§ 13F · FUND PROFILE
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $724K (13F)Positions · 39Turnover · — · Q2Filed · Jul 15, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 15, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA | 538K | $72K | 10.0% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 154K | $65K | 9.0% | ±0% |
| 3 | AAPL | APPLE COMPUTER INC | 275K | $48K | 6.6% | ±0% |
| 4 | AMZN | AMAZON.COM | 254K | $47K | 6.6% | +5% |
| 5 | GOOGL | ALPHABET INC-CL A | 265K | $40K | 5.5% | −19% |
| 6 | NFLX | NETFLIX INC | 26K | $29K | 4.0% | +21% |
| 7 | ISRG | INTUITIVE SURGICAL INC | 62K | $29K | 4.0% | ±0% |
| 8 | NOW | SERVICENOW INC | 28K | $25K | 3.4% | +12% |
| 9 | MA | MASTERCARD INC | 43K | $21K | 2.9% | ±0% |
| 10 | AMAT | APPLIED MATERIALS | 116K | $18K | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEDRIJFSTAKPENSIOENFONDS SIGNAL
AC read
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO is a Other fund managing $724 thousand in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed