StockDriftsStockDriftsTop 50 Mn Services Vermogensbeheer B.V. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.79% | 1.75M | $506.5M | -38.68%(-1.10M) | $150.77(+102.55%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.6% | 2.02M | $480.9M | -30.28%(-876.50K) | $130.86(+100.62%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.6% | 1.27M | $480.9M | -26.26%(-453.30K) | $90.38(+335.66%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 3.56% | 2.37M | $474.9M | -45.99%(-2.02M) | $36.17(+524.93%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.5% | 1.25M | $467.7M | -2.77%(-35.70K) | $307.16(+58.24%) | 2026-06-30 | |
| MU | MICRON TECH | 2.84% | 328.5K | $379.2M | -24.01%(-103.80K) | $104.35(+872.52%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.58% | 819.1K | $344.5M | -26.81%(-300.00K) | $228.52(+49.04%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.1% | 233.9K | $280.6M | -24.91%(-77.60K) | $177.14(+565.79%) | 2026-06-30 | |
| AMD | ADV MICRO DEVICE | 2.07% | 474.9K | $275.9M | -24.45%(-153.70K) | $98.59(+419.59%) | 2026-06-30 | |
| GOOGL | ALPHABET INC-A | 2.02% | 755.6K | $270.0M | -61.09%(-1.19M) | $122.55(+181.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.09% | +110.17% | +16.38% | +113.49% |
| Top 20 Holdings Unweighted | +28.50% | +112.21% | +17.03% | +119.57% |
Mn Services Vermogensbeheer B.V. reports $13.36B in US-listed equity holdings across 444 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.8%), AMZN (3.6%) and AVGO (3.6%). The top 20 holdings account for 42.43% of reported assets. Its disclosed equity book has returned +110.17% on a three-year cumulative basis. Figures reflect the Q2 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