Mn Services Vermogensbeheer B.V.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Mn Services Vermogensbeheer B.V. reported 458 stock positions worth $15.5 billion. Its top holding was Nvidia (NVDA) at 5.2% of the portfolio, followed by Apple (AAPL, 4.6%) and Microsoft (MSFT, 4.2%). Compared with Q2 2025, it sold out of 8, added to 242 and reduced 24. The biggest buy was Tesla (TSLA, shares +1%) and the biggest sale Booking (BKNG, shares −51%).

Most Recent 13F
Q2 2026
Location
THE HAGUE, P7
CIK
0001666940
Portfolio Value
$15.5B (Q3 2025)
SEC Filing
0001666940-25-000006 ↗ filed Oct 31, 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 Q1 2025 Q2 2025: $14.4B Q2 2025 Q3 2025: $15.5B $15.5B Q3 2025 Q4 2025: $16.3B Q4 2025 Q1 2026: $15.1B Q1 2026 Q2 2026: $13.4B Q2 2026

Holdings 458 stocks · $15.5B
NVDA Nvidia Corp. 5.19% 4,299,880 $802.3M Add +1.2%
AAPL Apple Inc. 4.60% 2,794,292 $711.5M Add +1.3%
MSFT Microsoft Corp. 4.22% 1,261,511 $653.4M Add +1.3%
AMZN Amazon.com Inc. 4.02% 2,832,500 $621.9M Add +1.3%
AVGO Broadcom Inc. 3.61% 1,693,100 $558.6M Add +1.2%
TSLA Tesla Inc. 3.16% 1,098,300 $488.4M Add +1.3%
GOOGL Alphabet Inc. Class A 2.99% 1,901,160 $462.2M Add +1.4%
GOOG Alphabet Inc. Class C 2.54% 1,611,180 $392.4M Add +1.3%
LLY Eli Lilly & Co. 1.51% 305,688 $233.2M Add +1.4%
V Visa Inc. Class A 1.44% 653,776 $223.2M Add +1.3%
NFLX Netflix Inc. 1.26% 162,200 $194.5M Add +1.1%
ORCL Oracle Corp. 1.16% 637,633 $179.3M Add +1.4%
MA Mastercard Inc. Class A 1.14% 309,192 $175.9M Add +1.5%
JPM JPMorgan Chase & Co. 1.12% 548,700 $173.1M Add +2.0%
JNJ Johnson & Johnson 1.09% 913,185 $169.3M Add +1.1%
COST Costco Wholesale Corp. 1.01% 168,500 $156.0M Add +1.4%
ABBV Abbvie Inc. 1.00% 670,504 $155.2M Add +1.4%
HD Home Depot Inc. 0.99% 376,734 $152.6M Add +1.4%
PG The Procter & Gamble Co. 0.88% 888,627 $136.5M Add +1.4%
UNH Unitedhealth Group Inc. 0.77% 347,000 $119.8M Add +1.5%
WFC Wells Fargo & Co. 0.67% 1,238,100 $103.8M Add +1.5%
CSCO Cisco Systems Inc. 0.67% 1,509,891 $103.3M Add +1.5%
KO The Coca-Cola Co. 0.67% 1,551,268 $102.9M Add +1.5%
AMD Advanced Micro Devices 0.65% 616,696 $99.8M Add +1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.64% 351,910 $99.3M Add +1.5%
ABT Abbott Laboratories 0.57% 658,200 $88.2M Add +1.5%
CRM Salesforce Inc. 0.56% 364,600 $86.4M Add +1.5%
LIN Linde PLC 0.55% 179,461 $85.2M Add +1.5%
MCD McDonald's Corp. 0.53% 271,400 $82.5M Add +1.4%
MRK Merck & Co. Inc. 0.52% 955,199 $80.2M Add +1.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.51% 686,170 $78.6M Add +1.4%
T AT&T Inc. 0.50% 2,729,800 $77.1M Add +1.7%
PEP Pepsico Inc. 0.47% 521,069 $73.2M Add +1.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.47% 1,417,800 $73.1M Add +2.3%
INTU Intuit Inc. 0.47% 106,305 $72.6M Add +1.7%
NOW ServiceNow Inc. 0.47% 78,688 $72.4M Add +1.7%
MU Micron Technology Inc. 0.46% 426,000 $71.3M Add +2.0%
AXP American Express Co. 0.46% 213,312 $70.9M Add +1.7%
VZ Verizon Communications Inc. 0.46% 1,604,200 $70.5M Add +1.7%
UBER Uber Technologies Inc. 0.45% 715,700 $70.1M Add +1.7%
QCOM Qualcomm Inc. 0.45% 420,500 $70.0M Add +1.7%
TMO Thermo Fisher Scientific Inc. 0.45% 143,500 $69.6M Add +1.7%
SHOP Shopify Inc. Class A 0.44% 463,040 $68.8M Add +1.7%
LRCX Lam Research Corp. 0.42% 487,940 $65.3M Add +1.2%
BLK BlackRock Inc. 0.42% 55,986 $65.3M Add +1.8%
GEV GE Vernova Inc. 0.41% 103,800 $63.8M Add +1.7%
TXN Texas Instruments Inc. 0.41% 345,484 $63.5M Add +1.6%
APP AppLovin Corp. Class A 0.41% 87,700 $63.0M Add +1.1%
AMAT Applied Materials Inc. 0.41% 307,262 $62.9M Add +1.1%
SCHW Schwab (charles) Corp. 0.40% 655,200 $62.6M Add +1.7%
ISRG Intuitive Surgical Inc. 0.39% 136,200 $60.9M Add +1.7%
ANET Arista Networks Inc. 0.38% 408,076 $59.5M Add +1.8%
ACN Accenture PLC Class A 0.38% 238,266 $58.8M Add +1.8%
SPGI S&P Global Inc. 0.38% 119,265 $58.0M Add +1.7%
AMGN Amgen Inc. 0.37% 204,892 $57.8M Add +1.9%
ADBE Adobe Inc. 0.37% 162,174 $57.2M Add +1.8%
APH Amphenol Corp. Class A 0.37% 461,956 $57.2M Add +2.0%
ETN Eaton Corp. PLC 0.36% 149,414 $55.9M Add +2.0%
INTC Intel Corp. 0.36% 1,649,300 $55.3M Add +1.2%
PGR Progressive Corp. 0.36% 223,073 $55.1M Add +1.8%
PFE Pfizer Inc. 0.36% 2,159,000 $55.0M Add +1.8%
BSX Boston Scientific Corp. 0.36% 562,800 $54.9M Add +1.8%
KLAC KLA Corp. 0.35% 50,300 $54.3M Add +1.2%
UNP Union Pacific Corp. 0.35% 228,479 $54.0M Add +1.7%
LOW Lowe's Cos Inc. 0.35% 213,045 $53.5M Add +1.8%
GILD Gilead Sciences Inc. 0.34% 474,555 $52.7M Add +1.8%
COF Capital One Financial Corp. 0.33% 243,663 $51.8M Add +1.9%
PANW Palo Alto Networks Inc. 0.33% 250,400 $51.0M Add +1.2%
GS Goldman Sachs Group Inc. 0.31% 60,900 $48.5M Add +2.2%
SYK Stryker Corp. 0.31% 130,900 $48.4M Add +1.9%
DHR Danaher Corp. 0.31% 243,600 $48.3M Add +1.2%
MDT Medtronic Inc 0.30% 485,100 $46.2M Add +1.2%
ADI Analog Devices Inc. 0.30% 187,593 $46.1M Add +1.1%
CRWD CrowdStrike Holdings Inc. Class A 0.30% 93,700 $45.9M Add +1.1%
ADP Automatic Data Processing 0.29% 153,865 $45.2M Add +1.2%
CMCSA Comcast Corp. Class A 0.29% 1,426,600 $44.8M Add +1.2%
DE Deere & Co. 0.29% 97,600 $44.6M Add +1.1%
TMUS T-Mobile US Inc. 0.27% 172,700 $41.3M Add +1.2%
RY Royal Bank of Canada 0.26% 277,700 $40.9M Add +1.0%
CB Chubb Ltd. 0.26% 143,970 $40.6M Add +1.2%
MELI MercadoLibre Inc. 0.26% 17,275 $40.4M Add +1.2%
HOOD Robinhood Markets Inc. Class A 0.26% 276,600 $39.6M Add +1.2%
MS Morgan Stanley 0.24% 237,400 $37.7M Add +2.5%
MRSH Marsh & McLennan Cos 0.24% 186,388 $37.6M Add +1.2%
C Citigroup Inc. 0.24% 369,400 $37.5M Add +2.3%
PH Parker Hannifin Corp. 0.24% 48,774 $37.0M Add +1.0%
DASH DoorDash Inc. Class A 0.24% 135,500 $36.9M Add +1.2%
CME Cme Group Inc. 0.24% 136,279 $36.8M Add +1.0%
MCK McKesson Corp. 0.24% 47,400 $36.6M Add +1.3%
ICE Intercontinental Exchange Inc. 0.24% 217,200 $36.6M Add +1.2%
DUK Duke Energy Corp. 0.24% 293,900 $36.4M Add +1.2%
SBUX Starbucks Corp. 0.23% 429,600 $36.3M Add +1.2%
CDNS Cadence Design SYS Inc. 0.23% 103,437 $36.3M No change
CVS CVS Health Corp. 0.23% 481,200 $36.3M Add +2.1%
NEM Newmont Corp. 0.23% 426,380 $35.9M Add +1.2%
TT Trane Technologies PLC 0.23% 84,773 $35.8M Add +1.2%
ORLY O'reilly Automotive Inc. 0.23% 324,500 $35.0M Add +1.1%
SNPS Synopsys Inc. 0.23% 70,528 $34.8M Add +22.0%
BMY Bristol-Myers Squibb Co. 0.22% 769,554 $34.7M Add +1.2%
WM Waste Management Inc. 0.22% 152,200 $33.6M Add +0.9%

Show all 458 holdings

Portfolio Sells Q2 2025 → Q3 2025
BKNG Booking Holdings Inc. Reduce -51.2% 0.21% −0.29
MSTR Strategy Inc. Reduce -51.4% 0.09% −0.17
COIN Coinbase Global Inc. Class A Reduce -51.3% 0.08% −0.10
MSI Motorola Solutions Inc. Sold out 0.00% −0.09
ABNB Airbnb Inc. Class A Reduce -51.9% 0.06% −0.09
ANSS Ansys Inc. Sold out 0.00% −0.08
FLUT Flutter Entertainment PLC-Di Reduce -51.3% 0.05% −0.08
XYZ Block Inc. Reduce -51.3% 0.05% −0.05
JNPR Juniper Networks Inc. Sold out 0.00% −0.03
DKNG Draftkings Inc. Class A Reduce -51.3% 0.02% −0.03
CAG Conagra Brands Inc. Sold out 0.00% −0.03
LKQ LKQ Corp. Sold out 0.00% −0.03
TRI Thomson Reuters Corp. Reduce -1.6% 0.06% −0.02
EXPE Expedia Group Inc. Reduce -51.4% 0.03% −0.02
AVTR Avantor Inc. Sold out 0.00% −0.02
LVS Las Vegas Sands Corp. Reduce -50.6% 0.02% −0.02
MCHP Microchip Technology Inc. Reduce -1.2% 0.08% −0.02
RAL Ralliant Corp. Sold out 0.00% −0.01
CHD Church & Dwight Co. Inc. Reduce -2.3% 0.05% −0.01
WFG West Fraser Timber Co. Ltd. Sold out 0.00% −0.01
PODD Insulet Corp. Reduce -2.6% 0.05% −0.01
TRU Transunion Reduce -2.6% 0.04% −0.01
HOLX Hologic Inc. Reduce -4.7% 0.04% −0.00
ELEEF Element Fleet Management Cor Reduce -7.4% 0.03% −0.00
HUBB Hubbell Inc. Reduce -1.9% 0.06% −0.00
EIX Edison International Reduce -2.8% 0.05% −0.00
LYV Live Nation Entertainment Inc. Reduce -2.5% 0.06% −0.00
EL Estee Lauder Companies Class A Reduce -2.3% 0.05% −0.00
HPQ HP Inc. Reduce -2.3% 0.06% +0.00
PTC PTC Inc. Reduce -2.8% 0.06% +0.00
VMC Vulcan Materials Co. Reduce -1.2% 0.10% +0.01
MPWR Monolithic Power Systems Inc. Reduce -1.1% 0.11% +0.01

Portfolio Buys Q2 2025 → Q3 2025
TSLA Tesla Inc. Add +1.3% 3.16% +0.76
GOOGL Alphabet Inc. Class A Add +1.4% 2.99% +0.69
AAPL Apple Inc. Add +1.3% 4.60% +0.66
GOOG Alphabet Inc. Class C Add +1.3% 2.54% +0.57
NVDA Nvidia Corp. Add +1.2% 5.19% +0.52
AVGO Broadcom Inc. Add +1.2% 3.61% +0.40
ORCL Oracle Corp. Add +1.4% 1.16% +0.20
APP AppLovin Corp. Class A Add +1.1% 0.41% +0.20
ABBV Abbvie Inc. Add +1.4% 1.00% +0.15
JNJ Johnson & Johnson Add +1.1% 1.09% +0.13
INTC Intel Corp. Add +1.2% 0.36% +0.10
MU Micron Technology Inc. Add +2.0% 0.46% +0.10
ANET Arista Networks Inc. Add +1.8% 0.38% +0.10
LRCX Lam Research Corp. Add +1.2% 0.42% +0.10
SHOP Shopify Inc. Class A Add +1.7% 0.44% +0.08
HOOD Robinhood Markets Inc. Class A Add +1.2% 0.26% +0.08
NEM Newmont Corp. Add +1.2% 0.23% +0.06
APH Amphenol Corp. Class A Add +2.0% 0.37% +0.06
TMO Thermo Fisher Scientific Inc. Add +1.7% 0.45% +0.05
AMD Advanced Micro Devices Add +1.6% 0.65% +0.05
KLAC KLA Corp. Add +1.2% 0.35% +0.04
HD Home Depot Inc. Add +1.4% 0.99% +0.04
CRH CRH PLC-Sponsored ADR Add +1.2% 0.20% +0.04
GEV GE Vernova Inc. Add +1.7% 0.41% +0.04
RBLX Roblox Corp. Class A Add +1.2% 0.18% +0.03
JPM JPMorgan Chase & Co. Add +2.0% 1.12% +0.03
UNH Unitedhealth Group Inc. Add +1.5% 0.77% +0.03
C Citigroup Inc. Add +2.3% 0.24% +0.03
ORLY O'reilly Automotive Inc. Add +1.1% 0.23% +0.02
CMI Cummins Inc. Add +1.0% 0.14% +0.02
LOW Lowe's Cos Inc. Add +1.8% 0.35% +0.02
DHI D.R. Horton Inc. Add +1.2% 0.12% +0.02
BNY Bank of New York Mellon Corp. Add +1.2% 0.19% +0.02
BLK BlackRock Inc. Add +1.8% 0.42% +0.02
GM General Motors Co. Add +1.2% 0.14% +0.02
GS Goldman Sachs Group Inc. Add +2.2% 0.31% +0.02
AMAT Applied Materials Inc. Add +1.1% 0.41% +0.02
SNPS Synopsys Inc. Add +22.0% 0.23% +0.02
WPM Wheaton Precious Metals Corp. Add +1.2% 0.12% +0.02
MS Morgan Stanley Add +2.5% 0.24% +0.02
BAC Bank of America Corp. Add +2.3% 0.47% +0.02
SRE Sempra Add +1.1% 0.14% +0.01
AZO AutoZone Inc. Add +1.6% 0.18% +0.01
IDXX Idexx Laboratories Inc. Add +1.3% 0.13% +0.01
EBAY eBay Inc. Add +1.1% 0.10% +0.01
RY Royal Bank of Canada Add +1.0% 0.26% +0.01
BMO Bank of Montreal Add +2.2% 0.12% +0.01
VRT Vertiv Holdings Co. Class A Add +1.2% 0.13% +0.01
FAST Fastenal Co. Add +1.2% 0.14% +0.01
FSLR First Solar Inc. Add +2.7% 0.05% +0.01

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