Mn Services Vermogensbeheer B.V.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Mn Services Vermogensbeheer B.V. reported 501 stock positions worth $13.8 billion. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Amazon.com (AMZN, 4.2%) and Microsoft (MSFT, 4.1%). Compared with Q4 2023, it opened 117 new positions, sold out of 45, added to 14 and reduced 370. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale Adobe (ADBE, shares −16%).

Most Recent 13F
Q2 2026
Location
THE HAGUE, P7
CIK
0001666940
Portfolio Value
$13.8B (Q1 2024)
SEC Filing
0001666940-24-000002 ↗ filed Apr 29, 2024

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $13.8B $13.8B Q1 2024 Q2 2024: $13.8B Q2 2024 Q3 2024: $14.3B Q3 2024 Q4 2024: $14.8B Q4 2024 Q1 2025: $12.9B Q1 2025 Q2 2025: $14.4B Q2 2025 Q3 2025: $15.5B Q3 2025 Q4 2025: $16.3B Q4 2025 Q1 2026: $15.1B Q1 2026 Q2 2026: $13.4B Q2 2026

Holdings 501 stocks · $13.8B
NVDA Nvidia Corp. 4.93% 751,828 $679.3M Add +54.2%
AMZN Amazon.com Inc. 4.22% 3,221,100 $581.0M New
MSFT Microsoft Corp. 4.13% 1,351,311 $568.5M Add +182.1%
AAPL Apple Inc. 3.73% 2,995,292 $513.6M Add +243.9%
GOOGL Alphabet Inc. Class A 2.27% 2,070,060 $312.4M Add +217.6%
GOOG Alphabet Inc. Class C 1.99% 1,802,580 $274.5M Add +205.7%
LLY Eli Lilly & Co. 1.84% 326,588 $254.1M Reduce -5.3%
AVGO Broadcom Inc. 1.73% 180,000 $238.6M Reduce -15.1%
TSLA Tesla Inc. 1.47% 1,152,100 $202.5M Add +36.1%
UNH Unitedhealth Group Inc. 1.34% 374,600 $185.3M Add +17.6%
V Visa Inc. Class A 1.29% 638,976 $178.3M Reduce -2.3%
MA Mastercard Inc. Class A 1.18% 338,192 $162.9M Reduce -14.1%
PG The Procter & Gamble Co. 1.12% 955,027 $155.0M Reduce -4.1%
HD Home Depot Inc. 1.12% 403,234 $154.7M Reduce -16.0%
JNJ Johnson & Johnson 1.11% 968,385 $153.2M Add +9.1%
JPM JPMorgan Chase & Co. 0.99% 683,400 $136.9M New
MRK Merck & Co. Inc. 0.98% 1,018,199 $134.4M Reduce -15.4%
COST Costco Wholesale Corp. 0.95% 179,000 $131.1M Reduce -14.6%
ABBV Abbvie Inc. 0.95% 715,704 $130.3M Reduce -14.5%
AMD Advanced Micro Devices 0.85% 649,396 $117.2M Reduce -14.8%
CRM Salesforce Inc. 0.85% 388,800 $117.1M Reduce -17.8%
NFLX Netflix Inc. 0.78% 176,200 $107.0M New
KO The Coca-Cola Co. 0.73% 1,649,368 $100.9M Reduce -15.2%
PEP Pepsico Inc. 0.70% 551,769 $96.6M Reduce -15.3%
ADBE Adobe Inc. 0.66% 181,474 $91.6M Reduce -16.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.66% 741,270 $90.7M Reduce -14.2%
LIN Linde PLC 0.66% 195,161 $90.6M Reduce -15.9%
TMO Thermo Fisher Scientific Inc. 0.66% 155,700 $90.5M Reduce -14.7%
ACN Accenture PLC Class A 0.63% 251,666 $87.2M Reduce -15.8%
WFC Wells Fargo & Co. 0.62% 1,463,400 $84.8M New
ORCL Oracle Corp. 0.61% 666,933 $83.8M Reduce -13.1%
MCD McDonald's Corp. 0.60% 293,200 $82.7M Reduce -15.2%
CSCO Cisco Systems Inc. 0.60% 1,642,891 $82.0M Reduce -15.3%
ABT Abbott Laboratories 0.58% 699,600 $79.5M Reduce -15.1%
QCOM Qualcomm Inc. 0.56% 452,000 $76.5M Reduce -14.3%
CAT Caterpillar Inc. 0.55% 205,828 $75.4M Reduce -15.8%
INTC Intel Corp. 0.55% 1,704,600 $75.3M New
INTU Intuit Inc. 0.53% 112,205 $72.9M Reduce -15.8%
VZ Verizon Communications Inc. 0.52% 1,699,800 $71.3M Reduce -14.4%
DHR Danaher Corp. 0.51% 283,800 $70.9M Reduce -13.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.51% 369,210 $70.5M Reduce -13.9%
CMCSA Comcast Corp. Class A 0.51% 1,623,600 $70.4M Reduce -18.5%
AMAT Applied Materials Inc. 0.50% 336,062 $69.3M Reduce -15.9%
TXN Texas Instruments Inc. 0.46% 367,184 $64.0M Reduce -14.4%
PFE Pfizer Inc. 0.46% 2,282,800 $63.3M Reduce -14.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.46% 1,670,000 $63.3M New
NOW ServiceNow Inc. 0.46% 82,888 $63.2M Reduce -14.0%
UNP Union Pacific Corp. 0.44% 246,479 $60.6M Reduce -14.7%
LOW Lowe's Cos Inc. 0.43% 232,545 $59.2M Reduce -17.7%
UBER Uber Technologies Inc. 0.42% 748,800 $57.6M New
ISRG Intuitive Surgical Inc. 0.41% 142,300 $56.8M Reduce -13.8%
SPGI S&P Global Inc. 0.40% 130,965 $55.7M Reduce -15.6%
AXP American Express Co. 0.39% 235,712 $53.7M Reduce -20.9%
NEE Nextera Energy Inc. 0.38% 829,428 $53.0M Reduce -13.5%
MU Micron Technology Inc. 0.38% 446,300 $52.6M New
LRCX Lam Research Corp. 0.38% 53,284 $51.8M Reduce -16.3%
T AT&T Inc. 0.37% 2,890,800 $50.9M Reduce -14.4%
BKNG Booking Holdings Inc. 0.37% 14,002 $50.8M Reduce -21.8%
ETN Eaton Corp. PLC 0.37% 161,514 $50.5M Reduce -14.4%
BLK BlackRock Finance Inc. 0.36% 60,086 $50.1M Reduce -15.8%
SYK Stryker Corp. 0.36% 138,200 $49.5M Reduce -14.0%
ELV Elevance Health Inc. 0.36% 95,000 $49.3M Reduce -15.0%
PGR Progressive Corp. 0.36% 236,573 $48.9M Reduce -14.8%
MDT Medtronic Inc 0.34% 537,600 $46.9M Reduce -14.2%
BMY Bristol-Myers Squibb Co. 0.32% 822,654 $44.6M Reduce -17.6%
DE Deere & Co. 0.32% 107,500 $44.2M Reduce -18.9%
SCHW Schwab (charles) Corp. 0.32% 608,900 $44.0M Reduce -14.4%
UPS United Parcel Service Class B 0.32% 292,399 $43.5M Reduce -14.2%
CI The Cigna Group 0.31% 118,300 $43.0M New
CB Chubb Ltd. 0.31% 164,970 $42.7M Reduce -16.0%
SBUX Starbucks Corp. 0.30% 457,800 $41.8M Reduce -15.9%
REGN Regeneron Pharmaceuticals 0.30% 43,300 $41.7M Reduce -14.6%
ADP Automatic Data Processing 0.30% 166,265 $41.5M Reduce -15.3%
CVS CVS Health Corp. 0.30% 520,300 $41.5M New
MRSH Marsh & McLennan Cos 0.30% 199,388 $41.1M Reduce -15.1%
BSX Boston Scientific Corp. 0.29% 592,300 $40.6M Reduce -13.2%
ADI Analog Devices Inc. 0.29% 200,693 $39.7M Reduce -16.2%
FISV Fiserv Inc. 0.28% 242,700 $38.8M Reduce -18.0%
MDLZ Mondelez International Inc. Class A 0.28% 550,300 $38.5M Reduce -14.8%
KLAC KLA Corp. 0.28% 55,000 $38.4M Reduce -16.5%
SHOP Shopify Inc. Class A 0.27% 487,440 $37.6M Reduce -14.3%
GILD Gilead Sciences Inc. 0.27% 503,855 $36.9M Reduce -14.8%
PANW Palo Alto Networks Inc. 0.26% 127,400 $36.2M Reduce -11.3%
SNPS Synopsys Inc. 0.26% 61,500 $35.1M Reduce -14.9%
WM Waste Management Inc. 0.25% 162,900 $34.7M Reduce -15.8%
TMUS T-Mobile US Inc. 0.25% 210,500 $34.4M New
CDNS Cadence Design SYS Inc. 0.25% 109,937 $34.2M Reduce -15.6%
SHW The Sherwin-Williams Co. 0.25% 98,336 $34.2M Reduce -15.8%
RY Royal Bank of Canada 0.24% 332,000 $33.5M New
TGT Target Corp. 0.24% 186,700 $33.1M New
ITW Illinois Tool Works 0.24% 121,629 $32.6M Reduce -16.1%
GS Goldman Sachs Group Inc. 0.23% 77,000 $32.2M New
CMG Chipotle Mexican Grill Inc. 0.23% 11,000 $32.0M Reduce -15.4%
ICE Intercontinental Exchange Inc. 0.23% 231,400 $31.8M Reduce -15.1%
ZTS Zoetis Inc. 0.23% 185,603 $31.4M Reduce -15.5%
CME Cme Group Inc. 0.23% 145,579 $31.3M Reduce -14.8%
ANET Arista Networks Inc. 0.22% 106,844 $31.0M Reduce -14.3%
DUK Duke Energy Corp. 0.22% 311,600 $30.1M New
CRWD CrowdStrike Holdings Inc. Class A 0.21% 92,100 $29.5M Reduce -14.0%
ABNB Airbnb Inc. Class A 0.21% 176,400 $29.1M New

Show all 501 holdings

Portfolio Sells Q4 2023 → Q1 2024
ADBE Adobe Inc. Reduce -16.4% 0.66% −0.50
AMGN Amgen Inc. Reduce -64.4% 0.19% −0.47
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.45
WMT Walmart Inc. Sold out 0.00% −0.43
AVGO Broadcom Inc. Reduce -15.1% 1.73% −0.40
HD Home Depot Inc. Reduce -16.0% 1.12% −0.38
MA Mastercard Inc. Class A Reduce -14.1% 1.18% −0.33
MCD McDonald's Corp. Reduce -15.2% 0.60% −0.32
CP Canadian Pacific Kansas City Sold out 0.00% −0.32
ACN Accenture PLC Class A Reduce -15.8% 0.63% −0.31
CSX CSX Corp. Sold out 0.00% −0.30
KO The Coca-Cola Co. Reduce -15.2% 0.73% −0.30
PEP Pepsico Inc. Reduce -15.3% 0.70% −0.30
COST Costco Wholesale Corp. Reduce -14.6% 0.95% −0.29
CSCO Cisco Systems Inc. Reduce -15.3% 0.60% −0.29
CMCSA Comcast Corp. Class A Reduce -18.5% 0.51% −0.28
CRM Salesforce Inc. Reduce -17.8% 0.85% −0.27
FCX Freeport-McMoran Inc. Sold out 0.00% −0.26
LULU Lululemon Athletica Inc. Sold out 0.00% −0.26
ABT Abbott Laboratories Reduce -15.1% 0.58% −0.24
V Visa Inc. Class A Reduce -2.3% 1.29% −0.24
PFE Pfizer Inc. Reduce -14.4% 0.46% −0.23
ABBV Abbvie Inc. Reduce -14.5% 0.95% −0.22
INTU Intuit Inc. Reduce -15.8% 0.53% −0.22
TMO Thermo Fisher Scientific Inc. Reduce -14.7% 0.66% −0.22
SPGI S&P Global Inc. Reduce -15.6% 0.40% −0.21
MRK Merck & Co. Inc. Reduce -15.4% 0.98% −0.21
BKNG Booking Holdings Inc. Reduce -21.8% 0.37% −0.20
LIN Linde PLC Reduce -15.9% 0.66% −0.20
SRE Sempra Sold out 0.00% −0.20
UNP Union Pacific Corp. Reduce -14.7% 0.44% −0.20
ROST Ross Stores Inc. Sold out 0.00% −0.20
ANCTF Alimentation Couche-Tard Inc. Sold out 0.00% −0.19
TXN Texas Instruments Inc. Reduce -14.4% 0.46% −0.19
PG The Procter & Gamble Co. Reduce -4.1% 1.12% −0.19
SO The Southern Co. Sold out 0.00% −0.19
KMB Kimberly-Clark Corp. Sold out 0.00% −0.17
DHR Danaher Corp. Reduce -13.4% 0.51% −0.17
ODFL Old Dominion Freight Line Sold out 0.00% −0.17
SBUX Starbucks Corp. Reduce -15.9% 0.30% −0.17
UPS United Parcel Service Class B Reduce -14.2% 0.32% −0.17
GILD Gilead Sciences Inc. Reduce -14.8% 0.27% −0.16
ZTS Zoetis Inc. Reduce -15.5% 0.23% −0.16
NSC Norfolk Southern Corp. Reduce -65.1% 0.07% −0.16
AMD Advanced Micro Devices Reduce -14.8% 0.85% −0.16
BLK BlackRock Finance Inc. Reduce -15.8% 0.36% −0.16
DE Deere & Co. Reduce -18.9% 0.32% −0.16
VZ Verizon Communications Inc. Reduce -14.4% 0.52% −0.16
BIIB Biogen Inc. Sold out 0.00% −0.16
NOW ServiceNow Inc. Reduce -14.0% 0.46% −0.15

Portfolio Buys Q4 2023 → Q1 2024
AMZN Amazon.com Inc. New 4.22% +4.22
NVDA Nvidia Corp. Add +54.2% 4.93% +2.76
MSFT Microsoft Corp. Add +182.1% 4.13% +2.50
AAPL Apple Inc. Add +243.9% 3.73% +2.22
GOOGL Alphabet Inc. Class A Add +217.6% 2.27% +1.45
GOOG Alphabet Inc. Class C Add +205.7% 1.99% +1.24
JPM JPMorgan Chase & Co. New 0.99% +0.99
NFLX Netflix Inc. New 0.78% +0.78
WFC Wells Fargo & Co. New 0.62% +0.62
INTC Intel Corp. New 0.55% +0.55
BAC Bank of America Corp. New 0.46% +0.46
UBER Uber Technologies Inc. New 0.42% +0.42
MU Micron Technology Inc. New 0.38% +0.38
CI The Cigna Group New 0.31% +0.31
CVS CVS Health Corp. New 0.30% +0.30
TMUS T-Mobile US Inc. New 0.25% +0.25
RY Royal Bank of Canada New 0.24% +0.24
TGT Target Corp. New 0.24% +0.24
GS Goldman Sachs Group Inc. New 0.23% +0.23
DUK Duke Energy Corp. New 0.22% +0.22
ABNB Airbnb Inc. Class A New 0.21% +0.21
C Citigroup Inc. New 0.21% +0.21
FDX FedEx Corp. New 0.20% +0.20
TDG Transdigm Group Inc. New 0.20% +0.20
MS Morgan Stanley New 0.20% +0.20
HCA HCA Healthcare Inc. New 0.20% +0.20
AON Aon PLC Class A New 0.20% +0.20
ORLY O'reilly Automotive Inc. New 0.20% +0.20
MAR Marriott International Class A New 0.18% +0.18
TD Toronto-Dominion Bank New 0.18% +0.18
GM General Motors Co. New 0.18% +0.18
F Ford Motor Co. New 0.15% +0.15
APO Apollo Global Management Inc. New 0.13% +0.13
FERG Ferguson Jersey Ltd. New 0.13% +0.13
LEN Lennar Corp. Class A New 0.13% +0.13
AME Ametek Inc. New 0.12% +0.12
BMO Bank of Montreal New 0.12% +0.12
EXC Exelon Corp. New 0.11% +0.11
GEHC GE Healthcare Technology New 0.11% +0.11
BNS Bank of Nova Scotia New 0.11% +0.11
PCG P G & E Corp. New 0.10% +0.10
RCL Royal Caribbean Cruises Ltd. New 0.10% +0.10
MPWR Monolithic Power Systems Inc. New 0.10% +0.10
VRT Vertiv Holdings Co. Class A New 0.09% +0.09
NET Cloudflare Inc. Class A New 0.08% +0.08
HPQ HP Inc. New 0.08% +0.08
CHTR Charter Communications Inc. Class A New 0.08% +0.08
CM Can Imperial BK of Commerce New 0.08% +0.08
DLTR Dollar Tree Inc. New 0.08% +0.08
EIX Edison International New 0.08% +0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 444$13.4BAAPL, AMZN, AVGO, NVDA, MSFT
Q1 2026 430$15.1BNVDA, AAPL, AMZN, GOOGL, AVGO
Q4 2025 442$16.3BNVDA, AAPL, AMZN, MSFT, GOOGL
Q3 2025 458$15.5BNVDA, AAPL, MSFT, AMZN, AVGO
Q2 2025 466$14.4BNVDA, MSFT, AMZN, AAPL, AVGO
Q1 2025 462$12.9BNVDA, AAPL, AMZN, MSFT, GOOGL
Q4 2024 476$14.8BNVDA, AAPL, AMZN, MSFT, TSLA
Q3 2024 481$14.3BNVDA, AAPL, AMZN, MSFT, GOOGL
Q2 2024 491$13.8BNVDA, AAPL, AMZN, MSFT, GOOGL
Q1 2024 501$13.8BNVDA, AMZN, MSFT, AAPL, GOOGL