Q3 2026 13F · SEC CIK 1666940

Mn Services Vermogensbeheer B.V.

Investment managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $13.4B
Reported positions: 428
Top holdings a year, 3 yrs: +24.7%
Average holding period: 7.0 yrs

Mn Services Vermogensbeheer B.V. is an investment manager that reported 428 positions worth $13.4B in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Microsoft Corp (MSFT, 4.9%), Apple Inc (AAPL, 4.4%), Nvidia Corporation (NVDA, 4.1%). A portfolio copying its top holdings returned 24.7% a year over the last 3 years, against 20.4% for the S&P 500.

Mn Services Vermogensbeheer B.V. holdings largest 50 of 428 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mn Services Vermogensbeheer B.V. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	4.9%	3.5%	1,268,049	+1.1%	$650.4M
AAPLApple Inc	4.4%	3.8%	1,770,526	+1.1%	$589.6M
NVDANvidia Corporation	4.1%	3.6%	2,399,611	+1.1%	$548.0M
AMZNAmazon Com Inc	3.8%	3.6%	2,041,209	+1.2%	$508.6M
AVGOBroadcom Inc	3.4%	3.6%	1,287,977	+1.2%	$452.3M
MUMicron Technology Inc	2.6%	2.8%	332,227	+1.1%	$353.9M
TSLATesla Inc	2.2%	2.6%	829,336	+1.2%	$294.3M
AMDAdvanced Micro Devices Inc	2.2%	2.1%	480,594	+1.2%	$294.0M
LLYEli Lilly & Co	2.0%	2.1%	236,643	+1.2%	$273.8M
GOOGLAlphabet Inc	2.0%	2.0%	764,443	+1.2%	$263.0M
JPMJpmorgan Chase & Co	2.0%	1.9%	790,400	+1.1%	$261.5M
GOOGAlphabet Inc	1.5%	1.6%	607,377	+1.2%	$207.0M
JNJJohnson & Johnson	1.4%	1.3%	710,393	+1.2%	$188.1M
VVisa Inc	1.3%	1.3%	495,796	+1.2%	$178.2M
INTCIntel Corp	1.2%	1.3%	1,293,848	+1.1%	$155.6M
ABBVAbbvie Inc	1.0%	1.0%	522,459	+1.4%	$136.7M
MAMastercard Incorporated	1.0%	0.9%	240,974	+1.0%	$132.9M
CSCOCisco Sys Inc	0.9%	1.0%	1,166,906	+1.4%	$125.6M
LRCXLam Research Corp	0.9%	1.2%	369,143	+1.5%	$121.3M
AMATApplied Matls Inc	0.9%	1.3%	234,612	+1.5%	$120.0M
COSTCostco Wholesale Corporation	0.9%	0.9%	131,066	+1.4%	$119.3M
BACBank of Amer Corp	0.8%	0.8%	2,005,010	+1.4%	$109.1M
MRKMerck & Co Inc	0.8%	0.7%	730,921	+1.5%	$106.2M
PGProcter & Gamble Co	0.7%	0.7%	687,209	+1.5%	$99.8M
KOCoca Cola Co	0.7%	0.7%	1,145,143	+1.5%	$98.6M
UNHUnitedhealth Group Inc	0.7%	0.8%	268,333	+1.5%	$98.5M
PANWPalo Alto Networks Inc	0.7%	0.6%	240,029	+1.6%	$95.4M
NFLXNetflix Inc.	0.6%	0.7%	1,245,090	+1.5%	$86.6M
HDHome Depot Inc	0.6%	0.8%	294,560	+1.5%	$83.8M
RYRoyal Bk Cda	0.6%	0.6%	413,777	+1.6%	$81.6M
GSGoldman Sachs Group Inc	0.6%	0.7%	87,249	+1.5%	$78.6M
CRWDCrowdstrike Hldgs Inc	0.6%	0.4%	291,368	+307.1%	$77.1M
TXNTexas Instrs Inc	0.6%	0.6%	269,874	+1.7%	$75.6M
GEVGe Vernova Inc	0.6%	0.7%	79,492	+1.5%	$75.6M
KLACKla Corp	0.6%	0.9%	384,990	+0.9%	$75.0M
TMOThermo Fisher Scientific Inc	0.6%	—	110,115	—	$74.3M
WFCWells Fargo & Co	0.5%	0.6%	907,481	+1.6%	$72.6M
AMGNAmgen Inc	0.5%	0.4%	159,819	+1.8%	$67.4M
MRVLMarvell Technology Inc	0.5%	0.6%	252,612	+1.7%	$66.7M
MSMorgan Stanley	0.5%	0.5%	350,982	+1.7%	$66.0M
CCitigroup Inc	0.5%	0.5%	505,603	+1.7%	$65.5M
LINLinde PLC	0.5%	0.5%	136,628	+1.6%	$64.8M
ANETArista Networks Inc	0.5%	—	316,831	—	$64.5M
APHAmphenol Corp	0.5%	0.5%	730,124	+103.8%	$61.5M
IBMInternational Business Machs	0.5%	0.6%	278,165	+1.8%	$61.2M
STXSeagate Technology Hldngs Pl	0.4%	0.5%	64,800	+1.7%	$59.8M
QCOMQualcomm Inc	0.4%	0.4%	316,297	+1.7%	$58.2M
TDToronto Dominion Bk Ont	0.4%	0.4%	491,290	+1.8%	$57.9M
ADIAnalog Devices Inc	0.4%	0.4%	144,812	+1.8%	$57.4M
VZVerizon Communications Inc	0.4%	—	1,239,856	—	$56.9M

What Mn Services Vermogensbeheer B.V. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+307.1% shares
APH Amphenol Corp+103.8% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.3% /yr; S&P 500 +20.1%
3 years: +24.7% /yr; S&P 500 +20.4%
5 years: +15.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$13.4B	428
Q2 2026	$13.4B	444
Q1 2026	$15.1B	430
Q4 2025	$16.3B	442
Q3 2025	$15.5B	458
Q2 2025	$14.4B	466
Q1 2025	$12.9B	462
Q4 2024	$14.8B	476
Q3 2024	$14.3B	481
Q2 2024	$13.8B	491
Q1 2024	$13.8B	501
Q4 2023	$11.1B	429

Questions about Mn Services Vermogensbeheer B.V.'s portfolio

What stocks does Mn Services Vermogensbeheer B.V. own?

Mn Services Vermogensbeheer B.V.'s latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 428 positions worth $13.4B. The largest are Microsoft Corp (MSFT) at 4.9%, Apple Inc (AAPL) at 4.4%, Nvidia Corporation (NVDA) at 4.1%, Amazon Com Inc (AMZN) at 3.8% and Broadcom Inc (AVGO) at 3.4%.

What did Mn Services Vermogensbeheer B.V. buy last quarter?

In Q3 2026, Mn Services Vermogensbeheer B.V. added Crowdstrike Hldgs Inc (CRWD) (+307.1% shares) and Amphenol Corp (APH) (+103.8% shares), compared with its Q2 2026 filing.

What did Mn Services Vermogensbeheer B.V. sell last quarter?

In Q3 2026, Mn Services Vermogensbeheer B.V. cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Western Digital Corp Com (WDC) and cut from its top 50 Mcdonalds Corp (MCD), compared with its Q2 2026 filing.

How has Mn Services Vermogensbeheer B.V.'s portfolio performed?

A portfolio copying Mn Services Vermogensbeheer B.V.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.3% against +20.1%. Over 5 years: +15.9% a year against +11.6%.

When is Mn Services Vermogensbeheer B.V.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Mn Services Vermogensbeheer B.V.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.