Bedrijfstakpensioenfonds Voor DE Media Pno
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Bedrijfstakpensioenfonds Voor DE Media Pno reported 40 stock positions worth $703.2 million. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by Nvidia (NVDA, 7.7%) and Microsoft (MSFT, 7.6%). Compared with Q4 2024, it opened 1 new position and sold out of 1. The biggest buy was a new position in Walmart (WMT) and the biggest sale an exit from Estee Lauder Companies Class A (EL).
- Most Recent 13F
- Q3 2025
- Location
- HILVERSUM, P7
- CIK
- 0001274196
- Portfolio Value
- $703.2M (Q1 2025)
- SEC Filing
- 0001274196-25-000002 ↗ filed Apr 16, 2025
Holdings Value
Holdings 40 stocks · $703.2M
| AAPL Apple Inc. | 8.05% | 275,400 | $56.6M | No change |
| NVDA Nvidia Corp. | 7.67% | 537,500 | $53.9M | No change |
| MSFT Microsoft Corp. | 7.60% | 153,700 | $53.4M | No change |
| GOOGL Alphabet Inc. Class A | 6.67% | 327,600 | $46.9M | No change |
| AMZN Amazon.com Inc. | 6.05% | 241,600 | $42.6M | No change |
| ISRG Intuitive Surgical Inc. | 4.05% | 62,150 | $28.5M | No change |
| MA Mastercard Inc. Class A | 3.14% | 43,450 | $22.0M | No change |
| LLY Eli Lilly & Co. | 2.94% | 27,000 | $20.6M | No change |
| NOW ServiceNow Inc. | 2.63% | 25,100 | $18.5M | No change |
| SYK Stryker Corp. | 2.59% | 52,750 | $18.2M | No change |
| NFLX Netflix Inc. | 2.58% | 21,000 | $18.1M | No change |
| V Visa Inc. Class A | 2.45% | 53,000 | $17.2M | No change |
| CRM Salesforce Inc. | 2.44% | 69,000 | $17.1M | No change |
| TMO Thermo Fisher Scientific Inc. | 2.40% | 36,650 | $16.9M | No change |
| SNPS Synopsys Inc. | 2.31% | 41,000 | $16.3M | No change |
| SHW The Sherwin-Williams Co. | 2.24% | 48,800 | $15.8M | No change |
| AMAT Applied Materials Inc. | 2.22% | 116,300 | $15.6M | No change |
| ACN Accenture PLC Class A | 2.22% | 54,050 | $15.6M | No change |
| SPGI S&P Global Inc. | 2.02% | 30,250 | $14.2M | No change |
| URI United Rentals Inc. | 1.91% | 23,200 | $13.5M | No change |
| ADBE Adobe Inc. | 1.89% | 37,350 | $13.3M | No change |
| DHR Danaher Corp. | 1.81% | 67,000 | $12.7M | No change |
| CDNS Cadence Design SYS Inc. | 1.76% | 52,500 | $12.4M | No change |
| EW Edwards Lifesciences Corp. | 1.74% | 182,000 | $12.2M | No change |
| MSCI MSCI Inc. | 1.73% | 23,300 | $12.2M | No change |
| HD Home Depot Inc. | 1.67% | 34,700 | $11.8M | No change |
| BKNG Booking Holdings Inc. | 1.61% | 2,650 | $11.3M | No change |
| KLAC KLA Corp. | 1.43% | 16,000 | $10.1M | No change |
| MRSH Marsh & McLennan Cos | 1.38% | 43,000 | $9.7M | No change |
| FAST Fastenal Co. | 1.17% | 115,000 | $8.3M | No change |
| MCD McDonald's Corp. | 1.17% | 28,500 | $8.2M | No change |
| MRK Merck & Co. Inc. | 1.16% | 98,000 | $8.1M | No change |
| LOW Lowe's Cos Inc. | 1.14% | 37,000 | $8.0M | No change |
| EQIX Equinix Inc. | 1.08% | 10,100 | $7.6M | No change |
| UNP Union Pacific Corp. | 1.08% | 34,700 | $7.6M | No change |
| LIN Linde PLC | 1.06% | 17,300 | $7.5M | No change |
| WMT Walmart Inc. | 0.81% | 70,000 | $5.7M | New |
| NKE Nike Inc. Class B | 0.74% | 88,000 | $5.2M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 54,500 | $5.0M | No change |
| DXCM Dexcom Inc. | 0.68% | 76,000 | $4.8M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.50 |
Portfolio Buys Q4 2024 → Q1 2025
| WMT Walmart Inc. | New | 0.81% | +0.81 |
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 |