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CIK: 0001274196
Total reported value
$758.7M
$758.7M
39 檔
36.0%
During the Q2 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 39 reported positions.
During Q2 2025, Bedrijfstakpensioenfonds Voor De Media Pno's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.99% | +2.79% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.00% | +0.53% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.65% | -0.18% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.56% | +0.21% | +5.13% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.50% | +0.56% | -19.11% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 4.02% | +0.85% | +21.43% | |
| 7 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.97% | -0.93% | — | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 3.39% | +0.26% | +11.55% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.87% | -0.37% | — | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.51% | +0.45% | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.48% | -0.63% | — | |
| 12 | SNPS | Synopsys Inc | Stock-Tech | 2.47% | -0.04% | — | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 2.46% | -0.40% | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.21% | -0.42% | — | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 2.21% | -0.61% | — | |
| 16 | URI | United Rentals Inc | Stock-Industrials | 2.06% | +0.57% | — | |
| 17 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.97% | -0.34% | — | |
| 18 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.90% | +0.31% | — | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 1.88% | -0.37% | — | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.81% | -0.01% | — | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.75% | -0.41% | — | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.70% | -0.41% | — | |
| 23 | KLAC | Kla CORP | Stock-Tech | 1.69% | +0.51% | — | |
| 24 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.68% | -0.15% | — | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.60% | -0.96% | -15.73% | |
| 26 | MSCI | Msci Inc | Stock-Financials | 1.58% | -0.25% | — | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 1.56% | -0.32% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -0.09% | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +2.48% | NEW | |
| 30 | FAST | Fastenal Co | Stock-Industrials | 1.14% | +0.10% | +100.00% | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.11% | -0.41% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | +0.27% | +33.57% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.98% | -0.20% | — | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.10% | — | |
| 35 | LIN | Linde plc | Stock-Materials | 0.96% | -0.14% | — | |
| 36 | EQIX | Equinix Inc | Stock-Real Estate | 0.95% | -0.19% | — | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.94% | -0.16% | — | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.80% | -0.01% | — | |
| 39 | DXCM | Dexcom Inc | Stock-Healthcare | 0.78% | -0.68% | EXIT |
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 39 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 36.0% of total reported equity market value during Q2 2025.
During Q2 2025, Bedrijfstakpensioenfonds Voor De Media Pno's top holdings by market value included NVDA (10.0%)、MSFT (9.0%)、AAPL (6.7%). The largest single position, NVDA, represented 10.0% of total portfolio value.
In Q2 2025, Bedrijfstakpensioenfonds Voor De Media Pno made 0 total portfolio adjustments, initiating 0 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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