Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$846.2M

Holdings

56

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (56 positions)

StockValue
AMZNAMAZON COM INC
$52.2M
ETNEATON CORP PLC
$46.0M
CYBRCYBERARK SOFTWARE LTD
$44.9M
METAMETA PLATFORMS INC
$42.4M
SLNOSOLENO THERAPEUTICS INC
$42.1M
AVGOBROADCOM INC
$41.4M
LLYELI LILLY & CO
$40.2M
LINLINDE PLC
$37.3M
CYTKCYTOKINETICS INC
$35.8M
WMWASTE MGMT INC DEL
$34.5M
AXSMAXSOME THERAPEUTICS INC
$34.1M
AMATAPPLIED MATLS INC
$31.9M
VRTVERTIV HOLDINGS CO
$31.8M
GOOGALPHABET INC
$29.8M
XYZBLOCK INC
$28.7M
SNOWSNOWFLAKE INC
$27.4M
SRRKSCHOLAR ROCK HLDG CORP
$27.3M
FCXFREEPORT-MCMORAN INC
$24.1M
MLB1MERCADOLIBRE INC
$16.3M
APHAMPHENOL CORP NEW
$16.2M
BACVERIZON COMMUNICATIONS INC
$14.9M
SSENTINELONE INC
$14.7M
JANXJANUX THERAPEUTICS INC
$8.7M
ORCLORACLE CORP
$8.1M
AMDADVANCED MICRO DEVICES INC
$7.4M
MRVLMARVELL TECHNOLOGY INC
$6.8M
NBIXNEUROCRINE BIOSCIENCES INC
$6.8M
NVDANVIDIA CORPORATION
$6.3M
VRDNVIRIDIAN THERAPEUTICS INC
$5.9M
MSFTMICROSOFT CORP
$5.9M
IBMINTERNATIONAL BUSINESS MACHS
$5.5M
INTCINTEL CORP
$5.5M
NFLXNETFLIX INC
$5.1M
FISVFISERV INC
$5.1M
CRMSALESFORCE INC
$4.7M
MAMASTERCARD INCORPORATED
$4.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.6M
ABBVABBVIE INC
$4.4M
CRWDCROWDSTRIKE HLDGS INC
$3.5M
SCCOSOUTHERN COPPER CORP
$3.3M
MRKMERCK & CO INC
$3.2M
KOCOCA COLA CO
$3.0M
WMTWALMART INC
$2.9M
GMGENERAL MTRS CO
$2.7M
UNHUNITEDHEALTH GROUP INC
$2.5M
AAPLAPPLE INC
$2.5M
TSLATESLA INC
$2.5M
ACNACCENTURE PLC IRELAND
$1.9M
VVISA INC
$1.9M
TAT&T INC
$1.9M
NOWSERVICENOW INC
$1.3M
JPMJPMORGAN CHASE & CO.
$1.3M
WFCWELLS FARGO CO NEW
$742K
PGPROCTER AND GAMBLE CO
$663K
BACBANK AMERICA CORP
$521K
PEPPEPSICO INC
$415K