Mn Services Vermogensbeheer B.V. Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$12.9B

Holdings

462

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (462 positions)

#	Stock	Shares	Value	% Portfolio
1	NVDANVIDIA CORP	6,814,480	$738.6M	5.72%
2	AAPLAPPLE INC	2,711,492	$602.3M	4.66%
3	AMZNAMAZON.COM INC	2,916,400	$554.9M	4.30%
4	MSFTMICROSOFT CORP	1,223,811	$459.4M	3.56%
5	GOOGLALPHABET INC-A	1,874,860	$289.9M	2.24%
6	AVGOBROADCOM INC	1,631,600	$273.2M	2.11%
7	TSLATESLA INC	1,049,800	$272.1M	2.11%
8	GOOGALPHABET INC-C	1,632,880	$255.1M	1.98%
9	LLYELI LILLY & CO	296,188	$244.6M	1.89%
10	VVISA INC-CLASS A	581,376	$203.7M	1.58%
11	UNHUNITEDHEALTH GRP	340,000	$178.1M	1.38%
12	MAMASTERCARD INC-A	307,792	$168.7M	1.31%
13	COSTCOSTCO WHOLESALE	163,100	$154.3M	1.19%
14	NFLXNETFLIX INC	160,800	$150.0M	1.16%
15	PGPROCTER & GAMBLE	866,427	$147.7M	1.14%
16	JNJJOHNSON&JOHNSON	885,085	$146.8M	1.14%
17	ABBVABBVIE INC	649,104	$136.0M	1.05%
18	JPMJPMORGAN CHASE	547,700	$134.4M	1.04%
19	HDHOME DEPOT INC	365,934	$134.1M	1.04%
20	KOCOCA-COLA CO/THE	1,510,168	$108.2M	0.84%
21	WFCWELLS FARGO & CO	1,335,300	$95.9M	0.74%
22	CRMSALESFORCE INC	355,900	$95.5M	0.74%
23	CSCOCISCO SYSTEMS	1,494,091	$92.2M	0.71%
24	ORCLORACLE CORP	606,433	$84.8M	0.66%
25	ABTABBOTT LABS	639,000	$84.8M	0.66%
26	MRKMERCK & CO	933,199	$83.8M	0.65%
27	IBMIBM	335,710	$83.5M	0.65%
28	MCDMCDONALDS CORP	266,900	$83.4M	0.65%
29	LINLINDE PLC	178,361	$83.1M	0.64%
30	PEPPEPSICO INC	505,269	$75.8M	0.59%
31	TAT&T INC	2,630,500	$74.4M	0.58%
32	ACNACCENTURE PLC-A	230,566	$71.9M	0.56%
33	TMOTHERMO FISHER	142,300	$70.8M	0.55%
34	BACVERIZON COMMUNIC	1,546,600	$70.2M	0.54%
35	DISWALT DISNEY CO/T	674,570	$66.6M	0.52%
36	ISRGINTUITIVE SURGIC	129,700	$64.2M	0.50%
37	ADBEADOBE INC	166,574	$63.9M	0.49%
38	QCOMQUALCOMM INC	412,100	$63.3M	0.49%
39	INTUINTUIT INC	103,005	$63.2M	0.49%
40	AMDADV MICRO DEVICE	595,396	$61.2M	0.47%
41	PGRPROGRESSIVE CORP	215,373	$61.0M	0.47%
42	SPGIS&P GLOBAL INC	119,265	$60.6M	0.47%
43	TXNTEXAS INSTRUMENT	334,884	$60.2M	0.47%
44	NOWSERVICENOW INC	75,188	$59.9M	0.46%
45	BKNGBOOKING HOLDINGS	12,802	$59.0M	0.46%
46	AXPAMERICAN EXPRESS	215,012	$57.8M	0.45%
47	BACBANK OF AMERICA	1,351,200	$56.4M	0.44%
48	BSXBOSTON SCIENTIFC	540,300	$54.5M	0.42%
49	CMCSACOMCAST CORP-A	1,471,000	$54.3M	0.42%
50	UNPUNION PAC CORP	223,279	$52.7M	0.41%
51	DHRDANAHER CORP	257,200	$52.7M	0.41%
52	PFEPFIZER INC	2,068,300	$52.4M	0.41%
53	BLKBLACKROCK INC	54,486	$51.6M	0.40%
54	GILDGILEAD SCIENCES	456,455	$51.1M	0.40%
55	TMUST-MOBILE US INC	190,600	$50.8M	0.39%
56	UBERUBER TECHNOLOGIE	678,500	$49.4M	0.38%
57	LOWLOWE'S COS INC	210,645	$49.1M	0.38%
58	FISVFISERV INC	219,900	$48.6M	0.38%
59	SYKSTRYKER CORP	125,300	$46.6M	0.36%
60	ADPAUTOMATIC DATA	150,665	$46.0M	0.36%
61	DEDEERE & CO	97,500	$45.8M	0.35%
62	BMYBRISTOL-MYER SQB	745,354	$45.5M	0.35%
63	CBCHUBB LTD	149,470	$45.1M	0.35%
64	AMATAPPLIED MATERIAL	304,462	$44.2M	0.34%
65	MRSHMARSH & MCLENNAN	180,588	$44.1M	0.34%
66	MDTMEDTRONIC PLC	487,100	$43.8M	0.34%
67	SCHWSCHWAB (CHARLES)	551,600	$43.2M	0.33%
68	SHOPSHOPIFY INC - A	441,640	$42.0M	0.33%
69	SBUXSTARBUCKS CORP	414,700	$40.7M	0.31%
70	ETNEATON CORP PLC	146,314	$39.8M	0.31%
71	PANWPALO ALTO NETWOR	231,000	$39.4M	0.31%
72	ELVELEVANCE HEALTH	86,600	$37.7M	0.29%
73	ADIANALOG DEVICES	181,793	$36.7M	0.28%
74	ICEINTERCONT EXCH I	210,600	$36.3M	0.28%
75	LRCXLAM RESEARCH	488,140	$35.5M	0.27%
76	INTCINTEL CORP	1,562,300	$35.5M	0.27%
77	CITHE CIGNA GROUP	107,800	$35.5M	0.27%
78	CMECME GROUP INC	133,679	$35.5M	0.27%
79	MUMICRON TECH	407,200	$35.4M	0.27%
80	DUKDUKE ENERGY CORP	284,300	$34.7M	0.27%
81	WMWASTE MANAGEMENT	149,300	$34.6M	0.27%
82	KLACKLA CORP	50,200	$34.1M	0.26%
83	MDLZMONDELEZ INTER-A	501,800	$34.0M	0.26%
84	GSGOLDMAN SACHS GP	61,600	$33.7M	0.26%
85	MCKMCKESSON CORP	48,900	$32.9M	0.25%
86	MLB1MERCADOLIBRE INC	16,775	$32.7M	0.25%
87	CVSCVS HEALTH CORP	474,900	$32.2M	0.25%
88	SHWSHERWIN-WILLIAMS	89,436	$31.2M	0.24%
89	ORLYO'REILLY AUTOMOT	21,700	$31.1M	0.24%
90	ANETARISTA NETWORKS	388,876	$30.1M	0.23%
91	RYROYAL BANK OF CA	266,800	$30.0M	0.23%
92	MMM3M CO	203,930	$29.9M	0.23%
93	AMGNAMGEN INC	95,392	$29.7M	0.23%
94	CRWDCROWDSTRIKE HO-A	84,200	$29.7M	0.23%
95	AONAON PLC-CLASS A	74,000	$29.5M	0.23%
96	UPSUNITED PARCEL-B	266,799	$29.3M	0.23%
97	APHAMPHENOL CORP-A	443,356	$29.1M	0.23%
98	PHPARKER HANNIFIN	47,674	$29.0M	0.22%
99	TTTRANE TECHNOLOGI	84,273	$28.4M	0.22%
100	T7DTRANSDIGM GROUP	20,500	$28.4M	0.22%

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