APG Asset Management US Inc. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$13.1B

Holdings

203

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (203 positions)

StockValue
ROPROPER TECHNOLOGIES INC
$2.0M
FTNTFORTINET INC
$2.0M
CITHE CIGNA GROUP
$1.9M
APPAPPLOVIN CORP
$1.9M
MCKMCKESSON CORP
$1.8M
ADSKAUTODESK INC
$1.8M
CVSCVS HEALTH CORP
$1.8M
MIGAMICROSTRATEGY INC
$1.8M
NTNXNUTANIX INC
$1.8M
MRVLMARVELL TECHNOLOGY INC
$1.7M
WDAYWORKDAY INC
$1.6M
ZTSZOETIS INC
$1.5M
NXPINXP SEMICONDUCTORS N V
$1.5M
FICOFAIR ISAAC CORP
$1.4M
HCAHCA HEALTHCARE INC
$1.4M
REGNREGENERON PHARMACEUTICALS
$1.4M
SNOWSNOWFLAKE INC
$1.4M
BDXBECTON DICKINSON & CO
$1.4M
TELTE CONNECTIVITY PLC
$1.3M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$1.2M
GLWCORNING INC
$1.2M
TEAMATLASSIAN CORPORATION
$1.1M
OKTAOKTA INC
$1.0M
ITGARTNER INC
$1.0M
ALCALCON AG
$963K
DTDYNATRACE INC
$946K
DELLDELL TECHNOLOGIES INC
$918K
EWEDWARDS LIFESCIENCES CORP
$895K
HUBSHUBSPOT INC
$894K
DDOGDATADOG INC
$893K
AKXANSYS INC
$882K
MPWRMONOLITHIC PWR SYS INC
$857K
KEYSKEYSIGHT TECHNOLOGIES INC
$820K
MCHPMICROCHIP TECHNOLOGY INC.
$802K
GDDYGODADDY INC
$802K
TYLTYLER TECHNOLOGIES INC
$785K
GEHCGE HEALTHCARE TECHNOLOGIES I
$751K
TDYTELEDYNE TECHNOLOGIES INC
$734K
VEEVVEEVA SYS INC
$724K
VRSNVERISIGN INC
$705K
CAHCARDINAL HEALTH INC
$686K
CDWCDW CORP
$682K
AG8AGILENT TECHNOLOGIES INC
$677K
RMERESMED INC
$674K
HUMHUMANA INC
$659K
CNCCENTENE CORP DEL
$657K
GIB/ACGI INC
$645K
IQVIQVIA HLDGS INC
$645K
CHKPCHECK POINT SOFTWARE TECH LT
$631K
HPEHEWLETT PACKARD ENTERPRISE C
$609K
PTCPTC INC
$591K
SMCISUPER MICRO COMPUTER INC
$581K
ZMZOOM COMMUNICATIONS INC
$580K
NTAPNETAPP INC
$577K
STXSEAGATE TECHNOLOGY HLDNGS PL
$560K
DC4DEXCOM INC
$557K
ZSZSCALER INC
$547K
NETCLOUDFLARE INC
$531K
DOCUDOCUSIGN INC
$528K
ONON SEMICONDUCTOR CORP
$523K
JBLJABIL INC
$510K
MTDMETTLER TOLEDO INTERNATIONAL
$510K
TRMBTRIMBLE INC
$478K
ZBHZIMMER BIOMET HOLDINGS INC
$473K
TWLOTWILIO INC
$472K
GENGEN DIGITAL INC
$466K
STESTERIS PLC
$460K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$460K
CYBRCYBERARK SOFTWARE LTD
$448K
WDCWESTERN DIGITAL CORP
$445K
WATWATERS CORP
$437K
PSTGPURE STORAGE INC
$424K
BIIBBIOGEN INC
$397K
MOHMOLINA HEALTHCARE INC
$397K
TERTERADYNE INC
$391K
DGXQUEST DIAGNOSTICS INC
$389K
MDBMONGODB INC
$389K
AKAMAKAMAI TECHNOLOGIES INC
$384K
PODDINSULET CORP
$381K
BAXBAXTER INTL INC
$359K
TEVATEVA PHARMACEUTICAL INDS LTD
$358K
MANHMANHATTAN ASSOCIATES INC
$337K
WSTWEST PHARMACEUTICAL SVSC INC
$330K
AWMSKYWORKS SOLUTIONS INC
$316K
MNDYMONDAY COM LTD
$309K
EPAMEPAM SYS INC
$300K
HOLXHOLOGIC INC
$295K
DSGDESCARTES SYS GROUP INC
$274K
WIXWIX COM LTD
$273K
UTHUNITED THERAPEUTICS CORP DEL
$268K
BMRNBIOMARIN PHARMACEUTICAL INC
$267K
IOTSAMSARA INC
$267K
PKNREVVITY INC
$266K
ILMNILLUMINA INC
$257K
RPRXROYALTY PHARMA PLC
$245K
AFWALIGN TECHNOLOGY INC
$232K
SOLVSOLVENTUM CORP
$232K
NBIXNEUROCRINE BIOSCIENCES INC
$223K
AVTRAVANTOR INC
$222K
VTRSVIATRIS INC
$212K
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