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 $484.63 million in total holdings as of March 31, 2025.Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. owns shares of 54 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 37.91% of the portfolio was purchased this quarter.About 93.57% of the portfolio was sold this quarter.This quarter, Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. has purchased 52 new stocks and bought additional shares in 9 stocks.Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. sold shares of 26 stocks and completely divested from 9 stocks this quarter.Largest Holdings LINDE PLC $37,168,316Waste Management $33,303,871Axsome Therapeutics $33,297,165Berkshire Hathaway $26,904,344BLOCK INC $22,929,216 Largest New Holdings this Quarter 94106L109 - Waste Management $33,303,871 Holding852234103 - BLOCK INC $22,929,216 Holding85205L107 - SpringWorks Therapeutics $12,449,294 Holding032095101 - Amphenol $10,744,036 Holding459200101 - International Business Machines $4,608,416 Holding Largest Purchases this Quarter Waste Management 143,855 shares (about $33.30M)Axsome Therapeutics 251,775 shares (about $29.36M)BLOCK INC 422,036 shares (about $22.93M)SpringWorks Therapeutics 282,105 shares (about $12.45M)LINDE PLC 24,709 shares (about $11.51M) Largest Sales this Quarter Bank of America 880,362 shares (about $36.74M)Southern Copper 385,473 shares (about $36.03M)JPMorgan Chase & Co. 112,978 shares (about $27.71M)Wells Fargo & Company 385,213 shares (about $27.65M)Alphabet 152,007 shares (about $23.75M) 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 PortfolioSectorLINDE PLC$37,168,316$11,505,499 ▲44.8%79,8227.7%SHSWMWaste Management$33,303,871$33,303,871 ▲New Holding143,8556.9%Business ServicesAXSMAxsome Therapeutics$33,297,165$29,364,518 ▲746.7%285,4946.9%MedicalBRK.BBerkshire Hathaway$26,904,344$11,049,437 ▲69.7%50,5175.6%FinanceBLOCK INC$22,929,216$22,929,216 ▲New Holding422,0364.7%CL AAMZNAmazon.com$21,512,888$8,660,064 ▼-28.7%113,0714.4%Retail/WholesaleFCXFreeport-McMoRan$21,015,8210.0%555,0934.3%Basic MaterialsMELIMercadoLibre$18,324,522$1,814,309 ▼-9.0%9,3933.8%Retail/WholesaleVZVerizon Communications$17,035,674$3,228,589 ▲23.4%375,5663.5%Computer and TechnologyMETAMeta Platforms$15,998,601$9,222,336 ▼-36.6%27,7583.3%Computer and TechnologyCRWDCrowdStrike$15,267,419$22,195,969 ▼-59.2%43,3023.2%Computer and TechnologyAMATApplied Materials$14,803,546$6,108,391 ▼-29.2%102,0093.1%Computer and TechnologySSentinelOne$14,535,292$1,894,029 ▲15.0%799,5213.0%Computer and TechnologyGOOGAlphabet$13,516,863$23,748,053 ▼-63.7%86,5192.8%Computer and TechnologySWTXSpringWorks Therapeutics$12,449,294$12,449,294 ▲New Holding282,1052.6%MedicalAPHAmphenol$10,744,036$10,744,036 ▲New Holding163,8062.2%Computer and TechnologyJANXJanux Therapeutics$10,165,392$1,428,192 ▼-12.3%376,4962.1%MedicalSRRKScholar Rock$10,085,101$2,322,387 ▼-18.7%313,6892.1%MedicalPGProcter & Gamble$7,766,039$7,273,355 ▲1,476.3%45,5701.6%Consumer StaplesKOCoca-Cola$7,694,853$7,282,966 ▲1,768.2%107,4401.6%Consumer StaplesPEPPepsiCo$7,241,802$6,656,886 ▲1,138.1%48,2981.5%Consumer StaplesFIFiserv$6,497,481$21,989,589 ▼-77.2%29,4231.3%Business ServicesCYTKCytokinetics$6,482,044$6,745,932 ▼-51.0%161,2851.3%MedicalNBIXNeurocrine Biosciences$5,967,3120.0%53,9541.2%MedicalVRDNViridian Therapeutics$5,705,7070.0%423,2721.2%MedicalINTCIntel$5,600,7170.0%246,6191.2%Computer and TechnologyMRVLMarvell Technology$5,423,086$11,229,568 ▼-67.4%88,0801.1%Computer and TechnologyWMTWalmart$5,345,270$1,323,083 ▼-19.8%60,8871.1%Retail/WholesaleCRMSalesforce$5,115,210$13,775,992 ▼-72.9%19,0611.1%Computer and TechnologyIBMInternational Business Machines$4,608,416$4,608,416 ▲New Holding18,5331.0%Computer and TechnologyJNJJohnson & Johnson$4,534,729$4,534,729 ▲New Holding27,3440.9%MedicalMSFTMicrosoft$4,430,3530.0%11,8020.9%Computer and TechnologyAVGOBroadcom$4,428,021$1,826,494 ▼-29.2%26,4470.9%Computer and TechnologyMAMastercard$4,397,567$4,397,567 ▲New Holding8,0230.9%Business ServicesETNEaton$4,350,367$3,001,003 ▼-40.8%16,0040.9%IndustrialsNVDANVIDIA$4,186,069$20,689,633 ▼-83.2%38,6240.9%Computer and TechnologyUNHUnitedHealth Group$4,081,584$4,081,584 ▲New Holding7,7930.8%MedicalNFLXNetflix$3,560,400$3,560,400 ▲New Holding3,8180.7%Consumer DiscretionaryVRTVertiv$3,347,481$21,438,997 ▼-86.5%46,3640.7%Computer and TechnologyTAT&T$3,279,858$1,264,880 ▲62.8%115,9780.7%Computer and TechnologySCCOSouthern Copper$3,048,291$36,026,302 ▼-92.2%32,6160.6%Basic MaterialsAAPLApple$2,727,090$6,442 ▼-0.2%12,2770.6%Computer and TechnologyGMGeneral Motors$2,614,4920.0%55,5920.5%Auto/Tires/TrucksAMDAdvanced Micro Devices$2,096,307$1,103,325 ▼-34.5%20,4040.4%Computer and TechnologyWFCWells Fargo & Company$2,055,276$27,654,442 ▼-93.1%28,6290.4%FinanceACNAccenture$2,004,233$2,004,233 ▲New Holding6,4230.4%Computer and TechnologyTSLATesla$1,872,690$121,028 ▼-6.1%7,2260.4%Auto/Tires/TrucksVVisa$1,837,462$5,257 ▼-0.3%5,2430.4%Business ServicesORCLOracle$1,587,682$1,587,682 ▲New Holding11,3560.3%Computer and TechnologyNOWServiceNow$1,010,302$3,272,137 ▼-76.4%1,2690.2%Computer and TechnologyBACBank of America$459,531$36,737,525 ▼-98.8%11,0120.1%FinanceJPMJPMorgan Chase & Co.$170,974$27,713,487 ▼-99.4%6970.0%FinancePODDInsulet$36,5030.0%1390.0%MedicalMLTXMoonLake Immunotherapeutics$3,3210.0%850.0%MedicalITCIIntra-Cellular Therapies$0$31,772,929 ▼-100.0%00.0%MedicalADBEAdobe$0$22,751,608 ▼-100.0%00.0%Computer and TechnologyVRNSVaronis Systems$0$17,586,283 ▼-100.0%00.0%Computer and TechnologyTJXTJX Companies$0$16,931,401 ▼-100.0%00.0%Retail/WholesaleINSMInsmed$0$16,828,362 ▼-100.0%00.0%MedicalSLNOSoleno Therapeutics$0$13,451,018 ▼-100.0%00.0%MedicalVKTXViking Therapeutics$0$10,762,751 ▼-100.0%00.0%MedicalVLOValero Energy$0$9,936,532 ▼-100.0%00.0%EnergyTARSTarsus Pharmaceuticals$0$3,278,125 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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