13F HOLDINGS REPORT
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0002011081-26-000002
Total Value
$1.13B
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 431,550 | $135.4M | 12.02% |
| 2 | ABIVAX SA | AAVXF | 691,973 | $93.3M | 8.28% |
| 3 | AMAZON COM INC | AMZN | 365,006 | $84.3M | 7.48% |
| 4 | MICRON TECHNOLOGY INC | MU | 241,453 | $68.9M | 6.12% |
| 5 | NVIDIA CORPORATION | NVDA | 324,405 | $60.5M | 5.37% |
| 6 | AXSOME THERAPEUTICS INC | AXSM | 278,835 | $50.9M | 4.52% |
| 7 | PROTAGONIST THERAPEUTICS INC | PTGX | 571,825 | $49.9M | 4.43% |
| 8 | CYTOKINETICS INC | CYTK | 747,983 | $47.5M | 4.22% |
| 9 | MICROSOFT CORP | MSFT | 94,025 | $45.5M | 4.04% |
| 10 | SNOWFLAKE INC | SNOW | 205,389 | $45.1M | 4.00% |
| 11 | WESTERN DIGITAL CORP | WDC | 227,325 | $39.2M | 3.48% |
| 12 | BROADCOM INC | AVGO | 106,717 | $36.9M | 3.28% |
| 13 | SCHOLAR ROCK HLDG CORP | SRRK | 769,442 | $33.9M | 3.01% |
| 14 | CROWDSTRIKE HLDGS INC | CRWD | 70,771 | $33.2M | 2.94% |
| 15 | VERTIV HOLDINGS CO | VRT | 181,710 | $29.4M | 2.61% |
| 16 | FREEPORT-MCMORAN INC | FCX | 555,093 | $28.2M | 2.50% |
| 17 | LINDE PLC | LIN | 64,309 | $27.4M | 2.43% |
| 18 | MINERALYS THERAPEUTICS INC | MLYS | 659,076 | $23.9M | 2.12% |
| 19 | WASTE MGMT INC DEL | 94106L109 | 99,222 | $21.8M | 1.93% |
| 20 | APPLIED MATLS INC | 038222105 | 77,188 | $19.8M | 1.76% |
| 21 | META PLATFORMS INC | META | 21,584 | $14.2M | 1.26% |
| 22 | VIRIDIAN THERAPEUTICS INC | VRDN | 423,272 | $13.2M | 1.17% |
| 23 | MERCADOLIBRE INC | MELI | 6,236 | $12.6M | 1.11% |
| 24 | UNIQURE NV | QURE | 521,677 | $12.5M | 1.11% |
| 25 | ADVANCED MICRO DEVICES INC | AMD | 50,738 | $10.9M | 0.96% |
| 26 | INTEL CORP | INTC | 289,410 | $10.7M | 0.95% |
| 27 | NEKTAR THERAPEUTICS | NKTR | 188,112 | $8.0M | 0.71% |
| 28 | MARVELL TECHNOLOGY INC | MRVL | 84,648 | $7.2M | 0.64% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 18,098 | $5.8M | 0.52% |
| 30 | JANUX THERAPEUTICS INC | JANX | 376,496 | $5.2M | 0.46% |
| 31 | WELLS FARGO CO NEW | 949746101 | 55,616 | $5.2M | 0.46% |
| 32 | SOUTHERN COPPER CORP | SCCO | 33,552 | $4.8M | 0.43% |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,537 | $4.8M | 0.43% |
| 34 | ORACLE CORP | ORCL-PD | 23,994 | $4.7M | 0.42% |
| 35 | GE AEROSPACE | 369604301 | 13,809 | $4.3M | 0.38% |
| 36 | RTX CORPORATION | RTX | 22,122 | $4.1M | 0.36% |
| 37 | CATERPILLAR INC | CAT | 6,785 | $3.9M | 0.34% |
| 38 | APPLE INC | AAPL | 12,268 | $3.3M | 0.30% |
| 39 | WALMART INC | WMT | 29,117 | $3.2M | 0.29% |
| 40 | BANK AMERICA CORP | 060505104 | 48,556 | $2.7M | 0.24% |
| 41 | SALESFORCE INC | CRM | 9,183 | $2.4M | 0.22% |
| 42 | GE VERNOVA INC | GEV | 3,452 | $2.3M | 0.20% |
| 43 | FISERV INC | FISV | 29,423 | $2.0M | 0.18% |
| 44 | VISA INC | V | 5,571 | $2.0M | 0.17% |
| 45 | PROCTER AND GAMBLE CO | 742718109 | 4,140 | $593,303 | 0.05% |
| 46 | NETFLIX INC | NFLX | 6,230 | $584,125 | 0.05% |
| 47 | PEPSICO INC | PEP | 3,143 | $451,083 | 0.04% |
| 48 | COCA COLA CO | KO | 5,218 | $364,790 | 0.03% |