Holders — by stockHoldings — by fund
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
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 0002011081
$1.83B
disclosed book value
43
positions
10.9%
largest position share
Positions, as of 2026-06-30
top 43 of 43 · 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
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MUMICRON TECHNOLOGY INC | 173,121 | $199.8M | 10.9% |
| 2 | MSFTMICROSOFT CORP | 506,688 | $189.0M | 10.4% |
| 3 | AMDADVANCED MICRO DEVICES INC | 208,567 | $121.2M | 6.6% |
| 4 | ABVXABIVAX SA | 765,332 | $102.0M | 5.6% |
| 5 | AMZNAMAZON COM INC | 414,360 | $98.8M | 5.4% |
| 6 | RVMDREVOLUTION MEDICINES INC | 479,080 | $89.7M | 4.9% |
| 7 | SNDKSANDISK CORP | 36,481 | $82.9M | 4.5% |
| 8 | VVISA INC | 237,134 | $81.4M | 4.5% |
| 9 | CRWDCROWDSTRIKE HLDGS INC | 100,662 | $76.8M | 4.2% |
| 10 | WDCWESTERN DIGITAL CORP | 110,524 | $70.6M | 3.9% |
| 11 | INTCINTEL CORP | 488,322 | $68.2M | 3.7% |
| 12 | NVDANVIDIA CORPORATION | 298,303 | $59.7M | 3.3% |
| 13 | AMATAPPLIED MATLS INC | 80,404 | $58.1M | 3.2% |
| 14 | CYTKCYTOKINETICS INC | 660,310 | $56.3M | 3.1% |
| 15 | ALBALBEMARLE CORP | 407,798 | $55.1M | 3% |
| 16 | AVGOBROADCOM INC | 141,283 | $53.4M | 2.9% |
| 17 | CEGCONSTELLATION ENERGY CORP | 204,196 | $50.7M | 2.8% |
| 18 | GOOGALPHABET INC | 120,067 | $42.4M | 2.3% |
| 19 | HQYHEALTHEQUITY INC | 456,922 | $41.3M | 2.3% |
| 20 | GOOGLALPHABET INC | 101,014 | $36.1M | 2% |
| 21 | FCXFREEPORT MCMORAN INC | 555,093 | $34.9M | 1.9% |
| 22 | MRVLMARVELL TECHNOLOGY INC | 84,648 | $25.2M | 1.4% |
| 23 | QUREUNIQURE NV | 521,677 | $24.0M | 1.3% |
| 24 | WMWASTE MGMT INC DEL | 92,659 | $20.7M | 1.1% |
| 25 | METAMETA PLATFORMS INC | 33,877 | $19.1M | 1% |
| 26 | MELIMERCADOLIBRE INC | 7,978 | $13.5M | 0.7% |
| 27 | AAPLAPPLE INC | 41,662 | $12.1M | 0.7% |
| 28 | NKTRNEKTAR THERAPEUTICS | 122,767 | $8.6M | 0.5% |
| 29 | GEVGE VERNOVA INC | 5,795 | $6.8M | 0.4% |
| 30 | SCCOSOUTHERN COPPER CORP | 34,173 | $6.0M | 0.3% |
| 31 | JANXJANUX THERAPEUTICS INC | 376,496 | $5.8M | 0.3% |
| 32 | WMTWALMART INC | 29,143 | $3.3M | 0.2% |
| 33 | CATCATERPILLAR INC | 3,093 | $3.3M | 0.2% |
| 34 | XOMEXXON MOBIL CORP | 20,367 | $2.8M | 0.2% |
| 35 | CRMSALESFORCE INC | 9,183 | $1.4M | 0.1% |
| 36 | GSGOLDMAN SACHS GROUP INC | 1,289 | $1.3M | 0.1% |
| 37 | CVXCHEVRON CORPORATION | 6,688 | $1.1M | 0.1% |
| 38 | PGPROCTER & GAMBLE CO | 4,153 | $608,996 | 0% |
| 39 | JPMJPMORGAN CHASE & CO | 1,811 | $592,795 | 0% |
| 40 | BACBANK OF AMER CORP | 7,522 | $428,604 | 0% |
| 41 | PEPPEPSICO INC | 3,143 | $425,562 | 0% |
| 42 | KOCOCA COLA CO | 5,219 | $424,148 | 0% |
| 43 | WFCWELLS FARGO & CO | 2,846 | $235,193 | 0% |
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.