VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Q2 2026 13F filing
Updated 27 days ago241 disclosed positions worth $13.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NXPI NXP SEMICONDUCTORS N V COM | $818.1M | 2.91M | 6.26% | Added(+5.5%) |
| 2 | G GOOGN ALPHABET INC CAP STK CL A | $711.5M | 1.99M | 5.44% | Added(+0.7%) |
| 3 | M MSFT MICROSOFT CORP COM | $662.3M | 1.78M | 5.06% | Added(+1.4%) |
| 4 | B BKNG BOOKING HOLDINGS INC COM | $603M | 3.38M | 4.61% | Added(+2433.2%) |
| 5 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $537.8M | 1.13M | 4.11% | Added(+18.2%) |
| 6 | A AMZN AMAZON COM INC COM | $460.6M | 1.93M | 3.52% | Added(+8.4%) |
| 7 | M MKL MARKEL GROUP INC COM | $450.4M | 230.6K | 3.44% | Added(+2.0%) |
| 8 | B BRO BROWN & BROWN INC COM | $430.4M | 6.71M | 3.29% | Added(+14.3%) |
| 9 | M META META PLATFORMS INC CL A | $429.3M | 762.1K | 3.28% | Added(+1.1%) |
| 10 | L LFUS LITTELFUSE INC COM | $425.1M | 933.5K | 3.25% | Trimmed(-5.0%) |
| 11 | K KKRS KKR & CO INC COM | $403.5M | 4.40M | 3.09% | Added(+1.2%) |
| 12 | S SPOT SPOTIFY TECHNOLOGY S A SHS | $375.8M | 818.6K | 2.87% | Added(+20.6%) |
| 13 | C CPAY CORPAY INC COM SHS | $307.4M | 922.4K | 2.35% | Added(+1.1%) |
| 14 | V V VISA INC COM CL A | $291.6M | 849.8K | 2.23% | Added(+43.0%) |
| 15 | L LEN-B LENNAR CORP CL A | $243.6M | 2.69M | 1.86% | Added(+1.1%) |
| 16 | C CB CHUBB LIMITED COM | $225.2M | 660.9K | 1.72% | Added(+1.3%) |
| 17 | T TMO THERMO FISHER SCIENTIFIC INC COM | $223M | 444.8K | 1.71% | Added(+0.9%) |
| 18 | N NVDA NVIDIA CORPORATION COM | $209M | 1.04M | 1.60% | Trimmed(-2.5%) |
| 19 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $196.4M | 392.4K | 1.50% | Added(+17.7%) |
| 20 | P PAR PTC INC COM | $168.6M | 1.48M | 1.29% | Added(+1.3%) |
| 21 | A AAPL APPLE INC COM | $168.5M | 582.4K | 1.29% | Added(+3.2%) |
| 22 | I ICLR ICON PUB LTD CO SHS | $167.1M | 961.7K | 1.28% | Added(+4.7%) |
| 23 | A ADI ANALOG DEVICES INC COM | $128.2M | 322.9K | 0.98% | Trimmed(-8.9%) |
| 24 | N NVR NVR INC COM | $122.8M | 18.0K | 0.94% | Added(+1.6%) |
| 25 | A AVGO BROADCOM INC COM | $99.7M | 264.0K | 0.76% | Added(+6.0%) |
| 26 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL A | $98.1M | 131 | 0.75% | Added(+0.8%) |
| 27 | A AJG GALLAGHER ARTHUR J & CO COM | $95.5M | 415.9K | 0.73% | — |
| 28 | B BAC-PS BANK OF AMER CORP COM | $78.2M | 1.37M | 0.60% | Added(+1.3%) |
| 29 | P PG PROCTER & GAMBLE CO COM | $71.7M | 489.1K | 0.55% | Added(+22.2%) |
| 30 | J JPM-PM JPMORGAN CHASE & CO COM | $69.1M | 211.0K | 0.53% | Added(+1.3%) |
| 31 | M MU MICRON TECHNOLOGY INC COM | $64.6M | 55.9K | 0.49% | Added(+8.9%) |
| 32 | G GILD GILEAD SCIENCES INC COM | $61.9M | 489.9K | 0.47% | Added(+83.3%) |
| 33 | I INVH INVITATION HOMES INC COM | $61.1M | 2.02M | 0.47% | Added(+1.5%) |
| 34 | L LLY ELI LILLY & CO COM | $57.5M | 47.9K | 0.44% | Added(+4.3%) |
| 35 | J JBL JABIL INC COM | $57.2M | 148.3K | 0.44% | Trimmed(-24.5%) |
| 36 | W WCC WESCO INTL INC COM | $56.6M | 164.0K | 0.43% | Trimmed(-13.7%) |
| 37 | P PLDGP PROLOGIS INC. COM | $56.2M | 414.5K | 0.43% | Added(+1.3%) |
| 38 | C CAT CATERPILLAR INC COM | $53.5M | 50.2K | 0.41% | Trimmed(-2.4%) |
| 39 | L LRCX LAM RESEARCH CORP COM NEW | $53.4M | 123.2K | 0.41% | Trimmed(-17.2%) |
| 40 | W WTFCN WINTRUST FINL CORP COM | $53M | 329.6K | 0.41% | Added(+11.9%) |
| 41 | V VZ VERIZON COMMUNICATIONS INC COM | $52.6M | 1.24M | 0.40% | Added(+625.0%) |
| 42 | D DGX QUEST DIAGNOSTICS INC COM | $51.5M | 242.9K | 0.39% | Trimmed(-5.2%) |
| 43 | M MDT MEDTRONIC PLC SHS | $49.6M | 633.5K | 0.38% | Added(+67.2%) |
| 44 | B BC-PC BRUNSWICK CORP COM | $48.7M | 578.3K | 0.37% | Trimmed(-4.1%) |
| 45 | C C-PR CITIGROUP INC COM NEW | $48.7M | 348.0K | 0.37% | Added(+4.6%) |
| 46 | A AMAT APPLIED MATLS INC COM | $48.7M | 67.3K | 0.37% | Trimmed(-0.2%) |
| 47 | C CNH CNH INDL N V SHS | $47M | 4.19M | 0.36% | Added(+15.5%) |
| 48 | P PEP PEPSICO INC COM | $46.4M | 342.9K | 0.35% | Added(+0.9%) |
| 49 | E EXE EXPAND ENERGY CORPORATION COM | $44.5M | 487.6K | 0.34% | Added(+84.4%) |
| 50 | R RYLBF ROYAL BK CDA COM | $44.1M | 152.4K | 0.34% | Added(+0.2%) |