Bedrijfstakpensioenfonds Voor DE Media Pno

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Bedrijfstakpensioenfonds Voor DE Media Pno reported 39 stock positions worth $723.9 million. Its top holding was Nvidia (NVDA) at 10.0% of the portfolio, followed by Microsoft (MSFT, 9.0%) and Apple (AAPL, 6.6%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 4 and reduced 2. The biggest buy was Netflix (NFLX, shares +21%) and the biggest sale Alphabet Class A (GOOGL, shares −19%).

Most Recent 13F
Q3 2025
Location
HILVERSUM, P7
CIK
0001274196
Portfolio Value
$723.9M (Q2 2025)
SEC Filing
0001274196-25-000004 ↗ filed Jul 15, 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 $723.9M Q2 2025 Q3 2025: $758.7M Q3 2025

Holdings 39 stocks · $723.9M
NVDA Nvidia Corp. 9.99% 537,500 $72.3M No change
MSFT Microsoft Corp. 9.00% 153,700 $65.1M No change
AAPL Apple Inc. 6.65% 275,400 $48.1M No change
AMZN Amazon.com Inc. 6.56% 254,000 $47.5M Add +5.1%
GOOGL Alphabet Inc. Class A 5.50% 265,000 $39.8M Reduce -19.1%
NFLX Netflix Inc. 4.02% 25,500 $29.1M Add +21.4%
ISRG Intuitive Surgical Inc. 3.97% 62,150 $28.8M No change
NOW ServiceNow Inc. 3.39% 28,000 $24.5M Add +11.6%
MA Mastercard Inc. Class A 2.87% 43,450 $20.8M No change
AMAT Applied Materials Inc. 2.51% 116,300 $18.1M No change
LLY Eli Lilly & Co. 2.48% 27,000 $17.9M No change
SNPS Synopsys Inc. 2.47% 41,000 $17.9M No change
SYK Stryker Corp. 2.46% 52,750 $17.8M No change
V Visa Inc. Class A 2.21% 53,000 $16.0M No change
CRM Salesforce Inc. 2.21% 69,000 $16.0M No change
URI United Rentals Inc. 2.06% 23,200 $14.9M No change
SHW The Sherwin-Williams Co. 1.97% 48,800 $14.3M No change
CDNS Cadence Design SYS Inc. 1.90% 52,500 $13.8M No change
SPGI S&P Global Inc. 1.88% 30,250 $13.6M No change
BKNG Booking Holdings Inc. 1.81% 2,650 $13.1M No change
TMO Thermo Fisher Scientific Inc. 1.75% 36,650 $12.7M No change
ADBE Adobe Inc. 1.70% 37,350 $12.3M No change
KLAC KLA Corp. 1.69% 16,000 $12.2M No change
EW Edwards Lifesciences Corp. 1.68% 182,000 $12.1M No change
ACN Accenture PLC Class A 1.60% 45,550 $11.6M Reduce -15.7%
MSCI MSCI Inc. 1.58% 23,300 $11.4M No change
DHR Danaher Corp. 1.56% 67,000 $11.3M No change
HD Home Depot Inc. 1.50% 34,700 $10.8M No change
AVGO Broadcom Inc. 1.36% 42,000 $9.9M New
FAST Fastenal Co. 1.14% 230,000 $8.2M No change
MRSH Marsh & McLennan Cos 1.11% 43,000 $8.0M No change
WMT Walmart Inc. 1.08% 93,500 $7.8M Add +33.6%
MCD McDonald's Corp. 0.98% 28,500 $7.1M No change
LOW Lowe's Cos Inc. 0.97% 37,000 $7.0M No change
LIN Linde PLC 0.96% 17,300 $6.9M No change
EQIX Equinix Inc. 0.95% 10,100 $6.8M No change
UNP Union Pacific Corp. 0.94% 34,700 $6.8M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.80% 54,500 $5.8M No change
DXCM Dexcom Inc. 0.78% 76,000 $5.7M No change

Portfolio Sells Q1 2025 → Q2 2025
GOOGL Alphabet Inc. Class A Reduce -19.1% 5.50% −1.17
MRK Merck & Co. Inc. Sold out 0.00% −1.16
NKE Nike Inc. Class B Sold out 0.00% −0.74
ACN Accenture PLC Class A Reduce -15.7% 1.60% −0.62

Portfolio Buys Q1 2025 → Q2 2025
NFLX Netflix Inc. Add +21.4% 4.02% +1.44
AVGO Broadcom Inc. New 1.36% +1.36
NOW ServiceNow Inc. Add +11.6% 3.39% +0.76
AMZN Amazon.com Inc. Add +5.1% 6.56% +0.51
WMT Walmart Inc. Add +33.6% 1.08% +0.27

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