APG Asset Management N.V.
CIK 1434819
13F filing for Q2 2026・No. 230
- Holdings
- US$40.72B
- Quarter change
- +US$9.15B
- Entries
- 493
- Net bought (estimate)
- +US$4.3B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 38
- Cut 73
- Added 401
- Corporate actions 2
- Unchanged 1
Largest holdings
493 stocks worth US$40.72B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 10,963,644 | US$1.92B | 4.71% |
| AAPLAppleCOM | Added | 7,377,107 | US$1.87B | 4.59% |
| MSFTMicrosoftCOM | Cut | 5,525,436 | US$1.8B | 4.43% |
| AVGOBroadcomCOM | Cut | 4,928,833 | US$1.63B | 4.00% |
| AMZNAmazonCOM | Cut | 7,314,985 | US$1.52B | 3.75% |
| MUMicronCOM | Added | 1,445,196 | US$1.46B | 3.58% |
| LLYELI LILLY & COCOM | Added | 1,210,321 | US$1.27B | 3.12% |
| JPMJPMORGAN CHASE & COCOM | Added | 3,554,331 | US$1.02B | 2.50% |
| AMDAMDCOM | Added | 1,606,963 | US$816.5M | 2.01% |
| INTCINTEL CORPCOM | Added | 4,718,628 | US$576.28M | 1.42% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.