Bedrijfstakpensioenfonds Voor DE Media Pno

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Bedrijfstakpensioenfonds Voor DE Media Pno reported 41 stock positions worth $773.0 million. Its top holding was Nvidia (NVDA) at 8.2% of the portfolio, followed by Microsoft (MSFT, 8.1%) and Apple (AAPL, 7.8%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 2 and reduced 4. The biggest buy was a new position in Linde (LIN) and the biggest sale Microsoft (MSFT, shares −4%).

Most Recent 13F
Q3 2025
Location
HILVERSUM, P7
CIK
0001274196
Portfolio Value
$773.0M (Q3 2024)
SEC Filing
0001274196-24-000004 ↗ filed Oct 21, 2024

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 $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 Q3 2025

Holdings 41 stocks · $773.0M
NVDA Nvidia Corp. 8.18% 581,000 $63.2M Reduce -5.2%
MSFT Microsoft Corp. 8.07% 161,700 $62.3M Reduce -3.6%
AAPL Apple Inc. 7.83% 289,900 $60.5M Reduce -5.2%
GOOGL Alphabet Inc. Class A 6.44% 335,100 $49.8M No change
AMZN Amazon.com Inc. 5.61% 259,600 $43.3M No change
ISRG Intuitive Surgical Inc. 3.94% 69,150 $30.4M No change
LLY Eli Lilly & Co. 3.14% 30,600 $24.3M No change
MA Mastercard Inc. Class A 2.86% 49,950 $22.1M No change
TMO Thermo Fisher Scientific Inc. 2.81% 39,150 $21.7M No change
NOW ServiceNow Inc. 2.73% 26,300 $21.1M No change
AMAT Applied Materials Inc. 2.72% 116,300 $21.1M No change
URI United Rentals Inc. 2.55% 27,200 $19.7M No change
V Visa Inc. Class A 2.52% 79,000 $19.5M No change
SNPS Synopsys Inc. 2.41% 41,000 $18.6M Add +22.4%
ADBE Adobe Inc. 2.39% 39,750 $18.4M No change
SYK Stryker Corp. 2.34% 55,950 $18.1M No change
CRM Salesforce Inc. 2.30% 72,500 $17.8M No change
SHW The Sherwin-Williams Co. 2.30% 51,900 $17.7M No change
ACN Accenture PLC Class A 2.21% 54,050 $17.1M No change
DHR Danaher Corp. 2.16% 67,000 $16.7M No change
SPGI S&P Global Inc. 1.81% 30,250 $14.0M No change
NFLX Netflix Inc. 1.73% 21,000 $13.3M No change
CDNS Cadence Design SYS Inc. 1.65% 52,500 $12.7M Add +36.4%
HD Home Depot Inc. 1.63% 34,700 $12.6M No change
MSCI MSCI Inc. 1.57% 23,300 $12.2M No change
MRK Merck & Co. Inc. 1.46% 111,000 $11.3M No change
EW Edwards Lifesciences Corp. 1.39% 182,000 $10.8M No change
BKNG Booking Holdings Inc. 1.29% 2,650 $10.0M No change
LOW Lowe's Cos Inc. 1.16% 37,000 $9.0M No change
MCD McDonald's Corp. 1.15% 32,500 $8.9M No change
MRSH Marsh & McLennan Cos 1.11% 43,000 $8.6M No change
LIN Linde PLC 1.11% 20,000 $8.5M New
FAST Fastenal Co. 1.08% 130,000 $8.3M No change
NKE Nike Inc. Class B 1.07% 104,000 $8.2M No change
EQIX Equinix Inc. 1.04% 10,100 $8.0M No change
UNP Union Pacific Corp. 0.99% 34,700 $7.7M No change
KO The Coca-Cola Co. 0.77% 92,500 $6.0M Reduce -26.9%
ILMN Illumina Inc. 0.66% 43,700 $5.1M No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.64% 55,200 $4.9M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.61% 54,500 $4.7M No change
DXCM Dexcom Inc. 0.59% 76,000 $4.6M No change

Portfolio Sells Q2 2024 → Q3 2024
MSFT Microsoft Corp. Reduce -3.6% 8.07% −0.89
NVDA Nvidia Corp. Reduce -5.2% 8.18% −0.87
KO The Coca-Cola Co. Reduce -26.9% 0.77% −0.19
GRAL Grail Inc. Sold out 0.00% −0.01
AAPL Apple Inc. Reduce -5.2% 7.83% +0.13

Portfolio Buys Q2 2024 → Q3 2024
LIN Linde PLC New 1.11% +1.11
CDNS Cadence Design SYS Inc. Add +36.4% 1.65% +0.23
SNPS Synopsys Inc. Add +22.4% 2.41% +0.02

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