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Disclosed positions
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- MICRON TECHNOLOGY INC
- Ticker
- MU
- Class
- COM
- Reported value
- $199,831,839
- Reported amount
- 173,121
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002011081-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| MICRON TECHNOLOGY INC | MU | COM | $199,831,839 | 173,121 | SH | None |
| MICROSOFT CORP | MSFT | COM | $189,004,758 | 506,688 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $121,158,656 | 208,567 | SH | None |
| ABIVAX SA | ABVX | SPONSORED ADS | $101,988,142 | 765,332 | SH | None |
| AMAZON COM INC | AMZN | COM | $98,758,562 | 414,360 | SH | None |
| REVOLUTION MEDICINES INC | RVMD | COM | $89,722,102 | 479,080 | SH | None |
| SANDISK CORP | SNDK | COM | $82,947,944 | 36,481 | SH | None |
| VISA INC | V | COM CL A | $81,358,304 | 237,134 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $76,819,199 | 100,662 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $70,593,889 | 110,524 | SH | None |
| INTEL CORP | INTC | COM | $68,184,401 | 488,322 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $59,687,447 | 298,303 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $58,132,092 | 80,404 | SH | None |
| CYTOKINETICS INC | CYTK | COM NEW | $56,251,809 | 660,310 | SH | None |
| ALBEMARLE CORP | ALB | COM | $55,064,964 | 407,798 | SH | None |
| BROADCOM INC | AVGO | COM | $53,369,653 | 141,283 | SH | None |
| CONSTELLATION ENERGY CORP | CEG | COM | $50,716,161 | 204,196 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $42,423,273 | 120,067 | SH | None |
| HEALTHEQUITY INC | HQY | COM | $41,269,195 | 456,922 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $36,099,373 | 101,014 | SH | None |
| FREEPORT MCMORAN INC | FCX | CL B | $34,909,799 | 555,093 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $25,215,793 | 84,648 | SH | None |
| UNIQURE NV | QURE | SHS | $24,028,443 | 521,677 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $20,651,838 | 92,659 | SH | None |
| META PLATFORMS INC | META | CL A | $19,082,575 | 33,877 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $13,541,777 | 7,978 | SH | None |
| APPLE INC | AAPL | COM | $12,055,316 | 41,662 | SH | None |
| NEKTAR THERAPEUTICS | NKTR | COM NEW | $8,570,364 | 122,767 | SH | None |
| GE VERNOVA INC | GEV | COM | $6,808,314 | 5,795 | SH | None |
| SOUTHERN COPPER CORP | SCCO | COM | $5,954,987 | 34,173 | SH | None |
| JANUX THERAPEUTICS INC | JANX | COM | $5,782,979 | 376,496 | SH | None |
| WALMART INC | WMT | COM | $3,300,736 | 29,143 | SH | None |
| CATERPILLAR INC | CAT | COM | $3,293,736 | 3,093 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $2,784,576 | 20,367 | SH | None |
| SALESFORCE INC | CRM | COM | $1,438,609 | 9,183 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $1,303,656 | 1,289 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $1,108,603 | 6,688 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $608,996 | 4,153 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $592,795 | 1,811 | SH | None |
| BANK OF AMER CORP | BAC | COM | $428,604 | 7,522 | SH | None |
| PEPSICO INC | PEP | COM | $425,562 | 3,143 | SH | None |
| COCA COLA CO | KO | COM | $424,148 | 5,219 | SH | None |
| WELLS FARGO & CO | WFC | COM | $235,193 | 2,846 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.