Institutions / Van Lanschot Kempen Investment Management N.V.
Van Lanschot Kempen Investment Management N.V.
CIK 1367401 · Institution · as of Mar 31, 2026
Portfolio value
$11.40B
Positions
240
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$11.40B-2.3%Positions
240-4.0%Top holdings
Mar 31, 2026View all 240 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $647.78M | 5.7% |
| Alphabet Inc. | $568.40M | 5.0% |
| Booking Holdings Inc | $562.24M | 4.9% |
| NXP Semiconductors N.V. | $543.17M | 4.8% |
| Markel Group Inc | $432.86M | 3.8% |
| Meta Platforms Inc | $431.15M | 3.8% |
| KKR & Co. Inc. | $401.79M | 3.5% |
| Brown & Brown, Inc. | $382.86M | 3.4% |
| Amazon.com Inc | $371.32M | 3.3% |
| Littelfuse Inc /De | $333.48M | 2.9% |
| Spotify Technology S a Shs | $329.26M | 2.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $321.94M | 2.8% |
| Corpay Inc | $265.41M | 2.3% |
| Lennar Corp /New | $231.18M | 2.0% |
| Thermo Fisher Scientific Inc. | $216.63M | 1.9% |
| Chubb Ltd | $212.57M | 1.9% |
| PTC Inc | $208.80M | 1.8% |
| NVIDIA Corp | $186.92M | 1.6% |
| Visa Inc | $179.60M | 1.6% |
| Warren E. Buffett | $159.75M | 1.4% |
| Apple Inc. | $143.22M | 1.3% |
| Zoetis Inc. | $124.20M | 1.1% |
| Nvr Inc | $116.88M | 1.0% |
| Analog Devices Inc | $112.78M | 1.0% |
| ICON plc | $101.66M | 0.9% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Booking Holdings Inc | $173.68M | +41K +44.70% | 133,538 4.93% of portfolio | high |
| Q1 2026 as of | Add | Microsoft Corp | $143.88M | +389K +28.55% | 1,749,983 5.68% of portfolio | high |
| Q1 2026 as of | Add | NXP Semiconductors N.V. | $130.53M | +663K +31.63% | 2,759,171 4.76% of portfolio | high |
| Q1 2026 as of | Add | L8681T102 | $124.81M | +257K +61.05% | 679,011 2.89% of portfolio | high |
| Q1 2026 as of | Trim | Danaher Corp /De | $-102.96M | -543K -91.18% | 52,537 0.09% of portfolio | high |
| Q1 2026 as of | Add | Brown & Brown, Inc. | $86.90M | +1.3M +29.36% | 5,871,215 3.36% of portfolio | high |
| Q1 2026 as of | Trim | Alphabet Inc. | $-86.24M | -300K -13.17% | 1,976,651 4.99% of portfolio | high |
| Q1 2026 as of | Trim | Lumentum Hldgs Inc | $-66.40M | -94K -72.17% | 36,433 0.22% of portfolio | high |
| Q1 2026 as of | Add | Corpay Inc | $61.87M | +213K +30.40% | 912,107 2.33% of portfolio | high |
| Q1 2026 as of | Add | Lennar Corp /New | $60.68M | +699K +35.59% | 2,662,147 2.03% of portfolio | high |