Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. Top Holdings and 13F Report (2025) About Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Investment ActivityNationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. has $826.40 million in total holdings as of December 31, 2024.Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. owns shares of 52 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 39.10% of the portfolio was purchased this quarter.About 24.48% 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 15 stocks.Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. sold shares of 20 stocks and completely divested from 6 stocks this quarter.Largest Holdings Alphabet $45,424,891Bank of America $39,175,887Vertiv $39,002,654Southern Copper $38,100,451CrowdStrike $36,356,211 Largest New Holdings this Quarter Vertiv $39,002,654 HoldingSalesforce $23,535,160 HoldingInsmed $16,828,362 HoldingScholar Rock $16,679,678 HoldingCytokinetics $15,482,557 Holding Largest Purchases this Quarter Vertiv 343,303 shares (about $39.00M)Bank of America 854,806 shares (about $37.57M)Wells Fargo & Company 407,734 shares (about $28.64M)JPMorgan Chase & Co. 111,205 shares (about $26.66M)NVIDIA 181,156 shares (about $24.33M) Largest Sales this Quarter Walmart 317,339 shares (about $28.67M)Neurocrine Biosciences 193,089 shares (about $26.36M)MoonLake Immunotherapeutics 228,944 shares (about $12.40M)Applied Materials 56,079 shares (about $9.12M)Viking Therapeutics 226,486 shares (about $9.11M) 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$45,424,891$15,932,020 ▲54.0%238,5265.5%Computer and TechnologyBACBank of America$39,175,887$37,568,723 ▲2,337.6%891,3744.7%FinanceVRTVertiv$39,002,654$39,002,654 ▲New Holding343,3034.7%Computer and TechnologySCCOSouthern Copper$38,100,451$3,214,884 ▼-7.8%418,0894.6%Basic MaterialsCRWDCrowdStrike$36,356,211$71,854 ▲0.2%106,2554.4%Computer and TechnologyAMZNAmazon.com$34,792,621$3,776,360 ▲12.2%158,5884.2%Retail/WholesaleITCIIntra-Cellular Therapies$31,772,929$2,023,940 ▼-6.0%380,4233.8%MedicalNVDANVIDIA$30,822,644$24,327,440 ▲374.5%229,5233.7%Computer and TechnologyMRVLMarvell Technology$29,873,080$16,736,378 ▲127.4%270,4673.6%Computer and TechnologyWFCWells Fargo & Company$29,068,262$28,639,236 ▲6,675.4%413,8423.5%FinanceJPMJPMorgan Chase & Co.$27,249,034$26,656,950 ▲4,502.2%113,6753.3%FinanceFIFiserv$26,499,1800.0%129,0003.2%Business ServicesMETAMeta Platforms$25,621,332$17,020,776 ▲197.9%43,7593.1%Computer and TechnologyCRMSalesforce$23,535,160$23,535,160 ▲New Holding70,3952.8%Computer and TechnologyAMATApplied Materials$23,435,146$9,120,128 ▼-28.0%144,1012.8%Computer and TechnologyLINDE PLC$23,074,160$166,212 ▲0.7%55,1132.8%SHSJANXJanux Therapeutics$22,989,648$2,267,098 ▼-9.0%429,3922.8%MedicalADBEAdobe$22,751,608$5,428,209 ▲31.3%51,1642.8%Computer and TechnologyFCXFreeport-McMoRan$21,137,9410.0%555,0932.6%Basic MaterialsVRNSVaronis Systems$17,586,283$47,673 ▲0.3%395,8202.1%Computer and TechnologyMELIMercadoLibre$17,553,642$190,449 ▼-1.1%10,3232.1%Retail/WholesaleTJXTJX Companies$16,931,401$546,424 ▼-3.1%140,1492.0%Retail/WholesaleINSMInsmed$16,828,362$16,828,362 ▲New Holding243,7482.0%MedicalSRRKScholar Rock$16,679,678$16,679,678 ▲New Holding385,9252.0%MedicalCYTKCytokinetics$15,482,557$15,482,557 ▲New Holding329,1361.9%MedicalSSentinelOne$15,436,526$35,409 ▲0.2%695,3391.9%Computer and TechnologyBRK.BBerkshire Hathaway$13,494,146$5,855,924 ▼-30.3%29,7701.6%FinanceSLNOSoleno Therapeutics$13,451,018$13,451,018 ▲New Holding299,2441.6%MedicalVZVerizon Communications$12,172,516$1,388,013 ▼-10.2%304,3891.5%Computer and TechnologyVKTXViking Therapeutics$10,762,751$9,113,796 ▼-45.9%267,4641.3%MedicalVLOValero Energy$9,936,5320.0%81,0551.2%EnergyETNEaton$8,975,092$8,975,092 ▲New Holding27,0441.1%IndustrialsAVGOBroadcom$8,660,615$716,386 ▲9.0%37,3561.0%Computer and TechnologyVRDNViridian Therapeutics$8,114,124$4,022,211 ▼-33.1%423,2721.0%MedicalNBIXNeurocrine Biosciences$7,364,721$26,356,649 ▼-78.2%53,9540.9%MedicalWMTWalmart$6,862,805$28,671,577 ▼-80.7%75,9580.8%Retail/WholesaleNOWServiceNow$5,702,385$5,702,385 ▲New Holding5,3790.7%Computer and TechnologyMSFTMicrosoft$4,974,543$200,634 ▲4.2%11,8020.6%Computer and TechnologyINTCIntel$4,944,711$2,850,609 ▼-36.6%246,6190.6%Computer and TechnologyAMDAdvanced Micro Devices$3,761,763$767,258 ▼-16.9%31,1430.5%Computer and TechnologyTARSTarsus Pharmaceuticals$3,278,125$3,278,125 ▲New Holding59,2040.4%MedicalTSLATesla$3,106,741$2,940,359 ▼-48.6%7,6930.4%Auto/Tires/TrucksAAPLApple$3,081,6690.0%12,3060.4%Computer and TechnologyGMGeneral Motors$2,961,3860.0%55,5920.4%Auto/Tires/TrucksAXSMAxsome Therapeutics$2,852,965$2,852,965 ▲New Holding33,7190.3%MedicalVVisa$1,661,738$2,241,671 ▼-57.4%5,2580.2%Business ServicesTAT&T$1,622,3850.0%71,2510.2%Computer and TechnologyPEPPepsiCo$593,186$4,877,020 ▼-89.2%3,9010.1%Consumer StaplesPGProcter & Gamble$484,676$403,533 ▼-45.4%2,8910.1%Consumer StaplesKOCoca-Cola$358,057$5,979,322 ▼-94.4%5,7510.0%Consumer StaplesPODDInsulet$36,2890.0%1390.0%MedicalMLTXMoonLake Immunotherapeutics$4,603$12,397,991 ▼-100.0%850.0%MedicalABBVAbbVie$0$25,476,500 ▼-100.0%00.0%MedicalPFEPfizer$0$18,115,022 ▼-100.0%00.0%MedicalTDWTidewater$0$14,558,797 ▼-100.0%00.0%EnergyPSNParsons$0$12,020,763 ▼-100.0%00.0%Business ServicesJNJJohnson & Johnson$0$3,630,630 ▼-100.0%00.0%MedicalLLYEli Lilly and Company$0$3,241,654 ▼-100.0%00.0%MedicalShowing 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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