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CIK: 0001666940
Total reported value
$13.4B
$13.4B
466 檔
21.9%
In Q2 2025, Mn Services Vermogensbeheer B.V.'s U.S. equity holdings reached a combined market value of $13.4B, distributed across 466 disclosed stock positions.
In Q2 2025, Mn Services Vermogensbeheer B.V. displayed an active expansion posture, initiating 11 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 466 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.67% | -1.50% | -37.66% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.31% | +0.35% | +1.79% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.27% | -0.38% | -4.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.94% | -0.99% | +1.73% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.21% | +0.07% | +2.49% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.40% | -0.17% | +3.25% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | -1.67% | +0.05% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.96% | -1.53% | -2.56% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.63% | +0.21% | +1.76% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | -0.07% | +11.01% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.49% | -0.39% | -0.25% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.12% | -1.07% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.22% | +1.90% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.68% | -1.75% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | -0.13% | +1.18% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.17% | +2.04% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.08% | +3.73% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.07% | +1.53% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | -0.01% | +1.88% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | -0.10% | +1.21% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | +0.19% | +0.59% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.22% | -0.46% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | +0.01% | +3.25% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.19% | +0.96% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 0.68% | -0.11% | -8.68% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.12% | +1.46% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +1.23% | +2.00% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.08% | +0.33% | |
| 29 | LIN | Linde plc | Stock-Materials | 0.58% | -0.08% | -0.90% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.57% | -0.15% | +1.46% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.55% | -0.04% | +2.93% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.15% | +0.30% | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.54% | -0.21% | +2.01% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.08% | +0.80% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | -0.11% | +3.24% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.50% | +0.03% | -3.91% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | +0.14% | +1.58% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.49% | -0.15% | +1.52% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.47% | -0.15% | +2.00% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.54% | EXIT | |
| 41 | AXP | American Express Co | Stock-Financials | 0.47% | -0.05% | -2.46% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.46% | +0.07% | +0.32% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.46% | -0.06% | +3.70% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.31% | +2.58% | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.43% | -0.07% | -1.68% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.08% | -4.32% | |
| 47 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.41% | -0.10% | +2.35% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.41% | -0.09% | +16.75% | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.41% | -0.01% | +1.76% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.40% | -0.05% | +0.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | +2.49% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | +1.79% | Add |
| 3 | GEV | GE Vernova Inc | +0.4% | NEW | New buy |
| 4 | NFLX | Netflix Inc | +0.3% | -0.25% | Trim |
| 5 | ORCL | Oracle CORP | +0.3% | +3.73% | Add |
| 6 | TSLA | Tesla Inc | +0.3% | +3.25% | Add |
| 7 | MSTR | Strategy Inc | +0.3% | NEW | New buy |
| 8 | CP | Canadian Pacific Kansas City | +0.2% | NEW | New buy |
| 9 | AMGN | Amgen Inc | +0.2% | +110.70% | Add |
| 10 | CRH | CRH plc | +0.2% | NEW | New buy |
| 11 | COF | Capital One Financial CORP | +0.2% | +69.43% | Add |
| 12 | RBLX | Roblox CORP -class A | +0.2% | NEW | New buy |
| 13 | AMD | Advanced Micro Devices | +0.1% | +2.00% | Add |
| 14 | HOOD | Robinhood Markets Inc - A | +0.1% | +84.36% | Add |
| 15 | FLUT | Flutter Entertainment plc | +0.1% | NEW | New buy |
| 16 | SRE | Sempra | +0.1% | NEW | New buy |
| 17 | CVNA | Carvana Co | +0.1% | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +10.10% | Add |
| 19 | DASH | Doordash Inc - A | +0.1% | +41.39% | Add |
| 20 | COIN | Coinbase Global Inc -class A | +0.1% | +18.79% | Add |
| 21 | NOW | Servicenow Inc | +0.1% | +2.93% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | +2.60% | Add |
| 23 | APP | Applovin Corp-class A | +0.1% | +49.48% | Add |
| 24 | MLM | Martin Marietta Materials | +0.1% | NEW | New buy |
| 25 | INTU | Intuit Inc | +0.1% | +1.46% | Add |
| 26 | UBER | Uber Technologies Inc | +0.1% | +3.70% | Add |
| 27 | APH | Amphenol Corp-cl A | +0.1% | +2.19% | Add |
| 28 | SCHW | Schwab (charles) CORP | +0.1% | +16.75% | Add |
| 29 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | New buy |
| 30 | GRMN | Garmin Ltd. | +0.1% | NEW | New buy |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.05% | Add |
| 32 | IBM | Intl Business Machines CORP | +0.1% | +3.25% | Add |
| 33 | DIS | Walt Disney Co/the | +0.1% | +0.33% | Add |
| 34 | MELI | Mercadolibre Inc | +0.1% | +1.79% | Add |
| 35 | SNOW | Snowflake Inc | +0.1% | +15.69% | Add |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | -1.75% | Trim |
| 37 | ETN | Eaton Corporation plc | +0.1% | +0.14% | Add |
| 38 | BKNG | Booking Holdings Inc | 0% | -3.91% | Trim |
| 39 | V | Visa Inc-class A Shares | 0% | +11.01% | Add |
| 40 | GOOG | Alphabet Inc-cl C | 0% | -2.56% | Trim |
| 41 | AMZN | Amazon.com Inc | 0% | -4.12% | Trim |
| 42 | GLW | Corning Inc | -0.1% | EXIT | Sold out |
| 43 | DFSEUR | Discover Financial Services | -0.1% | EXIT | Sold out |
| 44 | FISV | Fiserv Inc | -0.1% | -5.00% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | -0.84% | Trim |
| 46 | ABBV | Abbvie Inc | -0.2% | +1.88% | Add |
| 47 | MDLZ | Mondelez International Inc-a | -0.3% | EXIT | Sold out |
| 48 | UNH | Unitedhealth Group Inc | -0.6% | +0.59% | Add |
| 49 | AAPL | Apple Inc | -0.7% | +1.73% | Add |
| 50 | NVDA | Nvidia CORP | -1.1% | -37.66% | Trim |
According to official SEC Form 13F filings, Mn Services Vermogensbeheer B.V. reported a total U.S. public equity portfolio value of $13.4B across 466 disclosed positions in Q2 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 NVDA, MSFT, AMZN) accounted for 21.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
GEV
市值: $54.0M
Top Position Liquidated / Trimmed
MDLZ
前期市值: $34.0M
During Q2 2025, Mn Services Vermogensbeheer B.V.'s top holdings by market value included NVDA (4.7%)、MSFT (4.3%)、AMZN (4.3%). The largest single position, NVDA, represented 4.7% of total portfolio value.
In Q2 2025, Mn Services Vermogensbeheer B.V. made 50 total portfolio adjustments, initiating 11 new buys, adding to 28 positions, trimming 8 holdings, and fully liquidating 3 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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