13F HOLDINGS REPORT
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0002011081-25-000013
Total Value
$1.29B
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROBLOX CORP | RBLX | 730,629 | $101.2M | 7.82% |
| 2 | NVIDIA CORPORATION | NVDA | 510,042 | $95.2M | 7.35% |
| 3 | ALPHABET INC | GOOG | 349,865 | $85.2M | 6.58% |
| 4 | INTEL CORP | INTC | 2,095,595 | $70.3M | 5.43% |
| 5 | CROWDSTRIKE HLDGS INC | CRWD | 143,035 | $70.1M | 5.42% |
| 6 | CYTOKINETICS INC | CYTK | 1,192,484 | $65.5M | 5.06% |
| 7 | ABIVAX SA | AAVXF | 731,523 | $62.1M | 4.80% |
| 8 | META PLATFORMS INC | META | 82,987 | $60.9M | 4.71% |
| 9 | VERTIV HOLDINGS CO | VRT | 391,369 | $59.0M | 4.56% |
| 10 | AMAZON COM INC | AMZN | 237,695 | $52.2M | 4.03% |
| 11 | BROADCOM INC | AVGO | 151,887 | $50.1M | 3.87% |
| 12 | SENTINELONE INC | S | 2,776,171 | $48.9M | 3.78% |
| 13 | SNOWFLAKE INC | SNOW | 204,867 | $46.2M | 3.57% |
| 14 | WESTERN DIGITAL CORP | WDC | 343,864 | $41.3M | 3.19% |
| 15 | AXSOME THERAPEUTICS INC | AXSM | 326,318 | $39.6M | 3.06% |
| 16 | LINDE PLC | LIN | 76,809 | $36.5M | 2.82% |
| 17 | ORACLE CORP | ORCL-PD | 123,579 | $34.8M | 2.69% |
| 18 | BLOCK INC | BSQKZ | 422,597 | $30.5M | 2.36% |
| 19 | UNIQURE NV | QURE | 521,677 | $30.5M | 2.35% |
| 20 | SCHOLAR ROCK HLDG CORP | SRRK | 769,442 | $28.7M | 2.21% |
| 21 | MICROSOFT CORP | MSFT | 46,056 | $23.9M | 1.84% |
| 22 | WASTE MGMT INC DEL | 94106L109 | 99,234 | $21.9M | 1.69% |
| 23 | FREEPORT-MCMORAN INC | FCX | 555,093 | $21.8M | 1.68% |
| 24 | APPLIED MATLS INC | 038222105 | 80,612 | $16.5M | 1.28% |
| 25 | EATON CORP PLC | ETN | 39,000 | $14.6M | 1.13% |
| 26 | MERCADOLIBRE INC | MELI | 6,236 | $14.6M | 1.13% |
| 27 | JANUX THERAPEUTICS INC | JANX | 376,496 | $9.2M | 0.71% |
| 28 | VIRIDIAN THERAPEUTICS INC | VRDN | 423,272 | $9.1M | 0.71% |
| 29 | NEKTAR THERAPEUTICS | NKTR | 153,846 | $8.8M | 0.68% |
| 30 | MARVELL TECHNOLOGY INC | MRVL | 88,061 | $7.4M | 0.57% |
| 31 | ADVANCED MICRO DEVICES INC | AMD | 30,009 | $4.9M | 0.38% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,546 | $4.8M | 0.37% |
| 33 | NETFLIX INC | NFLX | 3,860 | $4.6M | 0.36% |
| 34 | SOUTHERN COPPER CORP | SCCO | 33,270 | $4.0M | 0.31% |
| 35 | FISERV INC | FISV | 29,423 | $3.8M | 0.29% |
| 36 | APPLE INC | AAPL | 12,267 | $3.1M | 0.24% |
| 37 | WALMART INC | WMT | 29,137 | $3.0M | 0.23% |
| 38 | SALESFORCE INC | CRM | 9,183 | $2.2M | 0.17% |
| 39 | VISA INC | V | 5,583 | $1.9M | 0.15% |
| 40 | JPMORGAN CHASE & CO. | VYLD | 4,365 | $1.4M | 0.11% |
| 41 | SERVICENOW INC | NOW | 1,265 | $1.2M | 0.09% |
| 42 | WELLS FARGO CO NEW | 949746101 | 9,245 | $774,916 | 0.06% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 4,152 | $637,955 | 0.05% |
| 44 | BANK AMERICA CORP | 060505104 | 11,012 | $568,109 | 0.04% |
| 45 | PEPSICO INC | PEP | 3,145 | $441,684 | 0.03% |
| 46 | COCA COLA CO | KO | 5,245 | $347,848 | 0.03% |