Mn Services Vermogensbeheer B.V.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Mn Services Vermogensbeheer B.V. reported 466 stock positions worth $14.4 billion. Its top holding was Nvidia (NVDA) at 4.7% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Amazon.com (AMZN, 4.3%). Compared with Q1 2025, it opened 39 new positions, sold out of 36, added to 272 and reduced 106. The biggest buy was Broadcom (AVGO, shares +2%) and the biggest sale Nvidia (NVDA, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- THE HAGUE, P7
- CIK
- 0001666940
- Portfolio Value
- $14.4B (Q2 2025)
- SEC Filing
- 0001666940-25-000004 ↗ filed Jul 10, 2025
Holdings Value
Holdings 466 stocks · $14.4B
| NVDA Nvidia Corp. | 4.67% | 4,247,880 | $671.1M | Reduce -37.7% |
| MSFT Microsoft Corp. | 4.31% | 1,245,711 | $619.6M | Add +1.8% |
| AMZN Amazon.com Inc. | 4.27% | 2,796,100 | $613.4M | Reduce -4.1% |
| AAPL Apple Inc. | 3.94% | 2,758,492 | $566.0M | Add +1.7% |
| AVGO Broadcom Inc. | 3.21% | 1,672,300 | $461.0M | Add +2.5% |
| TSLA Tesla Inc. | 2.40% | 1,083,900 | $344.3M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 2.30% | 1,875,860 | $330.6M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 1.96% | 1,591,080 | $282.2M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 1.63% | 301,388 | $234.9M | Add +1.8% |
| V Visa Inc. Class A | 1.59% | 645,376 | $229.1M | Add +11.0% |
| NFLX Netflix Inc. | 1.49% | 160,400 | $214.8M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 1.19% | 304,492 | $171.1M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 1.14% | 166,200 | $164.5M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 1.09% | 538,100 | $156.0M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.97% | 876,627 | $139.7M | Add +1.2% |
| JNJ Johnson & Johnson | 0.96% | 903,185 | $138.0M | Add +2.0% |
| ORCL Oracle Corp. | 0.96% | 629,033 | $137.5M | Add +3.7% |
| HD Home Depot Inc. | 0.95% | 371,534 | $136.2M | Add +1.5% |
| ABBV Abbvie Inc. | 0.85% | 661,304 | $122.8M | Add +1.9% |
| KO The Coca-Cola Co. | 0.75% | 1,528,368 | $108.1M | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.74% | 342,000 | $106.7M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.72% | 1,487,191 | $103.2M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.71% | 346,610 | $102.2M | Add +3.3% |
| CRM Salesforce Inc. | 0.68% | 359,300 | $98.0M | Add +1.0% |
| WFC Wells Fargo & Co. | 0.68% | 1,219,400 | $97.7M | Reduce -8.7% |
| ABT Abbott Laboratories | 0.61% | 648,300 | $88.2M | Add +1.5% |
| AMD Advanced Micro Devices | 0.60% | 607,296 | $86.2M | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.58% | 676,770 | $83.9M | Add +0.3% |
| LIN Linde PLC | 0.58% | 176,761 | $82.9M | Reduce -0.9% |
| INTU Intuit Inc. | 0.57% | 104,505 | $82.3M | Add +1.5% |
| NOW ServiceNow Inc. | 0.55% | 77,388 | $79.6M | Add +2.9% |
| MCD McDonald's Corp. | 0.54% | 267,700 | $78.2M | Add +0.3% |
| T AT&T Inc. | 0.54% | 2,683,400 | $77.7M | Add +2.0% |
| MRK Merck & Co. Inc. | 0.52% | 940,699 | $74.5M | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 0.51% | 133,900 | $72.8M | Add +3.2% |
| BKNG Booking Holdings Inc. | 0.50% | 12,302 | $71.2M | Reduce -3.9% |
| TXN Texas Instruments Inc. | 0.49% | 340,184 | $70.6M | Add +1.6% |
| ACN Accenture PLC Class A | 0.49% | 234,066 | $70.0M | Add +1.5% |
| VZ Verizon Communications Inc. | 0.47% | 1,577,600 | $68.3M | Add +2.0% |
| PEP Pepsico Inc. | 0.47% | 512,669 | $67.7M | Add +1.5% |
| AXP American Express Co. | 0.47% | 209,712 | $66.9M | Reduce -2.5% |
| QCOM Qualcomm Inc. | 0.46% | 413,400 | $65.8M | Add +0.3% |
| UBER Uber Technologies Inc. | 0.46% | 703,600 | $65.6M | Add +3.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 1,386,000 | $65.6M | Add +2.6% |
| SPGI S&P Global Inc. | 0.43% | 117,265 | $61.8M | Reduce -1.7% |
| ADBE Adobe Inc. | 0.43% | 159,374 | $61.7M | Reduce -4.3% |
| BSX Boston Scientific Corp. | 0.41% | 553,000 | $59.4M | Add +2.4% |
| SCHW Schwab (charles) Corp. | 0.41% | 644,000 | $58.8M | Add +16.8% |
| PGR Progressive Corp. | 0.41% | 219,173 | $58.5M | Add +1.8% |
| BLK BlackRock Inc. | 0.40% | 54,986 | $57.7M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 141,100 | $57.2M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.39% | 200,992 | $56.1M | Add +110.7% |
| AMAT Applied Materials Inc. | 0.39% | 303,762 | $55.6M | Reduce -0.2% |
| GEV GE Vernova Inc. | 0.38% | 102,100 | $54.0M | New |
| SHOP Shopify Inc. Class A | 0.36% | 455,240 | $52.4M | Add +3.1% |
| ETN Eaton Corp. PLC | 0.36% | 146,514 | $52.3M | Add +0.1% |
| UNP Union Pacific Corp. | 0.36% | 224,679 | $51.7M | Add +0.6% |
| GILD Gilead Sciences Inc. | 0.36% | 466,055 | $51.7M | Add +2.1% |
| MU Micron Technology Inc. | 0.36% | 417,800 | $51.5M | Add +2.6% |
| PFE Pfizer Inc. | 0.36% | 2,120,200 | $51.4M | Add +2.5% |
| COF Capital One Financial Corp. | 0.35% | 239,063 | $50.9M | Add +69.4% |
| SYK Stryker Corp. | 0.35% | 128,400 | $50.8M | Add +2.5% |
| PANW Palo Alto Networks Inc. | 0.35% | 247,500 | $50.6M | Add +7.1% |
| CMCSA Comcast Corp. Class A | 0.35% | 1,410,000 | $50.3M | Reduce -4.2% |
| DE Deere & Co. | 0.34% | 96,500 | $49.1M | Reduce -1.0% |
| DHR Danaher Corp. | 0.33% | 240,700 | $47.5M | Reduce -6.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.33% | 92,700 | $47.2M | Add +10.1% |
| LRCX Lam Research Corp. | 0.33% | 482,340 | $47.0M | Reduce -1.2% |
| ADP Automatic Data Processing | 0.33% | 152,065 | $46.9M | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.32% | 209,245 | $46.4M | Reduce -0.7% |
| APH Amphenol Corp. Class A | 0.31% | 453,056 | $44.7M | Add +2.2% |
| MELI MercadoLibre Inc. | 0.31% | 17,075 | $44.6M | Add +1.8% |
| KLAC KLA Corp. | 0.31% | 49,700 | $44.5M | Reduce -1.0% |
| ADI Analog Devices Inc. | 0.31% | 185,493 | $44.2M | Add +2.0% |
| GS Goldman Sachs Group Inc. | 0.29% | 59,600 | $42.2M | Reduce -3.3% |
| MDT Medtronic Inc | 0.29% | 479,500 | $41.8M | Reduce -1.6% |
| CB Chubb Ltd. | 0.29% | 142,270 | $41.2M | Reduce -4.8% |
| ANET Arista Networks Inc. | 0.29% | 400,776 | $41.0M | Add +3.1% |
| TMUS T-Mobile US Inc. | 0.28% | 170,700 | $40.7M | Reduce -10.4% |
| MRSH Marsh & McLennan Cos | 0.28% | 184,188 | $40.3M | Add +2.0% |
| ICE Intercontinental Exchange Inc. | 0.27% | 214,700 | $39.4M | Add +1.9% |
| SBUX Starbucks Corp. | 0.27% | 424,600 | $38.9M | Add +2.4% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.26% | 92,500 | $37.4M | New |
| CME Cme Group Inc. | 0.26% | 134,979 | $37.2M | Add +1.0% |
| TT Trane Technologies PLC | 0.26% | 83,773 | $36.6M | Reduce -0.6% |
| INTC Intel Corp. | 0.25% | 1,630,200 | $36.5M | Add +4.3% |
| RY Royal Bank of Canada | 0.25% | 274,900 | $36.2M | Add +3.0% |
| FISV Fiserv Inc. | 0.25% | 208,900 | $36.0M | Reduce -5.0% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 760,654 | $35.2M | Add +2.0% |
| WM Waste Management Inc. | 0.24% | 150,800 | $34.5M | Add +1.0% |
| MCK McKesson Corp. | 0.24% | 46,800 | $34.3M | Reduce -4.3% |
| DUK Duke Energy Corp. | 0.24% | 290,500 | $34.3M | Add +2.2% |
| PH Parker Hannifin Corp. | 0.23% | 48,274 | $33.7M | Add +1.3% |
| CI The Cigna Group | 0.23% | 101,300 | $33.5M | Reduce -6.0% |
| DASH DoorDash Inc. Class A | 0.23% | 133,900 | $33.0M | Add +41.4% |
| ELV Elevance Health Inc. | 0.23% | 84,600 | $32.9M | Reduce -2.3% |
| MS Morgan Stanley | 0.23% | 231,700 | $32.6M | Reduce -0.8% |
| CVS CVS Health Corp. | 0.23% | 471,200 | $32.5M | Reduce -0.8% |
| CDNS Cadence Design SYS Inc. | 0.22% | 103,437 | $31.9M | Add +2.5% |
| TDG Transdigm Group Inc. | 0.22% | 20,900 | $31.8M | Add +1.9% |
Portfolio Sells Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Reduce -37.7% | 4.67% | −1.05 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.26 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 0.40% | −0.15 |
| FISV Fiserv Inc. | Reduce -5.0% | 0.25% | −0.13 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 1.19% | −0.12 |
| TMUS T-Mobile US Inc. | Reduce -10.4% | 0.28% | −0.11 |
| GLW Corning Inc. | Sold out | 0.00% | −0.10 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.08 |
| DHR Danaher Corp. | Reduce -6.4% | 0.33% | −0.08 |
| CARR Carrier Global Corp. | Reduce -52.4% | 0.07% | −0.07 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -4.2% | 0.35% | −0.07 |
| LIN Linde PLC | Reduce -0.9% | 0.58% | −0.07 |
| ADBE Adobe Inc. | Reduce -4.3% | 0.43% | −0.07 |
| ELV Elevance Health Inc. | Reduce -2.3% | 0.23% | −0.06 |
| CB Chubb Ltd. | Reduce -4.8% | 0.29% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -8.7% | 0.68% | −0.06 |
| PCG P G & E Corp. | Reduce -45.5% | 0.04% | −0.06 |
| GM General Motors Co. | Reduce -27.8% | 0.12% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.7% | 0.32% | −0.06 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.05 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.05 |
| AON Aon PLC Class A | Reduce -1.8% | 0.18% | −0.05 |
| MDT Medtronic Inc | Reduce -1.6% | 0.29% | −0.05 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.04 |
| AIG American International Group | Reduce -14.8% | 0.13% | −0.04 |
| CI The Cigna Group | Reduce -6.0% | 0.23% | −0.04 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.04 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.04 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -47.6% | 0.10% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -1.4% | 0.20% | −0.04 |
| SPGI S&P Global Inc. | Reduce -1.7% | 0.43% | −0.04 |
| ZTS Zoetis Inc. | Reduce -1.9% | 0.18% | −0.04 |
| ITW Illinois Tool Works | Reduce -6.3% | 0.18% | −0.03 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.03 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.03 |
| AFL Aflac Inc. | Reduce -4.3% | 0.14% | −0.03 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.03 |
| AIZ Assurant Inc. | Sold out | 0.00% | −0.03 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.03 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.03 |
| FDX FedEx Corp. | Reduce -1.7% | 0.13% | −0.03 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -0.2% | 0.21% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 4.27% | −0.03 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -0.3% | 0.18% | −0.03 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.03 |
| MAS Masco Corp. | Reduce -52.9% | 0.02% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +2.5% | 3.21% | +1.09 |
| MSFT Microsoft Corp. | Add +1.8% | 4.31% | +0.75 |
| GEV GE Vernova Inc. | New | 0.38% | +0.38 |
| ORCL Oracle Corp. | Add +3.7% | 0.96% | +0.30 |
| TSLA Tesla Inc. | Add +3.3% | 2.40% | +0.29 |
| MSTR Strategy Inc. | New | 0.26% | +0.26 |
| CP Canadian Pacific Kansas City | New | 0.19% | +0.19 |
| CRH CRH PLC-Sponsored ADR | New | 0.16% | +0.16 |
| AMGN Amgen Inc. | Add +110.7% | 0.39% | +0.16 |
| COF Capital One Financial Corp. | Add +69.4% | 0.35% | +0.16 |
| RBLX Roblox Corp. Class A | New | 0.15% | +0.15 |
| FLUT Flutter Entertainment PLC-Di | New | 0.13% | +0.13 |
| HOOD Robinhood Markets Inc. Class A | Add +84.4% | 0.18% | +0.13 |
| SRE Sempra | New | 0.13% | +0.13 |
| AMD Advanced Micro Devices | Add +2.0% | 0.60% | +0.13 |
| CVNA Carvana Co. | New | 0.11% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +10.1% | 0.33% | +0.10 |
| COIN Coinbase Global Inc. Class A | Add +18.8% | 0.18% | +0.10 |
| DASH DoorDash Inc. Class A | Add +41.4% | 0.23% | +0.10 |
| APP AppLovin Corp. Class A | Add +49.5% | 0.21% | +0.09 |
| NOW ServiceNow Inc. | Add +2.9% | 0.55% | +0.09 |
| MLM Martin Marietta Materials | New | 0.09% | +0.09 |
| APH Amphenol Corp. Class A | Add +2.2% | 0.31% | +0.09 |
| TTD Trade Desk Inc./the Class A | New | 0.08% | +0.08 |
| MU Micron Technology Inc. | Add +2.6% | 0.36% | +0.08 |
| GRMN Garmin Ltd. | New | 0.08% | +0.08 |
| INTU Intuit Inc. | Add +1.5% | 0.57% | +0.08 |
| CSX CSX Corp. | New | 0.08% | +0.08 |
| AEM Agnico Eagle Mines Ltd. | New | 0.08% | +0.08 |
| SCHW Schwab (charles) Corp. | Add +16.8% | 0.41% | +0.07 |
| UBER Uber Technologies Inc. | Add +3.7% | 0.46% | +0.07 |
| SNOW Snowflake Inc. | Add +15.7% | 0.18% | +0.07 |
| DIS The Walt Disney Co. | Add +0.3% | 0.58% | +0.07 |
| MKL Markel Group Inc. | New | 0.07% | +0.07 |
| ADM Archer-Daniels-Midland Co. | New | 0.07% | +0.07 |
| AEP American Electric Power | Add +113.3% | 0.14% | +0.06 |
| IBM Intl Business Machines Corp. | Add +3.3% | 0.71% | +0.06 |
| NET Cloudflare Inc. Class A | Add +7.8% | 0.16% | +0.06 |
| EME Emcor Group Inc. | New | 0.06% | +0.06 |
| FTS Fortis Inc. | New | 0.06% | +0.06 |
| NTAP Netapp Inc. | New | 0.06% | +0.06 |
| MELI MercadoLibre Inc. | Add +1.8% | 0.31% | +0.06 |
| ETN Eaton Corp. PLC | Add +0.1% | 0.36% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 2.30% | +0.06 |
| PINS Pinterest Inc. Class A | New | 0.06% | +0.06 |
| EXPE Expedia Group Inc. | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | Add +3.1% | 0.29% | +0.05 |
| NTNX Nutanix Inc. Class A | New | 0.05% | +0.05 |
| AXON Axon Enterprise Inc. | Add +3.0% | 0.16% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +3.1% | 0.12% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 444 | $13.4B | AAPL, AMZN, AVGO, NVDA, MSFT |
| Q1 2026 | 430 | $15.1B | NVDA, AAPL, AMZN, GOOGL, AVGO |
| Q4 2025 | 442 | $16.3B | NVDA, AAPL, AMZN, MSFT, GOOGL |
| Q3 2025 | 458 | $15.5B | NVDA, AAPL, MSFT, AMZN, AVGO |
| Q2 2025 | 466 | $14.4B | NVDA, MSFT, AMZN, AAPL, AVGO |
| Q1 2025 | 462 | $12.9B | NVDA, AAPL, AMZN, MSFT, GOOGL |
| Q4 2024 | 476 | $14.8B | NVDA, AAPL, AMZN, MSFT, TSLA |
| Q3 2024 | 481 | $14.3B | NVDA, AAPL, AMZN, MSFT, GOOGL |
| Q2 2024 | 491 | $13.8B | NVDA, AAPL, AMZN, MSFT, GOOGL |
| Q1 2024 | 501 | $13.8B | NVDA, AMZN, MSFT, AAPL, GOOGL |