Bedrijfstakpensioenfonds voor de Media PNO

Latest statistics and disclosures from Bedrijfstakpensioenfonds Voor De Media Pno's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, MSFT, AAPL, GOOGL, AMZN, and represent 39.95% of Bedrijfstakpensioenfonds Voor De Media Pno's stock portfolio.
  • Added to shares of these 2 stocks: AVGO (+$7.0M), PWR (+$6.0M).
  • Started 1 new stock position in PWR.
  • Reduced shares in these 3 stocks: MSFT (-$6.0M), NVDA (-$6.0M), DXCM (-$5.7M).
  • Sold out of its position in DXCM.
  • Bedrijfstakpensioenfonds Voor De Media Pno was a net seller of stock by $-4.6M.
  • Bedrijfstakpensioenfonds Voor De Media Pno has $759M in assets under management (AUM), dropping by 4.81%.
  • Central Index Key (CIK): 0001274196

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Portfolio Holdings for Bedrijfstakpensioenfonds Voor De Media Pno

Bedrijfstakpensioenfonds Voor De Media Pno holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 10.5 $79M -6% 500k 158.79
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Microsoft Corporation (MSFT) 8.1 $62M -8% 140k 440.81
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Apple (AAPL) 7.9 $60M 275k 216.71
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Alphabet Inc-cl A Cap Stk Cl A (GOOGL) 7.2 $55M 265k 206.89
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Amazon (AMZN) 6.3 $48M 254k 186.87
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Netflix (NFLX) 3.4 $26M 26k 1020.35
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Intuitive Surgical Com New (ISRG) 3.1 $24M 62k 380.63
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Servicenow (NOW) 2.9 $22M 28k 783.21
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Mastercard Cl A (MA) 2.8 $21M 44k 484.10
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Applied Materials (AMAT) 2.7 $20M 116k 174.25
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United Rentals (URI) 2.5 $19M 23k 812.46
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Broadcom (AVGO) 2.5 $19M +59% 67k 280.78
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Eli Lilly & Co. (LLY) 2.3 $18M 27k 649.37
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Synopsys (SNPS) 2.3 $17M 41k 419.90
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Stryker Corporation (SYK) 2.2 $17M 53k 314.62
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Cadence Design Systems (CDNS) 2.1 $16M 53k 298.95
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Visa Inc-class A Shares Com Cl A (V) 2.0 $15M 53k 290.53
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Thermo Fisher Scientific (TMO) 2.0 $15M 37k 412.77
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KLA Corp Com New (KLAC) 1.9 $15M 16k 917.94
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Sherwin-Williams Company (SHW) 1.9 $14M 49k 294.69
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salesforce (CRM) 1.8 $14M 69k 201.70
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S&p Global (SPGI) 1.7 $13M 30k 414.21
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Booking Holdings (BKNG) 1.6 $12M 2.7k 4595.09
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Edwards Lifesciences (EW) 1.6 $12M 182k 66.19
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Home Depot (HD) 1.6 $12M 35k 344.84
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Danaher Corporation (DHR) 1.5 $11M 67k 168.73
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Msci (MSCI) 1.5 $11M 23k 482.92
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Adobe Systems Incorporated (ADBE) 1.5 $11M 37k 300.21
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Fastenal Company (FAST) 1.3 $9.6M 230k 41.73
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Accenture Shs Class A (ACN) 1.3 $9.6M 46k 209.88
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Wal-Mart Stores (WMT) 1.1 $8.2M 94k 87.71
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Lowe's Companies (LOW) 1.0 $7.9M 37k 213.89
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Marsh & McLennan Companies (MMC) 1.0 $7.4M 43k 171.51
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McDonald's Corporation (MCD) 1.0 $7.4M 29k 258.63
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Linde SHS (LIN) 0.9 $7.0M 17k 404.28
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Union Pacific Corporation (UNP) 0.9 $7.0M 35k 201.15
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Equinix (EQIX) 0.9 $6.7M 10k 666.63
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Quanta Services (PWR) 0.8 $6.0M NEW 17k 352.71
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Walt Disney Company (DIS) 0.7 $5.3M 55k 97.45
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Past Filings by Bedrijfstakpensioenfonds Voor De Media Pno

SEC 13F filings are viewable for Bedrijfstakpensioenfonds Voor De Media Pno going back to 2011

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