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 WCC
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,974,392 | 189,951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,505,975 | 186,012 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,503,600 | 106,400 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $1,057,077 | 7,350 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,238,558 | 6,917 | Shares | Sole | 2023-08-14 | |
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