Mn Services Vermogensbeheer B.V.
โขCIK: 1666940โขFiling: Q4 2025
Mn Services Vermogensbeheer B.V., led by the seasoned duo of Marcel de Vink and Menno Snel, manages $16.3 billion with a focus on tech and growth stocks, currently holding significant positions in NVDA, AAPL, and AMZN. Recently, the fund has made notable shifts by exiting VRT and ENB, cutting MIGA and FISV substantially, and significantly increasing stakes in MU and WBD, reflecting a strategic pivot towards media and entertainment sectors.
Total AUM
$16.3B
QoQ Performance
+5.1%
Positions
441
Top 10 Concentration
39.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA5.1%
AAPL4.8%
AMZN4.1%
MSFT3.8%
GOOGL3.7%
AVGO3.7%
GOOG3.2%
TSLA3.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Technology34.9%
Other26.9%
Consumer12.4%
Healthcare9.9%
Financial9.1%
Communication2.7%
Consumer Staples1.4%
Industrial1.3%
๐ช Exited Positionssold since Q3 2025
+253 more exited positions
Changes from Q3 2025
โ197 increased
โ3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023