Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. Top Holdings and 13F Report (2026) About Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Investment ActivityNationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. has $1.18 billion in total holdings as of March 31, 2026.Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. owns shares of 51 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 27.80% of the portfolio was purchased this quarter.About 23.36% of the portfolio was sold this quarter.This quarter, Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. has purchased 48 new stocks and bought additional shares in 14 stocks.Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. sold shares of 17 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $110,151,945Micron Technology $86,474,202ABIVAX SA $85,284,635Protagonist Therapeutics $60,270,355NVIDIA $59,426,277 Largest New Holdings this Quarter 76155X100 - Revolution Medicines $46,590,530 Holding260557103 - DOW $39,522,476 HoldingN53745100 - LyondellBasell Industries $38,999,821 Holding30231G102 - ExxonMobil $36,069,207 Holding166764100 - Chevron $35,140,724 Holding Largest Purchases this Quarter Revolution Medicines 479,080 shares (about $46.59M)DOW 948,919 shares (about $39.52M)LyondellBasell Industries 484,109 shares (about $39.00M)ExxonMobil 212,597 shares (about $36.07M)Chevron 169,844 shares (about $35.14M) Largest Sales this Quarter Western Digital 130,378 shares (about $35.27M)Snowflake 205,333 shares (about $30.97M)Amazon.com 102,051 shares (about $21.25M)Vertiv 76,511 shares (about $19.17M)Mineralys Therapeutics 554,115 shares (about $15.01M) 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 PortfolioSectorGOOGAlphabet$110,151,945$13,642,488 â–¼-11.0%383,9929.3%Computer and TechnologyMUMicron Technology$86,474,202$4,901,721 â–²6.0%255,9627.3%Computer and TechnologyABIVAX SA$85,284,635$8,233,442 â–²10.7%765,9157.2%SPONSORED ADSPTGXProtagonist Therapeutics$60,270,3550.0%571,8255.1%MedicalNVDANVIDIA$59,426,277$2,850,045 â–²5.0%340,7475.0%Computer and TechnologyAMZNAmazon.com$54,765,638$21,254,162 â–¼-28.0%262,9554.6%Retail/WholesaleRVMDRevolution Medicines$46,590,530$46,590,530 â–²New Holding479,0804.0%MedicalCYTKCytokinetics$43,521,032$5,778,527 â–¼-11.7%660,3103.7%MedicalMSFTMicrosoft$42,363,365$7,558,131 â–²21.7%114,4433.6%Computer and TechnologyCRWDCrowdStrike$41,148,824$13,519,118 â–²48.9%105,3993.5%Computer and TechnologyAVGOBroadcom$39,837,342$6,807,363 â–²20.6%128,7113.4%Computer and TechnologyDOWDOW$39,522,476$39,522,476 â–²New Holding948,9193.4%Basic MaterialsLYBLyondellBasell Industries$38,999,821$38,999,821 â–²New Holding484,1093.3%Basic MaterialsMELIMercadoLibre$37,492,070$26,709,901 â–²247.7%21,6843.2%Retail/WholesaleXOMExxonMobil$36,069,207$36,069,207 â–²New Holding212,5973.1%EnergyCVXChevron$35,140,724$35,140,724 â–²New Holding169,8443.0%EnergyLINDE PLC$33,448,431$1,566,602 â–²4.9%67,4692.8%SHSFCXFreeport-McMoRan$32,628,3670.0%555,0932.8%Basic MaterialsAMATApplied Materials$28,962,259$2,580,173 â–²9.8%84,7372.5%Computer and TechnologyCEGConstellation Energy$28,531,252$28,531,252 â–²New Holding102,1712.4%EnergyVRTVertiv$26,360,765$19,172,126 â–¼-42.1%105,1992.2%Computer and TechnologyWDCWestern Digital$26,223,194$35,265,945 â–¼-57.4%96,9472.2%Computer and TechnologyWMWaste Management$21,292,112$1,508,112 â–¼-6.6%92,6591.8%Business ServicesGOOGLAlphabet$17,014,063$17,014,063 â–²New Holding59,1671.4%Computer and TechnologyMETAMeta Platforms$14,900,554$2,551,700 â–²20.7%26,0441.3%Computer and TechnologyINTCIntel$12,771,6630.0%289,4101.1%Computer and TechnologyNEKTAR THERAPEUTICS$8,801,356$4,733,303 â–¼-35.0%122,3260.7%COM NEWQUREuniQure$8,529,4190.0%521,6770.7%MedicalMRVLMarvell Technology$8,384,3840.0%84,6480.7%Computer and TechnologyAMDAdvanced Micro Devices$7,465,271$2,856,361 â–¼-27.7%36,6970.6%Computer and TechnologyAAPLApple$7,435,032$4,321,536 â–²138.8%29,2960.6%Computer and TechnologyGE VERNOVA INC$6,288,372$3,275,121 â–²108.7%7,2040.5%COMSCCOSouthern Copper$5,821,822$48,865 â–²0.8%33,8360.5%Basic MaterialsJANXJanux Therapeutics$5,233,2940.0%376,4960.4%MedicalWALMART INC$3,620,401$1,740 â–²0.0%29,1310.3%COMMLYSMineralys Therapeutics$2,843,393$15,010,973 â–¼-84.1%104,9610.2%MedicalCATCaterpillar$2,211,104$2,595,798 â–¼-54.0%3,1210.2%IndustrialsGEGE Aerospace$2,102,168$1,816,412 â–¼-46.4%7,4080.2%AerospaceBRK.BBerkshire Hathaway$1,944,594$2,625,537 â–¼-57.4%4,0580.2%FinanceCRMSalesforce$1,714,1910.0%9,1830.1%Computer and TechnologyRTXRTX$1,692,312$2,575,023 â–¼-60.3%8,7730.1%AerospaceFISERV INC$1,641,8030.0%29,4230.1%COMGSThe Goldman Sachs Group$1,088,789$1,088,789 â–²New Holding1,2870.1%FinanceNFLXNetflix$599,0150.0%6,2300.1%Consumer DiscretionaryPGProcter & Gamble$597,9820.0%4,1400.1%Consumer StaplesJPMJPMorgan Chase & Co.$532,724$4,790,986 â–¼-90.0%1,8110.0%FinancePEPPepsiCo$488,0760.0%3,1430.0%Consumer StaplesKOCocaCola$396,8290.0%5,2180.0%Consumer StaplesBACBank of America$366,698$2,000,410 â–¼-84.5%7,5220.0%FinanceWFCWells Fargo & Company$226,570$4,201,019 â–¼-94.9%2,8460.0%FinanceSNOWSnowflake$8,446$30,968,616 â–¼-100.0%560.0%Computer and TechnologyAXSMAxsome Therapeutics$0$50,926,424 â–¼-100.0%00.0%MedicalSRRKScholar Rock$0$33,893,920 â–¼-100.0%00.0%MedicalVRDNViridian Therapeutics$0$13,172,225 â–¼-100.0%00.0%MedicalORCLOracle$0$4,676,671 â–¼-100.0%00.0%Computer and TechnologyVVisa$0$1,953,805 â–¼-100.0%00.0%Business ServicesShowing 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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