PGGM INVESTMENTS

PrivateCIK: 1472190

Location

ZEIST, P7

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

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% 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

SOLE

COM

Shares1.09M

TypeSH

Market value$218.5K

5.38%

Sole

1.09M

Shared

0.00

None

0.00

ALPHABET INC CAP STK CL A

SOLE

CLASS A

Shares543.99K

TypeSH

Market value$194.4K

4.78%

Sole

543.99K

Shared

0.00

None

0.00

THERMO FISHER SCIENTIFIC INC COM

SOLE

COM

Shares349.74K

TypeSH

Market value$175.3K

4.31%

Sole

349.74K

Shared

0.00

None

0.00

ELI LILLY & CO COM

SOLE

COM

Shares131.81K

TypeSH

Market value$158.1K

3.89%

Sole

131.81K

Shared

0.00

None

0.00

LINDE PLC SHS

SOLE

SHS

Shares304.11K

TypeSH

Market value$157.8K

3.88%

Sole

304.11K

Shared

0.00

None

0.00

MICROSOFT CORP COM

SOLE

COM

Shares421.02K

TypeSH

Market value$157.0K

3.86%

Sole

421.02K

Shared

0.00

None

0.00

APPLE INC COM

SOLE

COM

Shares529.05K

TypeSH

Market value$153.1K

3.77%

Sole

529.05K

Shared

0.00

None

0.00

SUNRUN INC COM

SOLE

COM

Shares9.55M

TypeSH

Market value$127.7K

3.14%

Sole

9.55M

Shared

0.00

None

0.00

ALBEMARLE CORP COM

SOLE

COM

Shares909.19K

TypeSH

Market value$122.8K

3.02%

Sole

909.19K

Shared

0.00

None

0.00

HDFC BANK LTD SPONSORED ADS

SOLE

ADS

Shares4.66M

TypeSH

Market value$120.3K

2.96%

Sole

4.66M

Shared

0.00

None

0.00

EQUINIX INC COM

SOLE

COM

Shares112.02K

TypeSH

Market value$116.8K

2.87%

Sole

112.02K

Shared

0.00

None

0.00

WELLTOWER INC COM

SOLE

COM

Shares449.81K

TypeSH

Market value$102.1K

2.51%

Sole

449.81K

Shared

0.00

None

0.00

ILLUMINA INC COM

SOLE

COM

Shares531.62K

TypeSH

Market value$93.5K

2.30%

Sole

531.62K

Shared

0.00

None

0.00

ASTRAZENECA PLC ORD

SOLE

ORD

Shares645.46K

TypeSH

Market value$91.0K

2.24%

Sole

645.46K

Shared

0.00

None

0.00

ARGENX SE SPONSORED ADR

SOLE

ADR

Shares96.51K

TypeSH

Market value$89.5K

2.20%

Sole

96.51K

Shared

0.00

None

0.00

BROADCOM INC COM

SOLE

COM

Shares235.72K

TypeSH

Market value$89.0K

2.19%

Sole

235.72K

Shared

0.00

None

0.00

EXTRA SPACE STORAGE INC COM

SOLE

COM

Shares605.60K

TypeSH

Market value$88.0K

2.16%

Sole

605.60K

Shared

0.00

None

0.00

IRON MTN INC DEL COM

SOLE

COM

Shares675.09K

TypeSH

Market value$85.3K

2.10%

Sole

675.09K

Shared

0.00

None

0.00

ABBOTT LABORATORIES COM

SOLE

COM

Shares918.63K

TypeSH

Market value$83.4K

2.05%

Sole

918.63K

Shared

0.00

None

0.00

VISA INC COM CL A

SOLE

CLASS A

Shares232.43K

TypeSH

Market value$79.7K

1.96%

Sole

232.43K

Shared

0.00

None

0.00

IQVIA HLDGS INC COM

SOLE

COM

Shares401.35K

TypeSH

Market value$77.5K

1.91%

Sole

401.35K

Shared

0.00

None

0.00

NEXTERA ENERGY INC COM

SOLE

COM

Shares871.24K

TypeSH

Market value$76.5K

1.88%

Sole

871.24K

Shared

0.00

None

0.00

WASTE CONNECTIONS INC COM

SOLE

COM

Shares454.29K

TypeSH

Market value$75.7K

1.86%

Sole

454.29K

Shared

0.00

None

0.00

SYNOPSYS INC COM

SOLE

COM

Shares167.43K

TypeSH

Market value$74.7K

1.84%

Sole

167.43K

Shared

0.00

None

0.00

MEDTRONIC PLC SHS

SOLE

SHS

Shares910.26K

TypeSH

Market value$71.2K

1.75%

Sole

910.26K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
NVIDIA CORPORATION COMSOLE	COM	1.09M	SH	$218.5K 5.38%	1.09M
ALPHABET INC CAP STK CL ASOLE	CLASS A	543.99K	SH	$194.4K 4.78%	543.99K
THERMO FISHER SCIENTIFIC INC COMSOLE	COM	349.74K	SH	$175.3K 4.31%	349.74K
ELI LILLY & CO COMSOLE	COM	131.81K	SH	$158.1K 3.89%	131.81K
LINDE PLC SHSSOLE	SHS	304.11K	SH	$157.8K 3.88%	304.11K
MICROSOFT CORP COMSOLE	COM	421.02K	SH	$157.0K 3.86%	421.02K
APPLE INC COMSOLE	COM	529.05K	SH	$153.1K 3.77%	529.05K
SUNRUN INC COMSOLE	COM	9.55M	SH	$127.7K 3.14%	9.55M
ALBEMARLE CORP COMSOLE	COM	909.19K	SH	$122.8K 3.02%	909.19K
HDFC BANK LTD SPONSORED ADSSOLE	ADS	4.66M	SH	$120.3K 2.96%	4.66M
EQUINIX INC COMSOLE	COM	112.02K	SH	$116.8K 2.87%	112.02K
WELLTOWER INC COMSOLE	COM	449.81K	SH	$102.1K 2.51%	449.81K
ILLUMINA INC COMSOLE	COM	531.62K	SH	$93.5K 2.30%	531.62K
ASTRAZENECA PLC ORDSOLE	ORD	645.46K	SH	$91.0K 2.24%	645.46K
ARGENX SE SPONSORED ADRSOLE	ADR	96.51K	SH	$89.5K 2.20%	96.51K
BROADCOM INC COMSOLE	COM	235.72K	SH	$89.0K 2.19%	235.72K
EXTRA SPACE STORAGE INC COMSOLE	COM	605.60K	SH	$88.0K 2.16%	605.60K
IRON MTN INC DEL COMSOLE	COM	675.09K	SH	$85.3K 2.10%	675.09K
ABBOTT LABORATORIES COMSOLE	COM	918.63K	SH	$83.4K 2.05%	918.63K
VISA INC COM CL ASOLE	CLASS A	232.43K	SH	$79.7K 1.96%	232.43K
IQVIA HLDGS INC COMSOLE	COM	401.35K	SH	$77.5K 1.91%	401.35K
NEXTERA ENERGY INC COMSOLE	COM	871.24K	SH	$76.5K 1.88%	871.24K
WASTE CONNECTIONS INC COMSOLE	COM	454.29K	SH	$75.7K 1.86%	454.29K
SYNOPSYS INC COMSOLE	COM	167.43K	SH	$74.7K 1.84%	167.43K
MEDTRONIC PLC SHSSOLE	SHS	910.26K	SH	$71.2K 1.75%	910.26K

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