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Portfolio (Quarterly) Guide ↗

APG Asset Management N.V.

· CIK 0001434819
13F Portfolio $35.2B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 540 New
Page 26 of 27  ·  540 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FSV FIRSTSERVICE CORP NEW Real Estate 20,800.0 $2.8M 0.01% NEW $132.59 -2.6%
502 BEPC BROOKFIELD RENEWABLE CORP Utilities 81,081.0 $2.7M 0.01% NEW $32.70 +9.6%
503 BLDR BUILDERS FIRSTSOURCE INC Industrials 30,183.0 $2.6M 0.01% NEW $87.61 -23.3%
504 RBLX ROBLOX CORP Technology 33,913.0 $2.3M 0.01% NEW $68.99 -33.5%
505 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 96,087.0 $2.3M 0.01% NEW $23.70 +40.2%
506 LUV SOUTHWEST AIRLS CO Industrials 63,349.0 $2.2M 0.01% NEW $35.19 +6.4%
507 SE SEA LTD Consumer Cyclical 19,899.0 $2.2M 0.01% NEW $108.62 -19.1%
508 ODFL OLD DOMINION FREIGHT LINE IN Industrials 16,090.0 $2.1M 0.01% NEW $133.51 +49.8%
509 BSY BENTLEY SYS INC Technology 64,815.0 $2.1M 0.01% NEW $32.50 +2.7%
510 LNG CHENIERE ENERGY INC Energy 12,598.0 $2.1M 0.01% NEW $165.52 +48.9%
511 DVA DAVITA INC Healthcare 20,229.0 $2.0M 0.01% NEW $96.73 +104.0%
512 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 73,038.0 $1.9M 0.01% NEW $26.57 +27.5%
513 NEBIUS GROUP N.V. 25,066.0 $1.8M 0.01% NEW $71.27
514 CIEN CIENA CORP Technology 8,522.0 $1.7M 0.01% NEW $199.13 +165.4%
515 STNE STONECO LTD Technology 132,900.0 $1.7M 0.01% NEW $12.59 -18.5%
516 PBA PEMBINA PIPELINE CORP Energy 49,495.0 $1.6M 0.01% NEW $32.48 +51.2%
517 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 115,018.0 $1.6M 0.01% NEW $13.92 +63.9%
518 SATS ECHOSTAR CORP Technology 16,760.0 $1.6M 0.00% NEW $92.55 +46.3%
519 NTRA NATERA INC Healthcare 7,841.0 $1.5M 0.00% NEW $195.06 -1.9%
520 RS RELIANCE INC Basic Materials 6,193.0 $1.5M 0.00% NEW $245.96 +43.5%
Page 26 of 27  ·  540 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.3%
Financial Services 16.7%
Healthcare 12.8%
Consumer Cyclical 9.3%
Industrials 6.4%
Consumer Defensive 4.5%
Communication Services 2.4%
Real Estate 2.1%
Utilities 2.0%
Basic Materials 1.2%