CIK 1367401
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Institutional 13F holdings & portfolio
Holdings
250
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 250
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 2.3M | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 1.4M | $1M+ | SH |
| KKR | KKR & CO INC COM | 3.9M | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC COM | 92K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 715K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 2.1M | $1M+ | SH |
| MKL | MARKEL GROUP INC COM | 205K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 1.8M | $1M+ | SH |
| BRO | BROWN & BROWN INC COM | 4.5M | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 951K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 446K | $1M+ | SH |
| LFUS | LITTELFUSE INC COM | 980K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 422K | $1M+ | SH |
| PTC | PTC INC COM | 1.3M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 1.2M | $1M+ | SH |
| CPAY | CORPAY INC COM SHS | 699K | $1M+ | SH |
| V | VISA INC COM CL A | 596K | $1M+ | SH |
| CB | CHUBB LIMITED COM | 647K | $1M+ | SH |
| LEN | LENNAR CORP CL A | 2.0M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 355K | $1M+ | SH |
| AAPL | APPLE INC COM | 613K | $1M+ | SH |
| ADI | ANALOG DEVICES INC COM | 527K | $1M+ | SH |
| DHR | DANAHER CORPORATION COM | 596K | $1M+ | SH |
| ICLR | ICON PLC SHS | 744K | $1M+ | SH |
| ZTS | ZOETIS INC CL A | 1.1M | $1M+ | SH |
| NVR | NVR INC COM | 18K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 130 | $1M+ | SH |
| AVGO | BROADCOM INC COM | 276K | $1M+ | SH |
| RY | ROYAL BK CDA COM | 321K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 224K | $1M+ | SH |
| INVH | INVITATION HOMES INC COM | 2.1M | $1M+ | SH |
| BC | BRUNSWICK CORP COM | 754K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 525K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 51K | $1M+ | SH |
| C | CITIGROUP INC COM NEW | 444K | $1M+ | SH |
| PLD | PROLOGIS INC. COM | 403K | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC COM | 131K | $1M+ | SH |
| WTFC | WINTRUST FINL CORP COM | 331K | $1M+ | SH |
| PEP | PEPSICO INC COM | 319K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 263K | $1M+ | SH |
| WCC | WESCO INTL INC COM | 186K | $1M+ | SH |
| FSLR | FIRST SOLAR INC COM | 171K | $1M+ | SH |
| SF | STIFEL FINL CORP COM | 352K | $1M+ | SH |
| FIS | FIDELITY NATL INFORMATION SV COM | 661K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN COM | 510K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 149K | $1M+ | SH |
| CACI | CACI INTL INC CL A | 73K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 36K | $1M+ | SH |
| JBL | JABIL INC COM | 164K | $1M+ | SH |
| ALGN | ALIGN TECHNOLOGY INC COM | 227K | $1M+ | SH |