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 PTC
Export CSVShares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,801,568 | 1,465,377 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $226,551,742 | 1,300,452 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $207,465,325 | 1,021,896 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $175,859,010 | 1,020,419 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $156,019,309 | 1,006,901 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $129,301,980 | 703,225 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $149,846,269 | 829,438 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $139,669,712 | 768,810 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $128,315,200 | 679,132 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $116,710,917 | 667,072 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $94,798,088 | 669,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $82,998,894 | 583,267 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $65,558,100 | 511,254 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,041,451 | 175,287 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,670,993 | 54,216 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,687,850 | 72,295 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,289,269 | 76,952 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,869,149 | 73,208 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,960,271 | 49,756 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,975,742 | 35,224 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,574,247 | 33,231 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,646,191 | 30,484 | Shares | Sole | 2021-02-12 | |
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