Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$484.6M

Holdings

54

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (54 positions)

StockValue
LINLINDE PLC
$37.2M
WMWASTE MGMT INC DEL
$33.3M
AXSMAXSOME THERAPEUTICS INC
$33.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$26.9M
XYZBLOCK INC
$22.9M
AMZNAMAZON COM INC
$21.5M
FCXFREEPORT-MCMORAN INC
$21.0M
MLB1MERCADOLIBRE INC
$18.3M
BACVERIZON COMMUNICATIONS INC
$17.0M
METAMETA PLATFORMS INC
$16.0M
CRWDCROWDSTRIKE HLDGS INC
$15.3M
AMATAPPLIED MATLS INC
$14.8M
SSENTINELONE INC
$14.5M
GOOGALPHABET INC
$13.5M
SWTXSPRINGWORKS THERAPEUTICS INC
$12.4M
APHAMPHENOL CORP NEW
$10.7M
JANXJANUX THERAPEUTICS INC
$10.2M
SRRKSCHOLAR ROCK HLDG CORP
$10.1M
PGPROCTER AND GAMBLE CO
$7.8M
KOCOCA COLA CO
$7.7M
PEPPEPSICO INC
$7.2M
FISVFISERV INC
$6.5M
CYTKCYTOKINETICS INC
$6.5M
NBIXNEUROCRINE BIOSCIENCES INC
$6.0M
VRDNVIRIDIAN THERAPEUTICS INC
$5.7M
INTCINTEL CORP
$5.6M
MRVLMARVELL TECHNOLOGY INC
$5.4M
WMTWALMART INC
$5.3M
CRMSALESFORCE INC
$5.1M
IBMINTERNATIONAL BUSINESS MACHS
$4.6M
JNJJOHNSON & JOHNSON
$4.5M
MSFTMICROSOFT CORP
$4.4M
AVGOBROADCOM INC
$4.4M
MAMASTERCARD INCORPORATED
$4.4M
ETNEATON CORP PLC
$4.4M
NVDANVIDIA CORPORATION
$4.2M
UNHUNITEDHEALTH GROUP INC
$4.1M
NFLXNETFLIX INC
$3.6M
VRTVERTIV HOLDINGS CO
$3.3M
TAT&T INC
$3.3M
SCCOSOUTHERN COPPER CORP
$3.0M
AAPLAPPLE INC
$2.7M
GMGENERAL MTRS CO
$2.6M
AMDADVANCED MICRO DEVICES INC
$2.1M
WFCWELLS FARGO CO NEW
$2.1M
ACNACCENTURE PLC IRELAND
$2.0M
TSLATESLA INC
$1.9M
VVISA INC
$1.8M
ORCLORACLE CORP
$1.6M
NOWSERVICENOW INC
$1.0M
BACBANK AMERICA COR
$460K
JPMJPMORGAN CHASE & CO
$171K
PODDINSULET CORP
$37K
MLTXMOONLAKE IMMUNOTHERAPEUTICS
$3K