Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. · 13F Holdings
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 MICRON TECHNOLOGY INCMU | 10.94% | 7.33% | $199.8M | 173,121 | $86.5M | 255,962 | -82,841-32.36% | Reduce | |
 MICROSOFT CORPMSFT | 10.35% | 3.59% | $189.0M | 506,688 | $42.4M | 114,443 | +392,245+342.74% | Add | |
 ADVANCED MICRO DEVICES INCAMD | 6.64% | 0.63% | $121.2M | 208,567 | $7.5M | 36,697 | +171,870+468.35% | Add | |
 ABIVAX SAABVX | 5.59% | 7.23% | $102.0M | 765,332 | $85.3M | 765,915 | -583-0.08% | Reduce | |
 AMAZON COM INCAMZN | 5.41% | 4.64% | $98.8M | 414,360 | $54.8M | 262,955 | +151,405+57.58% | Add | |
| RREVOLUTION MEDICINES INC COMRVMD | 4.91% | 3.95% | $89.7M | 479,080 | $46.6M | 479,080 | 00.00% | Unchanged | |
| SSANDISK CORP COMSNDK | 4.54% | — | $82.9M | 36,481 | $0 | 0 | +36,481 | New Buy | |
 VISA INCV | 4.46% | — | $81.4M | 237,134 | $0 | 0 | +237,134 | New Buy | |
 CROWDSTRIKE HLDGS INCCRWD | 4.21% | 3.49% | $76.8M | 100,662 | $41.1M | 105,399 | -4,737-4.49% | Reduce | |
 WESTERN DIGITAL CORPWDC | 3.87% | 2.22% | $70.6M | 110,524 | $26.2M | 96,947 | +13,577+14.00% | Add | |
 INTEL CORPINTC | 3.73% | 1.08% | $68.2M | 488,322 | $12.8M | 289,410 | +198,912+68.73% | Add | |
 NVIDIA CORPORATIONNVDA | 3.27% | 5.04% | $59.7M | 298,303 | $59.4M | 340,747 | -42,444-12.46% | Reduce | |
 APPLIED MATLS INCAMAT | 3.18% | 2.46% | $58.1M | 80,404 | $29.0M | 84,737 | -4,333-5.11% | Reduce | |
 CYTOKINETICS INCCYTK | 3.08% | 3.69% | $56.3M | 660,310 | $43.5M | 660,310 | 00.00% | Unchanged | |
 ALBEMARLE CORPALB | 3.02% | — | $55.1M | 407,798 | $0 | 0 | +407,798 | New Buy | |
 BROADCOM INCAVGO | 2.92% | 3.38% | $53.4M | 141,283 | $39.8M | 128,711 | +12,572+9.77% | Add | |
 CONSTELLATION ENERGY CORPCEG | 2.78% | 2.42% | $50.7M | 204,196 | $28.5M | 102,171 | +102,025+99.86% | Add | |
| AAlphabet Inc Class CGOOG | 2.32% | 9.34% | $42.4M | 120,067 | $110.2M | 383,992 | -263,925-68.73% | Reduce | |
| HHEALTHEQUITY INCHQY | 2.26% | — | $41.3M | 456,922 | $0 | 0 | +456,922 | New Buy | |
 ALPHABET INCGOOGL | 1.98% | 1.44% | $36.1M | 101,014 | $17.0M | 59,167 | +41,847+70.73% | Add | |
 FREEPORT MCMORAN INCFCX | 1.91% | 2.77% | $34.9M | 555,093 | $32.6M | 555,093 | 00.00% | Unchanged | |
 MARVELL TECHNOLOGY INCMRVL | 1.38% | 0.71% | $25.2M | 84,648 | $8.4M | 84,648 | 00.00% | Unchanged | |
 UNIQURE NVQURE | 1.32% | 0.72% | $24.0M | 521,677 | $8.5M | 521,677 | 00.00% | Unchanged | |
 WASTE MGMT INC DELWM | 1.13% | 1.81% | $20.7M | 92,659 | $21.3M | 92,659 | 00.00% | Unchanged | |
 META PLATFORMS INCMETA | 1.05% | 1.26% | $19.1M | 33,877 | $14.9M | 26,044 | +7,833+30.08% | Add | |
 MERCADOLIBRE INC COMMELI | 0.74% | 3.18% | $13.5M | 7,978 | $37.5M | 21,684 | -13,706-63.21% | Reduce | |
 APPLE INCAAPL | 0.66% | 0.63% | $12.1M | 41,662 | $7.4M | 29,296 | +12,366+42.21% | Add | |
 NEKTAR THERAPEUTICS COM NEWNKTR | 0.47% | 0.75% | $8.6M | 122,767 | $8.8M | 122,326 | +441+0.36% | Add | |
 GE VERNOVA INCGEV | 0.37% | 0.53% | $6.8M | 5,795 | $6.3M | 7,204 | -1,409-19.56% | Reduce | |
 SOUTHERN COPPER CORPSCCO | 0.33% | 0.49% | $6.0M | 34,173 | $5.8M | 33,836 | +337+1.00% | Add | |
 JANUX THERAPEUTICS INCJANX | 0.32% | 0.44% | $5.8M | 376,496 | $5.2M | 376,496 | 00.00% | Unchanged | |
 WALMART INCWMT | 0.18% | 0.31% | $3.3M | 29,143 | $3.6M | 29,131 | +12+0.04% | Add | |
 CATERPILLAR INCCAT | 0.18% | 0.19% | $3.3M | 3,093 | $2.2M | 3,121 | -28-0.90% | Reduce | |
 EXXON MOBIL CORPXOM | 0.15% | 3.06% | $2.8M | 20,367 | $36.1M | 212,597 | -192,230-90.42% | Reduce | |
 SALESFORCE INCCRM | 0.08% | 0.15% | $1.4M | 9,183 | $1.7M | 9,183 | 00.00% | Unchanged | |
 GOLDMAN SACHS GROUP INCGS | 0.07% | 0.09% | $1.3M | 1,289 | $1.1M | 1,287 | +2+0.16% | Add | |
 CHEVRON CORPORATIONCVX | 0.06% | 2.98% | $1.1M | 6,688 | $35.1M | 169,844 | -163,156-96.06% | Reduce | |
 PROCTER & GAMBLE COPG | 0.03% | 0.05% | $608,996 | 4,153 | $597,982 | 4,140 | +13+0.31% | Add | |
 JPMORGAN CHASE & COJPM | 0.03% | 0.05% | $592,795 | 1,811 | $532,724 | 1,811 | 00.00% | Unchanged | |
| BBANK OF AMER CORPBAC | 0.02% | 0.03% | $428,604 | 7,522 | $366,698 | 7,522 | 00.00% | Unchanged | |
 PEPSICO INCPEP | 0.02% | 0.04% | $425,562 | 3,143 | $488,076 | 3,143 | 00.00% | Unchanged | |
 COCA COLA COKO | 0.02% | 0.03% | $424,148 | 5,219 | $396,829 | 5,218 | +1+0.02% | Add | |
 WELLS FARGO CO NEWWFC | 0.01% | 0.02% | $235,193 | 2,846 | $226,570 | 2,846 | 00.00% | Unchanged |