§ 13F · FUND PROFILE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A..
AUM · $1.8B (13F)Positions · 43Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$261M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 173K | $200M | 10.9% | −32% |
| 2 | MSFT | MICROSOFT CORP | 507K | $189M | 10.4% | +343% |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 209K | $121M | 6.6% | +468% |
| 4 | ABVX | ABIVAX SA | 765K | $102M | 5.6% | ±0% |
| 5 | AMZN | AMAZON COM INC | 414K | $99M | 5.4% | +58% |
| 6 | RVMD | REVOLUTION MEDICINES INC | 479K | $90M | 4.9% | ±0% |
| 7 | SNDK | SANDISK CORP | 36K | $83M | 4.5% | NEW |
| 8 | V | VISA INC | 237K | $81M | 4.5% | NEW |
| 9 | CRWD | CROWDSTRIKE HLDGS INC | 101K | $77M | 4.2% | −4% |
| 10 | WDC | WESTERN DIGITAL CORP | 111K | $71M | 3.9% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NATIONALE-NEDERLANDEN SIGNAL
AC read
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. is a Other fund managing $1.8 billion in assets. The fund runs a portfolio of 43 positions.
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