Bedrijfstakpensioenfonds Voor De Media Pno Portfolio Holdings

Bedrijfstakpensioenfonds Voor De Media Pno

  • $724 Million
  • Q2 2025

Bedrijfstakpensioenfonds Voor De Media Pno has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $724 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $72.3M, Microsoft Corp with a value of $65.1M, Apple Inc. with a value of $48.1M, Amazon Com Inc with a value of $47.5M, and Alphabet Inc. with a value of $39.8M.

Examining the 13F form we can see an increase of $20.7M in the current position value, from $703M to 724M.

Below you can find more details about Bedrijfstakpensioenfonds Voor De Media Pno portfolio as well as his latest detailed transactions.

Portfolio value $724 Million
Technology: $322 Million
Healthcare: $106 Million
Consumer Cyclical: $85.5 Million
Communication Services: $74.6 Million
Financial Services: $69.9 Million
Industrials: $29.9 Million
Basic Materials: $14.3 Million
Consumer Defensive: $7.79 Million
Other: $6.84 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$72.3 Million 9.99% of portfolio
537,500
Q4 2024 Reduced 7.49%
$3.81T
$65.1 Million 9.0% of portfolio
153,700
Q4 2024 Reduced 4.95%
$3.38T
$48.1 Million 6.65% of portfolio
275,400
Q4 2024 Reduced 5.0%
$2.28T
$47.5 Million 6.56% of portfolio
254,000
Q2 2025 Added 5.13%
$1.07T
$39.8 Million 5.5% of portfolio
265,000
Q2 2025 Reduced 19.11%
$567B
$29.1 Million 4.02% of portfolio
25,500
Q2 2025 Added 21.43%
$182B
$28.8 Million 3.97% of portfolio
62,150
Q4 2024 Reduced 10.12%
$194B
$24.5 Million 3.39% of portfolio
28,000
Q2 2025 Added 11.55%
$530B
$20.8 Million 2.87% of portfolio
43,450
Q4 2024 Reduced 13.01%
$166B
$18.1 Million 2.51% of portfolio
116,300
Q2 2023 Reduced 10.05%
$724B
$17.9 Million 2.48% of portfolio
27,000
Q4 2024 Reduced 11.76%
$90.1B
$17.9 Million 2.47% of portfolio
41,000
Q3 2024 Added 22.39%
$147B
$17.8 Million 2.46% of portfolio
52,750
Q4 2024 Reduced 5.72%
$572B
$16 Million 2.21% of portfolio
53,000
Q4 2024 Reduced 32.91%
$260B
$16 Million 2.21% of portfolio
69,000
Q4 2024 Reduced 4.83%
$56.6B
$14.9 Million 2.06% of portfolio
23,200
Q4 2024 Reduced 14.71%
$88B
$13.8 Million 1.9% of portfolio
52,500
Q3 2024 Added 36.36%
$171B
$13.6 Million 1.88% of portfolio
30,250
Q2 2023 Reduced 16.55%
$226B
$13.1 Million 1.81% of portfolio
2,650
Q1 2024 Reduced 20.9%
$167B
$12.7 Million 1.75% of portfolio
36,650
Q4 2024 Reduced 6.39%
$170B
$12.3 Million 1.7% of portfolio
37,350
Q4 2024 Reduced 6.04%
$133B
$12.2 Million 1.69% of portfolio
16,000
Q4 2024 New
$47.1B
$12.1 Million 1.68% of portfolio
182,000
Q2 2023 Reduced 9.9%
$178B
$11.6 Million 1.6% of portfolio
45,550
Q2 2025 Reduced 15.73%
$46.4B
$11.4 Million 1.58% of portfolio
23,300
Q2 2023 Added 25.27%
$142B
$11.3 Million 1.56% of portfolio
67,000
Q1 2024 Added 21.82%
$368B
$10.8 Million 1.5% of portfolio
34,700
Q1 2024 Reduced 15.26%
$116B
$9.86 Million 1.36% of portfolio
42,000
Q2 2025 New
$26.3B
$8.23 Million 1.14% of portfolio
230,000
Q2 2025 Added 100.0%
$105B
$8.01 Million 1.11% of portfolio
43,000
Q3 2023 Added 43.33%
$258B
$7.79 Million 1.08% of portfolio
93,500
Q2 2025 Added 33.57%
$221B
$7.09 Million 0.98% of portfolio
28,500
Q4 2024 Reduced 12.31%
$136B
$6.99 Million 0.97% of portfolio
37,000
Q4 2022 Reduced 17.78%
Linde PLC
-
$6.92 Million 0.96% of portfolio
-
Q4 2024 Reduced 13.5%
$70.6B
$6.84 Million 0.95% of portfolio
10,100
Q4 2022 Reduced 19.84%
$140B
$6.8 Million 0.94% of portfolio
34,700
Q2 2023 Reduced 20.59%
$223B
$5.76 Million 0.8% of portfolio
54,500
Q2 2024 Reduced 27.33%
$32.5B
$5.65 Million 0.78% of portfolio
76,000
Q1 2024 Added 31.03%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $724 Million
  • Prior Value $703 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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