StockDriftsStockDriftsTop 39 Bedrijfstakpensioenfonds Voor De Media Pno Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA | 10.46% | 500.0K | $79K | -6.98%(-37.50K) | $8.25(+2016.10%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 8.13% | 140.0K | $62K | -8.91%(-13.70K) | $56.43(+761.22%) | 2025-09-30 | |
| AAPL | APPLE COMPUTER INC | 7.87% | 275.4K | $60K | +0.00%(+0) | $29.63(+816.07%) | 2025-09-30 | |
| GOOGL | ALPHABET INC-CL A | 7.23% | 265.0K | $55K | +0.00%(+0) | $25.75(+1076.49%) | 2025-09-30 | |
| AMZN | AMAZON.COM | 6.26% | 254.0K | $47K | +0.00%(+0) | $35.52(+537.42%) | 2025-09-30 | |
| NFLX | NETFLIX INC | 3.43% | 25.5K | $26K | +0.00%(+0) | $34.61(+172.23%) | 2025-09-30 | |
| ISRG | INTUITIVE SURGICAL INC | 3.12% | 62.1K | $24K | +0.00%(+0) | $91.87(+512.54%) | 2025-09-30 | |
| NOW | SERVICENOW INC | 2.89% | 28.0K | $22K | +0.00%(+0) | $125.58(+21.19%) | 2025-09-30 | |
| MA | MASTERCARD INC | 2.77% | 43.5K | $21K | +0.00%(+0) | $129.42(+336.34%) | 2025-09-30 | |
| AMAT | APPLIED MATERIALS | 2.67% | 116.3K | $20K | +0.00%(+0) | $55.26(+360.21%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +30.84% | +124.00% | — | — | +124.00% |
| Top 20 Holdings Unweighted | +27.41% | +106.83% | — | — | +106.83% |
Bedrijfstakpensioenfonds Voor De Media Pno reports $758.72K in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (10.5%), MSFT (8.1%) and AAPL (7.9%). The top 20 holdings account for 76.49% of reported assets. Its disclosed equity book has returned +124.00% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bedrijfstakpensioenfonds Voor De Media Pno’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1274196). View Bedrijfstakpensioenfonds Voor De Media Pno’s 13F filings on SEC