Bedrijfstakpensioenfonds Voor DE Media Pno 13F 持仓 · 最近申报 2025年Q3
Bedrijfstakpensioenfonds Voor DE Media Pno 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 7.59 亿美元。前几大持仓：NVDA（10.46%）、MSFT（8.13%）、AAPL（7.87%）。本季前 25 大持仓中：增持 1 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA | $79.4M | 10.46% | 500,000 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $61.7M | 8.13% | 140,000 | 减持 |
| 3 | AAPL | APPLE COMPUTER INC | $59.7M | 7.87% | 275,400 | 持平 |
| 4 | GOOGL | ALPHABET INC-CL A | $54.8M | 7.23% | 265,000 | 持平 |
| 5 | AMZN | AMAZON.COM | $47.5M | 6.26% | 254,000 | 持平 |
| 6 | NFLX | NETFLIX INC | $26.0M | 3.43% | 25,500 | 持平 |
| 7 | ISRG | INTUITIVE SURGICAL INC | $23.7M | 3.12% | 62,150 | 持平 |
| 8 | NOW | SERVICENOW INC | $21.9M | 2.89% | 28,000 | 持平 |
| 9 | MA | MASTERCARD INC | $21.0M | 2.77% | 43,450 | 持平 |
| 10 | AMAT | APPLIED MATERIALS | $20.3M | 2.67% | 116,300 | 持平 |
| 11 | AVGO | BROADCOM INC | $18.8M | 2.48% | 67,000 | 增持 |
| 12 | URI | UNITED RENTALS INC | $18.8M | 2.48% | 23,200 | 持平 |
| 13 | LLY | ELI LILLY & CO | $17.5M | 2.31% | 27,000 | 持平 |
| 14 | SNPS | SYNOPSYS | $17.2M | 2.27% | 41,000 | 持平 |
| 15 | SYK | STRYKER | $16.6M | 2.19% | 52,750 | 持平 |
| 16 | CDNS | CADENCE DESIGN SYS INC | $15.7M | 2.07% | 52,500 | 持平 |
| 17 | V | VISA INC-CLASS A SHARES | $15.4M | 2.03% | 53,000 | 持平 |
| 18 | TMO | THERMO FISCHER SCIEN | $15.1M | 1.99% | 36,650 | 持平 |
| 19 | KLAC | KLA Corp | $14.7M | 1.94% | 16,000 | 持平 |
| 20 | SHW | SHERWIN-WILLIAMS CO/THE | $14.4M | 1.90% | 48,800 | 持平 |
| 21 | CRM | SALESFORCE | $13.9M | 1.83% | 69,000 | 持平 |
| 22 | SPGI | S&P GLOBAL | $12.5M | 1.65% | 30,250 | 持平 |
| 23 | BKNG | BOOKING HOLDINGS INC | $12.2M | 1.60% | 2,650 | 持平 |
| 24 | EW | EDWARDS LIFESCIENCES CORP | $12.0M | 1.59% | 182,000 | 持平 |
| 25 | HD | HOME DEPOT | $12.0M | 1.58% | 34,700 | 持平 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR