Mn Services Vermogensbeheer B.V. — 13F Holdings & Portfolio

CIK 1666940 · latest 13F-HR filed 2026-04-30

Mn Services Vermogensbeheer B.V. manages $15.1M in 13F-reported U.S. long-equity assets across 430 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (5.06%), AAPL (4.78%), AMZN (3.98%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 12, added to 105, and trimmed 217.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$15.1M

Long-equity book

Holdings

430

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+0 / −12 / ↑105 / ↓217

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JOHNSON&JOHNSON$34.3K +17.7%
  • APPLIED MATERIAL$26.6K +32.9%
  • GE VERNOVA INC$23.4K +33.8%
  • COSTCO WHOLESALE$22.6K +15.3%
  • MICRON TECH$22.5K +18.2%
Show all 105

Top Trims

  • MICROSOFT CORP-$147.1K -23.6%
  • TESLA INC-$87.7K -17.4%
  • AMAZON.COM INC-$66.2K -9.9%
  • BROADCOM INC-$63.7K -10.6%
  • NVIDIA CORP-$54.8K -6.7%
Show all 217

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • DOCUSIGN INC$5.5K
  • NUTANIX INC - A$5.0K
  • DYNATRACE INC$4.9K
  • BOOZ ALLEN HAMIL$4.1K
  • JM SMUCKER CO$3.9K
Show all 12
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORP NVDA 67066G104 $766.3K 5.06% 4,394,111 SH
2 APPLE INC AAPL 037833100 $724.5K 4.78% 2,854,626 SH
3 AMAZON.COM INC AMZN 023135106 $602.8K 3.98% 2,894,409 SH
4 ALPHABET INC-A GOOGL 02079K305 $558.4K 3.69% 1,941,843 SH
5 BROADCOM INC AVGO 11135F101 $534.3K 3.53% 1,726,377 SH
6 MICROSOFT CORP MSFT 594918104 $477.3K 3.15% 1,289,449 SH
7 ALPHABET INC-C GOOG 02079K107 $472.5K 3.12% 1,647,177 SH
8 TESLA INC TSLA 88160R101 $416.0K 2.75% 1,119,136 SH
9 ELI LILLY & CO LLY 532457108 $286.5K 1.89% 311,543 SH
10 JOHNSON&JOHNSON JNJ 478160104 $227.4K 1.50% 930,493 SH
11 VISA INC-CLASS A V 92826C839 $201.1K 1.33% 665,396 SH
12 JPMORGAN CHASE JPM 46625H100 $187.2K 1.24% 636,400 SH
13 COSTCO WHOLESALE COST 22160K105 $170.8K 1.13% 171,366 SH
14 NETFLIX INC NFLX 64110L106 $159.1K 1.05% 1,654,990 SH
15 MASTERCARD INC-A MA 57636Q104 $157.2K 1.04% 314,574 SH
16 ABBVIE INC ABBV 00287Y109 $148.9K 0.98% 684,459 SH
17 MICRON TECH MU 595112103 $146.1K 0.96% 432,327 SH
18 PROCTER & GAMBLE PG 742718109 $131.0K 0.87% 907,209 SH
19 ADV MICRO DEVICE AMD 007903107 $127.9K 0.84% 628,594 SH
20 HOME DEPOT INC HD 437076102 $126.5K 0.84% 384,560 SH
21 COCA-COLA CO/THE KO 191216100 $120.3K 0.79% 1,581,843 SH
22 CISCO SYSTEMS CSCO 17275R102 $119.4K 0.79% 1,539,206 SH
23 MERCK & CO MRK 58933Y105 $117.1K 0.77% 973,621 SH
24 APPLIED MATERIAL AMAT 038222105 $107.4K 0.71% 314,312 SH
25 LAM RESEARCH LRCX 512807306 $106.1K 0.70% 496,643 SH
26 WELLS FARGO & CO WFC 949746101 $100.5K 0.66% 1,261,981 SH
27 UNITEDHEALTH GRP UNH 91324P102 $95.8K 0.63% 353,933 SH
28 ORACLE CORP ORCL 68389X105 $95.8K 0.63% 650,950 SH
29 GE VERNOVA INC GEV 36828A101 $92.6K 0.61% 106,092 SH
30 LINDE PLC LIN G5494J103 $90.7K 0.60% 182,928 SH
31 IBM IBM 459200101 $87.0K 0.57% 358,765 SH
32 MCDONALDS CORP MCD 580135101 $86.0K 0.57% 276,699 SH
33 PEPSICO INC PEP 713448108 $82.4K 0.54% 530,623 SH
34 VERIZON COMMUNIC VZ 92343V104 $82.0K 0.54% 1,632,756 SH
35 AT&T INC T 00206R102 $80.8K 0.53% 2,785,790 SH
36 BANK OF AMERICA BAC 060505104 $80.2K 0.53% 1,645,510 SH
37 KLA CORP KLAC 482480100 $75.6K 0.50% 51,339 SH
38 INTEL CORP INTC 458140100 $74.7K 0.49% 1,692,148 SH
39 AMGEN INC AMGN 031162100 $73.2K 0.48% 208,019 SH
40 THERMO FISHER TMO 883556102 $71.8K 0.47% 146,115 SH
41 SALESFORCE INC CRM 79466L302 $69.9K 0.46% 374,308 SH
42 ABBOTT LABS ABT 002824100 $69.1K 0.46% 673,043 SH
43 TEXAS INSTRUMENT TXN 882508104 $68.6K 0.45% 353,174 SH
44 GILEAD SCIENCES GILD 375558103 $67.7K 0.45% 485,739 SH
45 WALT DISNEY CO/T DIS 254687106 $67.7K 0.45% 701,990 SH
46 AMERICAN EXPRESS AXP 025816109 $66.0K 0.44% 218,281 SH
47 INTUITIVE SURGIC ISRG 46120E602 $64.3K 0.42% 139,578 SH
48 SCHWAB (CHARLES) SCHW 808513105 $63.2K 0.42% 672,366 SH
49 PFIZER INC PFE 717081103 $61.6K 0.41% 2,194,011 SH
50 ANALOG DEVICES ADI 032654105 $61.2K 0.40% 192,512 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $15.1M 430 0001666940-26-000002
2025-12-31 2026-01-15 $16.3M 442 0001666940-26-000001