EdgeMarket › What Van Lanschot Kempen Investment Management N.V. reported owning
What Van Lanschot Kempen Investment Management N.V. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
11.4BPositions
240Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 647.8M | 5.7% | 1.7M | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 568.4M | 5.0% | 2.0M | 344.82 | +73.0% |
| BKNG Booking Holdings Inc. | 562.2M | 4.9% | 133.5K | 209.62 | -7.1% |
| NXPI NXP Semiconductors N.V. | 543.2M | 4.8% | 2.8M | 225.56 | -1.4% |
| MKL MARKEL GROUP INC. | 432.9M | 3.8% | 226.1K | 1,795.62 | -8.9% |
| META Meta Platforms, Inc. | 431.1M | 3.8% | 753.6K | 549.90 | -26.5% |
| KKR KKR & Co. Inc. | 401.8M | 3.5% | 4.3M | 108.48 | -21.4% |
| BRO BROWN & BROWN, INC. | 382.9M | 3.4% | 5.9M | 72.92 | -24.7% |
| AMZN AMAZON COM INC | 371.3M | 3.3% | 1.8M | 258.63 | +15.6% |
| LFUS LITTELFUSE INC /DE | 333.5M | 2.9% | 982.7K | 412.26 | +65.4% |
| SPOT Spotify Technology S.A. | 329.3M | 2.9% | 679.0K | 533.72 | -24.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 321.9M | 2.8% | 952.6K | 418.95 | +83.3% |
| CPAY CORPAY, INC. | 265.4M | 2.3% | 912.1K | 417.13 | +31.8% |
| LEN LENNAR CORP /NEW/ | 231.2M | 2.0% | 2.7M | 87.02 | -33.2% |
| TMO THERMO FISHER SCIENTIFIC INC. | 216.6M | 1.9% | 440.7K | 629.27 | +27.2% |
| CB Chubb Ltd | 212.6M | 1.9% | 652.2K | 340.99 | +21.9% |
| PTC PTC INC. | 208.8M | 1.8% | 1.5M | 154.68 | -26.7% |
| NVDA NVIDIA CORP | 186.9M | 1.6% | 1.1M | 214.72 | +22.4% |
| V VISA INC. | 179.6M | 1.6% | 594.3K | 371.04 | +7.9% |
| unmapped CUSIP 084670702 | 159.7M | 1.4% | 333.4K | — | — |
| AAPL Apple Inc. | 143.2M | 1.3% | 564.4K | 309.35 | +36.9% |
| ZTS Zoetis Inc. | 124.2M | 1.1% | 1.1M | 77.73 | -50.4% |
| NVR NVR INC | 116.9M | 1.0% | 17.7K | 6,358.51 | -20.8% |
| ADI ANALOG DEVICES INC | 112.8M | 1.0% | 354.5K | 373.09 | +52.4% |
| ICLR ICON PLC | 101.7M | 0.9% | 918.7K | 172.23 | -4.4% |
| unmapped CUSIP 084670108 | 93.4M | 0.8% | 130 | — | — |
| AVGO Broadcom Inc. | 77.1M | 0.7% | 249.0K | 368.45 | +26.5% |
| BAC BANK OF AMERICA CORP /DE/ | 66.0M | 0.6% | 1.4M | 61.69 | +27.6% |
| MRK Merck & Co., Inc. | 62.9M | 0.6% | 523.0K | 152.55 | +80.2% |
| JPM JPMORGAN CHASE & CO | 61.3M | 0.5% | 208.4K | 351.58 | +20.3% |
| PG PROCTER & GAMBLE Co | 57.8M | 0.5% | 400.3K | 144.68 | -9.3% |
| PLD Prologis, Inc. | 54.1M | 0.5% | 409.2K | 141.80 | +28.7% |
| PEP PEPSICO INC | 52.8M | 0.5% | 339.7K | 143.48 | -4.8% |
| JBL JABIL INC | 52.2M | 0.5% | 196.4K | 313.21 | +53.5% |
| WCC WESCO INTERNATIONAL INC | 52.0M | 0.5% | 190.0K | 349.14 | +66.6% |
| DGX QUEST DIAGNOSTICS INC | 50.2M | 0.4% | 256.3K | 244.39 | +32.5% |
| INVH Invitation Homes Inc. | 49.5M | 0.4% | 2.0M | 30.11 | -1.4% |
| CACI CACI INTERNATIONAL INC /DE/ | 49.5M | 0.4% | 91.0K | 647.39 | +33.0% |
| AKAM AKAMAI TECHNOLOGIES INC | 48.8M | 0.4% | 424.6K | 110.42 | +45.2% |
| NE Noble Corp plc | 47.6M | 0.4% | 969.3K | 46.27 | +73.9% |
| LYB LyondellBasell Industries N.V. | 47.4M | 0.4% | 588.3K | 67.53 | +22.0% |
| TXN TEXAS INSTRUMENTS INC | 46.0M | 0.4% | 236.9K | 264.36 | +31.7% |
| PEG PUBLIC SERVICE ENTERPRISE GROUP INC | 44.0M | 0.4% | 543.7K | 72.61 | -14.7% |
| BC BRUNSWICK CORP | 43.9M | 0.4% | 602.8K | 80.83 | +29.0% |
| FIS Fidelity National Information Services, Inc. | 43.5M | 0.4% | 927.6K | 41.34 | -40.7% |
| LLY ELI LILLY & Co | 42.3M | 0.4% | 46.0K | 1,255.40 | +78.0% |
| WTFC WINTRUST FINANCIAL CORP | 40.9M | 0.4% | 294.7K | 152.67 | +18.5% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 40.4M | 0.4% | 294.9K | 143.73 | +1.4% |
| ACN Accenture plc | 40.2M | 0.4% | 203.0K | 185.28 | -27.4% |
| CNH CNH Industrial N.V. | 39.9M | 0.3% | 3.6M | 11.87 | -2.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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