StockDriftsStockDriftsTop 50 Mn Services Vermogensbeheer B V Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.86% | 1.27M | $650.4M | +1.14%(+14.30K) | $308.69(+72.83%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.41% | 1.77M | $589.6M | +1.15%(+20.10K) | $152.59(+124.75%) | 2026-09-30 | |
| NVDA | NVIDIA CORP | 4.1% | 2.40M | $548.0M | +1.11%(+26.40K) | $38.13(+469.29%) | 2026-09-30 | |
| AMZN | AMAZON.COM INC | 3.8% | 2.04M | $508.6M | +1.15%(+23.30K) | $132.15(+98.60%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.38% | 1.29M | $452.3M | +1.17%(+14.90K) | $93.55(+257.66%) | 2026-09-30 | |
| MU | MICRON TECH | 2.65% | 332.2K | $353.9M | +1.13%(+3.70K) | $115.54(+683.17%) | 2026-09-30 | |
| TSLA | TESLA INC | 2.2% | 829.3K | $294.3M | +1.25%(+10.20K) | $230.48(+59.70%) | 2026-09-30 | |
| AMD | ADV MICRO DEVICE | 2.2% | 480.6K | $294.0M | +1.20%(+5.70K) | $104.49(+414.92%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.05% | 236.6K | $273.8M | +1.15%(+2.70K) | $188.56(+557.79%) | 2026-09-30 | |
| GOOGL | ALPHABET INC-A | 1.97% | 764.4K | $263.0M | +1.16%(+8.80K) | $125.17(+174.97%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.29% | +116.11% | +16.82% | +117.56% |
| Top 20 Holdings Unweighted | +28.40% | +111.70% | +16.81% | +117.51% |
Mn Services Vermogensbeheer B V reports $13.38B in US-listed equity holdings across 428 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.9%), AAPL (4.4%) and NVDA (4.1%). The top 20 holdings account for 43.78% of reported assets. Its disclosed equity book has returned +116.11% on a three-year cumulative basis. Figures reflect the Q3 2026 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 Mn Services Vermogensbeheer B V’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1666940). View Mn Services Vermogensbeheer B V’s 13F filings on SEC