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 NTR
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $15,797,357 | 255,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,026,941 | 255,952 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,906,644 | 255,952 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $22,362,427 | 450,220 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,831,991 | 443,173 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,442,689 | 446,165 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,881,578 | 272,669 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,693,351 | 68,005 | Shares | Sole | 2024-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||