Mn Services Vermogensbeheer B.V.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Mn Services Vermogensbeheer B.V. reported 462 stock positions worth $12.9 billion. Its top holding was Nvidia (NVDA) at 5.7% of the portfolio, followed by Apple (AAPL, 4.7%) and Amazon.com (AMZN, 4.3%). Compared with Q4 2024, it sold out of 14, added to 6 and reduced 441. The biggest buy was Amgen (AMGN, shares +1%) and the biggest sale Tesla (TSLA, shares −7%).

Most Recent 13F
Q2 2026
Location
THE HAGUE, P7
CIK
0001666940
Portfolio Value
$12.9B (Q1 2025)
SEC Filing
0001666940-25-000003 ↗ filed Apr 17, 2025

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $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 $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 462 stocks · $12.9B
NVDA Nvidia Corp. 5.72% 6,814,480 $738.6M Reduce -7.1%
AAPL Apple Inc. 4.66% 2,711,492 $602.3M Reduce -7.2%
AMZN Amazon.com Inc. 4.30% 2,916,400 $554.9M Reduce -7.2%
MSFT Microsoft Corp. 3.56% 1,223,811 $459.4M Reduce -7.2%
GOOGL Alphabet Inc. Class A 2.24% 1,874,860 $289.9M Reduce -7.2%
AVGO Broadcom Inc. 2.12% 1,631,600 $273.2M Reduce -7.2%
TSLA Tesla Inc. 2.11% 1,049,800 $272.1M Reduce -7.1%
GOOG Alphabet Inc. Class C 1.98% 1,632,880 $255.1M Reduce -7.2%
LLY Eli Lilly & Co. 1.89% 296,188 $244.6M Reduce -7.1%
V Visa Inc. Class A 1.58% 581,376 $203.7M Reduce -7.0%
UNH Unitedhealth Group Inc. 1.38% 340,000 $178.1M Reduce -6.9%
MA Mastercard Inc. Class A 1.31% 307,792 $168.7M Reduce -7.0%
COST Costco Wholesale Corp. 1.19% 163,100 $154.3M Reduce -7.0%
NFLX Netflix Inc. 1.16% 160,800 $150.0M Reduce -7.2%
PG The Procter & Gamble Co. 1.14% 866,427 $147.7M Reduce -6.9%
JNJ Johnson & Johnson 1.14% 885,085 $146.8M Reduce -6.9%
ABBV Abbvie Inc. 1.05% 649,104 $136.0M Reduce -6.9%
JPM JPMorgan Chase & Co. 1.04% 547,700 $134.4M Reduce -13.5%
HD Home Depot Inc. 1.04% 365,934 $134.1M Reduce -6.9%
KO The Coca-Cola Co. 0.84% 1,510,168 $108.2M Reduce -6.9%
WFC Wells Fargo & Co. 0.74% 1,335,300 $95.9M Reduce -6.9%
CRM Salesforce Inc. 0.74% 355,900 $95.5M Reduce -6.9%
CSCO Cisco Systems Inc. 0.71% 1,494,091 $92.2M Reduce -6.9%
ORCL Oracle Corp. 0.66% 606,433 $84.8M Reduce -6.9%
ABT Abbott Laboratories 0.66% 639,000 $84.8M Reduce -6.8%
MRK Merck & Co. Inc. 0.65% 933,199 $83.8M Reduce -6.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.65% 335,710 $83.5M Reduce -6.9%
MCD McDonald's Corp. 0.65% 266,900 $83.4M Reduce -6.8%
LIN Linde PLC 0.64% 178,361 $83.1M Reduce -6.9%
PEP Pepsico Inc. 0.59% 505,269 $75.8M Reduce -7.0%
T AT&T Inc. 0.58% 2,630,500 $74.4M Reduce -6.9%
ACN Accenture PLC Class A 0.56% 230,566 $71.9M Reduce -6.9%
TMO Thermo Fisher Scientific Inc. 0.55% 142,300 $70.8M Reduce -6.8%
VZ Verizon Communications Inc. 0.54% 1,546,600 $70.2M Reduce -6.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.52% 674,570 $66.6M Reduce -6.8%
ISRG Intuitive Surgical Inc. 0.50% 129,700 $64.2M Reduce -6.8%
ADBE Adobe Inc. 0.49% 166,574 $63.9M Reduce -6.7%
QCOM Qualcomm Inc. 0.49% 412,100 $63.3M Reduce -6.7%
INTU Intuit Inc. 0.49% 103,005 $63.2M Reduce -6.8%
AMD Advanced Micro Devices 0.47% 595,396 $61.2M Reduce -6.7%
PGR Progressive Corp. 0.47% 215,373 $61.0M Reduce -6.8%
SPGI S&P Global Inc. 0.47% 119,265 $60.6M Reduce -6.8%
TXN Texas Instruments Inc. 0.47% 334,884 $60.2M Reduce -6.7%
NOW ServiceNow Inc. 0.46% 75,188 $59.9M Reduce -7.2%
BKNG Booking Holdings Inc. 0.46% 12,802 $59.0M Reduce -7.9%
AXP American Express Co. 0.45% 215,012 $57.8M Reduce -6.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.44% 1,351,200 $56.4M Reduce -13.1%
BSX Boston Scientific Corp. 0.42% 540,300 $54.5M Reduce -6.6%
CMCSA Comcast Corp. Class A 0.42% 1,471,000 $54.3M Reduce -7.3%
UNP Union Pacific Corp. 0.41% 223,279 $52.7M Reduce -7.3%
DHR Danaher Corp. 0.41% 257,200 $52.7M Reduce -7.3%
PFE Pfizer Inc. 0.41% 2,068,300 $52.4M Reduce -7.3%
BLK BlackRock Inc. 0.40% 54,486 $51.6M Reduce -7.3%
GILD Gilead Sciences Inc. 0.40% 456,455 $51.1M Reduce -7.3%
TMUS T-Mobile US Inc. 0.39% 190,600 $50.8M Reduce -7.3%
UBER Uber Technologies Inc. 0.38% 678,500 $49.4M Reduce -7.3%
LOW Lowe's Cos Inc. 0.38% 210,645 $49.1M Reduce -7.3%
FISV Fiserv Inc. 0.38% 219,900 $48.6M Reduce -7.3%
SYK Stryker Corp. 0.36% 125,300 $46.6M Reduce -7.3%
ADP Automatic Data Processing 0.36% 150,665 $46.0M Reduce -7.3%
DE Deere & Co. 0.35% 97,500 $45.8M Reduce -7.2%
BMY Bristol-Myers Squibb Co. 0.35% 745,354 $45.5M Reduce -7.3%
CB Chubb Ltd. 0.35% 149,470 $45.1M Reduce -7.3%
AMAT Applied Materials Inc. 0.34% 304,462 $44.2M Reduce -7.3%
MRSH Marsh & McLennan Cos 0.34% 180,588 $44.1M Reduce -7.3%
MDT Medtronic Inc 0.34% 487,100 $43.8M Reduce -7.3%
SCHW Schwab (charles) Corp. 0.33% 551,600 $43.2M Reduce -7.4%
SHOP Shopify Inc. Class A 0.33% 441,640 $42.0M Reduce -7.3%
SBUX Starbucks Corp. 0.31% 414,700 $40.7M Reduce -7.3%
ETN Eaton Corp. PLC 0.31% 146,314 $39.8M Reduce -7.2%
PANW Palo Alto Networks Inc. 0.31% 231,000 $39.4M Reduce -7.3%
ELV Elevance Health Inc. 0.29% 86,600 $37.7M Reduce -6.9%
ADI Analog Devices Inc. 0.28% 181,793 $36.7M Reduce -7.3%
ICE Intercontinental Exchange Inc. 0.28% 210,600 $36.3M Reduce -7.2%
LRCX Lam Research Corp. 0.27% 488,140 $35.5M Reduce -6.5%
INTC Intel Corp. 0.27% 1,562,300 $35.5M Reduce -6.7%
CI The Cigna Group 0.27% 107,800 $35.5M Reduce -7.3%
CME Cme Group Inc. 0.27% 133,679 $35.5M Reduce -6.4%
MU Micron Technology Inc. 0.27% 407,200 $35.4M Reduce -6.6%
DUK Duke Energy Corp. 0.27% 284,300 $34.7M Reduce -6.4%
WM Waste Management Inc. 0.27% 149,300 $34.6M Reduce -6.7%
KLAC KLA Corp. 0.26% 50,200 $34.1M Reduce -6.5%
MDLZ Mondelez International Inc. Class A 0.26% 501,800 $34.0M Reduce -7.2%
GS Goldman Sachs Group Inc. 0.26% 61,600 $33.7M Reduce -13.6%
MCK McKesson Corp. 0.25% 48,900 $32.9M Reduce -7.0%
MELI MercadoLibre Inc. 0.25% 16,775 $32.7M Reduce -6.4%
CVS CVS Health Corp. 0.25% 474,900 $32.2M Reduce -6.1%
SHW The Sherwin-Williams Co. 0.24% 89,436 $31.2M Reduce -7.1%
ORLY O'reilly Automotive Inc. 0.24% 21,700 $31.1M Reduce -7.3%
ANET Arista Networks Inc. 0.23% 388,876 $30.1M Reduce -7.4%
RY Royal Bank of Canada 0.23% 266,800 $30.0M Reduce -13.2%
MMM 3M Co. 0.23% 203,930 $29.9M Reduce -6.1%
AMGN Amgen Inc. 0.23% 95,392 $29.7M Add +0.9%
CRWD CrowdStrike Holdings Inc. Class A 0.23% 84,200 $29.7M Reduce -6.9%
AON Aon PLC Class A 0.23% 74,000 $29.5M Reduce -6.0%
UPS United Parcel Service Class B 0.23% 266,799 $29.3M Reduce -7.1%
APH Amphenol Corp. Class A 0.23% 443,356 $29.1M Reduce -6.7%
PH Parker Hannifin Corp. 0.22% 47,674 $29.0M Reduce -5.9%
TT Trane Technologies PLC 0.22% 84,273 $28.4M Reduce -6.7%
TDG Transdigm Group Inc. 0.22% 20,500 $28.4M Reduce -6.0%

Show all 462 holdings

Portfolio Sells Q4 2024 → Q1 2025
TSLA Tesla Inc. Reduce -7.1% 2.11% −0.97
NVDA Nvidia Corp. Reduce -7.1% 5.72% −0.92
AVGO Broadcom Inc. Reduce -7.2% 2.12% −0.63
AMZN Amazon.com Inc. Reduce -7.2% 4.30% −0.35
GOOGL Alphabet Inc. Class A Reduce -7.2% 2.24% −0.33
GOOG Alphabet Inc. Class C Reduce -7.2% 1.98% −0.28
AAPL Apple Inc. Reduce -7.2% 4.66% −0.27
NEE Nextera Energy Inc. Reduce -55.3% 0.20% −0.19
MSFT Microsoft Corp. Reduce -7.2% 3.56% −0.19
CRM Salesforce Inc. Reduce -6.9% 0.74% −0.12
NOW ServiceNow Inc. Reduce -7.2% 0.46% −0.12
MRVL Marvell Technology Inc. Reduce -7.9% 0.15% −0.10
ANET Arista Networks Inc. Reduce -7.4% 0.23% −0.08
ORCL Oracle Corp. Reduce -6.9% 0.66% −0.08
AMD Advanced Micro Devices Reduce -6.7% 0.47% −0.05
ETN Eaton Corp. PLC Reduce -7.2% 0.31% −0.04
XYZ Block Inc. Reduce -9.2% 0.08% −0.04
PYPL PayPal Holdings Inc. Reduce -6.5% 0.19% −0.04
DOW Dow Inc. Reduce -55.2% 0.03% −0.04
ADBE Adobe Inc. Reduce -6.7% 0.49% −0.04
VRT Vertiv Holdings Co. Class A Reduce -9.3% 0.07% −0.04
COIN Coinbase Global Inc. Class A Reduce -7.9% 0.08% −0.03
ACN Accenture PLC Class A Reduce -6.9% 0.56% −0.03
TGT Target Corp. Reduce -7.1% 0.14% −0.03
BAM Brookfield Asset Mgmt-A Reduce -56.0% 0.02% −0.03
DIS The Walt Disney Co. Reduce -6.8% 0.52% −0.03
DDOG Datadog Inc. Class A Reduce -7.2% 0.08% −0.03
LW Lamb Weston Holdings Inc. Sold out 0.00% −0.03
CRL Charles River Laboratories Sold out 0.00% −0.03
ENPH Enphase Energy Inc. Sold out 0.00% −0.02
BAC Bank of America Corp. Reduce -13.1% 0.44% −0.02
HSIC Henry Schein Inc. Sold out 0.00% −0.02
MTCH Match Group Inc. Sold out 0.00% −0.02
CMG Chipotle Mexican Grill Inc. Reduce -6.5% 0.20% −0.02
AES AES Corp. Sold out 0.00% −0.02
KNX Knight-Swift Transportation Sold out 0.00% −0.02
MRK Merck & Co. Inc. Reduce -6.8% 0.65% −0.02
MKTX Marketaxess Holdings Inc. Sold out 0.00% −0.02
ON On Semiconductor Reduce -7.2% 0.05% −0.02
TFX Teleflex Inc. Sold out 0.00% −0.02
TTC Toro Co. Sold out 0.00% −0.02
APO Apollo Global Management Inc. Reduce -8.0% 0.15% −0.02
DHR Danaher Corp. Reduce -7.3% 0.41% −0.02
ILMN Illumina Inc. Reduce -7.3% 0.04% −0.02
CDNS Cadence Design SYS Inc. Reduce -6.6% 0.20% −0.02
PWR Quanta Services Inc. Reduce -9.3% 0.10% −0.02
CE Celanese Corp. Sold out 0.00% −0.02
AZPN Aspen Technology Inc. Sold out 0.00% −0.02
QRVO Qorvo Inc. Sold out 0.00% −0.02
AMAT Applied Materials Inc. Reduce -7.3% 0.34% −0.02

Portfolio Buys Q4 2024 → Q1 2025
AMGN Amgen Inc. Add +0.9% 0.23% +0.06
AEP American Electric Power Add +1.9% 0.08% +0.02
D Dominion Energy Inc. Add +2.3% 0.06% +0.01
NSC Norfolk Southern Corp. Add +2.0% 0.07% +0.01
BMRN Biomarin Pharmaceutical Inc. Add +12.0% 0.02% +0.01
INCY Incyte Corp. Add +14.1% 0.02% +0.00

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