Universe · entity
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Institutional manager (13F) · CIK 1367401
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $8.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP COM | $648M | 1,749,983 |
| 2 | ALPHABET INC CAP STK CL A | $568M | 1,976,651 |
| 3 | BOOKING HOLDINGS INC COM | $562M | 133,538 |
| 4 | NXP SEMICONDUCTORS N V COM | $543M | 2,759,171 |
| 5 | MARKEL GROUP INC COM | $433M | 226,148 |
| 6 | META PLATFORMS INC CL A | $431M | 753,583 |
| 7 | KKR & CO INC COM | $402M | 4,343,729 |
| 8 | BROWN & BROWN INC COM | $383M | 5,871,215 |
| 9 | AMAZON COM INC COM | $371M | 1,782,896 |
| 10 | LITTELFUSE INC COM | $333M | 982,714 |
| 11 | SPOTIFY TECHNOLOGY S A SHS | $329M | 679,011 |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $322M | 952,622 |
| 13 | CORPAY INC COM SHS | $265M | 912,107 |
| 14 | LENNAR CORP CL A | $231M | 2,662,147 |
| 15 | THERMO FISHER SCIENTIFIC INC COM | $217M | 440,724 |
| 16 | CHUBB LTD SWITZ COM | $213M | 652,205 |
| 17 | PTC INC COM | $209M | 1,465,377 |
| 18 | NVIDIA CORPORATION COM | $187M | 1,071,854 |
| 19 | VISA INC COM CL A | $180M | 594,262 |
| 20 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $160M | 333,365 |
| 21 | APPLE INC COM | $143M | 564,361 |
| 22 | ZOETIS INC CL A | $124M | 1,050,678 |
| 23 | NVR INC COM | $117M | 17,736 |
| 24 | ANALOG DEVICES INC COM | $113M | 354,484 |
| 25 | ICON PLC SHS | $102M | 918,713 |
| 26 | BERKSHIRE HATHAWAY INC DEL CL A | $93M | 130 |
| 27 | BROADCOM INC COM | $77M | 248,986 |
| 28 | BANK AMERICA CORP COM | $66M | 1,354,598 |
| 29 | MERCK & CO INC COM | $63M | 522,959 |
| 30 | JPMORGAN CHASE & CO COM | $61M | 208,383 |
| 31 | PROCTER & GAMBLE CO COM | $58M | 400,329 |
| 32 | PROLOGIS INC. COM | $54M | 409,238 |
| 33 | PEPSICO INC COM | $53M | 339,748 |
| 34 | JABIL INC COM | $52M | 196,416 |
| 35 | WESCO INTL INC COM | $52M | 189,951 |
| 36 | QUEST DIAGNOSTICS INC COM | $50M | 256,298 |
| 37 | INVITATION HOMES INC COM | $50M | 1,993,191 |
| 38 | CACI INTL INC CL A | $50M | 91,042 |
| 39 | AKAMAI TECHNOLOGIES INC COM | $49M | 424,642 |
| 40 | NOBLE CORP PLC ORD SHS A | $48M | 969,270 |
| 41 | LYONDELLBASELL INDUSTRIES NV SHS - A - | $47M | 588,296 |
| 42 | TEXAS INSTRS INC COM | $46M | 236,860 |
| 43 | PUBLIC SVC ENTERPRISE GROUP COM | $44M | 543,691 |
| 44 | BRUNSWICK CORP COM | $44M | 602,804 |
| 45 | FIDELITY NATL INFORMATION SV COM | $44M | 927,565 |
| 46 | ELI LILLY & CO COM | $42M | 45,972 |
| 47 | WINTRUST FINL CORP COM | $41M | 294,670 |
| 48 | ADVANCED DRAIN SYS INC DEL COM | $40M | 294,898 |
| 49 | ACCENTURE PLC IRELAND SHS CLASS A | $40M | 202,956 |
| 50 | CNH INDL N V SHS | $40M | 3,624,464 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.