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 STRA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,637,460 | 296,980 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,767,646 | 346,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,529,765 | 459,595 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,550,102 | 499,825 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $45,671,973 | 543,973 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $57,760,278 | 618,286 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $50,675,104 | 547,543 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $53,925,724 | 487,310 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $52,671,392 | 505,872 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,635,310 | 472,397 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,502,122 | 471,789 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $41,630,355 | 613,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $69,696,222 | 775,868 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $68,639,413 | 876,397 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $58,230,865 | 948,231 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $70,414,137 | 997,650 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $67,057,208 | 1,010,202 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $48,776,876 | 843,307 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $42,262,282 | 599,465 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $43,232,199 | 568,396 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $39,159,358 | 426,062 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $21,646,011 | 227,064 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,226,927 | 144,604 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $10,951,864 | 71,278 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,382,525 | 59,978 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||