Bedrijfstakpensioenfonds Voor de Media Pno

13F filer · CIK 0001274196

Last filed Oct 17, 2025

Inactive · not filing 13F

13F portfolio value$759MU.S. long equity reported on 13F

Positions391 new · 1 closed

Net flow last quarter-$3.91MBuys minus sells

Top 10 positions weight54.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q3 2025Reported Oct 17, 202539 positions
NVDANvidia Corp	$79.4M	10.46%	0.00%	-7.0%	Q1 2020
MSFTMicrosoft Corp	$61.7M	8.13%	0.00%	-8.9%	Q3 2013
AAPLApple Inc.	$59.7M	7.87%	0.00%	Not reported	Q3 2013
GOOGLAlphabet Inc.	$54.8M	7.23%	0.00%	Not reported	Q2 2016
AMZNAmazon Com Inc	$47.5M	6.26%	0.00%	Not reported	Q3 2013
NFLXNetflix Inc	$26M	3.43%	0.01%	Not reported	Q4 2016
ISRGIntuitive Surgical Inc	$23.7M	3.12%	0.02%	Not reported	Q3 2013
NOWServiceNow, Inc.	$21.9M	2.89%	0.01%	Not reported	Q4 2021
MAMastercard Inc	$21M	2.77%	0.00%	Not reported	Q3 2013
AMATApplied Materials Inc	$20.3M	2.67%	0.01%	Not reported	Q2 2017
URIUnited Rentals, Inc.	$18.8M	2.48%	0.04%	Not reported	Q2 2017
AVGOBroadcom Inc.	$18.8M	2.48%	0.00%	+59.5%	Q2 2025
LLYELI LILLY & Co	$17.5M	2.31%	0.00%	Not reported	Q3 2013
SNPSSynopsys Inc	$17.2M	2.27%	0.02%	Not reported	Q2 2017
SYKStryker Corp	$16.6M	2.19%	0.01%	Not reported	Q3 2013
CDNSCadence Design Systems Inc	$15.7M	2.07%	0.02%	Not reported	Q2 2017
VVisa Inc.	$15.4M	2.03%	0.00%	Not reported	Q3 2013
TMOThermo Fisher Scientific Inc.	$15.1M	1.99%	0.01%	Not reported	Q3 2013
KLACKla Corp	$14.7M	1.94%	0.01%	Not reported	Q2 2017
SHWSherwin Williams Co	$14.4M	1.90%	0.02%	Not reported	Q3 2013
CRMSalesforce, Inc.	$13.9M	1.83%	0.01%	Not reported	Q3 2013
SPGIS&P Global Inc.	$12.5M	1.65%	0.01%	Not reported	Q2 2016
BKNGBooking Holdings Inc.	$12.2M	1.60%	0.01%	Not reported	Q2 2018
EWEdwards Lifesciences Corp	$12M	1.59%	0.03%	Not reported	Q2 2021
HDHome Depot, Inc.	$12M	1.58%	0.00%	Not reported	Q3 2013
DHRDanaher Corp	$11.3M	1.49%	0.01%	Not reported	Q3 2013
MSCIMSCI Inc.	$11.3M	1.48%	0.03%	Not reported	Q2 2017
ADBEAdobe Inc.	$11.2M	1.48%	0.01%	Not reported	Q3 2013
FASTFastenal Co	$9.6M	1.27%	0.02%	Not reported	Q2 2023
ACNAccenture plc	$9.56M	1.26%	0.01%	Not reported	Q1 2014
WMTWalmart Inc.	$8.2M	1.08%	0.00%	Not reported	Q1 2025
LOWLowes Companies Inc	$7.91M	1.04%	0.01%	Not reported	Q3 2013
MRSHMarsh & Mclennan Companies, Inc.	$7.38M	0.97%	0.01%	Not reported	Q3 2013
MCDMcdonalds Corp	$7.37M	0.97%	0.00%	Not reported	Q3 2013
LINLinde PLC	$6.99M	0.92%	0.00%	Not reported	Q3 2024
UNPUnion Pacific Corp	$6.98M	0.92%	0.01%	Not reported	Q3 2013
EQIXEquinix Inc	$6.73M	0.89%	0.01%	Not reported	Q2 2021
PWRQuanta Services, Inc.	$6M	0.79%	0.01%	New	Q3 2025
DISWalt Disney Co	$5.31M	0.70%	0.00%	Not reported	Q3 2013
Q2 2025Reported Jul 15, 202539 positions
NVDANvidia Corp	$72.3M	9.99%	0.00%	Not reported	Q1 2020
MSFTMicrosoft Corp	$65.1M	9.00%	0.00%	Not reported	Q3 2013
AAPLApple Inc.	$48.1M	6.65%	0.00%	Not reported	Q3 2013
AMZNAmazon Com Inc	$47.5M	6.56%	0.00%	+5.1%	Q3 2013
GOOGLAlphabet Inc.	$39.8M	5.50%	0.00%	-19.1%	Q2 2016
NFLXNetflix Inc	$29.1M	4.02%	0.01%	+21.4%	Q4 2016
ISRGIntuitive Surgical Inc	$28.8M	3.97%	0.02%	Not reported	Q3 2013
NOWServiceNow, Inc.	$24.5M	3.39%	0.01%	+11.6%	Q4 2021
MAMastercard Inc	$20.8M	2.87%	0.00%	Not reported	Q3 2013
AMATApplied Materials Inc	$18.1M	2.51%	0.01%	Not reported	Q2 2017
LLYELI LILLY & Co	$17.9M	2.48%	0.00%	Not reported	Q3 2013
SNPSSynopsys Inc	$17.9M	2.47%	0.03%	Not reported	Q2 2017
SYKStryker Corp	$17.8M	2.46%	0.01%	Not reported	Q3 2013
VVisa Inc.	$16M	2.21%	0.00%	Not reported	Q3 2013
CRMSalesforce, Inc.	$16M	2.21%	0.01%	Not reported	Q3 2013
URIUnited Rentals, Inc.	$14.9M	2.06%	0.04%	Not reported	Q2 2017
SHWSherwin Williams Co	$14.3M	1.97%	0.02%	Not reported	Q3 2013
CDNSCadence Design Systems Inc	$13.8M	1.90%	0.02%	Not reported	Q2 2017
SPGIS&P Global Inc.	$13.6M	1.88%	0.01%	Not reported	Q2 2016
BKNGBooking Holdings Inc.	$13.1M	1.81%	0.01%	Not reported	Q2 2018
TMOThermo Fisher Scientific Inc.	$12.7M	1.75%	0.01%	Not reported	Q3 2013
ADBEAdobe Inc.	$12.3M	1.70%	0.01%	Not reported	Q3 2013
KLACKla Corp	$12.2M	1.69%	0.00%	Not reported	Q2 2017
EWEdwards Lifesciences Corp	$12.1M	1.68%	0.03%	Not reported	Q2 2021
ACNAccenture plc	$11.6M	1.60%	0.01%	-15.7%	Q1 2014
MSCIMSCI Inc.	$11.4M	1.58%	0.03%	Not reported	Q2 2017
DHRDanaher Corp	$11.3M	1.56%	0.01%	Not reported	Q3 2013
HDHome Depot, Inc.	$10.8M	1.50%	0.00%	Not reported	Q3 2013
AVGOBroadcom Inc.	$9.86M	1.36%	0.00%	New	Q2 2025
FASTFastenal Co	$8.23M	1.14%	0.02%	Not reported	Q2 2023
MRSHMarsh & Mclennan Companies, Inc.	$8.01M	1.11%	0.01%	Not reported	Q3 2013
WMTWalmart Inc.	$7.79M	1.08%	0.00%	+33.6%	Q1 2025
MCDMcdonalds Corp	$7.09M	0.98%	0.00%	Not reported	Q3 2013
LOWLowes Companies Inc	$6.99M	0.97%	0.01%	Not reported	Q3 2013
LINLinde PLC	$6.92M	0.96%	0.00%	Not reported	Q3 2024
EQIXEquinix Inc	$6.84M	0.95%	0.01%	Not reported	Q2 2021
UNPUnion Pacific Corp	$6.8M	0.94%	0.01%	Not reported	Q3 2013
DISWalt Disney Co	$5.76M	0.80%	0.00%	Not reported	Q3 2013
DXCMDexcom Inc	$5.65M	0.78%	0.02%	Not reported	Q4 2022
Q1 2025Reported Apr 16, 202540 positions
AAPLApple Inc.	$56.6M	8.05%	0.00%	Not reported	Q3 2013
NVDANvidia Corp	$53.9M	7.67%	0.00%	Not reported	Q1 2020
MSFTMicrosoft Corp	$53.4M	7.60%	0.00%	Not reported	Q3 2013
GOOGLAlphabet Inc.	$46.9M	6.67%	0.00%	Not reported	Q2 2016
AMZNAmazon Com Inc	$42.6M	6.05%	0.00%	Not reported	Q3 2013
ISRGIntuitive Surgical Inc	$28.5M	4.05%	0.02%	Not reported	Q3 2013
MAMastercard Inc	$22M	3.14%	0.00%	Not reported	Q3 2013
LLYELI LILLY & Co	$20.6M	2.94%	0.00%	Not reported	Q3 2013
NOWServiceNow, Inc.	$18.5M	2.63%	0.01%	Not reported	Q4 2021
SYKStryker Corp	$18.2M	2.59%	0.01%	Not reported	Q3 2013
NFLXNetflix Inc	$18.1M	2.58%	0.00%	Not reported	Q4 2016
VVisa Inc.	$17.2M	2.45%	0.00%	Not reported	Q3 2013
CRMSalesforce, Inc.	$17.1M	2.44%	0.01%	Not reported	Q3 2013
TMOThermo Fisher Scientific Inc.	$16.9M	2.40%	0.01%	Not reported	Q3 2013
SNPSSynopsys Inc	$16.3M	2.31%	0.03%	Not reported	Q2 2017
SHWSherwin Williams Co	$15.8M	2.24%	0.02%	Not reported	Q3 2013
AMATApplied Materials Inc	$15.6M	2.22%	0.01%	Not reported	Q2 2017
ACNAccenture plc	$15.6M	2.22%	0.01%	Not reported	Q1 2014
SPGIS&P Global Inc.	$14.2M	2.02%	0.01%	Not reported	Q2 2016
URIUnited Rentals, Inc.	$13.5M	1.91%	0.04%	Not reported	Q2 2017
ADBEAdobe Inc.	$13.3M	1.89%	0.01%	Not reported	Q3 2013
DHRDanaher Corp	$12.7M	1.81%	0.01%	Not reported	Q3 2013
CDNSCadence Design Systems Inc	$12.4M	1.76%	0.02%	Not reported	Q2 2017
EWEdwards Lifesciences Corp	$12.2M	1.74%	0.03%	Not reported	Q2 2021
MSCIMSCI Inc.	$12.2M	1.73%	0.03%	Not reported	Q2 2017
HDHome Depot, Inc.	$11.8M	1.67%	0.00%	Not reported	Q3 2013
BKNGBooking Holdings Inc.	$11.3M	1.61%	0.01%	Not reported	Q2 2018
KLACKla Corp	$10.1M	1.43%	0.01%	Not reported	Q2 2017
MRSHMarsh & Mclennan Companies, Inc.	$9.71M	1.38%	0.01%	Not reported	Q3 2013
FASTFastenal Co	$8.26M	1.17%	0.02%	Not reported	Q2 2023
MCDMcdonalds Corp	$8.24M	1.17%	0.00%	Not reported	Q3 2013
MRKMerck & Co., Inc.	$8.14M	1.16%	0.00%	Not reported	Q3 2013
LOWLowes Companies Inc	$7.99M	1.14%	0.01%	Not reported	Q3 2013
EQIXEquinix Inc	$7.62M	1.08%	0.01%	Not reported	Q2 2021
UNPUnion Pacific Corp	$7.59M	1.08%	0.01%	Not reported	Q3 2013
LINLinde PLC	$7.46M	1.06%	0.00%	Not reported	Q3 2024
WMTWalmart Inc.	$5.69M	0.81%	0.00%	New	Q1 2025
NKENIKE, Inc.	$5.17M	0.74%	0.01%	Not reported	Q3 2013
DISWalt Disney Co	$4.98M	0.71%	0.00%	Not reported	Q3 2013
DXCMDexcom Inc	$4.81M	0.68%	0.02%	Not reported	Q4 2022
Q4 2024Reported Jan 17, 202540 positions
NVDANvidia Corp	$69.7M	8.70%	0.00%	-7.5%	Q1 2020
AAPLApple Inc.	$66.6M	8.31%	0.00%	-5.0%	Q3 2013
MSFTMicrosoft Corp	$62.6M	7.80%	0.00%	-5.0%	Q3 2013
GOOGLAlphabet Inc.	$59.9M	7.47%	0.00%	-2.2%	Q2 2016
AMZNAmazon Com Inc	$51.2M	6.39%	0.00%	-6.9%	Q3 2013
ISRGIntuitive Surgical Inc	$31.3M	3.91%	0.02%	-10.1%	Q3 2013
NOWServiceNow, Inc.	$25.7M	3.21%	0.00%	-4.6%	Q4 2021
CRMSalesforce, Inc.	$22.3M	2.78%	0.01%	-4.8%	Q3 2013
MAMastercard Inc	$22.1M	2.76%	0.00%	-13.0%	Q3 2013
LLYELI LILLY & Co	$20.1M	2.51%	0.00%	-11.8%	Q3 2013
SNPSSynopsys Inc	$19.2M	2.40%	0.03%	Not reported	Q2 2017
TMOThermo Fisher Scientific Inc.	$18.4M	2.30%	0.01%	-6.4%	Q3 2013
ACNAccenture plc	$18.4M	2.29%	0.01%	Not reported	Q1 2014
SYKStryker Corp	$18.3M	2.29%	0.01%	-5.7%	Q3 2013
AMATApplied Materials Inc	$18.3M	2.28%	0.01%	Not reported	Q2 2017
NFLXNetflix Inc	$18.1M	2.25%	0.00%	Not reported	Q4 2016
VVisa Inc.	$16.2M	2.02%	0.00%	-32.9%	Q3 2013
ADBEAdobe Inc.	$16M	2.00%	0.01%	-6.0%	Q3 2013
SHWSherwin Williams Co	$16M	2.00%	0.02%	-6.0%	Q3 2013
URIUnited Rentals, Inc.	$15.8M	1.97%	0.04%	-14.7%	Q2 2017
CDNSCadence Design Systems Inc	$15.2M	1.90%	0.02%	Not reported	Q2 2017
DHRDanaher Corp	$14.9M	1.85%	0.01%	Not reported	Q3 2013
SPGIS&P Global Inc.	$14.5M	1.81%	0.01%	Not reported	Q2 2016
MSCIMSCI Inc.	$13.5M	1.68%	0.03%	Not reported	Q2 2017
HDHome Depot, Inc.	$13M	1.63%	0.00%	Not reported	Q3 2013
EWEdwards Lifesciences Corp	$13M	1.62%	0.03%	Not reported	Q2 2021
BKNGBooking Holdings Inc.	$12.7M	1.59%	0.01%	Not reported	Q2 2018
KLACKla Corp	$9.74M	1.21%	0.01%	Not reported	Q2 2017
MRKMerck & Co., Inc.	$9.42M	1.17%	0.00%	-11.7%	Q3 2013
EQIXEquinix Inc	$9.2M	1.15%	0.01%	Not reported	Q2 2021
MRSHMarsh & Mclennan Companies, Inc.	$8.82M	1.10%	0.01%	Not reported	Q3 2013
LOWLowes Companies Inc	$8.82M	1.10%	0.01%	Not reported	Q3 2013
FASTFastenal Co	$7.99M	1.00%	0.01%	-11.5%	Q2 2023
MCDMcdonalds Corp	$7.98M	1.00%	0.00%	-12.3%	Q3 2013
UNPUnion Pacific Corp	$7.64M	0.95%	0.01%	Not reported	Q3 2013
LINLinde PLC	$7M	0.87%	0.00%	-13.5%	Q3 2024
NKENIKE, Inc.	$6.43M	0.80%	0.01%	-15.4%	Q3 2013
DISWalt Disney Co	$5.86M	0.73%	0.00%	Not reported	Q3 2013
DXCMDexcom Inc	$5.71M	0.71%	0.02%	Not reported	Q4 2022
ELEstee Lauder Companies Inc	$4M	0.50%	Not reported	Not reported	Q3 2013

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