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 | Open |
|---|---|---|---|---|---|
| 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
22 quarters · across all stocks
Holdings in TRIP
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,156,496 | 952,767 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,434,175 | 1,815,534 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,749,346 | 2,321,608 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $34,482,273 | 2,379,729 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $40,822,069 | 2,292,087 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $60,719,288 | 2,184,933 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $45,702,398 | 2,122,731 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,061,070 | 2,355,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,335,678 | 3,113,140 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $61,881,535 | 3,115,888 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,702,526 | 2,931,175 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $62,784,016 | 2,843,479 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,775,004 | 2,683,989 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $44,245,927 | 1,631,487 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $34,340,594 | 1,259,743 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $25,091,718 | 741,262 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,015,896 | 347,789 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,295,103 | 228,576 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,595,109 | 229,156 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||