Funds › Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
13F for Q3 2026, filed Nov 12, 2026. 40 positions worth $2.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 453,599 | $232.7M | 11.2% | -10.5% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 834,127 | $190.5M | 9.2% | +180% | 13F ↗ |
| 3 | MU Micron Technology, Inc. | 152,522 | $162.5M | 7.8% | -11.9% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 643,478 | $160.3M | 7.7% | +55.3% | 13F ↗ |
| 5 | GOOGL Alphabet Inc. Class A | 435,450 | $149.8M | 7.2% | +331% | 13F ↗ |
| 6 | CRWD CrowdStrike Holdings, Inc. | 401,444 | $106.3M | 5.1% | -0.3% | 13F ↗ |
| 7 | SNOW Snowflake Inc. | 283,984 | $96.4M | 4.6% | New | 13F ↗ |
| 8 | SNDK Sandisk Corporation | 50,766 | $88.3M | 4.2% | +39.2% | 13F ↗ |
| 9 | ABVX Abivax SA · ADR | 762,819 | $75.5M | 3.6% | -0.3% | 13F ↗ |
| 10 | DT Dynatrace, Inc. | 1.22M | $70.6M | 3.4% | New | 13F ↗ |
| 11 | HAL Halliburton Company | 2.15M | $68.5M | 3.3% | New | 13F ↗ |
| 12 | DOW Dow Inc. | 2.42M | $66.5M | 3.2% | New | 13F ↗ |
| 13 | AMAT Applied Materials, Inc. | 129,130 | $66.0M | 3.2% | +60.6% | 13F ↗ |
| 14 | CEG Constellation Energy Corporation | 203,711 | $51.7M | 2.5% | -0.2% | 13F ↗ |
| 15 | INTC Intel Corporation | 419,242 | $50.4M | 2.4% | -14.1% | 13F ↗ |
| 16 | V Visa Inc. | 130,947 | $47.1M | 2.3% | -44.8% | 13F ↗ |
| 17 | WDC Western Digital Corporation | 100,102 | $45.5M | 2.2% | -9.4% | 13F ↗ |
| 18 | AVGO Broadcom Inc. | 129,208 | $45.4M | 2.2% | -8.5% | 13F ↗ |
| 19 | AMD Advanced Micro Devices, Inc. | 73,100 | $44.7M | 2.1% | -65.0% | 13F ↗ |
| 20 | CYTK Cytokinetics, Incorporated | 660,310 | $43.5M | 2.1% | Unchanged | 13F ↗ |
| 21 | ALB Albemarle Corporation | 407,779 | $43.1M | 2.1% | Unchanged | 13F ↗ |
| 22 | GOOG Alphabet Inc. Class C | 120,067 | $40.9M | 2.0% | Unchanged | 13F ↗ |
| 23 | FCX Freeport-McMoRan, Inc. | 555,093 | $38.9M | 1.9% | Unchanged | 13F ↗ |
| 24 | HQY HealthEquity, Inc. | 275,817 | $24.4M | 1.2% | -39.6% | 13F ↗ |
| 25 | MRVL Marvell Technology, Inc. | 84,648 | $22.4M | 1.1% | Unchanged | 13F ↗ |
| 26 | QURE uniQure N.V. | 521,677 | $12.6M | 0.6% | Unchanged | 13F ↗ |
| 27 | NKTR Nektar Therapeutics | 121,326 | $7.3M | 0.4% | -1.2% | 13F ↗ |
| 28 | SCCO Southern Copper Corporation | 34,582 | $7.0M | 0.3% | Unchanged | 13F ↗ |
| 29 | JANX Janux Therapeutics, Inc. | 376,496 | $6.5M | 0.3% | Unchanged | 13F ↗ |
| 30 | XOM ExxonMobil Holdings Corporation | 20,278 | $3.3M | 0.2% | New | 13F ↗ |
| 31 | WMT Walmart Inc. | 29,074 | $3.0M | 0.1% | -0.2% | 13F ↗ |
| 32 | CAT Caterpillar, Inc. | 3,096 | $2.5M | 0.1% | +0.1% | 13F ↗ |
| 33 | GEV GE Vernova Inc. | 2,048 | $1.9M | 0.1% | -64.7% | 13F ↗ |
| 34 | CVX Chevron Corporation | 6,687 | $1.4M | 0.1% | Unchanged | 13F ↗ |
| 35 | GS Goldman Sachs Group, Inc. | 1,283 | $1.2M | 0.1% | -0.5% | 13F ↗ |
| 36 | PG Procter & Gamble Company | 4,112 | $597.4K | <0.1% | -1.0% | 13F ↗ |
| 37 | KO Coca-Cola Company | 5,242 | $451.2K | <0.1% | +0.4% | 13F ↗ |
| 38 | BAC Bank of America Corporation | 7,522 | $409.4K | <0.1% | Unchanged | 13F ↗ |
| 39 | PEP PepsiCo, Inc. | 3,143 | $398.3K | <0.1% | Unchanged | 13F ↗ |
| 40 | WFC Wells Fargo & Company | 2,846 | $227.8K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
5 new, 7 added to, 19 trimmed, 8 exited, 9 unchanged. By estimated dollars.
New positions (5)
Added to (7)
Trimmed (19)
| AMD Advanced Micro Devices, Inc. | 73,100 | -65.0% | -$82.9M |
| V Visa Inc. | 130,947 | -44.8% | -$38.2M |
| MSFT Microsoft Corporation | 453,599 | -10.5% | -$27.2M |
| MU Micron Technology, Inc. | 152,522 | -11.9% | -$21.9M |
| HQY HealthEquity, Inc. | 275,817 | -39.6% | -$16.0M |
| INTC Intel Corporation | 419,242 | -14.1% | -$8.3M |
| WDC Western Digital Corporation | 100,102 | -9.4% | -$4.7M |
| AVGO Broadcom Inc. | 129,208 | -8.5% | -$4.2M |
| GEV GE Vernova Inc. | 2,048 | -64.7% | -$3.6M |
| CRWD CrowdStrike Holdings, Inc. | 401,444 | -0.3% | -$318.8K |
Exited (8)
| RVMD Revolution Medicines, Inc. | 479,080 | Exited | -$89.7M |
| WM Waste Management, Inc. | 92,659 | Exited | -$20.7M |
| META Meta Platforms, Inc. | 33,877 | Exited | -$19.1M |
| MELI MercadoLibre, Inc. | 7,978 | Exited | -$13.5M |
| AAPL Apple Inc. | 41,662 | Exited | -$12.1M |
| Exxon Mobil Corp | 20,367 | Exited | -$2.8M |
| CRM Salesforce, Inc. | 9,183 | Exited | -$1.4M |
| JPM JPMorgan Chase & Co. | 1,811 | Exited | -$592.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 40 | $2.1B | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 43 | $1.8B | Current | SEC ↗ |
| Q1 2026 | May 12, 2026 | 13F-HR | 51 | $1.2B | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 48 | $1.1B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 46 | $1.3B | Current | SEC ↗ |
| Q2 2025 | Jul 25, 2025 | 13F-HR | 56 | $846.2M | Current | SEC ↗ |
| Q1 2025 | May 6, 2025 | 13F-HR | 54 | $484.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer