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 NVST
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,811,575 | 741,489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,955,909 | 1,011,327 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,616,969 | 2,043,052 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,517,961 | 2,329,476 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $46,987,433 | 2,722,331 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $60,148,592 | 3,118,123 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $63,055,918 | 3,191,089 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,840,913 | 2,936,916 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $47,239,323 | 2,209,510 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,270,460 | 1,756,877 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||