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BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO

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13F filer, CIK 1274196, HILVERSUM, Netherlands

BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO reported $723,873,000 across 39 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-15. Its ten largest share positions make up 54.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001274196-25-000004

Period
2025-06-30
Reported value
$724M
Holdings
39
Top 10 weight
54.45%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVGOnew+42,000$9.86M
NFLXadded+4,500$5.13M
FASTadded+115,000$4.11M
NOWadded+2,900$2.54M
AMZNadded+12,400$2.32M

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

SecurityShares changeApprox. value
GOOGLreduced-62,600-$9.4M
MRKexited-98,000-$8.14M
NKEexited-88,000-$5.17M
ACNreduced-8,500-$2.16M

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, Q2 2025

Share positions as resolved from 13F-HR 0001274196-25-000004, largest first. % of portfolio is the value over $723,873,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 96,500 shares; 2024Q1: 67,500 shares; 2024Q2: 613,000 shares; 2024Q3: 581,000 shares; 2024Q4: 537,500 shares; 2025Q1: 537,500 shares; 2025Q2: 537,500 shares 537,500$72.3M9.99%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 170,700 shares; 2024Q1: 167,700 shares; 2024Q2: 167,700 shares; 2024Q3: 161,700 shares; 2024Q4: 153,700 shares; 2025Q1: 153,700 shares; 2025Q2: 153,700 shares 153,700$65.1M9%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 323,900 shares; 2024Q1: 305,900 shares; 2024Q2: 305,900 shares; 2024Q3: 289,900 shares; 2024Q4: 275,400 shares; 2025Q1: 275,400 shares; 2025Q2: 275,400 shares 275,400$48.1M6.65%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 259,600 shares; 2024Q1: 259,600 shares; 2024Q2: 259,600 shares; 2024Q3: 259,600 shares; 2024Q4: 241,600 shares; 2025Q1: 241,600 shares; 2025Q2: 254,000 shares 254,000$47.5M6.56%+12,400Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 351,100 shares; 2024Q1: 335,100 shares; 2024Q2: 335,100 shares; 2024Q3: 335,100 shares; 2024Q4: 327,600 shares; 2025Q1: 327,600 shares; 2025Q2: 265,000 shares 265,000$39.8M5.5%-62,600Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 21,000 shares; 2024Q2: 21,000 shares; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 25,500 shares 25,500$29.1M4.02%+4,500Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 75,750 shares; 2024Q1: 69,150 shares; 2024Q2: 69,150 shares; 2024Q3: 69,150 shares; 2024Q4: 62,150 shares; 2025Q1: 62,150 shares; 2025Q2: 62,150 shares 62,150$28.8M3.97%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,300 shares; 2024Q1: 26,300 shares; 2024Q2: 26,300 shares; 2024Q3: 26,300 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares; 2025Q2: 28,000 shares 28,000$24.5M3.39%+2,900Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 55,150 shares; 2024Q1: 49,950 shares; 2024Q2: 49,950 shares; 2024Q3: 49,950 shares; 2024Q4: 43,450 shares; 2025Q1: 43,450 shares; 2025Q2: 43,450 shares 43,450$20.8M2.87%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 116,300 shares; 2024Q1: 116,300 shares; 2024Q2: 116,300 shares; 2024Q3: 116,300 shares; 2024Q4: 116,300 shares; 2025Q1: 116,300 shares; 2025Q2: 116,300 shares 116,300$18.1M2.51%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 30,600 shares; 2024Q1: 30,600 shares; 2024Q2: 30,600 shares; 2024Q3: 30,600 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares 27,000$17.9M2.48%0Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 33,500 shares; 2024Q1: 33,500 shares; 2024Q2: 33,500 shares; 2024Q3: 41,000 shares; 2024Q4: 41,000 shares; 2025Q1: 41,000 shares; 2025Q2: 41,000 shares 41,000$17.9M2.47%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 55,950 shares; 2024Q1: 55,950 shares; 2024Q2: 55,950 shares; 2024Q3: 55,950 shares; 2024Q4: 52,750 shares; 2025Q1: 52,750 shares; 2025Q2: 52,750 shares 52,750$17.8M2.46%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 86,500 shares; 2024Q1: 86,500 shares; 2024Q2: 79,000 shares; 2024Q3: 79,000 shares; 2024Q4: 53,000 shares; 2025Q1: 53,000 shares; 2025Q2: 53,000 shares 53,000$16M2.21%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 72,500 shares; 2024Q1: 72,500 shares; 2024Q2: 72,500 shares; 2024Q3: 72,500 shares; 2024Q4: 69,000 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares 69,000$16M2.21%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 30,500 shares; 2024Q1: 30,500 shares; 2024Q2: 27,200 shares; 2024Q3: 27,200 shares; 2024Q4: 23,200 shares; 2025Q1: 23,200 shares; 2025Q2: 23,200 shares 23,200$14.9M2.06%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 51,900 shares; 2024Q1: 51,900 shares; 2024Q2: 51,900 shares; 2024Q3: 51,900 shares; 2024Q4: 48,800 shares; 2025Q1: 48,800 shares; 2025Q2: 48,800 shares 48,800$14.3M1.97%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 38,500 shares; 2024Q2: 38,500 shares; 2024Q3: 52,500 shares; 2024Q4: 52,500 shares; 2025Q1: 52,500 shares; 2025Q2: 52,500 shares 52,500$13.8M1.9%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 30,250 shares; 2024Q1: 30,250 shares; 2024Q2: 30,250 shares; 2024Q3: 30,250 shares; 2024Q4: 30,250 shares; 2025Q1: 30,250 shares; 2025Q2: 30,250 shares 30,250$13.6M1.88%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,350 shares; 2024Q1: 2,650 shares; 2024Q2: 2,650 shares; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares 2,650$13.1M1.81%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 33,650 shares; 2024Q1: 39,150 shares; 2024Q2: 39,150 shares; 2024Q3: 39,150 shares; 2024Q4: 36,650 shares; 2025Q1: 36,650 shares; 2025Q2: 36,650 shares 36,650$12.7M1.75%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 43,750 shares; 2024Q1: 39,750 shares; 2024Q2: 39,750 shares; 2024Q3: 39,750 shares; 2024Q4: 37,350 shares; 2025Q1: 37,350 shares; 2025Q2: 37,350 shares 37,350$12.3M1.7%0Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares 16,000$12.2M1.69%0Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 182,000 shares; 2024Q1: 182,000 shares; 2024Q2: 182,000 shares; 2024Q3: 182,000 shares; 2024Q4: 182,000 shares; 2025Q1: 182,000 shares; 2025Q2: 182,000 shares 182,000$12.1M1.68%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 61,050 shares; 2024Q1: 61,050 shares; 2024Q2: 54,050 shares; 2024Q3: 54,050 shares; 2024Q4: 54,050 shares; 2025Q1: 54,050 shares; 2025Q2: 45,550 shares 45,550$11.6M1.6%-8,500Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 23,300 shares; 2024Q1: 23,300 shares; 2024Q2: 23,300 shares; 2024Q3: 23,300 shares; 2024Q4: 23,300 shares; 2025Q1: 23,300 shares; 2025Q2: 23,300 shares 23,300$11.4M1.58%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 55,000 shares; 2024Q1: 67,000 shares; 2024Q2: 67,000 shares; 2024Q3: 67,000 shares; 2024Q4: 67,000 shares; 2025Q1: 67,000 shares; 2025Q2: 67,000 shares 67,000$11.3M1.56%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 40,950 shares; 2024Q1: 34,700 shares; 2024Q2: 34,700 shares; 2024Q3: 34,700 shares; 2024Q4: 34,700 shares; 2025Q1: 34,700 shares; 2025Q2: 34,700 shares 34,700$10.8M1.5%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,000 shares 42,000$9.86M1.36%newTimeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 130,000 shares; 2024Q1: 130,000 shares; 2024Q2: 130,000 shares; 2024Q3: 130,000 shares; 2024Q4: 115,000 shares; 2025Q1: 115,000 shares; 2025Q2: 230,000 shares 230,000$8.23M1.14%+115,000Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 43,000 shares; 2024Q1: 43,000 shares; 2024Q2: 43,000 shares; 2024Q3: 43,000 shares; 2024Q4: 43,000 shares; 2025Q1: 43,000 shares; 2025Q2: 43,000 shares 43,000$8.01M1.11%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,000 shares; 2025Q2: 93,500 shares 93,500$7.79M1.08%+23,500Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 40,000 shares; 2024Q1: 32,500 shares; 2024Q2: 32,500 shares; 2024Q3: 32,500 shares; 2024Q4: 28,500 shares; 2025Q1: 28,500 shares; 2025Q2: 28,500 shares 28,500$7.09M0.98%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 37,000 shares; 2024Q1: 37,000 shares; 2024Q2: 37,000 shares; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares 37,000$6.99M0.97%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,000 shares; 2024Q4: 17,300 shares; 2025Q1: 17,300 shares; 2025Q2: 17,300 shares 17,300$6.92M0.96%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,100 shares; 2024Q1: 10,100 shares; 2024Q2: 10,100 shares; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares 10,100$6.84M0.95%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 34,700 shares; 2024Q1: 34,700 shares; 2024Q2: 34,700 shares; 2024Q3: 34,700 shares; 2024Q4: 34,700 shares; 2025Q1: 34,700 shares; 2025Q2: 34,700 shares 34,700$6.8M0.94%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 75,000 shares; 2024Q1: 75,000 shares; 2024Q2: 54,500 shares; 2024Q3: 54,500 shares; 2024Q4: 54,500 shares; 2025Q1: 54,500 shares; 2025Q2: 54,500 shares 54,500$5.76M0.8%0Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 58,000 shares; 2024Q1: 76,000 shares; 2024Q2: 76,000 shares; 2024Q3: 76,000 shares; 2024Q4: 76,000 shares; 2025Q1: 76,000 shares; 2025Q2: 76,000 shares 76,000$5.65M0.78%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MRKMERCK & CO INC98,000$8.14Mshares
NKENIKE INC88,000$5.17Mshares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001274196-25-000004 base2025-07-15acceptance time not in the bulk data set