Bedrijfstakpensioenfonds Voor DE Media Pno

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Bedrijfstakpensioenfonds Voor DE Media Pno reported 39 stock positions worth $758.7 million. Its top holding was Nvidia (NVDA) at 10.5% of the portfolio, followed by Microsoft (MSFT, 8.1%) and Apple (AAPL, 7.9%). Compared with Q2 2025, it opened 1 new position, sold out of 1, added to 1 and reduced 2. The biggest buy was Broadcom (AVGO, shares +60%) and the biggest sale Microsoft (MSFT, shares −9%).

Most Recent 13F
Q3 2025
Location
HILVERSUM, P7
CIK
0001274196
Portfolio Value
$758.7M (Q3 2025)
SEC Filing
0001274196-25-000005 ↗ filed Oct 17, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $759.7M Q1 2024 Q2 2024: $780.6M Q2 2024 Q3 2024: $773.0M Q3 2024 Q4 2024: $801.7M Q4 2024 Q1 2025: $703.2M Q1 2025 Q2 2025: $723.9M Q2 2025 Q3 2025: $758.7M $758.7M Q3 2025

Holdings 39 stocks · $758.7M
NVDA Nvidia Corp. 10.46% 500,000 $79.4M Reduce -7.0%
MSFT Microsoft Corp. 8.13% 140,000 $61.7M Reduce -8.9%
AAPL Apple Inc. 7.87% 275,400 $59.7M No change
GOOGL Alphabet Inc. Class A 7.23% 265,000 $54.8M No change
AMZN Amazon.com Inc. 6.26% 254,000 $47.5M No change
NFLX Netflix Inc. 3.43% 25,500 $26.0M No change
ISRG Intuitive Surgical Inc. 3.12% 62,150 $23.7M No change
NOW ServiceNow Inc. 2.89% 28,000 $21.9M No change
MA Mastercard Inc. Class A 2.77% 43,450 $21.0M No change
AMAT Applied Materials Inc. 2.67% 116,300 $20.3M No change
URI United Rentals Inc. 2.48% 23,200 $18.8M No change
AVGO Broadcom Inc. 2.48% 67,000 $18.8M Add +59.5%
LLY Eli Lilly & Co. 2.31% 27,000 $17.5M No change
SNPS Synopsys Inc. 2.27% 41,000 $17.2M No change
SYK Stryker Corp. 2.19% 52,750 $16.6M No change
CDNS Cadence Design SYS Inc. 2.07% 52,500 $15.7M No change
V Visa Inc. Class A 2.03% 53,000 $15.4M No change
TMO Thermo Fisher Scientific Inc. 1.99% 36,650 $15.1M No change
KLAC KLA Corp. 1.94% 16,000 $14.7M No change
SHW The Sherwin-Williams Co. 1.90% 48,800 $14.4M No change
CRM Salesforce Inc. 1.83% 69,000 $13.9M No change
SPGI S&P Global Inc. 1.65% 30,250 $12.5M No change
BKNG Booking Holdings Inc. 1.60% 2,650 $12.2M No change
EW Edwards Lifesciences Corp. 1.59% 182,000 $12.0M No change
HD Home Depot Inc. 1.58% 34,700 $12.0M No change
DHR Danaher Corp. 1.49% 67,000 $11.3M No change
MSCI MSCI Inc. 1.48% 23,300 $11.3M No change
ADBE Adobe Inc. 1.48% 37,350 $11.2M No change
FAST Fastenal Co. 1.27% 230,000 $9.6M No change
ACN Accenture PLC Class A 1.26% 45,550 $9.6M No change
WMT Walmart Inc. 1.08% 93,500 $8.2M No change
LOW Lowe's Cos Inc. 1.04% 37,000 $7.9M No change
MRSH Marsh & McLennan Cos 0.97% 43,000 $7.4M No change
MCD McDonald's Corp. 0.97% 28,500 $7.4M No change
LIN Linde PLC 0.92% 17,300 $7.0M No change
UNP Union Pacific Corp. 0.92% 34,700 $7.0M No change
EQIX Equinix Inc. 0.89% 10,100 $6.7M No change
PWR Quanta Services Inc. 0.79% 17,000 $6.0M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.70% 54,500 $5.3M No change

Portfolio Sells Q2 2025 → Q3 2025
MSFT Microsoft Corp. Reduce -8.9% 8.13% −0.86
DXCM Dexcom Inc. Sold out 0.00% −0.78
NVDA Nvidia Corp. Reduce -7.0% 10.46% +0.47

Portfolio Buys Q2 2025 → Q3 2025
AVGO Broadcom Inc. Add +59.5% 2.48% +1.12
PWR Quanta Services Inc. New 0.79% +0.79

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 39$758.7MNVDA, MSFT, AAPL, GOOGL, AMZN
Q2 2025 39$723.9MNVDA, MSFT, AAPL, AMZN, GOOGL
Q1 2025 40$703.2MAAPL, NVDA, MSFT, GOOGL, AMZN
Q4 2024 40$801.7MNVDA, AAPL, MSFT, GOOGL, AMZN
Q3 2024 41$773.0MNVDA, MSFT, AAPL, GOOGL, AMZN
Q2 2024 41$780.6MNVDA, MSFT, AAPL, GOOGL, AMZN
Q1 2024 40$759.7MMSFT, NVDA, AAPL, GOOGL, AMZN