Filed: 8/12/2026ACC: 0001472190-26-000003
📋 What this filing means
PGGM INVESTMENTS filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $4.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$4.06M
Total AUM (reported)
48.95M
Total Shares
Allocation by class
COM$3.09M75.9%
CLASS A$354.9K8.7%
SHS$313.2K7.7%
ADS$120.3K3.0%
ORD$91.0K2.2%
ADR$89.5K2.2%
INT$9.4K0.2%
Portfolio Concentration
Top 3$588.3K14.5%
4–10$996.9K24.5%
11–25$1.29M31.8%
Rest$1.19M29.2%
Top 3 weight
14.5%
Top 10 weight
39.0%
Voting Authority Distribution
Total shares with voting rights: 48.95M
Sole
Full voting authority
48.95M
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)
Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:
NVIDIA CORPORATION COM
SOLEShares1.09M
TypeSH
Market value$218.5K
5.38%
Sole
1.09M
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares543.99K
TypeSH
Market value$194.4K
4.78%
Sole
543.99K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares349.74K
TypeSH
Market value$175.3K
4.31%
Sole
349.74K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares131.81K
TypeSH
Market value$158.1K
3.89%
Sole
131.81K
Shared
0.00
None
0.00
LINDE PLC SHS
SOLEShares304.11K
TypeSH
Market value$157.8K
3.88%
Sole
304.11K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares421.02K
TypeSH
Market value$157.0K
3.86%
Sole
421.02K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares529.05K
TypeSH
Market value$153.1K
3.77%
Sole
529.05K
Shared
0.00
None
0.00
SUNRUN INC COM
SOLEShares9.55M
TypeSH
Market value$127.7K
3.14%
Sole
9.55M
Shared
0.00
None
0.00
ALBEMARLE CORP COM
SOLEShares909.19K
TypeSH
Market value$122.8K
3.02%
Sole
909.19K
Shared
0.00
None
0.00
HDFC BANK LTD SPONSORED ADS
SOLEShares4.66M
TypeSH
Market value$120.3K
2.96%
Sole
4.66M
Shared
0.00
None
0.00
EQUINIX INC COM
SOLEShares112.02K
TypeSH
Market value$116.8K
2.87%
Sole
112.02K
Shared
0.00
None
0.00
WELLTOWER INC COM
SOLEShares449.81K
TypeSH
Market value$102.1K
2.51%
Sole
449.81K
Shared
0.00
None
0.00
ILLUMINA INC COM
SOLEShares531.62K
TypeSH
Market value$93.5K
2.30%
Sole
531.62K
Shared
0.00
None
0.00
ASTRAZENECA PLC ORD
SOLEShares645.46K
TypeSH
Market value$91.0K
2.24%
Sole
645.46K
Shared
0.00
None
0.00
ARGENX SE SPONSORED ADR
SOLEShares96.51K
TypeSH
Market value$89.5K
2.20%
Sole
96.51K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares235.72K
TypeSH
Market value$89.0K
2.19%
Sole
235.72K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC COM
SOLEShares605.60K
TypeSH
Market value$88.0K
2.16%
Sole
605.60K
Shared
0.00
None
0.00
IRON MTN INC DEL COM
SOLEShares675.09K
TypeSH
Market value$85.3K
2.10%
Sole
675.09K
Shared
0.00
None
0.00
ABBOTT LABORATORIES COM
SOLEShares918.63K
TypeSH
Market value$83.4K
2.05%
Sole
918.63K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares232.43K
TypeSH
Market value$79.7K
1.96%
Sole
232.43K
Shared
0.00
None
0.00
IQVIA HLDGS INC COM
SOLEShares401.35K
TypeSH
Market value$77.5K
1.91%
Sole
401.35K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares871.24K
TypeSH
Market value$76.5K
1.88%
Sole
871.24K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC COM
SOLEShares454.29K
TypeSH
Market value$75.7K
1.86%
Sole
454.29K
Shared
0.00
None
0.00
SYNOPSYS INC COM
SOLEShares167.43K
TypeSH
Market value$74.7K
1.84%
Sole
167.43K
Shared
0.00
None
0.00
MEDTRONIC PLC SHS
SOLEShares910.26K
TypeSH
Market value$71.2K
1.75%
Sole
910.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | COM | 1.09M | SH | $218.5K 5.38% | 1.09M | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | CLASS A | 543.99K | SH | $194.4K 4.78% | 543.99K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 349.74K | SH | $175.3K 4.31% | 349.74K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | COM | 131.81K | SH | $158.1K 3.89% | 131.81K | 0.00 | 0.00 |
LINDE PLC SHSSOLE | SHS | 304.11K | SH | $157.8K 3.88% | 304.11K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 421.02K | SH | $157.0K 3.86% | 421.02K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 529.05K | SH | $153.1K 3.77% | 529.05K | 0.00 | 0.00 |
SUNRUN INC COMSOLE | COM | 9.55M | SH | $127.7K 3.14% | 9.55M | 0.00 | 0.00 |
ALBEMARLE CORP COMSOLE | COM | 909.19K | SH | $122.8K 3.02% | 909.19K | 0.00 | 0.00 |
HDFC BANK LTD SPONSORED ADSSOLE | ADS | 4.66M | SH | $120.3K 2.96% | 4.66M | 0.00 | 0.00 |
EQUINIX INC COMSOLE | COM | 112.02K | SH | $116.8K 2.87% | 112.02K | 0.00 | 0.00 |
WELLTOWER INC COMSOLE | COM | 449.81K | SH | $102.1K 2.51% | 449.81K | 0.00 | 0.00 |
ILLUMINA INC COMSOLE | COM | 531.62K | SH | $93.5K 2.30% | 531.62K | 0.00 | 0.00 |
ASTRAZENECA PLC ORDSOLE | ORD | 645.46K | SH | $91.0K 2.24% | 645.46K | 0.00 | 0.00 |
ARGENX SE SPONSORED ADRSOLE | ADR | 96.51K | SH | $89.5K 2.20% | 96.51K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 235.72K | SH | $89.0K 2.19% | 235.72K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INC COMSOLE | COM | 605.60K | SH | $88.0K 2.16% | 605.60K | 0.00 | 0.00 |
IRON MTN INC DEL COMSOLE | COM | 675.09K | SH | $85.3K 2.10% | 675.09K | 0.00 | 0.00 |
ABBOTT LABORATORIES COMSOLE | COM | 918.63K | SH | $83.4K 2.05% | 918.63K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | CLASS A | 232.43K | SH | $79.7K 1.96% | 232.43K | 0.00 | 0.00 |
IQVIA HLDGS INC COMSOLE | COM | 401.35K | SH | $77.5K 1.91% | 401.35K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 871.24K | SH | $76.5K 1.88% | 871.24K | 0.00 | 0.00 |
WASTE CONNECTIONS INC COMSOLE | COM | 454.29K | SH | $75.7K 1.86% | 454.29K | 0.00 | 0.00 |
SYNOPSYS INC COMSOLE | COM | 167.43K | SH | $74.7K 1.84% | 167.43K | 0.00 | 0.00 |
MEDTRONIC PLC SHSSOLE | SHS | 910.26K | SH | $71.2K 1.75% | 910.26K | 0.00 | 0.00 |
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