13F HOLDINGS REPORT
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0002011081-25-000008
Total Value
$846.2M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 237,791 | $52.2M | 6.17% |
| 2 | EATON CORP PLC | ETN | 128,810 | $46.0M | 5.43% |
| 3 | CYBERARK SOFTWARE LTD | M2682V108 | 110,380 | $44.9M | 5.31% |
| 4 | META PLATFORMS INC | META | 57,500 | $42.4M | 5.02% |
| 5 | SOLENO THERAPEUTICS INC | SLNO | 502,374 | $42.1M | 4.97% |
| 6 | BROADCOM INC | AVGO | 150,326 | $41.4M | 4.90% |
| 7 | ELI LILLY & CO | LLY | 51,591 | $40.2M | 4.75% |
| 8 | LINDE PLC | LIN | 79,493 | $37.3M | 4.41% |
| 9 | CYTOKINETICS INC | CYTK | 1,082,563 | $35.8M | 4.23% |
| 10 | WASTE MGMT INC DEL | 94106L109 | 150,820 | $34.5M | 4.08% |
| 11 | AXSOME THERAPEUTICS INC | AXSM | 326,318 | $34.1M | 4.03% |
| 12 | APPLIED MATLS INC | 038222105 | 174,383 | $31.9M | 3.77% |
| 13 | VERTIV HOLDINGS CO | VRT | 247,634 | $31.8M | 3.76% |
| 14 | ALPHABET INC | GOOG | 168,185 | $29.8M | 3.53% |
| 15 | BLOCK INC | BSQKZ | 422,838 | $28.7M | 3.39% |
| 16 | SNOWFLAKE INC | SNOW | 122,253 | $27.4M | 3.23% |
| 17 | SCHOLAR ROCK HLDG CORP | SRRK | 769,442 | $27.3M | 3.22% |
| 18 | FREEPORT-MCMORAN INC | FCX | 555,093 | $24.1M | 2.84% |
| 19 | MERCADOLIBRE INC | MELI | 6,237 | $16.3M | 1.93% |
| 20 | AMPHENOL CORP NEW | 032095101 | 163,756 | $16.2M | 1.91% |
| 21 | VERIZON COMMUNICATIONS INC | VZ | 344,087 | $14.9M | 1.76% |
| 22 | SENTINELONE INC | S | 802,409 | $14.7M | 1.73% |
| 23 | JANUX THERAPEUTICS INC | JANX | 376,496 | $8.7M | 1.03% |
| 24 | ORACLE CORP | ORCL-PD | 36,876 | $8.1M | 0.95% |
| 25 | ADVANCED MICRO DEVICES INC | AMD | 52,105 | $7.4M | 0.87% |
| 26 | MARVELL TECHNOLOGY INC | MRVL | 88,061 | $6.8M | 0.81% |
| 27 | NEUROCRINE BIOSCIENCES INC | NBIX | 53,954 | $6.8M | 0.80% |
| 28 | NVIDIA CORPORATION | NVDA | 39,832 | $6.3M | 0.74% |
| 29 | VIRIDIAN THERAPEUTICS INC | VRDN | 423,272 | $5.9M | 0.70% |
| 30 | MICROSOFT CORP | MSFT | 11,798 | $5.9M | 0.69% |
| 31 | INTERNATIONAL BUSINESS MACHS | INTR | 18,796 | $5.5M | 0.65% |
| 32 | INTEL CORP | INTC | 246,619 | $5.5M | 0.65% |
| 33 | NETFLIX INC | NFLX | 3,839 | $5.1M | 0.61% |
| 34 | FISERV INC | FISV | 29,423 | $5.1M | 0.60% |
| 35 | SALESFORCE INC | CRM | 17,407 | $4.7M | 0.56% |
| 36 | MASTERCARD INCORPORATED | MA | 8,432 | $4.7M | 0.56% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,485 | $4.6M | 0.54% |
| 38 | ABBVIE INC | ABBV | 23,920 | $4.4M | 0.52% |
| 39 | CROWDSTRIKE HLDGS INC | CRWD | 6,860 | $3.5M | 0.41% |
| 40 | SOUTHERN COPPER CORP | SCCO | 32,938 | $3.3M | 0.39% |
| 41 | MERCK & CO INC | MRK | 40,429 | $3.2M | 0.38% |
| 42 | COCA COLA CO | KO | 42,154 | $3.0M | 0.35% |
| 43 | WALMART INC | WMT | 29,154 | $2.9M | 0.34% |
| 44 | GENERAL MTRS CO | 37045V100 | 55,592 | $2.7M | 0.32% |
| 45 | UNITEDHEALTH GROUP INC | UNH | 8,168 | $2.5M | 0.30% |
| 46 | APPLE INC | AAPL | 12,277 | $2.5M | 0.30% |
| 47 | TESLA INC | TSLA | 7,720 | $2.5M | 0.29% |
| 48 | ACCENTURE PLC IRELAND | ACN | 6,439 | $1.9M | 0.23% |
| 49 | VISA INC | V | 5,310 | $1.9M | 0.22% |
| 50 | AT&T INC | T-PC | 64,012 | $1.9M | 0.22% |
| 51 | SERVICENOW INC | NOW | 1,266 | $1.3M | 0.15% |
| 52 | JPMORGAN CHASE & CO. | VYLD | 4,376 | $1.3M | 0.15% |
| 53 | WELLS FARGO CO NEW | 949746101 | 9,267 | $742,472 | 0.09% |
| 54 | PROCTER AND GAMBLE CO | 742718109 | 4,163 | $663,249 | 0.08% |
| 55 | BANK AMERICA CORP | 060505104 | 11,012 | $521,088 | 0.06% |
| 56 | PEPSICO INC | PEP | 3,145 | $415,266 | 0.05% |