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CIK: 0001274196
Total reported value
$758.7M
$758.7M
40 檔
33.4%
During the Q1 2025 filing period, Bedrijfstakpensioenfonds Voor De Media Pno (CIK: 0001274196) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $758.7M across 40 reported positions.
In Q1 2025, Bedrijfstakpensioenfonds Voor De Media Pno displayed an active expansion posture, initiating 40 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.05% | -0.18% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.67% | +2.79% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.60% | +0.53% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.67% | +0.56% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.05% | +0.21% | — | |
| 6 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.05% | -0.93% | — | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.14% | -0.37% | — | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.94% | -0.63% | — | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.63% | +0.26% | — | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 2.59% | -0.40% | — | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.58% | +0.85% | — | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.45% | -0.42% | — | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 2.44% | -0.61% | — | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.40% | -0.41% | — | |
| 15 | SNPS | Synopsys Inc | Stock-Tech | 2.31% | -0.04% | — | |
| 16 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.24% | -0.34% | — | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 2.22% | +0.45% | — | |
| 18 | ACN | Accenture plc | Stock-Tech | 2.22% | -0.96% | — | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 2.02% | -0.37% | — | |
| 20 | URI | United Rentals Inc | Stock-Industrials | 1.91% | +0.57% | — | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 1.89% | -0.41% | — | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.81% | -0.32% | — | |
| 23 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.76% | +0.31% | — | |
| 24 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.74% | -0.15% | — | |
| 25 | MSCI | Msci Inc | Stock-Financials | 1.73% | -0.25% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | -0.09% | — | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.61% | -0.01% | — | |
| 28 | KLAC | Kla CORP | Stock-Tech | 1.43% | +0.51% | — | |
| 29 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.38% | -0.41% | — | |
| 30 | FAST | Fastenal Co | Stock-Industrials | 1.17% | +0.10% | — | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.20% | — | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | -1.16% | EXIT | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.14% | -0.10% | — | |
| 34 | EQIX | Equinix Inc | Stock-Real Estate | 1.08% | -0.19% | — | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 1.08% | -0.16% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 1.06% | -0.14% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | +0.27% | — | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.74% | -0.74% | EXIT | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.71% | -0.01% | — | |
| 40 | DXCM | Dexcom Inc | Stock-Healthcare | 0.68% | -0.68% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 7 | MA | Mastercard Inc - A | — | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 9 | NOW | Servicenow Inc | — | NEW | New buy |
| 10 | SYK | Stryker CORP | — | NEW | New buy |
| 11 | NFLX | Netflix Inc | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | CRM | Salesforce Inc | — | NEW | New buy |
| 14 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 15 | SNPS | Synopsys Inc | — | NEW | New buy |
| 16 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 17 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 18 | ACN | Accenture plc | — | NEW | New buy |
| 19 | SPGI | S&p Global Inc | — | NEW | New buy |
| 20 | URI | United Rentals Inc | — | NEW | New buy |
| 21 | ADBE | Adobe Inc | — | NEW | New buy |
| 22 | DHR | Danaher CORP | — | NEW | New buy |
| 23 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 24 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 25 | MSCI | Msci Inc | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 28 | KLAC | Kla CORP | — | NEW | New buy |
| 29 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 30 | FAST | Fastenal Co | — | NEW | New buy |
| 31 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 32 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 33 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 34 | EQIX | Equinix Inc | — | NEW | New buy |
| 35 | UNP | Union Pacific CORP | — | NEW | New buy |
| 36 | LIN | Linde plc | — | NEW | New buy |
| 37 | WMT | Walmart Inc | — | NEW | New buy |
| 38 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 39 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 40 | DXCM | Dexcom Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bedrijfstakpensioenfonds Voor De Media Pno reported a total U.S. public equity portfolio value of $758.7M across 40 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 33.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $56.6M
During Q1 2025, Bedrijfstakpensioenfonds Voor De Media Pno's top holdings by market value included AAPL (8.1%)、NVDA (7.7%)、MSFT (7.6%). The largest single position, AAPL, represented 8.1% of total portfolio value.
In Q1 2025, Bedrijfstakpensioenfonds Voor De Media Pno made 40 total portfolio adjustments, initiating 40 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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