APG Asset Management US Inc.
Follow13F filer, CIK 1323255, New York, NY
APG Asset Management US Inc. reported $12,768,133,401 across 57 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 69.52% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001323255-26-000006
- Period
- 2025-12-31
- Reported value
- $12.8B
- Holdings
- 57
- Top 10 weight
- 69.52%
- New
- 3
- Sold out
- 130
Part of the filer group APG Asset Management N.V.
How groups are builtLargest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| HYGadded | +997,936 | $80.5M |
| Oadded | +403,593 | $22.8M |
| SPGadded | +115,211 | $21.3M |
| OHInew | +344,468 | $15.3M |
| WELLadded | +64,553 | $12M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| EGPexited | -300,159 | -$51.7M |
| NVDAexited | -226,405 | -$42.4M |
| AVGOexited | -123,408 | -$41.1M |
| MSFTexited | -59,861 | -$31.1M |
| BKLNreduced | -1,000,000 | -$21M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 57 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| EGPEASTGROUP PPTYS INC | 300,159 | $51.7M | shares |
| NVDANVIDIA CORPORATION | 226,405 | $42.4M | shares |
| AVGOBROADCOM INC | 123,408 | $41.1M | shares |
| MSFTMICROSOFT CORP | 59,861 | $31.1M | shares |
| ORCLORACLE CORP | 52,339 | $15.1M | shares |
| LLYELI LILLY & CO | 15,015 | $12.4M | shares |
| ANETARISTA NETWORKS INC | 76,981 | $11.5M | shares |
| CRMSALESFORCE INC | 44,606 | $10.5M | shares |
| NSANATIONAL STORAGE AFFILIATES | 344,780 | $10.4M | shares |
| APHAMPHENOL CORP | 82,660 | $10.3M | shares |
| ABBVABBVIE INC | 37,008 | $9.04M | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 44,809 | $8.29M | shares |
| SITCSITE CTRS CORP | 802,381 | $7.21M | shares |
| LRCXLAM RESEARCH CORP | 49,925 | $7.13M | shares |
| AMDADVANCED MICRO DEVICES INC | 42,321 | $6.94M | shares |
| INTUINTUIT | 9,828 | $6.68M | shares |
| UNHUNITEDHEALTH GROUP INC | 19,083 | $6.65M | shares |
| MUMICRON TECHNOLOGY INC | 34,903 | $6.36M | shares |
| NOWSERVICENOW INC | 6,386 | $5.83M | shares |
| SHOPSHOPIFY INC | 38,167 | $5.71M | shares |
| PGREPARAMOUNT GROUP INC | 784,067 | $5.13M | shares |
| SNPSSYNOPSYS INC | 9,946 | $4.86M | shares |
| PANWPALO ALTO NETWORKS INC | 23,464 | $4.85M | shares |
| MRKMERCK & CO INC | 52,382 | $4.72M | shares |
| QCOMQUALCOMM INC | 28,052 | $4.67M | shares |
| CRWDCROWDSTRIKE HLDGS INC | 8,697 | $4.35M | shares |
| ACNACCENTURE PLC IRELAND | 17,709 | $4.32M | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 7,894 | $4.19M | shares |
| ADBEADOBE INC | 11,424 | $3.93M | shares |
| AMGNAMGEN INC | 11,265 | $3.36M | shares |
| KLACKLA CORP | 2,938 | $3.32M | shares |
| INTCINTEL CORP | 91,268 | $3.28M | shares |
| ISRGINTUITIVE SURGICAL INC | 7,448 | $3.26M | shares |
| PFEPFIZER INC | 119,114 | $3.24M | shares |
| BSXBOSTON SCIENTIFIC CORP | 30,996 | $2.97M | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 8,249 | $2.9M | shares |
| GILDGILEAD SCIENCES INC | 25,728 | $2.86M | shares |
| DHRDANAHER CORP DEL | 13,432 | $2.86M | shares |
| TXNTEXAS INSTRS INC | 15,125 | $2.73M | shares |
| SYKSTRYKER CORPORATION | 7,206 | $2.62M | shares |
| MDTMEDTRONIC PLC | 26,664 | $2.53M | shares |
| DDOGDATADOG INC | 16,306 | $2.49M | shares |
| AMATAPPLIED MATLS INC | 10,767 | $2.34M | shares |
| MRVLMARVELL TECHNOLOGY INC | 26,667 | $2.24M | shares |
| CSCOCISCO SYS INC | 31,543 | $2.17M | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 5,334 | $2.16M | shares |
| ADSKAUTODESK INC | 6,768 | $2.14M | shares |
| GLWCORNING INC | 25,590 | $2.13M | shares |
| SNOWSNOWFLAKE INC | 9,102 | $2.1M | shares |
| TELTE CONNECTIVITY PLC | 9,414 | $2.09M | shares |
| CVSCVS HEALTH CORP | 25,996 | $2M | shares |
| MCKMCKESSON CORP | 2,605 | $1.99M | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 41,897 | $1.99M | shares |
| MSTRSTRATEGY INC | 5,761 | $1.95M | shares |
| NTNXNUTANIX INC | 25,240 | $1.91M | shares |
| NXPINXP SEMICONDUCTORS N V | 7,850 | $1.77M | shares |
| FTNTFORTINET INC | 20,467 | $1.74M | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 6,626 | $1.7M | shares |
| ROPROPER TECHNOLOGIES INC | 3,375 | $1.68M | shares |
| CITHE CIGNA GROUP | 5,636 | $1.64M | shares |
| HCAHCA HEALTHCARE INC | 3,839 | $1.64M | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 4,792 | $1.59M | shares |
| WDAYWORKDAY INC | 6,705 | $1.56M | shares |
| DELLDELL TECHNOLOGIES INC | 9,985 | $1.49M | shares |
| WDCWESTERN DIGITAL CORP | 10,882 | $1.42M | shares |
| ZTSZOETIS INC | 9,362 | $1.38M | shares |
| MPWRMONOLITHIC PWR SYS INC | 1,473 | $1.35M | shares |
| REGNREGENERON PHARMACEUTICALS | 2,240 | $1.34M | shares |
| CHKPCHECK POINT SOFTWARE TECH LT | 5,797 | $1.18M | shares |
| BDXBECTON DICKINSON & CO | 5,973 | $1.14M | shares |
| FICOFAIR ISAAC CORP | 752 | $1.14M | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 15,603 | $1.04M | shares |
| NETCLOUDFLARE INC | 4,591 | $997K | shares |
| HPEHEWLETT PACKARD ENTERPRISE C | 38,965 | $971K | shares |
| DTDYNATRACE INC | 19,775 | $955K | shares |
| EWEDWARDS LIFESCIENCES CORP | 12,449 | $950K | shares |
| VEEVVEEVA SYS INC | 3,179 | $932K | shares |
| OKTAOKTA INC | 9,706 | $890K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 1,473 | $847K | shares |
| ZSZSCALER INC | 2,721 | $829K | shares |
| AAGILENT TECHNOLOGIES INC | 5,938 | $823K | shares |
| RMDRESMED INC | 3,033 | $821K | shares |
| JBLJABIL INC | 3,740 | $804K | shares |
| CAHCARDINAL HEALTH INC | 5,000 | $790K | shares |
| ALCALCON AG | 10,326 | $770K | shares |
| IQVIQVIA HLDGS INC | 3,767 | $768K | shares |
| PTCPTC INC | 3,782 | $766K | shares |
| NTAPNETAPP INC | 6,446 | $764K | shares |
| VRSNVERISIGN INC | 2,765 | $760K | shares |
| TEAMATLASSIAN CORPORATION | 5,038 | $754K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 9,437 | $713K | shares |
| MDBMONGODB INC | 2,201 | $708K | shares |
| HUBSHUBSPOT INC | 1,536 | $676K | shares |
| TYLTYLER TECHNOLOGIES INC | 1,343 | $672K | shares |
| CDWCDW CORP | 4,205 | $669K | shares |
| ZMZOOM COMMUNICATIONS INC | 7,839 | $637K | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 1,285 | $630K | shares |
| ONON SEMICONDUCTOR CORP | 13,008 | $629K | shares |
| HUMHUMANA INC | 2,488 | $614K | shares |
| ITGARTNER INC | 2,426 | $609K | shares |
| GDDYGODADDY INC | 4,438 | $587K | shares |
| GIBCGI INC | 6,411 | $576K | shares |
| MTDMETTLER TOLEDO INTERNATIONAL | 441 | $569K | shares |
| DXCMDEXCOM INC | 8,281 | $547K | shares |
| TWLOTWILIO INC | 4,803 | $493K | shares |
| STESTERIS PLC | 2,038 | $492K | shares |
| GENGEN DIGITAL INC | 17,439 | $490K | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 1,624 | $474K | shares |
| TEVATEVA PHARMACEUTICAL INDS LTD | 23,412 | $470K | shares |
| BIIBBIOGEN INC | 3,010 | $464K | shares |
| PODDINSULET CORP | 1,449 | $443K | shares |
| DOCUDOCUSIGN INC | 6,389 | $441K | shares |
| DGXQUEST DIAGNOSTICS INC | 2,300 | $419K | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 4,209 | $416K | shares |
| WSTWEST PHARMACEUTICAL SVSC INC | 1,499 | $407K | shares |
| WATWATERS CORP | 1,227 | $392K | shares |
| CNCCENTENE CORP DEL | 10,871 | $389K | shares |
| UTHRUNITED THERAPEUTICS CORP DEL | 873 | $383K | shares |
| ILMNILLUMINA INC | 3,284 | $336K | shares |
| HOLXHOLOGIC INC | 4,800 | $322K | shares |
| INCYINCYTE CORP | 3,383 | $293K | shares |
| NBIXNEUROCRINE BIOSCIENCES INC | 2,087 | $286K | shares |
| RPRXROYALTY PHARMA PLC | 7,872 | $286K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 4,301 | $276K | shares |
| IOTSAMSARA INC | 6,877 | $262K | shares |
| BAXBAXTER INTL INC | 10,543 | $246K | shares |
| RVTYREVVITY INC | 2,549 | $234K | shares |
| MOHMOLINA HEALTHCARE INC | 1,211 | $233K | shares |
| SOLVSOLVENTUM CORP | 3,034 | $222K | shares |
| BMRNBIOMARIN PHARMACEUTICAL INC | 3,934 | $216K | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001323255-26-000006 | base | 2026-02-12 | acceptance time not in the bulk data set |