Data as of Q4 2025 (Dec 31, 2025)

Mn Services Vermogensbeheer B.V.

โ€ขCIK: 1666940โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

NFLX
NETFLIX INC
+921.4%
1.0% of portfolio
NOW
SERVICENOW INC
+409.7%
0.4% of portfolio
JPM
JPMORGAN CHASE
+15.2%
1.3% of portfolio
NVDA
NVIDIA CORP
+2.4%
5.1% of portfolio
AAPL
APPLE INC
+2.4%
4.8% of portfolio

๐Ÿ“‰ Biggest Sells

NEE
NEXTERA ENERGY
-12.5%
0.2% of portfolio
BKNG
BOOKING HOLDINGS
-11.7%
0.2% of portfolio
HIG
HARTFORD INSURAN
-0.2%
0.1% of portfolio

Sector Breakdown

Technology34.9%
Other26.9%
Consumer12.4%
Healthcare9.9%
Financial9.1%
Communication2.7%
Consumer Staples1.4%
Industrial1.3%

๐Ÿšช Exited Positionssold since Q3 2025

FISV
FISERV INC
SOLD
$27.2M
VRT
VERTIV HOLDING-A
SOLD
$20.6M
ENB
ENBRIDGE INC
SOLD
$20.0M
VEEV
VEEVA SYSTEMS-A
SOLD
$17.4M
CPRT
COPART INC
SOLD
$15.6M
+253 more exited positions

Changes from Q3 2025

โ†‘197 increased
โ†“3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023