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 JBL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,173,982 | 196,416 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,448,408 | 164,233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,313,878 | 153,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,828,950 | 283,489 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $61,263,884 | 450,238 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $87,967,365 | 611,309 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $76,152,683 | 635,506 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $64,636,273 | 594,138 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $64,592,029 | 482,210 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $67,170,758 | 527,243 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $105,638,082 | 832,517 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $121,627,180 | 1,126,908 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $121,702,764 | 1,380,476 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $103,098,349 | 1,511,706 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $89,773,733 | 1,555,601 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $78,975,805 | 1,542,195 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $101,219,051 | 1,639,706 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $92,645,603 | 1,316,924 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $61,913,525 | 1,060,708 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $67,340,563 | 1,158,647 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $61,716,703 | 1,183,219 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $40,217,388 | 945,624 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $25,473,851 | 743,545 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $17,935,222 | 559,078 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,822,465 | 643,713 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||