Filed: 5/12/2026ACC: 0002011081-26-000005
📋 What this filing means
NATIONALE-NEDERLANDEN POWSZECHNE TOWARZYSTWO EMERYTALNE S.A. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $1.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$1.18B
Total AUM (reported)
8.83M
Total Shares
Allocation by class
COM$714.38M60.6%
CAP STK CL C$110.15M9.3%
SPONSORED ADS$85.28M7.2%
CL A$56.05M4.8%
COM NEW$54.42M4.6%
SHS$41.98M3.6%
SHS - A -$39.00M3.3%
Portfolio Concentration
Top 3$281.91M23.9%
4–10$348.09M29.5%
11–25$456.42M38.7%
Rest$92.81M7.9%
Top 3 weight
23.9%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 8.83M
Sole
Full voting authority
8.83M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
ALPHABET INC
SOLEShares383.99K
TypeSH
Market value$110.15M
9.34%
Sole
383.99K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares255.96K
TypeSH
Market value$86.47M
7.33%
Sole
255.96K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares765.91K
TypeSH
Market value$85.28M
7.23%
Sole
765.91K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares571.83K
TypeSH
Market value$60.27M
5.11%
Sole
571.83K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares340.75K
TypeSH
Market value$59.43M
5.04%
Sole
340.75K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares262.95K
TypeSH
Market value$54.77M
4.64%
Sole
262.95K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares479.08K
TypeSH
Market value$46.59M
3.95%
Sole
479.08K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares660.31K
TypeSH
Market value$43.52M
3.69%
Sole
660.31K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares114.44K
TypeSH
Market value$42.36M
3.59%
Sole
114.44K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares105.40K
TypeSH
Market value$41.15M
3.49%
Sole
105.40K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares128.71K
TypeSH
Market value$39.84M
3.38%
Sole
128.71K
Shared
0.00
None
0.00
DOW HLDGS INC
SOLEShares948.92K
TypeSH
Market value$39.52M
3.35%
Sole
948.92K
Shared
0.00
None
0.00
LYONDELLBASELL INDUSTRIES NV
SOLEShares484.11K
TypeSH
Market value$39.00M
3.31%
Sole
484.11K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares21.68K
TypeSH
Market value$37.49M
3.18%
Sole
21.68K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares212.60K
TypeSH
Market value$36.07M
3.06%
Sole
212.60K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares169.84K
TypeSH
Market value$35.14M
2.98%
Sole
169.84K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares67.47K
TypeSH
Market value$33.45M
2.84%
Sole
67.47K
Shared
0.00
None
0.00
FREEPORT MCMORAN INC
SOLEShares555.09K
TypeSH
Market value$32.63M
2.77%
Sole
555.09K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares84.74K
TypeSH
Market value$28.96M
2.46%
Sole
84.74K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares102.17K
TypeSH
Market value$28.53M
2.42%
Sole
102.17K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares105.20K
TypeSH
Market value$26.36M
2.24%
Sole
105.20K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares96.95K
TypeSH
Market value$26.22M
2.22%
Sole
96.95K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares92.66K
TypeSH
Market value$21.29M
1.81%
Sole
92.66K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares59.17K
TypeSH
Market value$17.01M
1.44%
Sole
59.17K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares26.04K
TypeSH
Market value$14.90M
1.26%
Sole
26.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 383.99K | SH | $110.15M 9.34% | 383.99K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 255.96K | SH | $86.47M 7.33% | 255.96K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 765.91K | SH | $85.28M 7.23% | 765.91K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 571.83K | SH | $60.27M 5.11% | 571.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 340.75K | SH | $59.43M 5.04% | 340.75K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 262.95K | SH | $54.77M 4.64% | 262.95K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 479.08K | SH | $46.59M 3.95% | 479.08K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 660.31K | SH | $43.52M 3.69% | 660.31K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 114.44K | SH | $42.36M 3.59% | 114.44K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 105.40K | SH | $41.15M 3.49% | 105.40K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 128.71K | SH | $39.84M 3.38% | 128.71K | 0.00 | 0.00 |
DOW HLDGS INCSOLE | COM | 948.92K | SH | $39.52M 3.35% | 948.92K | 0.00 | 0.00 |
LYONDELLBASELL INDUSTRIES NVSOLE | SHS - A - | 484.11K | SH | $39.00M 3.31% | 484.11K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 21.68K | SH | $37.49M 3.18% | 21.68K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 212.60K | SH | $36.07M 3.06% | 212.60K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 169.84K | SH | $35.14M 2.98% | 169.84K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 67.47K | SH | $33.45M 2.84% | 67.47K | 0.00 | 0.00 |
FREEPORT MCMORAN INCSOLE | CL B | 555.09K | SH | $32.63M 2.77% | 555.09K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 84.74K | SH | $28.96M 2.46% | 84.74K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 102.17K | SH | $28.53M 2.42% | 102.17K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 105.20K | SH | $26.36M 2.24% | 105.20K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 96.95K | SH | $26.22M 2.22% | 96.95K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 92.66K | SH | $21.29M 1.81% | 92.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 59.17K | SH | $17.01M 1.44% | 59.17K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 26.04K | SH | $14.90M 1.26% | 26.04K | 0.00 | 0.00 |
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