PGGM Investments
PGGM Investments reported 59 stocks worth $4.1M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NVDA (5.4%), GOOGL (4.8%) and TMO (4.3%). Compared with Q1 2026, the fund added to NVDA, TMO and AAPL, trimmed EQIX, WELL and ILMN and sold out of UDR, ADC and FR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $219K | 5.4% | 1.1M | +366K (+50%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $194K | 4.8% | 544K | No change | 8 of 8 | |
| 3 |  TMO Thermo Fisher Scientific Inc | $175K | 4.3% | 350K | +41K (+13%) | 8 of 8 | |
| 4 |  LLY Eli Lilly & Co | $158K | 3.9% | 132K | No change | 8 of 8 | |
| 5 |  LIN Linde PLC | $158K | 3.9% | 304K | No change | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $157K | 3.9% | 421K | No change | 8 of 8 | |
| 7 |  AAPL Apple Inc | $153K | 3.8% | 529K | +171K (+48%) | 8 of 8 | |
| 8 |  RUN Sunrun Inc | $128K | 3.1% | 9.5M | No change | 8 of 8 | |
| 9 |  ALB Albemarle Corp | $123K | 3.0% | 909K | No change | 8 of 8 | |
| 10 |  HDB Hdfc Bank Ltd | $120K | 3.0% | 4.7M | +382K (+9%) | 8 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 |
|---|---|---|
AVALONBAY CMNTYS INC | $121K | 744K |
 UDR Udr Inc | $117K | 3.5M |
 ADC Agree Rlty Corp | $70K | 933K |
 FR First Indl Rlty TR Inc | $66K | 1.1M |
 SEDG Solaredge Technologies Inc | $33K | 654K |
🔒 Free account: see all 8.
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 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →PGGM Investments 13F FAQ
What does PGGM Investments own?
PGGM Investments reported 59 stocks worth $4.1M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NVDA (5.4%), GOOGL (4.8%) and TMO (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did PGGM Investments buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 13 added to, 28 trimmed and 8 sold out. It sold all of UDR, ADC and FR.
When will PGGM Investments 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 PGGM Investments's portfolio worth?
The Q2 2026 filing reports $4.1M 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.