Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. reported 43 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are MU (10.9%), MSFT (10.3%) and AMD (6.6%). Compared with Q1 2026, the fund opened new positions in SNDK, V and ALB, added to MSFT, AMD and AMZN, trimmed MU, CRWD and NVDA and sold out of PTGX, DOW and LYB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $200M | 10.9% | 173K | −83K (−32%) | 3 of 8 | |
| 2 |  MSFT Microsoft Corp | $189M | 10.3% | 507K | +392K (+343%) | 8 of 8 | |
| 3 |  AMD Advanced Micro Devices Inc | $121M | 6.6% | 209K | +172K (+468%) | 8 of 8 | |
| 4 |  ABVX Abivax SA | $102M | 5.6% | 765K | No change | 4 of 8 | |
| 5 |  AMZN Amazon Com Inc | $98.8M | 5.4% | 414K | +151K (+58%) | 8 of 8 | |
| 6 |  RVMD Revolution Medicines Inc | $89.7M | 4.9% | 479K | No change | 2 of 8 | |
| 7 |  SNDK Sandisk Corp | $82.9M | 4.5% | 36K | New position | 1 of 8 | |
| 8 |  V Visa Inc | $81.4M | 4.5% | 237K | New position | 7 of 8 | |
| 9 |  CRWD Crowdstrike Hldgs Inc | $76.8M | 4.2% | 101K | −4,737 (−4%) | 8 of 8 | |
| 10 |  WDC Western Digital Corp | $70.6M | 3.9% | 111K | +14K (+14%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PTGX Protagonist Therapeutics Inc | $60.3M | 572K |
 DOW Dow Inc | $39.5M | 949K |
 LYB Lyondellbasell Industries N | $39M | 484K |
 LIN Linde PLC | $33.4M | 67K |
 VRT Vertiv Holdings Co | $26.4M | 105K |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 13F FAQ
What does Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. own?
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. reported 43 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 7, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 14 added to, 10 trimmed and 12 sold out. New positions include SNDK, V and ALB. It sold all of PTGX, DOW and LYB.
When will Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.'s portfolio worth?
The Q2 2026 filing reports $1.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.