Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
44 holdingsFiling period: 2026-06-30Current AUM: $1.73Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | 173.1K | $199.8M | $155.1M | 8.96% | -82,841 | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 506.7K | $189.0M | $269.5M | 15.57% | +392.2K | 2026-06-30 |
| 3 | AMD | Advanced Micro Devices Inc | 208.6K | $121.2M | $111.5M | 6.44% | +171.9K | 2026-06-30 |
| 4 | ABVX | Abivax SA | 765.3K | $102.0M | $70.9M | 4.09% | -583 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 414.4K | $98.8M | $108.8M | 6.29% | +151.4K | 2026-06-30 |
| 6 | RVMD | Revolution Medicines Inc | 479.1K | $89.7M | $94.2M | 5.44% | -- | 2026-06-30 |
| 7 | SNDK | Sandisk Corp | 36.5K | $82.9M | $49.8M | 2.88% | -- | 2026-06-30 |
| 8 | V | Visa Inc | 237.1K | $81.4M | $96.4M | 5.57% | -- | 2026-06-30 |
| 9 | CRWD | Crowdstrike Hldgs Inc | 100.7K | $76.8M | $91.5M | 5.29% | -4,737 | 2026-06-30 |
| 10 | WDC | Western Digital Corp | 110.5K | $70.6M | $40.3M | 2.33% | +13.6K | 2026-06-30 |
| 11 | INTC | Intel Corp | 488.3K | $68.2M | $44.8M | 2.59% | +198.9K | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 298.3K | $59.7M | $64.6M | 3.73% | -42,444 | 2026-06-30 |
| 13 | AMAT | Applied Matls Inc | 80.4K | $58.1M | $32.6M | 1.88% | -4,333 | 2026-06-30 |
| 14 | CYTK | Cytokinetics Inc | 660.3K | $56.3M | $42.2M | 2.44% | -- | 2026-06-30 |
| 15 | ALB | Albemarle Corp | 407.8K | $55.1M | $39.1M | 2.26% | -- | 2026-06-30 |
| 16 | AVGO | Broadcom Inc | 141.3K | $53.4M | $47.2M | 2.73% | +12.6K | 2026-06-30 |
| 17 | CEG | Constellation Energy Corp | 204.2K | $50.7M | $52.9M | 3.05% | +102.0K | 2026-06-30 |
| 18 | GOOG | Alphabet Inc | 120.1K | $42.4M | $40.4M | 2.33% | -263,925 | 2026-06-30 |
| 19 | HQY | Healthequity Inc | 456.9K | $41.3M | $44.1M | 2.55% | -- | 2026-06-30 |
| 20 | GOOGL | Alphabet Inc | 101.0K | $36.1M | $34.4M | 1.99% | +41.8K | 2026-06-30 |
| 21 | FCX | Freeport McMoRan Inc | 555.1K | $34.9M | $38.2M | 2.21% | -- | 2026-06-30 |
| 22 | MRVL | Marvell Technology Inc | 84.6K | $25.2M | $20.4M | 1.18% | -- | 2026-06-30 |
| 23 | — | Uniqure NV | 521.7K | $24.0M | $24.0M | 1.39% | -- | 2026-06-30 |
| 24 | WM | Waste Mgmt Inc Del | 92.7K | $20.7M | $21.5M | 1.24% | -- | 2026-06-30 |
| 25 | META | Meta Platforms Inc | 33.9K | $19.1M | $23.5M | 1.36% | +7.8K | 2026-06-30 |
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