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 OMC
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,769,663 | 514,801 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,855,091 | 431,642 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,622,611 | 424,661 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,978,045 | 416,709 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $14,884,915 | 179,531 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,658,376 | 170,367 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,325,774 | 177,249 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,530,837 | 173,142 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $16,019,682 | 165,561 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,322,682 | 165,561 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,474,357 | 167,486 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,646,751 | 164,443 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,113,759 | 213,205 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,735,368 | 303,241 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,561,472 | 325,907 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,657,156 | 324,747 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,510,599 | 300,549 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $26,253,300 | 358,309 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $25,249,628 | 348,463 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,266,706 | 353,378 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,202,978 | 353,378 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $23,129,166 | 370,838 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $17,600,418 | 355,564 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $9,204,140 | 168,574 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,839,668 | 161,014 | Shares | Sole | 2020-05-15 | |
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