BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO
Follow13F filer, CIK 1274196, HILVERSUM, Netherlands
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO reported $758,720,000 across 39 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-17. Its ten largest share positions make up 54.83% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001274196-25-000005
- Period
- 2025-09-30
- Reported value
- $759M
- Holdings
- 39
- Top 10 weight
- 54.83%
- New
- 1
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AVGOadded | +25,000 | $7.02M |
| PWRnew | +17,000 | $6M |
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 |
|---|---|---|
| MSFTreduced | -13,700 | -$6.04M |
| NVDAreduced | -37,500 | -$5.95M |
| DXCMexited | -76,000 | -$5.65M |
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.
Holdings, Q3 2025
Share positions as resolved from 13F-HR 0001274196-25-000005, largest first. % of portfolio is the value over $758,720,000, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION | 500,000 | $79.4M | 10.46% | -37,500 | Timeline | ||
| MSFTMICROSOFT CORP | 140,000 | $61.7M | 8.13% | -13,700 | Timeline | ||
| AAPLAPPLE INC | 275,400 | $59.7M | 7.87% | 0 | Timeline | ||
| GOOGLALPHABET INC | 265,000 | $54.8M | 7.23% | 0 | Timeline | ||
| AMZNAMAZON COM INC | 254,000 | $47.5M | 6.26% | 0 | Timeline | ||
| NFLXNETFLIX INC. | 25,500 | $26M | 3.43% | 0 | Timeline | ||
| ISRGINTUITIVE SURGICAL INC | 62,150 | $23.7M | 3.12% | 0 | Timeline | ||
| NOWSERVICENOW INC | 28,000 | $21.9M | 2.89% | 0 | Timeline | ||
| MAMASTERCARD INCORPORATED | 43,450 | $21M | 2.77% | 0 | Timeline | ||
| AMATAPPLIED MATLS INC | 116,300 | $20.3M | 2.67% | 0 | Timeline | ||
| URIUNITED RENTALS INC | 23,200 | $18.8M | 2.48% | 0 | Timeline | ||
| AVGOBROADCOM INC | 67,000 | $18.8M | 2.48% | +25,000 | Timeline | ||
| LLYELI LILLY & CO | 27,000 | $17.5M | 2.31% | 0 | Timeline | ||
| SNPSSYNOPSYS INC | 41,000 | $17.2M | 2.27% | 0 | Timeline | ||
| SYKSTRYKER CORPORATION | 52,750 | $16.6M | 2.19% | 0 | Timeline | ||
| CDNSCADENCE DESIGN SYSTEM INC | 52,500 | $15.7M | 2.07% | 0 | Timeline | ||
| VVISA INC | 53,000 | $15.4M | 2.03% | 0 | Timeline | ||
| TMOTHERMO FISHER SCIENTIFIC INC | 36,650 | $15.1M | 1.99% | 0 | Timeline | ||
| KLACKLA CORP | 16,000 | $14.7M | 1.94% | 0 | Timeline | ||
| SHWSHERWIN WILLIAMS CO | 48,800 | $14.4M | 1.9% | 0 | Timeline | ||
| CRMSALESFORCE INC | 69,000 | $13.9M | 1.83% | 0 | Timeline | ||
| SPGIS&P GLOBAL INC | 30,250 | $12.5M | 1.65% | 0 | Timeline | ||
| BKNGBOOKING HOLDINGS INC | 2,650 | $12.2M | 1.6% | 0 | Timeline | ||
| EWEDWARDS LIFESCIENCES CORP | 182,000 | $12M | 1.59% | 0 | Timeline | ||
| HDHOME DEPOT INC | 34,700 | $12M | 1.58% | 0 | Timeline | ||
| DHRDANAHER CORP DEL | 67,000 | $11.3M | 1.49% | 0 | Timeline | ||
| MSCIMSCI INC | 23,300 | $11.3M | 1.48% | 0 | Timeline | ||
| ADBEADOBE INC | 37,350 | $11.2M | 1.48% | 0 | Timeline | ||
| FASTFASTENAL CO | 230,000 | $9.6M | 1.27% | 0 | Timeline | ||
| ACNACCENTURE PLC IRELAND | 45,550 | $9.56M | 1.26% | 0 | Timeline | ||
| WMTWALMART INC | 93,500 | $8.2M | 1.08% | 0 | Timeline | ||
| LOWLOWES COS INC | 37,000 | $7.91M | 1.04% | 0 | Timeline | ||
| MRSHMARSH & MCLENNAN COS INC | 43,000 | $7.38M | 0.97% | 0 | Timeline | ||
| MCDMCDONALDS CORP | 28,500 | $7.37M | 0.97% | 0 | Timeline | ||
| LINLINDE PLC | 17,300 | $6.99M | 0.92% | 0 | Timeline | ||
| UNPUNION PAC CORP | 34,700 | $6.98M | 0.92% | 0 | Timeline | ||
| EQIXEQUINIX INC | 10,100 | $6.73M | 0.89% | 0 | Timeline | ||
| PWRQUANTA SVCS INC | 17,000 | $6M | 0.79% | new | Timeline | ||
| DISDISNEY WALT CO | 54,500 | $5.31M | 0.7% | 0 | Timeline |
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| DXCMDEXCOM INC | 76,000 | $5.65M | shares |
How Q3 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 0001274196-25-000005 | base | 2025-10-17 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001274196-25-000005 | Quarter ended 2025-09-30 | 2025-10-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-25-000004 | Quarter ended 2025-06-30 | 2025-07-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-25-000002 | Quarter ended 2025-03-31 | 2025-04-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-25-000001 | Quarter ended 2024-12-31 | 2025-01-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-24-000004 | Quarter ended 2024-09-30 | 2024-10-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-24-000003 | Quarter ended 2024-06-30 | 2024-07-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-24-000002 | Quarter ended 2024-03-31 | 2024-04-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-24-000001 | Quarter ended 2023-12-31 | 2024-01-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-23-000004 | Quarter ended 2023-09-30 | 2023-10-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-23-000003 | Quarter ended 2023-06-30 | 2023-07-25 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-23-000002 | Quarter ended 2023-03-31 | 2023-04-25 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-23-000001 | Quarter ended 2022-12-31 | 2023-01-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-22-000004 | Quarter ended 2022-09-30 | 2022-10-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-22-000003 | Quarter ended 2022-06-30 | 2022-07-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-22-000002 | Quarter ended 2022-03-31 | 2022-04-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-22-000001 | Quarter ended 2021-12-31 | 2022-01-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-21-000004 | Quarter ended 2021-09-30 | 2021-10-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-21-000003 | Quarter ended 2021-06-30 | 2021-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-21-000002 | Quarter ended 2021-03-31 | 2021-04-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-21-000001 | Quarter ended 2020-12-31 | 2021-02-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-20-000004 | Quarter ended 2020-09-30 | 2020-10-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-20-000003 | Quarter ended 2020-06-30 | 2020-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-20-000002 | Quarter ended 2020-03-31 | 2020-04-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-20-000001 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001274196-19-000008 | Quarter ended 2019-09-30 | 2019-12-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-19-000006 | Quarter ended 2019-09-30 | 2019-12-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-19-000003 | Quarter ended 2019-06-30 | 2019-07-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-19-000002 | Quarter ended 2019-03-31 | 2019-04-25 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-19-000001 | Quarter ended 2018-12-31 | 2019-01-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-18-000004 | Quarter ended 2018-09-30 | 2018-11-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-18-000003 | Quarter ended 2018-06-30 | 2018-07-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-18-000002 | Quarter ended 2018-03-31 | 2018-04-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-18-000001 | Quarter ended 2017-12-31 | 2018-01-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-17-000005 | Quarter ended 2017-09-30 | 2017-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-17-000004 | Quarter ended 2017-06-30 | 2017-07-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-17-000002 | Quarter ended 2017-03-31 | 2017-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-17-000001 | Quarter ended 2016-12-31 | 2017-01-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-16-000008 | Quarter ended 2016-09-30 | 2016-10-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-16-000007 | Quarter ended 2016-06-30 | 2016-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-16-000006 | Quarter ended 2016-03-31 | 2016-04-25 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-16-000005 | Quarter ended 2015-12-31 | 2016-01-25 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-15-000004 | Quarter ended 2015-09-30 | 2015-10-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-15-000003 | Quarter ended 2015-06-30 | 2015-07-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-15-000002 | Quarter ended 2015-03-31 | 2015-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-15-000001 | Quarter ended 2014-12-31 | 2015-01-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-14-000006 | Quarter ended 2014-09-30 | 2014-11-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-14-000005 | Quarter ended 2014-06-30 | 2014-07-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-14-000003 | Quarter ended 2014-03-31 | 2014-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-14-000002 | Quarter ended 2013-12-31 | 2014-01-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-13-000012 | Quarter ended 2013-09-30 | 2013-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001274196-13-000011 | Quarter ended 2013-06-30 | 2013-10-24 | acceptance time not in the bulk data set |