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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.

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13F filer, CIK 2011081, WARSZAWA, Poland

Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. reported $1,179,225,148 across 51 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 53.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002011081-26-000005

Period
2026-03-31
Reported value
$1.18B
Holdings
51
Top 10 weight
53.42%
New
8
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RVMDnew+479,080$46.6M
DOWnew+948,919$39.5M
LYBnew+484,109$39M
XOMnew+212,597$36.1M
CVXnew+169,844$35.1M

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
AXSMexited-278,835-$50.9M
WDCreduced-130,378-$35.3M
SRRKexited-769,442-$33.9M
SNOWreduced-205,333-$31M
AMZNreduced-102,051-$21.3M

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, Q1 2026

Share positions as resolved from 13F-HR 0002011081-26-000005, largest first. % of portfolio is the value over $1,179,225,148, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,867 shares; 2024Q4: 238,526 shares; 2025Q1: 86,519 shares; 2025Q2: 168,185 shares; 2025Q3: 349,865 shares; 2025Q4: 431,550 shares; 2026Q1: 383,992 shares 383,992$110M9.34%-47,558Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,453 shares; 2026Q1: 255,962 shares 255,962$86.5M7.33%+14,509Timeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731,523 shares; 2025Q4: 691,973 shares; 2026Q1: 765,915 shares 765,915$85.3M7.23%+73,942Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571,825 shares; 2026Q1: 571,825 shares 571,825$60.3M5.11%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,367 shares; 2024Q4: 229,523 shares; 2025Q1: 38,624 shares; 2025Q2: 39,832 shares; 2025Q3: 510,042 shares; 2025Q4: 324,405 shares; 2026Q1: 340,747 shares 340,747$59.4M5.04%+16,342Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,375 shares; 2024Q4: 158,588 shares; 2025Q1: 113,071 shares; 2025Q2: 237,791 shares; 2025Q3: 237,695 shares; 2025Q4: 365,006 shares; 2026Q1: 262,955 shares 262,955$54.8M4.64%-102,051Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 479,080 shares 479,080$46.6M3.95%newTimeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 329,136 shares; 2025Q1: 161,285 shares; 2025Q2: 1,082,563 shares; 2025Q3: 1,192,484 shares; 2025Q4: 747,983 shares; 2026Q1: 660,310 shares 660,310$43.5M3.69%-87,673Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,326 shares; 2024Q4: 11,802 shares; 2025Q1: 11,802 shares; 2025Q2: 11,798 shares; 2025Q3: 46,056 shares; 2025Q4: 94,025 shares; 2026Q1: 114,443 shares 114,443$42.4M3.59%+20,418Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,045 shares; 2024Q4: 106,255 shares; 2025Q1: 43,302 shares; 2025Q2: 6,860 shares; 2025Q3: 143,035 shares; 2025Q4: 70,771 shares; 2026Q1: 105,399 shares 105,399$41.1M3.49%+34,628Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,266 shares; 2024Q4: 37,356 shares; 2025Q1: 26,447 shares; 2025Q2: 150,326 shares; 2025Q3: 151,887 shares; 2025Q4: 106,717 shares; 2026Q1: 128,711 shares 128,711$39.8M3.38%+21,994Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 948,919 shares 948,919$39.5M3.35%newTimeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 484,109 shares 484,109$39M3.31%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 10,323 shares; 2025Q1: 9,393 shares; 2025Q2: 6,237 shares; 2025Q3: 6,236 shares; 2025Q4: 6,236 shares; 2026Q1: 21,684 shares 21,684$37.5M3.18%+15,448Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,597 shares 212,597$36.1M3.06%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,844 shares 169,844$35.1M2.98%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,716 shares; 2024Q4: 55,113 shares; 2025Q1: 79,822 shares; 2025Q2: 79,493 shares; 2025Q3: 76,809 shares; 2025Q4: 64,309 shares; 2026Q1: 67,469 shares 67,469$33.4M2.84%+3,160Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,093 shares; 2024Q4: 555,093 shares; 2025Q1: 555,093 shares; 2025Q2: 555,093 shares; 2025Q3: 555,093 shares; 2025Q4: 555,093 shares; 2026Q1: 555,093 shares 555,093$32.6M2.77%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,180 shares; 2024Q4: 144,101 shares; 2025Q1: 102,009 shares; 2025Q2: 174,383 shares; 2025Q3: 80,612 shares; 2025Q4: 77,188 shares; 2026Q1: 84,737 shares 84,737$29M2.46%+7,549Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,171 shares 102,171$28.5M2.42%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343,303 shares; 2025Q1: 46,364 shares; 2025Q2: 247,634 shares; 2025Q3: 391,369 shares; 2025Q4: 181,710 shares; 2026Q1: 105,199 shares 105,199$26.4M2.24%-76,511Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343,864 shares; 2025Q4: 227,325 shares; 2026Q1: 96,947 shares 96,947$26.2M2.22%-130,378Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 143,855 shares; 2025Q2: 150,820 shares; 2025Q3: 99,234 shares; 2025Q4: 99,222 shares; 2026Q1: 92,659 shares 92,659$21.3M1.81%-6,563Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,167 shares 59,167$17M1.44%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,689 shares; 2024Q4: 43,759 shares; 2025Q1: 27,758 shares; 2025Q2: 57,500 shares; 2025Q3: 82,987 shares; 2025Q4: 21,584 shares; 2026Q1: 26,044 shares 26,044$14.9M1.26%+4,460Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,794 shares; 2024Q4: 246,619 shares; 2025Q1: 246,619 shares; 2025Q2: 246,619 shares; 2025Q3: 2,095,595 shares; 2025Q4: 289,410 shares; 2026Q1: 289,410 shares 289,410$12.8M1.08%0Timeline
NKTRNEKTAR THERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153,846 shares; 2025Q4: 188,112 shares; 2026Q1: 122,326 shares 122,326$8.8M0.75%-65,786Timeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 521,677 shares; 2025Q4: 521,677 shares; 2026Q1: 521,677 shares 521,677$8.53M0.72%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,938 shares; 2024Q4: 270,467 shares; 2025Q1: 88,080 shares; 2025Q2: 88,061 shares; 2025Q3: 88,061 shares; 2025Q4: 84,648 shares; 2026Q1: 84,648 shares 84,648$8.38M0.71%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,495 shares; 2024Q4: 31,143 shares; 2025Q1: 20,404 shares; 2025Q2: 52,105 shares; 2025Q3: 30,009 shares; 2025Q4: 50,738 shares; 2026Q1: 36,697 shares 36,697$7.47M0.63%-14,041Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 12,306 shares; 2025Q1: 12,277 shares; 2025Q2: 12,277 shares; 2025Q3: 12,267 shares; 2025Q4: 12,268 shares; 2026Q1: 29,296 shares 29,296$7.44M0.63%+17,028Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,452 shares; 2026Q1: 7,204 shares 7,204$6.29M0.53%+3,752Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,367 shares; 2024Q4: 418,089 shares; 2025Q1: 32,616 shares; 2025Q2: 32,938 shares; 2025Q3: 33,270 shares; 2025Q4: 33,552 shares; 2026Q1: 33,836 shares 33,836$5.82M0.49%+284Timeline
JANXJANUX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,736 shares; 2024Q4: 429,392 shares; 2025Q1: 376,496 shares; 2025Q2: 376,496 shares; 2025Q3: 376,496 shares; 2025Q4: 376,496 shares; 2026Q1: 376,496 shares 376,496$5.23M0.44%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,297 shares; 2024Q4: 75,958 shares; 2025Q1: 60,887 shares; 2025Q2: 29,154 shares; 2025Q3: 29,137 shares; 2025Q4: 29,117 shares; 2026Q1: 29,131 shares 29,131$3.62M0.31%+14Timeline
MLYSMINERALYS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 659,076 shares; 2026Q1: 104,961 shares 104,961$2.84M0.24%-554,115Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,785 shares; 2026Q1: 3,121 shares 3,121$2.21M0.19%-3,664Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,809 shares; 2026Q1: 7,408 shares 7,408$2.1M0.18%-6,401Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,689 shares; 2024Q4: 29,770 shares; 2025Q1: 50,517 shares; 2025Q2: 9,485 shares; 2025Q3: 9,546 shares; 2025Q4: 9,537 shares; 2026Q1: 4,058 shares 4,058$1.94M0.16%-5,479Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,395 shares; 2025Q1: 19,061 shares; 2025Q2: 17,407 shares; 2025Q3: 9,183 shares; 2025Q4: 9,183 shares; 2026Q1: 9,183 shares 9,183$1.71M0.15%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,122 shares; 2026Q1: 8,773 shares 8,773$1.69M0.14%-13,349Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,000 shares; 2024Q4: 129,000 shares; 2025Q1: 29,423 shares; 2025Q2: 29,423 shares; 2025Q3: 29,423 shares; 2025Q4: 29,423 shares; 2026Q1: 29,423 shares 29,423$1.64M0.14%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287 shares 1,287$1.09M0.09%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,818 shares; 2025Q2: 3,839 shares; 2025Q3: 3,860 shares; 2025Q4: 6,230 shares; 2026Q1: 6,230 shares 6,230$599K0.05%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,298 shares; 2024Q4: 2,891 shares; 2025Q1: 45,570 shares; 2025Q2: 4,163 shares; 2025Q3: 4,152 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares 4,140$598K0.05%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 113,675 shares; 2025Q1: 697 shares; 2025Q2: 4,376 shares; 2025Q3: 4,365 shares; 2025Q4: 18,098 shares; 2026Q1: 1,811 shares 1,811$533K0.05%-16,287Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,974 shares; 2024Q4: 3,901 shares; 2025Q1: 48,298 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,143 shares; 2026Q1: 3,143 shares 3,143$488K0.04%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,789 shares; 2024Q4: 5,751 shares; 2025Q1: 107,440 shares; 2025Q2: 42,154 shares; 2025Q3: 5,245 shares; 2025Q4: 5,218 shares; 2026Q1: 5,218 shares 5,218$397K0.03%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,568 shares; 2024Q4: 891,374 shares; 2025Q1: 11,012 shares; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares; 2025Q4: 48,556 shares; 2026Q1: 7,522 shares 7,522$367K0.03%-41,034Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 413,842 shares; 2025Q1: 28,629 shares; 2025Q2: 9,267 shares; 2025Q3: 9,245 shares; 2025Q4: 55,616 shares; 2026Q1: 2,846 shares 2,846$227K0.02%-52,770Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,253 shares; 2025Q3: 204,867 shares; 2025Q4: 205,389 shares; 2026Q1: 56 shares 56$8.45K<0.01%-205,333Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AXSMAXSOME THERAPEUTICS INC.278,835$50.9Mshares
SRRKSCHOLAR ROCK HLDG CORP769,442$33.9Mshares
VRDNVIRIDIAN THERAPEUTICS INC423,272$13.2Mshares
ORCLORACLE CORP23,994$4.68Mshares
VVISA INC5,571$1.95Mshares

How Q1 2026 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 0002011081-26-000005 base2026-05-12acceptance time not in the bulk data set