VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 13F Holdings

CIK 0001367401

As of Sep 30, 2025, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. reported 244 positions worth 1.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology1,337,826$692.9M6.24%
ALPHABET INCGOOGLEquity2,615,912$635.9M5.73%
META PLATFORMS INCMETACommunication Services693,362$509.2M4.59%
KKR & CO INCKKRFinancial Services3,798,345$493.6M4.44%
BOOKING HOLDINGS INCBKNGIndustrials83,517$450.9M4.06%
NXP SEMICONDUCTORS NVNXPITechnology1,869,074$425.6M3.83%
AMAZON.COM INCAMZNEquity1,767,513$388.1M3.49%
MARKEL GROUP INCMKLFinancial Services181,230$346.4M3.12%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology1,094,565$305.7M2.75%
CITIGROUP INCCFinancial Services2,817,029$285.9M2.57%
THERMO FISHER SCIENTIFIC INCTMOHealthcare517,264$250.9M2.26%
LITTELFUSE INCLFUSTechnology943,295$244.3M2.20%
SPOTIFY TECHNOLOGY SASPOTCommunication Services326,999$228.2M2.06%
NVIDIA CORPNVDATechnology1,153,025$215.1M1.94%
PTC INCPTCTechnology1,021,896$207.5M1.87%
CORPAY INCCPAYTechnology667,990 92.4M1.73%
VISA INC-CLASS A SHARESVFinancial Services558,658 90.7M1.72%
BROWN & BROWN INCBROFinancial Services1,949,536 82.8M1.65%
CHUBB LTDCBFinancial Services639,366 80.5M1.63%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services328,716 65.3M1.49%
APPLE INCAAPLTechnology555,516 41.5M1.27%
NVR INCNVRConsumer Cyclical17,490 40.5M1.27%
ANALOG DEVICES INCADITechnology552,449 35.7M1.22%
LENNAR CORPLENConsumer Cyclical1,028,517 29.6M1.17%
DANAHER CORPDHRHealthcare587,262 16.4M1.05%