Mn Services Vermogensbeheer B.V.
Q2 2026 13F filing
Updated 41 days ago444 disclosed positions worth $13.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $506.5M | 1.75M | 3.79% | Trimmed(-38.7%) |
| 2 | A AMZN AMAZON.COM INC | $480.9M | 2.02M | 3.60% | Trimmed(-30.3%) |
| 3 | A AVGO BROADCOM INC | $480.9M | 1.27M | 3.60% | Trimmed(-26.3%) |
| 4 | N NVDA NVIDIA CORP | $474.9M | 2.37M | 3.56% | Trimmed(-46.0%) |
| 5 | M MSFT MICROSOFT CORP | $467.7M | 1.25M | 3.50% | Trimmed(-2.8%) |
| 6 | M MU MICRON TECH | $379.2M | 328.5K | 2.84% | Trimmed(-24.0%) |
| 7 | T TSLA TESLA INC | $344.5M | 819.1K | 2.58% | Trimmed(-26.8%) |
| 8 | L LLY ELI LILLY & CO | $280.6M | 233.9K | 2.10% | Trimmed(-24.9%) |
| 9 | A AMD ADV MICRO DEVICE | $275.9M | 474.9K | 2.07% | Trimmed(-24.4%) |
| 10 | G GOOGN ALPHABET INC-A | $270M | 755.6K | 2.02% | Trimmed(-61.1%) |
| 11 | J JPM-PM JPMORGAN CHASE | $255.8M | 781.5K | 1.92% | Added(+22.8%) |
| 12 | G GOOGN ALPHABET INC-C | $212M | 600.1K | 1.59% | Trimmed(-63.6%) |
| 13 | I INTC INTEL CORP | $178.7M | 1.28M | 1.34% | Trimmed(-24.4%) |
| 14 | J JNJ JOHNSON&JOHNSON | $178.2M | 701.8K | 1.33% | Trimmed(-24.6%) |
| 15 | V V VISA INC-CLASS A | $168.1M | 489.9K | 1.26% | Trimmed(-26.4%) |
| 16 | A AMAT APPLIED MATERIAL | $167.2M | 231.2K | 1.25% | Trimmed(-26.4%) |
| 17 | L LRCX LAM RESEARCH | $157.7M | 363.8K | 1.18% | Trimmed(-26.7%) |
| 18 | C CSCO CISCO SYSTEMS | $135.2M | 1.15M | 1.01% | Trimmed(-25.2%) |
| 19 | A ABBV ABBVIE INC | $129.7M | 515.4K | 0.97% | Trimmed(-24.7%) |
| 20 | M MA MASTERCARD INC-A | $122.5M | 238.6K | 0.92% | Trimmed(-24.2%) |
| 21 | C COST COSTCO WHOLESALE | $120.9M | 129.3K | 0.91% | Trimmed(-24.6%) |
| 22 | K KLAC KLA CORP | $115.1M | 381.4K | 0.86% | Added(+642.9%) |
| 23 | B BAC-PS BANK OF AMERICA | $112.7M | 1.98M | 0.84% | Added(+20.2%) |
| 24 | U UNH UNITEDHEALTH GRP | $109.9M | 264.4K | 0.82% | Trimmed(-25.3%) |
| 25 | H HD HOME DEPOT INC | $102.3M | 290.2K | 0.77% | Trimmed(-24.6%) |
| 26 | P PG PROCTER & GAMBLE | $99.3M | 677.1K | 0.74% | Trimmed(-25.4%) |
| 27 | M MRK MERCK & CO | $92.6M | 720.4K | 0.69% | Trimmed(-26.0%) |
| 28 | G GEV GE VERNOVA INC | $92M | 78.3K | 0.69% | Trimmed(-26.2%) |
| 29 | K KO COCA-COLA CO/THE | $91.7M | 1.13M | 0.69% | Trimmed(-28.6%) |
| 30 | N NFLX NETFLIX INC | $87.6M | 1.23M | 0.66% | Trimmed(-25.9%) |
| 31 | G GS-PD GOLDMAN SACHS GP | $86.9M | 85.9K | 0.65% | Added(+21.8%) |
| 32 | R RYLBF ROYAL BANK OF CA | $84.3M | 407.3K | 0.63% | Added(+26.4%) |
| 33 | P PANW PALO ALTO NETWOR | $80.6M | 236.3K | 0.60% | Trimmed(-7.2%) |
| 34 | T TXN TEXAS INSTRUMENT | $79.1M | 265.3K | 0.59% | Trimmed(-24.9%) |
| 35 | I IBM IBM | $76.8M | 273.3K | 0.58% | Trimmed(-23.8%) |
| 36 | M MRVL MARVELL TECHNOLO | $74M | 248.4K | 0.55% | Trimmed(-26.4%) |
| 37 | W WFC-PZ WELLS FARGO & CO | $73.8M | 892.9K | 0.55% | Trimmed(-29.3%) |
| 38 | O ORCL-PD ORACLE CORP | $73.7M | 502.9K | 0.55% | Trimmed(-22.8%) |
| 39 | M MS-PP MORGAN STANLEY | $72.2M | 345.2K | 0.54% | Added(+25.3%) |
| 40 | L LIN LINDE PLC | $69.8M | 134.4K | 0.52% | Trimmed(-26.5%) |
| 41 | C C-PR CITIGROUP INC | $69.6M | 497.0K | 0.52% | Added(+15.9%) |
| 42 | W WDC WESTERN DIGITAL | $64.4M | 100.9K | 0.48% | Trimmed(-24.1%) |
| 43 | A APH AMPHENOL CORP-A | $63.2M | 358.3K | 0.47% | Trimmed(-23.8%) |
| 44 | S STX SEAGATE TECHNOLO | $61.5M | 63.7K | 0.46% | — |
| 45 | T TDBCP TORONTO-DOM BANK | $58.7M | 482.6K | 0.44% | Added(+20.1%) |
| 46 | Q QCOM QUALCOMM INC | $57.5M | 310.9K | 0.43% | Trimmed(-26.9%) |
| 47 | A AMGN AMGEN INC | $56.9M | 157.0K | 0.43% | Trimmed(-24.5%) |
| 48 | A ADI ANALOG DEVICES | $56.5M | 142.3K | 0.42% | Trimmed(-26.1%) |
| 49 | M MCD MCDONALDS CORP | $56M | 207.0K | 0.42% | Trimmed(-25.2%) |
| 50 | C CRWD CROWDSTRIKE HO-A | $54.6M | 71.6K | 0.41% | Trimmed(-24.9%) |