Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Q2 2026 13F filing
Updated 34 days ago43 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MU MICRON TECHNOLOGY INC | $199.8M | 173.1K | 10.94% | — |
| 2 | M MSFT MICROSOFT CORP | $189M | 506.7K | 10.35% | — |
| 3 | A AMD ADVANCED MICRO DEVICES INC | $121.2M | 208.6K | 6.64% | — |
| 4 | A AAVXF ABIVAX SA | $102M | 765.3K | 5.59% | — |
| 5 | A AMZN AMAZON COM INC | $98.8M | 414.4K | 5.41% | — |
| 6 | R RVMDW REVOLUTION MEDICINES INC | $89.7M | 479.1K | 4.91% | — |
| 7 | S SNDK SANDISK CORP | $82.9M | 36.5K | 4.54% | — |
| 8 | V V VISA INC | $81.4M | 237.1K | 4.46% | — |
| 9 | C CRWD CROWDSTRIKE HLDGS INC | $76.8M | 100.7K | 4.21% | — |
| 10 | W WDC WESTERN DIGITAL CORP | $70.6M | 110.5K | 3.87% | — |
| 11 | I INTC INTEL CORP | $68.2M | 488.3K | 3.73% | — |
| 12 | N NVDA NVIDIA CORPORATION | $59.7M | 298.3K | 3.27% | — |
| 13 | A AMAT APPLIED MATLS INC | $58.1M | 80.4K | 3.18% | — |
| 14 | C CYTK CYTOKINETICS INC | $56.3M | 660.3K | 3.08% | — |
| 15 | A ALB-PA ALBEMARLE CORP | $55.1M | 407.8K | 3.02% | — |
| 16 | A AVGO BROADCOM INC | $53.4M | 141.3K | 2.92% | — |
| 17 | C CEG CONSTELLATION ENERGY CORP | $50.7M | 204.2K | 2.78% | — |
| 18 | G GOOGN ALPHABET INC | $42.4M | 120.1K | 2.32% | — |
| 19 | H HQY HEALTHEQUITY INC | $41.3M | 456.9K | 2.26% | — |
| 20 | G GOOGN ALPHABET INC | $36.1M | 101.0K | 1.98% | — |
| 21 | F FCX FREEPORT MCMORAN INC | $34.9M | 555.1K | 1.91% | — |
| 22 | M MRVL MARVELL TECHNOLOGY INC | $25.2M | 84.6K | 1.38% | — |
| 23 | Q QURE UNIQURE NV | $24M | 521.7K | 1.32% | — |
| 24 | W WM WASTE MGMT INC DEL | $20.7M | 92.7K | 1.13% | — |
| 25 | M META META PLATFORMS INC | $19.1M | 33.9K | 1.05% | — |
| 26 | M MELI MERCADOLIBRE INC | $13.5M | 8.0K | 0.74% | — |
| 27 | A AAPL APPLE INC | $12.1M | 41.7K | 0.66% | — |
| 28 | N NKTR NEKTAR THERAPEUTICS | $8.6M | 122.8K | 0.47% | — |
| 29 | G GEV GE VERNOVA INC | $6.8M | 5.8K | 0.37% | — |
| 30 | S SCCO SOUTHERN COPPER CORP | $6M | 34.2K | 0.33% | — |
| 31 | J JANX JANUX THERAPEUTICS INC | $5.8M | 376.5K | 0.32% | — |
| 32 | W WMT WALMART INC | $3.3M | 29.1K | 0.18% | — |
| 33 | C CAT CATERPILLAR INC | $3.3M | 3.1K | 0.18% | — |
| 34 | X XOM EXXON MOBIL CORP | $2.8M | 20.4K | 0.15% | — |
| 35 | C CRM SALESFORCE INC | $1.4M | 9.2K | 0.08% | — |
| 36 | G GS-PD GOLDMAN SACHS GROUP INC | $1.3M | 1.3K | 0.07% | — |
| 37 | C CVX CHEVRON CORPORATION | $1.1M | 6.7K | 0.06% | — |
| 38 | P PG PROCTER & GAMBLE CO | $609K | 4.2K | 0.03% | — |
| 39 | J JPM-PM JPMORGAN CHASE & CO | $593K | 1.8K | 0.03% | — |
| 40 | B BAC-PS BANK OF AMER CORP | $429K | 7.5K | 0.02% | — |
| 41 | P PEP PEPSICO INC | $426K | 3.1K | 0.02% | — |
| 42 | K KO COCA COLA CO | $424K | 5.2K | 0.02% | — |
| 43 | W WFC-PZ WELLS FARGO & CO | $235K | 2.8K | 0.01% | — |