Q3 2025 · 13F-HR
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.holdings as filed
Filed 2025-11-12 · accession 0002011081-25-000013
$1.29B
Reported value
46
Positions
2025-09-30
Period end
The Brief · Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. · Q3 2025
AI · grounded in 13F
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. established a new position in RBLX valued at $101.2M. The fund also initiated new stakes in NVDA for $95.2M and GOOG for $85.2M. Additional new positions include INTC at $70.3M and CRWD at $70.1M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 771049103 | RBLX | ROBLOX CORP | $101.2M | 7.82% | 730,629 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $95.2M | 7.35% | 510,042 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $85.2M | 6.58% | 349,865 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $70.3M | 5.43% | 2,095,595 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $70.1M | 5.42% | 143,035 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $65.5M | 5.06% | 1,192,484 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $62.1M | 4.80% | 731,523 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $60.9M | 4.71% | 82,987 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $59.0M | 4.56% | 391,369 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $52.2M | 4.03% | 237,695 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $50.1M | 3.87% | 151,887 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $48.9M | 3.78% | 2,776,171 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $46.2M | 3.57% | 204,867 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $41.3M | 3.19% | 343,864 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $39.6M | 3.06% | 326,318 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $36.5M | 2.82% | 76,809 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $34.8M | 2.69% | 123,579 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $30.5M | 2.36% | 422,597 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $30.5M | 2.35% | 521,677 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $28.7M | 2.21% | 769,442 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $23.9M | 1.84% | 46,056 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $21.9M | 1.69% | 99,234 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $21.8M | 1.68% | 555,093 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $16.5M | 1.28% | 80,612 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $14.6M | 1.13% | 39,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $14.6M | 1.13% | 6,236 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $9.2M | 0.71% | 376,496 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $9.1M | 0.71% | 423,272 | Common | SOLE |
| 640268306 | NKTR | NEKTAR THERAPEUTICS | $8.8M | 0.68% | 153,846 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $7.4M | 0.57% | 88,061 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $4.9M | 0.38% | 30,009 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.8M | 0.37% | 9,546 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.6M | 0.36% | 3,860 | Common | SOLE |
| 84265V105 | SCCO | SOUTHERN COPPER CORP | $4.0M | 0.31% | 33,270 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $3.8M | 0.29% | 29,423 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $3.1M | 0.24% | 12,267 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $3.0M | 0.23% | 29,137 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $2.2M | 0.17% | 9,183 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.9M | 0.15% | 5,583 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $1.4M | 0.11% | 4,365 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $1.2M | 0.09% | 1,265 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $774,916 | 0.06% | 9,245 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $637,955 | 0.05% | 4,152 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $568,109 | 0.04% | 11,012 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $441,684 | 0.03% | 3,145 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $347,848 | 0.03% | 5,245 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.