account_balance
Investment manager · 13F filer · SEC CIK 2011081
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Reported value$2.08Bas of Sep 30, 2026
Positions40 4 new, 7 sold out
Top 10 weight64.1%MSFT alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
11.2%Trimmed −10%
NVDANVIDIA Corp
9.2%Added +180%
MUMicron Technology Inc
7.8%Trimmed −12%
AMZNAmazon.com Inc
7.7%Added +55%
GOOGLAlphabet Inc.
7.2%Added +331%
CRWDCrowdStrike Holdings, Inc.
5.1%
SNOWSnowflake Inc.
4.6%New
SNDKSandisk Corp
4.2%Added +39%
ABVXAbivax S.A.
3.6%
DTDynatrace, Inc.
3.4%New
HALHalliburton Co
3.3%New
DOWDow Inc.
3.2%New
MSFTMicrosoft Corp
11.2%Trimmed −10%
NVDANVIDIA Corp
9.2%Added +180%
MUMicron Technology Inc
7.8%Trimmed −12%
AMZNAmazon.com Inc
7.7%Added +55%
GOOGLAlphabet Inc.
7.2%Added +331%
CRWDCrowdStrike Holdings, Inc.
5.1%
SNOWSnowflake Inc.
4.6%
SNDKSandisk Corp
4.2%
ABVXAbivax S.A.
3.6%
DT3.4%HAL3.3%DOWBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 11.2% Trimmed −10%NVDA NVIDIA Corp 9.2% Added +180%MU Micron Technology Inc 7.8% Trimmed −12%AMZN Amazon.com Inc 7.7% Added +55%GOOGL Alphabet Inc. 7.2% Added +331%CRWD CrowdStrike Holdings, Inc. 5.1% HeldSNOW Snowflake Inc. 4.6% NewSNDK Sandisk Corp 4.2% Added +39%ABVX Abivax S.A. 3.6% HeldDT Dynatrace, Inc. 3.4% NewHAL Halliburton Co 3.3% NewDOW Dow Inc. 3.2% New
What changed
Biggest moves since Jun 30, 2026
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