Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. (CIK 2011081) reported $1.18B across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($110.2M, 9.34%), MU ($86.5M, 7.33%), ABVX ($85.3M, 7.23%), PTGX ($60.3M, 5.11%), NVDA ($59.4M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $110.2M | 9.34% | 383,992 | Trimmed |
| 2 | MU | MICRON TECHNOLOGY INC | $86.5M | 7.33% | 255,962 | Added |
| 3 | ABVX | ABIVAX SA | $85.3M | 7.23% | 765,915 | Added |
| 4 | PTGX | PROTAGONIST THERAPEUTICS INC | $60.3M | 5.11% | 571,825 | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $59.4M | 5.04% | 340,747 | Added |
| 6 | AMZN | AMAZON COM INC | $54.8M | 4.64% | 262,955 | Trimmed |
| 7 | RVMD | REVOLUTION MEDICINES INC | $46.6M | 3.95% | 479,080 | New |
| 8 | CYTK | CYTOKINETICS INC | $43.5M | 3.69% | 660,310 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $42.4M | 3.59% | 114,443 | Added |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $41.1M | 3.49% | 105,399 | Added |
| 11 | AVGO | BROADCOM INC | $39.8M | 3.38% | 128,711 | Added |
| 12 | DOW | DOW HLDGS INC | $39.5M | 3.35% | 948,919 | New |
| 13 | LYB | LYONDELLBASELL INDUSTRIES NV | $39.0M | 3.31% | 484,109 | New |
| 14 | MELI | MERCADOLIBRE INC | $37.5M | 3.18% | 21,684 | Added |
| 15 | XOM | EXXON MOBIL CORP | $36.1M | 3.06% | 212,597 | New |
| 16 | CVX | CHEVRON CORPORATION | $35.1M | 2.98% | 169,844 | New |
| 17 | LIN | LINDE PLC | $33.4M | 2.84% | 67,469 | Added |
| 18 | FCX | FREEPORT MCMORAN INC | $32.6M | 2.77% | 555,093 | Hold |
| 19 | AMAT | APPLIED MATLS INC | $29.0M | 2.46% | 84,737 | Added |
| 20 | CEG | CONSTELLATION ENERGY CORP | $28.5M | 2.42% | 102,171 | New |
| 21 | VRT | VERTIV HOLDINGS CO | $26.4M | 2.24% | 105,199 | Trimmed |
| 22 | WDC | WESTERN DIGITAL CORP | $26.2M | 2.22% | 96,947 | Trimmed |
| 23 | WM | WASTE MGMT INC DEL | $21.3M | 1.81% | 92,659 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $17.0M | 1.44% | 59,167 | New |
| 25 | META | META PLATFORMS INC | $14.9M | 1.26% | 26,044 | Added |
Source: SEC Form 13F filings · as of 2026-03-31