Mn Services Vermogensbeheer B.V.

CIK: 0001666940SEC EDGAR →

Portfolio Value

$16.3B

Holdings

442

As of

Q4 2025

New Positions

442

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NVDA NVIDIA CORP	4,403,011	$821.2M	5.05%
2	AAPL APPLE INC	2,860,126	$777.6M	4.78%
3	AMZN AMAZON.COM INC	2,898,409	$669.0M	4.12%
4	MSFT MICROSOFT CORP	1,291,049	$624.4M	3.84%
5	GOOGL ALPHABET INC-A	1,944,443	$608.6M	3.74%
6	AVGO BROADCOM INC	1,727,777	$598.0M	3.68%
7	GOOG ALPHABET INC-C	1,648,477	$517.3M	3.18%
8	TSLA TESLA INC	1,120,136	$503.7M	3.10%
9	LLY ELI LILLY & CO	311,943	$335.2M	2.06%
10	V VISA INC-CLASS A	667,496	$234.1M	1.44%

Quarterly Changes

Top Buys

NVDANEW

$821.2M

AAPLNEW

$777.6M

AMZNNEW

$669.0M

MSFTNEW

$624.4M

GOOGLNEW

$608.6M

Top Sells

No sells this quarter

New Positions (442)

NVDA

$821.2M · 4.4M shares

AAPL

$777.6M · 2.9M shares

AMZN

$669.0M · 2.9M shares

MSFT

$624.4M · 1.3M shares

GOOGL

$608.6M · 1.9M shares

AVGO

$598.0M · 1.7M shares

GOOG

$517.3M · 1.6M shares

TSLA

$503.7M · 1.1M shares

LLY

$335.2M · 312K shares

$234.1M · 667K shares

JPM

$203.7M · 632K shares

JNJ

$193.2M · 933K shares

$180.0M · 315K shares

ABBV

$156.6M · 685K shares

NFLX

$155.3M · 1.7M shares

COST

$148.1M · 172K shares

AMD

$134.8M · 629K shares

$132.5M · 385K shares

$130.2M · 908K shares

ORCL

$127.0M · 652K shares

$123.5M · 433K shares

CSCO

$118.7M · 1.5M shares

WFC

$117.8M · 1.3M shares

UNH

$117.0M · 354K shares

$110.7M · 1.6M shares

IBM

$106.4M · 359K shares

MRK

$102.6M · 975K shares

$98.6M · 372K shares

$89.8M · 1.6M shares

$85.1M · 497K shares

$84.7M · 146K shares

$84.7M · 277K shares

$84.2M · 672K shares

$80.9M · 315K shares

$80.2M · 217K shares

$79.7M · 700K shares

$78.6M · 139K shares

$78.1M · 183K shares

$76.2M · 531K shares

$76.0M · 472K shares

$73.3M · 428K shares

$71.7M · 108K shares

$69.2M · 106K shares

$69.1M · 2.8M shares

$68.2M · 208K shares

$66.7M · 667K shares

$66.6M · 1.6M shares

$65.1M · 242K shares

$63.5M · 121K shares

$63.4M · 469K shares

$62.5M · 51K shares

$62.3M · 1.7M shares

$61.7M · 70K shares

$61.4M · 401K shares

$61.1M · 57K shares

$61.1M · 352K shares

$60.5M · 90K shares

$60.0M · 248K shares

$59.6M · 729K shares

$59.3M · 483K shares

$57.8M · 165K shares

$57.1M · 249K shares

$54.7M · 2.2M shares

$54.6M · 573K shares

$54.6M · 320K shares

$54.4M · 415K shares

$53.7M · 232K shares

$52.3M · 217K shares

$52.1M · 192K shares

$51.7M · 227K shares

$49.7M · 426K shares

$48.6M · 273K shares

$48.3M · 152K shares

$47.7M · 497K shares

$47.3M · 257K shares

$46.8M · 133K shares

$46.5M · 100K shares

$46.0M · 147K shares

CRWD

$45.0M · 96K shares

$44.1M · 50K shares

$43.9M · 440K shares

$43.8M · 1.5M shares

$42.7M · 792K shares

$40.5M · 158K shares

$40.0M · 49K shares

$39.0M · 491K shares

$38.3M · 140K shares

$37.4M · 396K shares

$37.2M · 442K shares

$36.2M · 224K shares

$36.1M · 178K shares

$35.8M · 18K shares

$35.7M · 192K shares

$35.5M · 303K shares

$34.1M · 155K shares

$34.0M · 87K shares

$33.6M · 72K shares

$33.6M · 210K shares

$33.6M · 72K shares

$33.2M · 106K shares

$33.0M · 265K shares

$32.5M · 280K shares

$32.2M · 285K shares

$32.1M · 63K shares

$32.1M · 601K shares

$31.9M · 141K shares

$31.9M · 153K shares

$31.8M · 41K shares

$31.0M · 89K shares

$30.6M · 376K shares

$30.4M · 148K shares

$30.2M · 331K shares

$29.9M · 92K shares

$28.9M · 217K shares

$28.8M · 22K shares

$28.8M · 105K shares

$28.6M · 337K shares

$28.4M · 5K shares

$28.3M · 285K shares

$28.0M · 90K shares

$27.2M · 53K shares

$27.1M · 123K shares

$26.8M · 93K shares

$26.7M · 76K shares

$26.7M · 108K shares

$26.6M · 332K shares

$26.6M · 361K shares

$26.5M · 141K shares

$26.4M · 116K shares

$26.4M · 917K shares

$25.8M · 98K shares

$25.5M · 88K shares

$25.5M · 99K shares

$25.5M · 88K shares

$25.0M · 508K shares

$24.5M · 83K shares

$24.3M · 669K shares

$24.3M · 58K shares

$24.2M · 72K shares

$23.9M · 207K shares

$23.7M · 299K shares

$23.6M · 120K shares

$23.3M · 135K shares

$22.5M · 155K shares

$22.4M · 204K shares

$22.3M · 253K shares

$22.3M · 202K shares

$21.9M · 6K shares

$21.9M · 174K shares

$21.6M · 112K shares

$21.5M · 165K shares

$21.4M · 99K shares

$21.4M · 366K shares

$21.3M · 32K shares

$21.1M · 102K shares

$21.1M · 286K shares

$20.7M · 26K shares

$20.5M · 174K shares

$20.3M · 256K shares

$20.3M · 205K shares

$20.0M · 1.5M shares

CVNA

$19.8M · 47K shares

$19.5M · 215K shares

$19.5M · 95K shares

CMG

$19.2M · 520K shares

$19.2M · 226K shares

AIG

$19.1M · 224K shares

CAH

$19.0M · 93K shares

$18.9M · 150K shares

$18.7M · 8K shares

$18.6M · 42K shares

$18.2M · 89K shares

$18.0M · 37K shares

$17.8M · 84K shares

$17.7M · 83K shares

$17.7M · 18K shares

$17.6M · 440K shares

$17.5M · 222K shares

$17.4M · 99K shares

$17.1M · 175K shares

$17.0M · 76K shares

$16.9M · 43K shares

$16.9M · 387K shares

$16.6M · 205K shares

$16.6M · 18K shares

$16.3M · 221K shares

$16.2M · 107K shares

$16.1M · 165K shares

$15.9M · 28K shares

$15.9M · 9K shares

$15.7M · 190K shares

$15.7M · 109K shares

$15.6M · 124K shares

$15.6M · 179K shares

$15.4M · 136K shares

$15.4M · 191K shares

$15.3M · 68K shares

$15.1M · 110K shares

$15.0M · 111K shares

$15.0M · 241K shares

$14.9M · 110K shares

$14.6M · 24K shares

$14.6M · 8K shares

$14.5M · 176K shares

$14.4M · 51K shares

$14.4M · 214K shares

$14.3M · 111K shares

$14.3M · 69K shares

$14.0M · 66K shares

$13.9M · 124K shares

$13.9M · 188K shares

$13.9M · 145K shares

$13.8M · 494K shares

$13.8M · 139K shares

$13.8M · 81K shares

$13.8M · 352K shares

$13.7M · 220K shares

$13.6M · 56K shares

$13.5M · 66K shares

$13.4M · 202K shares

$13.3M · 32K shares

$13.3M · 152K shares

$13.2M · 59K shares

$13.2M · 45K shares

$13.1M · 206K shares

$12.8M · 94K shares

$12.7M · 106K shares

$12.5M · 62K shares

$12.5M · 150K shares

$12.4M · 38K shares

$12.3M · 155K shares

$12.1M · 506K shares

$12.0M · 62K shares

$12.0M · 75K shares

$11.9M · 59K shares

$11.9M · 255K shares

$11.9M · 53K shares

$11.9M · 46K shares

$11.6M · 188K shares

$11.5M · 41K shares

$11.4M · 215K shares

$11.2M · 310K shares

$11.2M · 8K shares

$11.0M · 31K shares

$10.8M · 18K shares

$10.7M · 17K shares

$10.6M · 185K shares

$10.5M · 5K shares

$10.5M · 63K shares

$10.4M · 64K shares

$10.4M · 48K shares

$10.4M · 230K shares

$10.3M · 53K shares

$10.3M · 57K shares

$10.3M · 80K shares

$10.2M · 75K shares

$10.2M · 39K shares

$10.2M · 154K shares

$10.2M · 204K shares

$10.1M · 45K shares

$10.1M · 193K shares

$10.1M · 40K shares

$10.0M · 574K shares

$9.8M · 60K shares

$9.8M · 168K shares

$9.7M · 358K shares

GIS

$9.7M · 209K shares

VLTO

$9.7M · 97K shares

$9.7M · 144K shares

$9.7M · 79K shares

$9.6M · 42K shares

$9.5M · 38K shares

$9.5M · 56K shares

$9.4M · 69K shares

$9.4M · 90K shares

$9.3M · 51K shares

$9.3M · 79K shares

$9.2M · 89K shares

$9.2M · 18K shares

$9.1M · 20K shares

$9.0M · 167K shares

$8.9M · 148K shares

$8.9M · 87K shares

$8.8M · 62K shares

$8.8M · 23K shares

$8.7M · 49K shares

$8.7M · 85K shares

$8.7M · 39K shares

$8.7M · 81K shares

$8.6M · 62K shares

$8.5M · 352K shares

$8.3M · 1K shares

$8.2M · 95K shares

WRB

$8.2M · 117K shares

$8.1M · 32K shares

$8.1M · 362K shares

$8.1M · 118K shares

$8.0M · 46K shares

$8.0M · 61K shares

$8.0M · 60K shares

$7.9M · 136K shares

$7.9M · 114K shares

$7.9M · 80K shares

$7.9M · 94K shares

$7.9M · 53K shares

$7.9M · 117K shares

$7.8M · 29K shares

$7.8M · 55K shares

$7.8M · 32K shares

$7.7M · 188K shares

$7.7M · 27K shares

$7.7M · 87K shares

$7.7M · 4K shares

$7.6M · 30K shares

CPAY

$7.6M · 25K shares

HUBS

$7.5M · 19K shares

$7.5M · 190K shares

$7.4M · 16K shares

$7.4M · 33K shares

$7.4M · 95K shares

$7.4M · 359K shares

$7.4M · 35K shares

$7.4M · 92K shares

$7.4M · 42K shares

$7.3M · 95K shares

$7.3M · 29K shares

$7.3M · 45K shares

$7.3M · 69K shares

$7.2M · 70K shares

$7.2M · 866K shares

$7.2M · 130K shares

$7.1M · 76K shares

$7.0M · 20K shares

$6.9M · 76K shares

$6.7M · 99K shares

$6.6M · 54K shares

$6.6M · 110K shares

$6.6M · 87K shares

$6.6M · 53K shares

$6.5M · 97K shares

$6.5M · 124K shares

$6.5M · 172K shares

$6.5M · 63K shares

$6.4M · 75K shares

$6.4M · 86K shares

$6.3M · 97K shares

$6.3M · 99K shares

$6.2M · 76K shares

$6.2M · 46K shares

$6.0M · 28K shares

$6.0M · 26K shares

$6.0M · 168K shares

$6.0M · 37K shares

$6.0M · 39K shares

$6.0M · 12K shares

$5.9M · 73K shares

$5.9M · 298K shares

$5.8M · 225K shares

$5.8M · 89K shares

$5.8M · 20K shares

$5.7M · 79K shares

$5.6M · 349K shares

$5.6M · 22K shares

$5.6M · 113K shares

$5.6M · 20K shares

$5.5M · 17K shares

$5.5M · 116K shares

$5.5M · 81K shares

$5.5M · 16K shares

$5.5M · 100K shares

$5.4M · 63K shares

$5.4M · 101K shares

$5.4M · 198K shares

$5.4M · 102K shares

$5.3M · 29K shares

$5.3M · 51K shares

$5.3M · 139K shares

$5.2M · 32K shares

$5.2M · 29K shares

$5.2M · 63K shares

$5.2M · 22K shares

$5.1M · 76K shares

$5.1M · 227K shares

$5.0M · 20K shares

$5.0M · 96K shares

$4.9M · 58K shares

$4.9M · 113K shares

ACM

$4.8M · 50K shares

CLX

$4.7M · 46K shares

$4.6M · 67K shares

$4.4M · 13K shares

$4.4M · 56K shares

$4.3M · 62K shares

$4.3M · 43K shares

$4.2M · 21K shares

$4.1M · 23K shares

$4.1M · 155K shares

$4.1M · 48K shares

$4.0M · 43K shares

$4.0M · 104K shares

$3.9M · 87K shares

$3.9M · 40K shares

$3.9M · 202K shares

$3.8M · 108K shares

$3.8M · 98K shares

$3.7M · 31K shares

$3.7M · 142K shares

$3.7M · 56K shares

$3.5M · 116K shares

$3.5M · 48K shares

$3.5M · 56K shares

$3.5M · 31K shares

$3.5M · 25K shares

$3.4M · 80K shares

$3.4M · 65K shares

$3.4M · 111K shares

$3.4M · 416K shares

$3.2M · 99K shares

$3.2M · 20K shares

$3.1M · 331K shares

$2.9M · 96K shares

$2.9M · 95K shares

$2.8M · 32K shares

$2.7M · 26K shares

$2.6M · 112K shares

$2.6M · 67K shares

$2.6M · 26K shares

$2.5M · 72K shares

$2.4M · 184K shares

$2.3M · 61K shares

$2.3M · 59K shares

$2.2M · 7K shares

$2.2M · 14K shares

$2.1M · 34K shares

$2.0M · 53K shares

$2.0M · 31K shares

$1.8M · 69K shares

$1.8M · 51K shares

$1.6M · 50K shares

IGM

$1.4M · 31K shares

BCE

$659K · 28K shares

$185K · 6K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	88	$5.4B	33.3%
Financial Services	76	$2.4B	14.6%
Healthcare	48	$2.1B	12.7%
Consumer Cyclical	43	$2.0B	12.1%
Communication Services	23	$1.7B	10.2%
Industrials	67	$1.1B	6.5%
Consumer Defensive	18	$614.9M	3.8%
Unknown	38	$472.0M	2.9%
Utilities	21	$314.4M	1.9%
Basic Materials	17	$299.8M	1.8%
Energy	2	$30.5M	0.2%
Real Estate	1	$5.1M	0.0%