APG Asset Management N.V. 13F Holdings · Q2 2026
APG Asset Management N.V. reported 493 securities worth $40.72B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (4.71%), AAPL (4.59%), MSFT (4.43%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.92B | 4.71% | 11.0M | Trimmed |
| 2 | AAPL | APPLE INC | $1.87B | 4.59% | 7.4M | Added |
| 3 | MSFT | MICROSOFT CORP | $1.80B | 4.43% | 5.5M | Trimmed |
| 4 | AVGO | BROADCOM INC | $1.63B | 4.00% | 4.9M | Trimmed |
| 5 | AMZN | AMAZON COM INC | $1.52B | 3.75% | 7.3M | Trimmed |
| 6 | MU | MICRON TECHNOLOGY INC | $1.46B | 3.58% | 1.4M | Added |
| 7 | LLY | ELI LILLY & CO | $1.27B | 3.12% | 1.2M | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $1.02B | 2.50% | 3.6M | Added |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $816.5M | 2.01% | 1.6M | Added |
| 10 | INTC | INTEL CORP | $576.3M | 1.42% | 4.7M | Added |
| 11 | MA | MASTERCARD INCORPORATED | $563.7M | 1.38% | 1.3M | Trimmed |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $549.9M | 1.35% | 1.3M | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $528.5M | 1.30% | 645,893 | Trimmed |
| 14 | V | VISA INC | $481.5M | 1.18% | 1.6M | Added |
| 15 | WMT | WALMART INC | $453.5M | 1.11% | 4.6M | Added |
| 16 | AMAT | APPLIED MATLS INC | $439.7M | 1.08% | 695,240 | Added |
| 17 | LRCX | LAM RESEARCH CORP | $423.2M | 1.04% | 1.1M | Added |
| 18 | CSCO | CISCO SYS INC | $373.7M | 0.92% | 3.6M | Added |
| 19 | ABBV | ABBVIE INC | $355.1M | 0.87% | 1.6M | Added |
| 20 | GLW | CORNING INC | $343.5M | 0.84% | 1.5M | Added |
| 21 | ANET | ARISTA NETWORKS INC | $323.1M | 0.79% | 2.2M | Trimmed |
| 22 | GE | GE AEROSPACE | $308.1M | 0.76% | 942,446 | Added |
| 23 | KLAC | KLA CORP | $308.6M | 0.76% | 1.2M | Added |
| 24 | BAC | BANK OF AMER CORP | $296.8M | 0.73% | 6.0M | Added |
| 25 | TJX | TJX COS INC NEW | $289.8M | 0.71% | 2.2M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR