Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. reported 43 holdings worth US$1.83B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. reported 43 holdings worth US$1.83B as of Jun 30, 2026. Largest: Micron Technology, Inc., Microsoft Corp. and Advanced Micro Devices Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$1.83B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 173K | US$200M | 10.9% |
| Microsoft Corp. | 507K | US$189M | 10.4% |
| Advanced Micro Devices Inc | 209K | US$121M | 6.6% |
| Abivax Sa | 765K | US$102M | 5.6% |
| Amazon.com, Inc. | 414K | US$98.8M | 5.4% |
| Revolution Medicines, Inc. | 479K | US$89.7M | 4.9% |
| Sandisk Corporation | 36,481 | US$82.9M | 4.5% |
| Visa Inc. | 237K | US$81.4M | 4.5% |
| Alphabet Inc (google) Class C | 220K | US$78.5M | 4.3% |
| Crowdstrike Holdings, Inc. | 101K | US$76.8M | 4.2% |
| Western Digital Corporation | 111K | US$70.6M | 3.9% |
| Intel Corporation | 488K | US$68.2M | 3.7% |
| Nvidia Corporation | 298K | US$59.7M | 3.3% |
| Applied Materials, Inc. | 80,404 | US$58.1M | 3.2% |
| Cytokinetics, Incorporated | 660K | US$56.3M | 3.1% |
| Albemarle Corporation | 408K | US$55.1M | 3.0% |
| Broadcom Inc. | 141K | US$53.4M | 2.9% |
| Constellation Energy Corporation | 204K | US$50.7M | 2.8% |
| Healthequity, Inc. | 457K | US$41.3M | 2.3% |
| Freeport-mcmoran, Inc. | 555K | US$34.9M | 1.9% |
| Marvell Technology, Inc. | 84,648 | US$25.2M | 1.4% |
| Waste Management, Inc. | 92,659 | US$20.7M | 1.1% |
| Meta Platforms, Inc. | 33,877 | US$19.1M | 1.0% |
| Mercadolibre, Inc. | 7,978 | US$13.5M | 0.74% |
| Apple Inc | 41,662 | US$12.1M | 0.66% |
| Nektar Therapeutics | 123K | US$8.57M | 0.47% |
| Ge Vernova Inc. | 5,795 | US$6.81M | 0.37% |
| Southern Copper Corporation | 34,173 | US$5.95M | 0.33% |
| Janux Therapeutics, Inc. | 376K | US$5.78M | 0.32% |
| Walmart Inc. | 29,143 | US$3.3M | 0.18% |
| Caterpillar, Inc. | 3,093 | US$3.29M | 0.18% |
| Exxon Mobil Corporation | 20,367 | US$2.78M | 0.15% |
| Salesforce, Inc. | 9,183 | US$1.44M | 0.08% |
| Goldman Sachs Group, Inc. (the) | 1,289 | US$1.3M | 0.07% |
| Chevron Corporation | 6,688 | US$1.11M | 0.06% |
| Procter & Gamble Company (the) | 4,153 | US$609K | 0.03% |
| Jp Morgan Chase & Co. | 1,811 | US$593K | 0.03% |
| Bank Of America Corporation | 7,522 | US$429K | 0.02% |
| Pepsico, Inc. | 3,143 | US$426K | 0.02% |
| Coca-cola Company (the) | 5,219 | US$424K | 0.02% |
| Wells Fargo & Company | 2,846 | US$235K | 0.01% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Mineralys Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Protagonist Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Snowflake Inc. | 0 | US$0 | 0.00% |
| Vertiv Holdings, Llc | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Dow Inc. | 0 | US$0 | 0.00% |
| Fiserv, Inc. | 0 | US$0 | 0.00% |
Source
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