Bedrijfstakpensioenfonds Voor DE Media Pno
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Bedrijfstakpensioenfonds Voor DE Media Pno reported 40 stock positions worth $801.7 million. Its top holding was Nvidia (NVDA) at 8.7% of the portfolio, followed by Apple (AAPL, 8.3%) and Microsoft (MSFT, 7.8%). Compared with Q3 2024, it opened 1 new position, sold out of 2 and reduced 21. The biggest buy was a new position in KLA (KLAC) and the biggest sale an exit from Coca-Cola (KO).
- Most Recent 13F
- Q3 2025
- Location
- HILVERSUM, P7
- CIK
- 0001274196
- Portfolio Value
- $801.7M (Q4 2024)
- SEC Filing
- 0001274196-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 40 stocks · $801.7M
| NVDA Nvidia Corp. | 8.70% | 537,500 | $69.7M | Reduce -7.5% |
| AAPL Apple Inc. | 8.31% | 275,400 | $66.6M | Reduce -5.0% |
| MSFT Microsoft Corp. | 7.80% | 153,700 | $62.6M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 7.47% | 327,600 | $59.9M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 6.39% | 241,600 | $51.2M | Reduce -6.9% |
| ISRG Intuitive Surgical Inc. | 3.91% | 62,150 | $31.3M | Reduce -10.1% |
| NOW ServiceNow Inc. | 3.21% | 25,100 | $25.7M | Reduce -4.6% |
| CRM Salesforce Inc. | 2.78% | 69,000 | $22.3M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 2.76% | 43,450 | $22.1M | Reduce -13.0% |
| LLY Eli Lilly & Co. | 2.51% | 27,000 | $20.1M | Reduce -11.8% |
| SNPS Synopsys Inc. | 2.40% | 41,000 | $19.2M | No change |
| TMO Thermo Fisher Scientific Inc. | 2.30% | 36,650 | $18.4M | Reduce -6.4% |
| ACN Accenture PLC Class A | 2.29% | 54,050 | $18.4M | No change |
| SYK Stryker Corp. | 2.29% | 52,750 | $18.3M | Reduce -5.7% |
| AMAT Applied Materials Inc. | 2.28% | 116,300 | $18.3M | No change |
| NFLX Netflix Inc. | 2.25% | 21,000 | $18.1M | No change |
| V Visa Inc. Class A | 2.02% | 53,000 | $16.2M | Reduce -32.9% |
| ADBE Adobe Inc. | 2.00% | 37,350 | $16.0M | Reduce -6.0% |
| SHW The Sherwin-Williams Co. | 2.00% | 48,800 | $16.0M | Reduce -6.0% |
| URI United Rentals Inc. | 1.97% | 23,200 | $15.8M | Reduce -14.7% |
| CDNS Cadence Design SYS Inc. | 1.90% | 52,500 | $15.2M | No change |
| DHR Danaher Corp. | 1.85% | 67,000 | $14.9M | No change |
| SPGI S&P Global Inc. | 1.81% | 30,250 | $14.5M | No change |
| MSCI MSCI Inc. | 1.68% | 23,300 | $13.5M | No change |
| HD Home Depot Inc. | 1.63% | 34,700 | $13.0M | No change |
| EW Edwards Lifesciences Corp. | 1.62% | 182,000 | $13.0M | No change |
| BKNG Booking Holdings Inc. | 1.59% | 2,650 | $12.7M | No change |
| KLAC KLA Corp. | 1.21% | 16,000 | $9.7M | New |
| MRK Merck & Co. Inc. | 1.17% | 98,000 | $9.4M | Reduce -11.7% |
| EQIX Equinix Inc. | 1.15% | 10,100 | $9.2M | No change |
| MRSH Marsh & McLennan Cos | 1.10% | 43,000 | $8.8M | No change |
| LOW Lowe's Cos Inc. | 1.10% | 37,000 | $8.8M | No change |
| FAST Fastenal Co. | 1.00% | 115,000 | $8.0M | Reduce -11.5% |
| MCD McDonald's Corp. | 1.00% | 28,500 | $8.0M | Reduce -12.3% |
| UNP Union Pacific Corp. | 0.95% | 34,700 | $7.6M | No change |
| LIN Linde PLC | 0.87% | 17,300 | $7.0M | Reduce -13.5% |
| NKE Nike Inc. Class B | 0.80% | 88,000 | $6.4M | Reduce -15.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.73% | 54,500 | $5.9M | No change |
| DXCM Dexcom Inc. | 0.71% | 76,000 | $5.7M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.50% | 55,200 | $4.0M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.77 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.66 |
| LLY Eli Lilly & Co. | Reduce -11.8% | 2.51% | −0.63 |
| URI United Rentals Inc. | Reduce -14.7% | 1.97% | −0.58 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.4% | 2.30% | −0.51 |
| V Visa Inc. Class A | Reduce -32.9% | 2.02% | −0.50 |
| ADBE Adobe Inc. | Reduce -6.0% | 2.00% | −0.39 |
| SHW The Sherwin-Williams Co. | Reduce -6.0% | 2.00% | −0.30 |
| MRK Merck & Co. Inc. | Reduce -11.7% | 1.17% | −0.29 |
| NKE Nike Inc. Class B | Reduce -15.4% | 0.80% | −0.26 |
| MSFT Microsoft Corp. | Reduce -5.0% | 7.80% | −0.26 |
| LIN Linde PLC | Reduce -13.5% | 0.87% | −0.23 |
| MCD McDonald's Corp. | Reduce -12.3% | 1.00% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -13.0% | 2.76% | −0.10 |
| FAST Fastenal Co. | Reduce -11.5% | 1.00% | −0.08 |
| SYK Stryker Corp. | Reduce -5.7% | 2.29% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -10.1% | 3.91% | −0.03 |
| AAPL Apple Inc. | Reduce -5.0% | 8.31% | +0.48 |
| CRM Salesforce Inc. | Reduce -4.8% | 2.78% | +0.48 |
| NOW ServiceNow Inc. | Reduce -4.6% | 3.21% | +0.48 |
| NVDA Nvidia Corp. | Reduce -7.5% | 8.70% | +0.52 |
| AMZN Amazon.com Inc. | Reduce -6.9% | 6.39% | +0.78 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 7.47% | +1.03 |
Portfolio Buys Q3 2024 → Q4 2024
| KLAC KLA Corp. | New | 1.21% | +1.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 39 | $758.7M | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q2 2025 | 39 | $723.9M | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q1 2025 | 40 | $703.2M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q4 2024 | 40 | $801.7M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q3 2024 | 41 | $773.0M | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q2 2024 | 41 | $780.6M | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q1 2024 | 40 | $759.7M | MSFT, NVDA, AAPL, GOOGL, AMZN |