Mn Services Vermogensbeheer B.V. Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$14.4B
Holdings
466
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (466 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 4,247,880 | $671.1M | 4.67% | |
| 2 | MSFTMICROSOFT CORP | 1,245,711 | $619.6M | 4.31% | |
| 3 | AMZNAMAZON.COM INC | 2,796,100 | $613.4M | 4.27% | |
| 4 | AAPLAPPLE INC | 2,758,492 | $566.0M | 3.94% | |
| 5 | AVGOBROADCOM INC | 1,672,300 | $461.0M | 3.21% | |
| 6 | TSLATESLA INC | 1,083,900 | $344.3M | 2.40% | |
| 7 | GOOGLALPHABET INC-A | 1,875,860 | $330.6M | 2.30% | |
| 8 | GOOGALPHABET INC-C | 1,591,080 | $282.2M | 1.96% | |
| 9 | LLYELI LILLY & CO | 301,388 | $234.9M | 1.63% | |
| 10 | VVISA INC-CLASS A | 645,376 | $229.1M | 1.59% | |
| 11 | NFLXNETFLIX INC | 160,400 | $214.8M | 1.49% | |
| 12 | MAMASTERCARD INC-A | 304,492 | $171.1M | 1.19% | |
| 13 | COSTCOSTCO WHOLESALE | 166,200 | $164.5M | 1.14% | |
| 14 | JPMJPMORGAN CHASE | 538,100 | $156.0M | 1.09% | |
| 15 | PGPROCTER & GAMBLE | 876,627 | $139.7M | 0.97% | |
| 16 | JNJJOHNSON&JOHNSON | 903,185 | $138.0M | 0.96% | |
| 17 | ORCLORACLE CORP | 629,033 | $137.5M | 0.96% | |
| 18 | HDHOME DEPOT INC | 371,534 | $136.2M | 0.95% | |
| 19 | ABBVABBVIE INC | 661,304 | $122.8M | 0.85% | |
| 20 | KOCOCA-COLA CO/THE | 1,528,368 | $108.1M | 0.75% | |
| 21 | UNHUNITEDHEALTH GRP | 342,000 | $106.7M | 0.74% | |
| 22 | CSCOCISCO SYSTEMS | 1,487,191 | $103.2M | 0.72% | |
| 23 | IBMIBM | 346,610 | $102.2M | 0.71% | |
| 24 | CRMSALESFORCE INC | 359,300 | $98.0M | 0.68% | |
| 25 | WFCWELLS FARGO & CO | 1,219,400 | $97.7M | 0.68% | |
| 26 | ABTABBOTT LABS | 648,300 | $88.2M | 0.61% | |
| 27 | AMDADV MICRO DEVICE | 607,296 | $86.2M | 0.60% | |
| 28 | DISWALT DISNEY CO/T | 676,770 | $83.9M | 0.58% | |
| 29 | LINLINDE PLC | 176,761 | $82.9M | 0.58% | |
| 30 | INTUINTUIT INC | 104,505 | $82.3M | 0.57% | |
| 31 | NOWSERVICENOW INC | 77,388 | $79.6M | 0.55% | |
| 32 | MCDMCDONALDS CORP | 267,700 | $78.2M | 0.54% | |
| 33 | TAT&T INC | 2,683,400 | $77.7M | 0.54% | |
| 34 | MRKMERCK & CO | 940,699 | $74.5M | 0.52% | |
| 35 | ISRGINTUITIVE SURGIC | 133,900 | $72.8M | 0.51% | |
| 36 | BKNGBOOKING HOLDINGS | 12,302 | $71.2M | 0.50% | |
| 37 | TXNTEXAS INSTRUMENT | 340,184 | $70.6M | 0.49% | |
| 38 | ACNACCENTURE PLC-A | 234,066 | $70.0M | 0.49% | |
| 39 | BACVERIZON COMMUNIC | 1,577,600 | $68.3M | 0.47% | |
| 40 | PEPPEPSICO INC | 512,669 | $67.7M | 0.47% | |
| 41 | AXPAMERICAN EXPRESS | 209,712 | $66.9M | 0.47% | |
| 42 | QCOMQUALCOMM INC | 413,400 | $65.8M | 0.46% | |
| 43 | UBERUBER TECHNOLOGIE | 703,600 | $65.6M | 0.46% | |
| 44 | BACBANK OF AMERICA | 1,386,000 | $65.6M | 0.46% | |
| 45 | SPGIS&P GLOBAL INC | 117,265 | $61.8M | 0.43% | |
| 46 | ADBEADOBE INC | 159,374 | $61.7M | 0.43% | |
| 47 | BSXBOSTON SCIENTIFC | 553,000 | $59.4M | 0.41% | |
| 48 | SCHWSCHWAB (CHARLES) | 644,000 | $58.8M | 0.41% | |
| 49 | PGRPROGRESSIVE CORP | 219,173 | $58.5M | 0.41% | |
| 50 | BLKBLACKROCK INC | 54,986 | $57.7M | 0.40% | |
| 51 | TMOTHERMO FISHER | 141,100 | $57.2M | 0.40% | |
| 52 | AMGNAMGEN INC | 200,992 | $56.1M | 0.39% | |
| 53 | AMATAPPLIED MATERIAL | 303,762 | $55.6M | 0.39% | |
| 54 | GEVGE VERNOVA INC | 102,100 | $54.0M | 0.38% | |
| 55 | SHOPSHOPIFY INC - A | 455,240 | $52.4M | 0.36% | |
| 56 | ETNEATON CORP PLC | 146,514 | $52.3M | 0.36% | |
| 57 | UNPUNION PAC CORP | 224,679 | $51.7M | 0.36% | |
| 58 | GILDGILEAD SCIENCES | 466,055 | $51.7M | 0.36% | |
| 59 | MUMICRON TECH | 417,800 | $51.5M | 0.36% | |
| 60 | PFEPFIZER INC | 2,120,200 | $51.4M | 0.36% | |
| 61 | COFCAPITAL ONE FINA | 239,063 | $50.9M | 0.35% | |
| 62 | SYKSTRYKER CORP | 128,400 | $50.8M | 0.35% | |
| 63 | PANWPALO ALTO NETWOR | 247,500 | $50.6M | 0.35% | |
| 64 | CMCSACOMCAST CORP-A | 1,410,000 | $50.3M | 0.35% | |
| 65 | DEDEERE & CO | 96,500 | $49.1M | 0.34% | |
| 66 | DHRDANAHER CORP | 240,700 | $47.5M | 0.33% | |
| 67 | CRWDCROWDSTRIKE HO-A | 92,700 | $47.2M | 0.33% | |
| 68 | LRCXLAM RESEARCH | 482,340 | $47.0M | 0.33% | |
| 69 | ADPAUTOMATIC DATA | 152,065 | $46.9M | 0.33% | |
| 70 | LOWLOWE'S COS INC | 209,245 | $46.4M | 0.32% | |
| 71 | APHAMPHENOL CORP-A | 453,056 | $44.7M | 0.31% | |
| 72 | MLB1MERCADOLIBRE INC | 17,075 | $44.6M | 0.31% | |
| 73 | KLACKLA CORP | 49,700 | $44.5M | 0.31% | |
| 74 | ADIANALOG DEVICES | 185,493 | $44.2M | 0.31% | |
| 75 | GSGOLDMAN SACHS GP | 59,600 | $42.2M | 0.29% | |
| 76 | MDTMEDTRONIC PLC | 479,500 | $41.8M | 0.29% | |
| 77 | CBCHUBB LTD | 142,270 | $41.2M | 0.29% | |
| 78 | ANETARISTA NETWORKS | 400,776 | $41.0M | 0.29% | |
| 79 | TMUST-MOBILE US INC | 170,700 | $40.7M | 0.28% | |
| 80 | MRSHMARSH & MCLENNAN | 184,188 | $40.3M | 0.28% | |
| 81 | ICEINTERCONT EXCH I | 214,700 | $39.4M | 0.27% | |
| 82 | SBUXSTARBUCKS CORP | 424,600 | $38.9M | 0.27% | |
| 83 | MIGAMICROSTRATEGY | 92,500 | $37.4M | 0.26% | |
| 84 | CMECME GROUP INC | 134,979 | $37.2M | 0.26% | |
| 85 | TTTRANE TECHNOLOGI | 83,773 | $36.6M | 0.25% | |
| 86 | INTCINTEL CORP | 1,630,200 | $36.5M | 0.25% | |
| 87 | RYROYAL BANK OF CA | 274,900 | $36.2M | 0.25% | |
| 88 | FISVFISERV INC | 208,900 | $36.0M | 0.25% | |
| 89 | BMYBRISTOL-MYER SQB | 760,654 | $35.2M | 0.24% | |
| 90 | WMWASTE MANAGEMENT | 150,800 | $34.5M | 0.24% | |
| 91 | MCKMCKESSON CORP | 46,800 | $34.3M | 0.24% | |
| 92 | DUKDUKE ENERGY CORP | 290,500 | $34.3M | 0.24% | |
| 93 | PHPARKER HANNIFIN | 48,274 | $33.7M | 0.23% | |
| 94 | CITHE CIGNA GROUP | 101,300 | $33.5M | 0.23% | |
| 95 | DASHDOORDASH INC-A | 133,900 | $33.0M | 0.23% | |
| 96 | ELVELEVANCE HEALTH | 84,600 | $32.9M | 0.23% | |
| 97 | DWDMORGAN STANLEY | 231,700 | $32.6M | 0.23% | |
| 98 | CVSCVS HEALTH CORP | 471,200 | $32.5M | 0.23% | |
| 99 | CDNSCADENCE DESIGN | 103,437 | $31.9M | 0.22% | |
| 100 | T7DTRANSDIGM GROUP | 20,900 | $31.8M | 0.22% |
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