Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. Top Holdings and 13F Report (2025) About Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Investment ActivityNationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. has $846.20 million in total holdings as of June 30, 2025.Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. owns shares of 56 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 47.75% of the portfolio was purchased this quarter.About 10.53% of the portfolio was sold this quarter.This quarter, Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. has purchased 54 new stocks and bought additional shares in 25 stocks.Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amazon.com $52,168,967Eaton $45,983,882CyberArk Software $44,911,414Meta Platforms $42,440,175Soleno Therapeutics $42,088,894 Largest New Holdings this Quarter M2682V108 - CyberArk Software $44,911,414 Holding834203309 - Soleno Therapeutics $42,088,894 Holding532457108 - Eli Lilly and Company $40,216,732 Holding833445109 - Snowflake $27,356,554 Holding00287Y109 - AbbVie $4,440,030 Holding Largest Purchases this Quarter CyberArk Software 110,380 shares (about $44.91M)Soleno Therapeutics 502,374 shares (about $42.09M)Eaton 112,806 shares (about $40.27M)Eli Lilly and Company 51,591 shares (about $40.22M)Broadcom 123,879 shares (about $34.15M) Largest Sales this Quarter Berkshire Hathaway 41,032 shares (about $19.93M)CrowdStrike 36,442 shares (about $18.56M)MercadoLibre 3,156 shares (about $8.25M)Procter & Gamble 41,407 shares (about $6.60M)PepsiCo 45,153 shares (about $5.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$52,168,967$27,362,321 ▲110.3%237,7916.2%Retail/WholesaleETNEaton$45,983,882$40,270,614 ▲704.9%128,8105.4%IndustrialsCYBRCyberArk Software$44,911,414$44,911,414 ▲New Holding110,3805.3%Computer and TechnologyMETAMeta Platforms$42,440,175$21,952,273 ▲107.1%57,5005.0%Computer and TechnologySLNOSoleno Therapeutics$42,088,894$42,088,894 ▲New Holding502,3745.0%MedicalAVGOBroadcom$41,437,362$34,147,246 ▲468.4%150,3264.9%Computer and TechnologyLLYEli Lilly and Company$40,216,732$40,216,732 ▲New Holding51,5914.8%MedicalLINDE PLC$37,296,526$154,360 ▼-0.4%79,4934.4%SHSCYTKCytokinetics$35,767,882$30,439,026 ▲571.2%1,082,5634.2%MedicalWMWaste Management$34,510,632$1,593,731 ▲4.8%150,8204.1%Business ServicesAXSMAxsome Therapeutics$34,064,336$4,261,617 ▲14.3%326,3184.0%MedicalAMATApplied Materials$31,924,296$13,249,508 ▲70.9%174,3833.8%Computer and TechnologyVRTVertiv$31,798,682$25,845,081 ▲434.1%247,6343.8%Computer and TechnologyGOOGAlphabet$29,834,337$14,486,732 ▲94.4%168,1853.5%Computer and TechnologyBLOCK INC$28,723,385$54,480 ▲0.2%422,8383.4%CL ASNOWSnowflake$27,356,554$27,356,554 ▲New Holding122,2533.2%Computer and TechnologySRRKScholar Rock$27,253,636$16,142,771 ▲145.3%769,4423.2%MedicalFCXFreeport-McMoRan$24,063,2820.0%555,0932.8%Basic MaterialsMELIMercadoLibre$16,301,210$8,248,616 ▼-33.6%6,2371.9%Retail/WholesaleAPHAmphenol$16,170,905$4,938 ▼0.0%163,7561.9%Computer and TechnologyVZVerizon Communications$14,888,644$1,362,096 ▼-8.4%344,0871.8%Computer and TechnologySSentinelOne$14,668,037$52,793 ▲0.4%802,4091.7%Computer and TechnologyJANXJanux Therapeutics$8,697,0580.0%376,4961.0%MedicalORCLOracle$8,062,200$5,579,438 ▲224.7%36,8761.0%Computer and TechnologyAMDAdvanced Micro Devices$7,393,699$4,498,372 ▲155.4%52,1050.9%Computer and TechnologyMRVLMarvell Technology$6,815,921$1,471 ▼0.0%88,0610.8%Computer and TechnologyNBIXNeurocrine Biosciences$6,781,4780.0%53,9540.8%MedicalNVDANVIDIA$6,293,058$190,852 ▲3.1%39,8320.7%Computer and TechnologyVRDNViridian Therapeutics$5,917,3430.0%423,2720.7%MedicalMSFTMicrosoft$5,868,443$1,990 ▼0.0%11,7980.7%Computer and TechnologyIBMInternational Business Machines$5,540,685$77,527 ▲1.4%18,7960.7%Computer and TechnologyINTCIntel$5,524,2660.0%246,6190.7%Computer and TechnologyNFLXNetflix$5,140,920$28,122 ▲0.6%3,8390.6%Consumer DiscretionaryFIFiserv$5,072,8190.0%29,4230.6%Business ServicesCRMSalesforce$4,746,715$451,029 ▼-8.7%17,4070.6%Computer and TechnologyMAMastercard$4,738,278$229,833 ▲5.1%8,4320.6%Business ServicesBRK.BBerkshire Hathaway$4,607,528$19,932,113 ▼-81.2%9,4850.5%FinanceABBVAbbVie$4,440,030$4,440,030 ▲New Holding23,9200.5%MedicalCRWDCrowdStrike$3,493,867$18,560,277 ▼-84.2%6,8600.4%Computer and TechnologySCCOSouthern Copper$3,332,337$32,577 ▲1.0%32,9380.4%Basic MaterialsMRKMerck & Co., Inc.$3,200,360$3,200,360 ▲New Holding40,4290.4%MedicalKOCocaCola$2,982,396$4,618,985 ▼-60.8%42,1540.4%Consumer StaplesWMTWalmart$2,850,678$3,102,853 ▼-52.1%29,1540.3%Retail/WholesaleGMGeneral Motors$2,735,6820.0%55,5920.3%Auto/Tires/TrucksUNHUnitedHealth Group$2,548,171$116,989 ▲4.8%8,1680.3%MedicalAAPLApple$2,518,8720.0%12,2770.3%Computer and TechnologyTSLATesla$2,452,335$156,924 ▲6.8%7,7200.3%Auto/Tires/TrucksACNAccenture$1,924,553$4,782 ▲0.2%6,4390.2%Computer and TechnologyVVisa$1,885,315$23,788 ▲1.3%5,3100.2%Business ServicesTAT&T$1,852,507$1,503,896 ▼-44.8%64,0120.2%Computer and TechnologyNOWServiceNow$1,301,549$3,084 ▼-0.2%1,2660.2%Computer and TechnologyJPMJPMorgan Chase & Co.$1,268,646$1,066,579 ▲527.8%4,3760.1%FinanceWFCWells Fargo & Company$742,472$1,551,283 ▼-67.6%9,2670.1%FinancePGProcter & Gamble$663,249$6,596,962 ▼-90.9%4,1630.1%Consumer StaplesBACBank of America$521,0880.0%11,0120.1%FinancePEPPepsiCo$415,266$5,962,005 ▼-93.5%3,1450.0%Consumer StaplesSWTXSpringWorks Therapeutics$0$12,449,294 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$4,534,729 ▼-100.0%00.0%MedicalPODDInsulet$0$36,503 ▼-100.0%00.0%MedicalMLTXMoonLake Immunotherapeutics$0$3,321 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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