Mn Services Vermogensbeheer B.V.

Q2 2026 13F-HR Holdings

Location
The Hague, P7
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
444
Total value ($000)
$13,357,310
Net value change ($000)
-1,788,365 (-11.8%)
New positions
45
Sold out positions
31
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 233,158 159.6%
AMD 147,996 115.7%
INTC 103,989 139.3%
JPM 68,605 36.6%
STX 61,470 NEW
AMAT 59,737 55.6%
LRCX 51,551 48.6%
MRVL 40,568 121.3%
PANW 39,787 97.5%
KLAC 39,477 52.2%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -291,477 -38.0%
GOOGL -288,352 -51.6%
GOOGL -260,484 -55.1%
AAPL -217,973 -30.1%
AMZN -121,871 -20.2%
PEP -82,400 -100.0%
NFLX -71,527 -44.9%
TSLA -71,510 -17.2%
AVGO -53,426 -10.0%
COST -49,830 -29.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type