VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Top Portfolio Positions
236 positions ·
$11,098,822,954 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
1,749,983 | $647,791,207 | 5.84% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,976,651 | $568,405,761 | 5.12% |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
133,538 | $562,237,685 | 5.07% |
| NXPI |
NXP Semiconductors N.V.
Technology
|
2,759,171 | $543,170,403 | 4.89% |
| MKL |
Markel Group Inc.
Financial Services
|
226,148 | $432,863,079 | 3.90% |
| META |
Meta Platforms, Inc.
Communication Services
|
753,583 | $431,147,441 | 3.88% |
| KKR |
KKR & Co. Inc.
Financial Services
|
4,343,729 | $401,794,932 | 3.62% |
| BRO |
Brown & Brown, Inc.
Financial Services
|
5,871,215 | $382,861,930 | 3.45% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,782,896 | $371,323,749 | 3.35% |
| LFUS |
Littelfuse Inc /De
Technology
|
982,714 | $333,483,995 | 3.00% |
Portfolio Trend
Holdings in NE
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,562,078 | 969,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,933,099 | 1,201,597 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,217,640 | 1,209,959 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,089,890 | 1,170,994 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $23,502,697 | 991,675 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,304,349 | 805,871 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $29,124,177 | 805,871 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,433,719 | 614,417 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $29,793,080 | 614,417 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,816,678 | 432,240 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,875,972 | 333,188 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,768,026 | 42,799 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,689,276 | 42,799 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,613,950 | 42,799 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,265,994 | 42,799 | Shares | Sole | 2022-11-14 | |
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