APG Asset Management US Inc. Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$13.4B

Holdings

189

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (189 positions)

StockValue
BMYRISTOL-MYERS SQUIBB CO
$2.0B
AMATPPLIED MATLS INC
$2.0B
SNOWNOWFLAKE INC
$2.0B
ROPOPER TECHNOLOGIES INC
$1.9B
NTNXUTANIX INC
$1.9B
ELVLEVANCE HEALTH INC
$1.9B
MCKCKESSON CORP
$1.9B
CIHE CIGNA GROUP
$1.9B
CVSVS HEALTH CORP
$1.8B
NXPIXP SEMICONDUCTORS N V
$1.7B
WDAYORKDAY INC
$1.6B
TELE CONNECTIVITY PLC
$1.6B
HCACA HEALTHCARE INC
$1.5B
ZTSOETIS INC
$1.5B
FICOAIR ISAAC CORP
$1.4B
GLWORNING INC
$1.3B
CHKPHECK POINT SOFTWARE TECH LT
$1.3B
CTSHOGNIZANT TECHNOLOGY SOLUTIO
$1.3B
DELLELL TECHNOLOGIES INC
$1.2B
REGNEGENERON PHARMACEUTICALS
$1.2B
MPWRONOLITHIC PWR SYS INC
$1.1B
DTYNATRACE INC
$1.1B
BDXECTON DICKINSON & CO
$1.1B
TEAMTLASSIAN CORPORATION
$1.0B
ITARTNER INC
$986.7M
AKXNSYS INC
$971.5M
STXEAGATE TECHNOLOGY HLDNGS PL
$961.0M
EWDWARDS LIFESCIENCES CORP
$960.8M
OKTAKTA INC
$956.5M
ALCLCON AG
$921.1M
VEEVEEVA SYS INC
$899.3M
HUBSUBSPOT INC
$856.9M
NETLOUDFLARE INC
$849.1M
ZSSCALER INC
$836.2M
CAHARDINAL HEALTH INC
$822.0M
JBLABIL INC
$808.4M
VRSNERISIGN INC
$799.3M
HPEEWLETT PACKARD ENTERPRISE C
$798.0M
TYLYLER TECHNOLOGIES INC
$792.4M
GDDYODADDY INC
$791.7M
RMEESMED INC
$777.2M
CDWDW CORP
$761.8M
TDYELEDYNE TECHNOLOGIES INC
$753.5M
GEHCE HEALTHCARE TECHNOLOGIES I
$716.7M
AG8GILENT TECHNOLOGIES INC
$715.2M
ONN SEMICONDUCTOR CORP
$697.2M
WDCESTERN DIGITAL CORP
$694.7M
DC4EXCOM INC
$692.1M
NTAPETAPP INC
$687.7M
GIB/AGI INC
$671.4M
PTCTC INC
$654.6M
HUMUMANA INC
$628.4M
CNCENTENE CORP DEL
$615.8M
IQVQVIA HLDGS INC
$612.6M
ZMOOM COMMUNICATIONS INC
$608.1M
TWLOWILIO INC
$563.1M
MTDETTLER TOLEDO INTERNATIONAL
$531.5M
GENEN DIGITAL INC
$519.7M
PSTGURE STORAGE INC
$515.8M
ZBRAEBRA TECHNOLOGIES CORPORATI
$512.3M
CYBRYBERARK SOFTWARE LTD
$503.4M
STETERIS PLC
$494.5M
DOCUOCUSIGN INC
$494.3M
MDBONGODB INC
$453.5M
WATATERS CORP
$438.1M
PODDNSULET CORP
$434.7M
DGXUEST DIAGNOSTICS INC
$412.5M
ZBHIMMER BIOMET HOLDINGS INC
$395.9M
BIIBIOGEN INC
$391.5M
TEVAEVA PHARMACEUTICAL INDS LTD
$389.6M
MOHOLINA HEALTHCARE INC
$370.9M
MNDYONDAY COM LTD
$358.1M
WSTEST PHARMACEUTICAL SVSC INC
$333.4M
BAXAXTER INTL INC
$329.3M
ILMNLLUMINA INC
$322.3M
HOLXOLOGIC INC
$313.6M
MCHPICROCHIP TECHNOLOGY INC.
$308.3M
AFWLIGN TECHNOLOGY INC
$284.8M
RPRXOYALTY PHARMA PLC
$282.4M
DSGESCARTES SYS GROUP INC
$272.6M
IOTAMSARA INC
$269.3M
WIXIX COM LTD
$268.0M
NBIXEUROCRINE BIOSCIENCES INC
$267.1M
UTHNITED THERAPEUTICS CORP DEL
$254.0M
PKNEVVITY INC
$252.4M
SOLVOLVENTUM CORP
$236.3M
INCYNCYTE CORP
$232.5M
BMRNIOMARIN PHARMACEUTICAL INC
$221.1M
AVTRVANTOR INC
$195.6M
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