13F Insight
DOSSIER · 13F-HR · Q2 2026

Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.

$1.8B in tracked AUM across 43 positions as of Q2 2026.

NP
CIK 0002011081 · last filed Jun 30, 2026
Total AUM
$1.8B
as of Q2 2026
Holdings
43
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MU
MICRON TECHNOLOGY INC
$200M173K10.9%02
MSFT
MICROSOFT CORP
$189M507K10.4%03
AMD
ADVANCED MICRO DEVICES INC
$121M209K6.6%04
ABVX
ABIVAX SA
$102M765K5.6%05
AMZN
AMAZON COM INC
$99M414K5.4%06
RVMD
REVOLUTION MEDICINES INC
$90M479K4.9%07
SNDK
SANDISK CORP
$83M36K4.5%08
V
VISA INC
$81M237K4.5%09
CRWD
CROWDSTRIKE HLDGS INC
$77M101K4.2%10
WDC
WESTERN DIGITAL CORP
$71M111K3.9%

Filing history

2026Q2Jun 30
$1.8B▲ 54.8%
43 positionsView →2026Q1Mar 31
$1.2B▲ 4.7%
51 positionsView →2025Q4Dec 31
$1.1B▼ 12.9%
48 positionsView →2025Q3Sep 30
$1.3B▲ 52.9%
46 positionsLocked2025Q2Jun 30
$846M▲ 163.4%
56 positionsLocked2025Q1Mar 31
$321M▼ 61.1%
35 positionsLocked2024Q4Dec 31
$826M▲ 14.7%
52 positionsLocked2024Q3Sep 30
$721M▲ 17.2%
48 positionsLocked2024Q2Jun 30
$615M▼ 5.2%
41 positionsLocked2024Q1Mar 31
$648M▲ 47.7%
37 positionsLocked2023Q4Dec 31
$439M▲ 38.6%
31 positionsLocked2023Q3Sep 30
$317M▼ 8.0%
25 positionsLocked
Showing 12 of 27