.3%
85MRSHMARSH & MCLENNAN COS INC130,948$22.7M0.3%
86INTCINTEL CORP507,979$22.4M0.3%
87ELLAUDER ESTEE COS INC308,362$22.1M0.3%
88KMIKINDER MORGAN INC DEL650,266$21.8M0.3%
89VZVERIZON COMMUNICATIONS INC433,815$21.8M0.3%
90CCITIGROUP INC189,976$21.5M0.3%
91TRGPTARGA RES CORP85,443$21.4M0.3%
92TAT&T INC734,559$21.3M0.3%
93ANETARISTA NETWORKS INC173,215$21.3M0.3%
94HWMHOWMET AEROSPACE INC91,532$21.1M0.2%
95ABTABBOTT LABORATORIES201,707$20.7M0.2%
96TDTORONTO DOMINION BK ONT220,340$20.5M0.2%
97LINDE PLC41,285$20.5M0.2%
98AMGNAMGEN INC56,369$19.8M0.2%
99AXPAMERICAN EXPRESS CO64,606$19.5M0.2%
100TXNTEXAS INSTRS INC98,904$19.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-03-31. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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