Bedrijfstakpensioenfonds Voor DE Media Pno 13F Holdings · last filed Q3 2025
Bedrijfstakpensioenfonds Voor DE Media Pno reported 39 securities worth $758.72M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: NVDA (10.46%), MSFT (8.13%), AAPL (7.87%). Among its top 25 positions this quarter: 1 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA | $79.4M | 10.46% | 500,000 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $61.7M | 8.13% | 140,000 | Trimmed |
| 3 | AAPL | APPLE COMPUTER INC | $59.7M | 7.87% | 275,400 | Hold |
| 4 | GOOGL | ALPHABET INC-CL A | $54.8M | 7.23% | 265,000 | Hold |
| 5 | AMZN | AMAZON.COM | $47.5M | 6.26% | 254,000 | Hold |
| 6 | NFLX | NETFLIX INC | $26.0M | 3.43% | 25,500 | Hold |
| 7 | ISRG | INTUITIVE SURGICAL INC | $23.7M | 3.12% | 62,150 | Hold |
| 8 | NOW | SERVICENOW INC | $21.9M | 2.89% | 28,000 | Hold |
| 9 | MA | MASTERCARD INC | $21.0M | 2.77% | 43,450 | Hold |
| 10 | AMAT | APPLIED MATERIALS | $20.3M | 2.67% | 116,300 | Hold |
| 11 | AVGO | BROADCOM INC | $18.8M | 2.48% | 67,000 | Added |
| 12 | URI | UNITED RENTALS INC | $18.8M | 2.48% | 23,200 | Hold |
| 13 | LLY | ELI LILLY & CO | $17.5M | 2.31% | 27,000 | Hold |
| 14 | SNPS | SYNOPSYS | $17.2M | 2.27% | 41,000 | Hold |
| 15 | SYK | STRYKER | $16.6M | 2.19% | 52,750 | Hold |
| 16 | CDNS | CADENCE DESIGN SYS INC | $15.7M | 2.07% | 52,500 | Hold |
| 17 | V | VISA INC-CLASS A SHARES | $15.4M | 2.03% | 53,000 | Hold |
| 18 | TMO | THERMO FISCHER SCIEN | $15.1M | 1.99% | 36,650 | Hold |
| 19 | KLAC | KLA Corp | $14.7M | 1.94% | 16,000 | Hold |
| 20 | SHW | SHERWIN-WILLIAMS CO/THE | $14.4M | 1.90% | 48,800 | Hold |
| 21 | CRM | SALESFORCE | $13.9M | 1.83% | 69,000 | Hold |
| 22 | SPGI | S&P GLOBAL | $12.5M | 1.65% | 30,250 | Hold |
| 23 | BKNG | BOOKING HOLDINGS INC | $12.2M | 1.60% | 2,650 | Hold |
| 24 | EW | EDWARDS LIFESCIENCES CORP | $12.0M | 1.59% | 182,000 | Hold |
| 25 | HD | HOME DEPOT | $12.0M | 1.58% | 34,700 | Hold |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR