EdgeMarket › What Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. reported owning
What Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
51Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOG Alphabet Inc. | 110.2M | 9.3% | 384.0K | 341.75 | +70.7% |
| MU MICRON TECHNOLOGY INC | 86.5M | 7.3% | 256.0K | 966.78 | +724.8% |
| ABVX Abivax S.A. | 85.3M | 7.2% | 765.9K | 114.95 | +59.9% |
| PTGX Protagonist Therapeutics, Inc | 60.3M | 5.1% | 571.8K | 154.32 | +174.4% |
| NVDA NVIDIA CORP | 59.4M | 5.0% | 340.7K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 54.8M | 4.6% | 263.0K | 258.63 | +15.6% |
| RVMD Revolution Medicines, Inc. | 46.6M | 4.0% | 479.1K | 209.46 | +479.3% |
| CYTK CYTOKINETICS INC | 43.5M | 3.7% | 660.3K | 76.84 | +105.9% |
| MSFT MICROSOFT CORP | 42.4M | 3.6% | 114.4K | 483.24 | -4.4% |
| CRWD CrowdStrike Holdings, Inc. | 41.1M | 3.5% | 105.4K | 191.95 | +83.2% |
| AVGO Broadcom Inc. | 39.8M | 3.4% | 128.7K | 368.45 | +26.5% |
| DOW DOW INC. | 39.5M | 3.4% | 948.9K | 32.35 | +34.3% |
| LYB LyondellBasell Industries N.V. | 39.0M | 3.3% | 484.1K | 67.53 | +22.0% |
| MELI MERCADOLIBRE INC | 37.5M | 3.2% | 21.7K | 1,922.73 | -17.7% |
| XOM ExxonMobil Holdings Corp | 36.1M | 3.1% | 212.6K | 165.11 | +52.1% |
| CVX CHEVRON CORP | 35.1M | 3.0% | 169.8K | 205.27 | +34.0% |
| LIN LINDE PLC | 33.4M | 2.8% | 67.5K | 487.57 | +1.1% |
| FCX FREEPORT-MCMORAN INC | 32.6M | 2.8% | 555.1K | 76.66 | +85.6% |
| AMAT APPLIED MATERIALS INC /DE | 29.0M | 2.5% | 84.7K | 492.32 | +205.9% |
| CEG Constellation Energy Corp | 28.5M | 2.4% | 102.2K | 272.88 | -13.2% |
| VRT Vertiv Holdings Co | 26.4M | 2.2% | 105.2K | 261.95 | +105.4% |
| WDC WESTERN DIGITAL CORP | 26.2M | 2.2% | 96.9K | 459.44 | +507.4% |
| WM WASTE MANAGEMENT INC | 21.3M | 1.8% | 92.7K | 224.06 | -2.6% |
| GOOGL Alphabet Inc. | 17.0M | 1.4% | 59.2K | 344.82 | +73.0% |
| META Meta Platforms, Inc. | 14.9M | 1.3% | 26.0K | 549.90 | -26.5% |
| INTC INTEL CORP | 12.8M | 1.1% | 289.4K | 90.07 | +282.6% |
| NKTR NEKTAR THERAPEUTICS | 8.8M | 0.7% | 122.3K | 74.02 | +174.7% |
| QURE uniQure N.V. | 8.5M | 0.7% | 521.7K | 48.37 | +212.5% |
| MRVL Marvell Technology, Inc. | 8.4M | 0.7% | 84.6K | 237.04 | +232.8% |
| AMD ADVANCED MICRO DEVICES INC | 7.5M | 0.6% | 36.7K | 473.25 | +186.5% |
| AAPL Apple Inc. | 7.4M | 0.6% | 29.3K | 309.35 | +36.9% |
| GEV GE Vernova Inc. | 6.3M | 0.5% | 7.2K | 956.85 | +58.3% |
| SCCO SOUTHERN COPPER CORP/ | 5.8M | 0.5% | 33.8K | 216.00 | +130.5% |
| JANX Janux Therapeutics, Inc. | 5.2M | 0.4% | 376.5K | 17.39 | -30.1% |
| WMT Walmart Inc. | 3.6M | 0.3% | 29.1K | 103.70 | +1.1% |
| MLYS Mineralys Therapeutics, Inc. | 2.8M | 0.2% | 105.0K | 25.65 | +65.7% |
| CAT CATERPILLAR INC | 2.2M | 0.2% | 3.1K | 827.90 | +96.8% |
| GE GENERAL ELECTRIC CO | 2.1M | 0.2% | 7.4K | 348.37 | +30.7% |
| unmapped CUSIP 084670702 | 1.9M | 0.2% | 4.1K | — | — |
| CRM Salesforce, Inc. | 1.7M | 0.1% | 9.2K | 209.17 | -15.1% |
| RTX RTX Corp | 1.7M | 0.1% | 8.8K | 209.91 | +34.1% |
| FISV FISERV INC | 1.6M | 0.1% | 29.4K | 52.58 | -62.4% |
| GS GOLDMAN SACHS GROUP INC | 1.1M | 0.1% | 1.3K | 1,039.28 | +44.2% |
| NFLX NETFLIX INC | 599.0K | 0.1% | 6.2K | 79.59 | -34.4% |
| PG PROCTER & GAMBLE Co | 598.0K | 0.1% | 4.1K | 144.68 | -9.3% |
| JPM JPMORGAN CHASE & CO | 532.7K | 0.0% | 1.8K | 351.58 | +20.3% |
| PEP PEPSICO INC | 488.1K | 0.0% | 3.1K | 143.48 | -4.8% |
| KO COCA COLA CO | 396.8K | 0.0% | 5.2K | 91.10 | +28.9% |
| BAC BANK OF AMERICA CORP /DE/ | 366.7K | 0.0% | 7.5K | 61.69 | +27.6% |
| WFC WELLS FARGO & COMPANY/MN | 226.6K | 0.0% | 2.8K | 83.84 | +7.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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