VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

Est. AUM

$11.40B

13F long equity, this entity only

Positions

240

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP COM	COM	$647.8M	1749983	5.68%	SOLE
2	ALPHABET INC CAP STK CL A	CL A	$568.4M	1976651	4.99%	SOLE
3	BOOKING HOLDINGS INC COM	COM	$562.2M	133538	4.93%	SOLE
4	NXP SEMICONDUCTORS N V COM	COM	$543.2M	2759171	4.76%	SOLE
5	MARKEL GROUP INC COM	COM	$432.9M	226148	3.80%	SOLE
6	META PLATFORMS INC CL A	CL A	$431.1M	753583	3.78%	SOLE
7	KKR & CO INC COM	COM	$401.8M	4343729	3.52%	SOLE
8	BROWN & BROWN INC COM	COM	$382.9M	5871215	3.36%	SOLE
9	AMAZON COM INC COM	COM	$371.3M	1782896	3.26%	SOLE
10	LITTELFUSE INC COM	COM	$333.5M	982714	2.92%	SOLE
11	SPOTIFY TECHNOLOGY S A SHS	SHS	$329.3M	679011	2.89%	SOLE
12	TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS	SPONSORED ADS	$321.9M	952622	2.82%	SOLE
13	CORPAY INC COM SHS	SHS	$265.4M	912107	2.33%	SOLE
14	LENNAR CORP CL A	CL A	$231.2M	2662147	2.03%	SOLE
15	THERMO FISHER SCIENTIFIC INC COM	COM	$216.6M	440724	1.90%	SOLE
16	CHUBB LTD SWITZ COM	COM	$212.6M	652205	1.86%	SOLE
17	PTC INC COM	COM	$208.8M	1465377	1.83%	SOLE
18	NVIDIA CORPORATION COM	COM	$186.9M	1071854	1.64%	SOLE
19	VISA INC COM CL A	CL A	$179.6M	594262	1.58%	SOLE
20	BERKSHIRE HATHAWAY INC DEL CL B NEW	CL B NEW	$159.7M	333365	1.40%	SOLE
21	APPLE INC COM	COM	$143.2M	564361	1.26%	SOLE
22	ZOETIS INC CL A	CL A	$124.2M	1050678	1.09%	SOLE
23	NVR INC COM	COM	$116.9M	17736	1.03%	SOLE
24	ANALOG DEVICES INC COM	COM	$112.8M	354484	0.99%	SOLE
25	ICON PLC SHS	SHS	$101.7M	918713	0.89%	SOLE
26	BERKSHIRE HATHAWAY INC DEL CL A	CL A	$93.4M	130	0.82%	SOLE
27	BROADCOM INC COM	COM	$77.1M	248986	0.68%	SOLE
28	BANK AMERICA CORP COM	COM	$66.0M	1354598	0.58%	SOLE
29	MERCK & CO INC COM	COM	$62.9M	522959	0.55%	SOLE
30	JPMORGAN CHASE & CO COM	COM	$61.3M	208383	0.54%	SOLE
31	PROCTER & GAMBLE CO COM	COM	$57.8M	400329	0.51%	SOLE
32	PROLOGIS INC. COM	COM	$54.1M	409238	0.47%	SOLE
33	PEPSICO INC COM	COM	$52.8M	339748	0.46%	SOLE
34	JABIL INC COM	COM	$52.2M	196416	0.46%	SOLE
35	WESCO INTL INC COM	COM	$52.0M	189951	0.46%	SOLE
36	QUEST DIAGNOSTICS INC COM	COM	$50.2M	256298	0.44%	SOLE
37	INVITATION HOMES INC COM	COM	$49.5M	1993191	0.43%	SOLE
38	CACI INTL INC CL A	CL A	$49.5M	91042	0.43%	SOLE
39	AKAMAI TECHNOLOGIES INC COM	COM	$48.8M	424642	0.43%	SOLE
40	NOBLE CORP PLC ORD SHS A	SHS A	$47.6M	969270	0.42%	SOLE
41	LYONDELLBASELL INDUSTRIES NV SHS - A -	SHS - A -	$47.4M	588296	0.42%	SOLE
42	TEXAS INSTRS INC COM	COM	$46.0M	236860	0.40%	SOLE
43	PUBLIC SVC ENTERPRISE GROUP COM	COM	$44.0M	543691	0.39%	SOLE
44	BRUNSWICK CORP COM	COM	$43.9M	602804	0.38%	SOLE
45	FIDELITY NATL INFORMATION SV COM	COM	$43.5M	927565	0.38%	SOLE
46	ELI LILLY & CO COM	COM	$42.3M	45972	0.37%	SOLE
47	WINTRUST FINL CORP COM	COM	$40.9M	294670	0.36%	SOLE
48	ADVANCED DRAIN SYS INC DEL COM	COM	$40.4M	294898	0.35%	SOLE
49	ACCENTURE PLC IRELAND SHS CLASS A	SHS CLASS A	$40.2M	202956	0.35%	SOLE
50	CNH INDL N V SHS	SHS	$39.9M	3624464	0.35%	SOLE

1–50 of 240

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.