VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Top Portfolio Positions
237 positions ·
$11,258,571,462 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
1,749,983 | $647,791,207 | 5.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,976,651 | $568,405,761 | 5.05% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
133,538 | $562,237,685 | 4.99% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
2,759,171 | $543,170,403 | 4.82% | |
| MKL |
Markel Group Inc.
Financial Services
|
226,148 | $432,863,079 | 3.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
753,583 | $431,147,441 | 3.83% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
4,343,729 | $401,794,932 | 3.57% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
5,871,215 | $382,861,930 | 3.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,782,896 | $371,323,749 | 3.30% | |
| LFUS |
Littelfuse Inc /De
Technology
|
982,714 | $333,483,995 | 2.96% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,860,019 | 602,804 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,980,375 | 754,046 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,475,863 | 908,853 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,784,686 | 738,318 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $34,530,881 | 641,242 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $63,991,934 | 989,362 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $102,253,526 | 1,219,918 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $71,524,032 | 982,878 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $101,163,866 | 1,048,113 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $94,995,632 | 981,867 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $89,273,002 | 1,130,038 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $119,799,900 | 1,382,732 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $116,568,986 | 1,421,573 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $86,613,130 | 1,201,625 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $79,997,702 | 1,222,272 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $84,754,316 | 1,296,334 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $90,812,210 | 1,122,663 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $90,701,724 | 900,444 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $64,913,357 | 681,362 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $64,612,934 | 648,594 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $54,642,527 | 572,953 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $39,473,793 | 517,757 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $24,976,485 | 423,977 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $23,469,202 | 366,649 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,081,729 | 482,944 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||