Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
CIK 2011081
13F filing for Q2 2026・No. 1,749
- Holdings
- US$1.83B
- Quarter change
- +US$646.7M
- Entries
- 43
- Net bought (estimate)
- +US$140.55M
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 4
- Sold out 12
- Cut 11
- Added 16
- Corporate actions 0
- Unchanged 12
Largest holdings
43 stocks worth US$1.83B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MUMicronCOM | Cut | 173,121 | US$199.83M | 10.94% |
| MSFTMicrosoftCOM | Added | 506,688 | US$189M | 10.35% |
| AMDAMDCOM | Added | 208,567 | US$121.16M | 6.64% |
| ABIVAX SASPONSORED ADS | Cut | 765,332 | US$101.99M | 5.59% |
| AMZNAmazonCOM | Added | 414,360 | US$98.76M | 5.41% |
| RVMDREVOLUTION MEDICINES INCCOM | Unchanged | 479,080 | US$89.72M | 4.91% |
| SNDKSANDISK CORPCOM | New | 36,481 | US$82.95M | 4.54% |
| VVISA INCCOM CL A | New | 237,134 | US$81.36M | 4.46% |
| CRWDCROWDSTRIKE HLDGS INCCL A | Cut | 100,662 | US$76.82M | 4.21% |
| WDCWESTERN DIGITAL CORPCOM | Added | 110,524 | US$70.59M | 3.87% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.