APG Asset Management US Inc. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$13.6B

Holdings

184

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (184 positions)

StockValue
ADSKAUTODESK INC
$2.1B
GLWCORNING INC
$2.1B
SNOWSNOWFLAKE INC
$2.1B
TELTE CONNECTIVITY PLC
$2.1B
CVSCVS HEALTH CORP
$2.0B
MCKMCKESSON CORP
$2.0B
BMYBRISTOL-MYERS SQUIBB CO
$2.0B
MIGASTRATEGY INC
$1.9B
NTNXNUTANIX INC
$1.9B
NXPINXP SEMICONDUCTORS N V
$1.8B
FTNTFORTINET INC
$1.7B
STXSEAGATE TECHNOLOGY HLDNGS PL
$1.7B
ROPROPER TECHNOLOGIES INC
$1.7B
CITHE CIGNA GROUP
$1.6B
HCAHCA HEALTHCARE INC
$1.6B
ELVELEVANCE HEALTH INC FORMERLY
$1.6B
WDAYWORKDAY INC
$1.6B
DELLDELL TECHNOLOGIES INC
$1.5B
WDCWESTERN DIGITAL CORP
$1.4B
ZTSZOETIS INC
$1.4B
MPWRMONOLITHIC PWR SYS INC
$1.3B
REGNREGENERON PHARMACEUTICALS
$1.3B
CHKPCHECK POINT SOFTWARE TECH LT
$1.2B
BDXBECTON DICKINSON & CO
$1.1B
FICOFAIR ISAAC CORP
$1.1B
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$1.0B
NETCLOUDFLARE INC
$996.5M
HPEHEWLETT PACKARD ENTERPRISE C
$971.4M
DTDYNATRACE INC
$955.3M
EWEDWARDS LIFESCIENCES CORP
$950.0M
VEEVVEEVA SYS INC
$932.3M
OKTAOKTA INC
$889.9M
TDYTELEDYNE TECHNOLOGIES INC
$847.1M
ZSZSCALER INC
$828.6M
AG8AGILENT TECHNOLOGIES INC
$822.9M
RMERESMED INC
$821.5M
JBLJABIL INC
$803.5M
CAHCARDINAL HEALTH INC
$789.6M
ALCALCON AG
$769.7M
IQVIQVIA HLDGS INC
$767.7M
PTCPTC INC
$765.6M
NTAPNETAPP INC
$763.9M
VRSNVERISIGN INC
$760.2M
TEAMATLASSIAN CORPORATION
$753.5M
GEHCGE HEALTHCARE TECHNOLOGIES I
$712.6M
MDBMONGODB INC
$707.7M
HUBSHUBSPOT INC
$676.2M
TYLTYLER TECHNOLOGIES INC
$672.5M
CDWCDW CORP
$668.6M
ZMZOOM COMMUNICATIONS INC
$637.2M
CYBRCYBERARK SOFTWARE LTD
$629.9M
ONON SEMICONDUCTOR CORP
$628.9M
HUMHUMANA INC
$614.0M
ITGARTNER INC
$608.9M
GDDYGODADDY INC
$586.6M
GIB/ACGI INC
$576.4M
MTDMETTLER TOLEDO INTERNATIONAL
$568.8M
DC4DEXCOM INC
$547.2M
TWLOTWILIO INC
$493.3M
STESTERIS PLC
$491.8M
GENGEN DIGITAL INC
$490.4M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$473.9M
TEVATEVA PHARMACEUTICAL INDS LTD
$469.6M
BIIBBIOGEN INC
$464.2M
PODDINSULET CORP
$443.4M
DOCUDOCUSIGN INC
$440.6M
DGXQUEST DIAGNOSTICS INC
$418.8M
ZBHZIMMER BIOMET HOLDINGS INC
$416.2M
WSTWEST PHARMACEUTICAL SVSC INC
$406.9M
WATWATERS CORP
$392.4M
CNCCENTENE CORP DEL
$388.5M
UTHUNITED THERAPEUTICS CORP DEL
$382.5M
ILMNILLUMINA INC
$335.8M
HOLXHOLOGIC INC
$321.8M
INCYINCYTE CORP
$293.3M
NBIXNEUROCRINE BIOSCIENCES INC
$285.9M
RPRXROYALTY PHARMA PLC
$285.9M
MCHPMICROCHIP TECHNOLOGY INC.
$275.7M
IOTSAMSARA INC
$262.2M
BAXBAXTER INTL INC
$246.3M
PKNREVVITY INC
$233.9M
MOHMOLINA HEALTHCARE INC
$233.5M
SOLVSOLVENTUM CORP
$221.6M
BMRNBIOMARIN PHARMACEUTICAL INC
$215.8M
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