VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2024 Filing
Filed July 24, 2024
Portfolio Value
$8.9M
Holdings
216
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (216 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP COM | $596K |
GOOGLALPHABET INC CAP STK CL A | $559K |
KKRKKR & CO INC COM | $380K |
BKNGBOOKING HOLDINGS INC COM | $300K |
AMZNAMAZON COM INC COM | $293K |
METAMETA PLATFORMS INC CL A | $283K |
NXPINXP SEMICONDUCTORS N V COM | $244K |
MRKMERCK & CO INC COM | $223K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $193K |
TRVCCITIGROUP INC COM NEW | $154K |
PTCPTC INC COM | $140K |
VVISA INC COM CL A | $136K |
MKLMARKEL GROUP INC COM | $134K |
NVDANVIDIA CORPORATION COM | $132K |
JNJJOHNSON & JOHNSON COM | $125K |
MDTMEDTRONIC PLC SHS | $123K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $118K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $118K |
AMATAPPLIED MATLS INC COM | $104K |
LFUSLITTELFUSE INC COM | $101K |
KMXCARMAX INC COM | $99K |
DHRDANAHER CORPORATION COM | $97K |
CBCHUBB LIMITED COM | $93K |
ADIANALOG DEVICES INC COM | $93K |
AAPLAPPLE INC COM | $92K |
DOCHEALTHPEAK PROPERTIES INC COM | $83K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $80K |
CROXCROCS INC COM | $76K |
MHKMOHAWK INDS INC COM | $76K |
CRMSALESFORCE INC COM | $74K |
WFGWEST FRASER TIMBER CO LTD COM | $73K |
BCBRUNSWICK CORP COM | $72K |
JBLJABIL INC COM | $65K |
THRTHERMON GROUP HLDGS INC COM | $64K |
MAMASTERCARD INCORPORATED CL A | $63K |
GNTXGENTEX CORP COM | $62K |
WF2WINTRUST FINL CORP COM | $62K |
SPGIS&P GLOBAL INC COM | $62K |
MRSHMARSH & MCLENNAN COS INC COM | $62K |
AVTRAVANTOR INC COM | $62K |
LITELUMENTUM HLDGS INC COM | $59K |
STRASTRATEGIC ED INC COM | $54K |
AMHAMERICAN HOMES 4 RENT CL A | $53K |
BLKCHFBLACKROCK INC COM | $52K |
TDCTERADATA CORP DEL COM | $51K |
RNRRENAISSANCERE HLDGS LTD COM | $51K |
RYROYAL BK CDA COM | $51K |
EHCENCOMPASS HEALTH CORP COM | $50K |
JT5MUELLER WTR PRODS INC COM SER A | $50K |
TXNTEXAS INSTRS INC COM | $49K |
NVSTENVISTA HOLDINGS CORPORATION COM | $49K |
DGXQUEST DIAGNOSTICS INC COM | $49K |
CSCOCISCO SYS INC COM | $48K |
WMBWILLIAMS COS INC COM | $46K |
NKENIKE INC CL B | $46K |
FERGFERGUSON PLC NEW SHS | $46K |
PGPROCTER AND GAMBLE CO COM | $43K |
DEDEERE & CO COM | $42K |
HDHOME DEPOT INC COM | $41K |
TRIPTRIPADVISOR INC COM | $41K |
JPMJPMORGAN CHASE & CO. COM | $40K |
FSLRFIRST SOLAR INC COM | $39K |
UNPUNION PAC CORP COM | $39K |
TROXTRONOX HOLDINGS PLC SHS | $38K |
XYLXYLEM INC COM | $38K |
GILDGILEAD SCIENCES INC COM | $38K |
AVBAVALONBAY CMNTYS INC COM | $38K |
EQIXEQUINIX INC COM | $37K |
NEENEXTERA ENERGY INC COM | $37K |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $36K |
IQVIQVIA HLDGS INC COM | $35K |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $34K |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $33K |
SYYSYSCO CORP COM | $31K |
PLDPROLOGIS INC. COM | $30K |
ADBEADOBE INC COM | $30K |
LXFRLUXFER HLDGS PLC SHS | $30K |
CMECME GROUP INC COM | $29K |
AVGOBROADCOM INC COM | $29K |
ALVAUTOLIV INC COM | $28K |
NENOBLE CORP PLC ORD SHS A | $27K |
PRUPRUDENTIAL FINL INC COM | $27K |
UNHUNITEDHEALTH GROUP INC COM | $26K |
ELLAUDER ESTEE COS INC CL A | $26K |
LNGCHENIERE ENERGY INC COM NEW | $25K |
PSXPHILLIPS 66 COM | $25K |
GMS1EURGMS INC COM | $25K |
CAHCARDINAL HEALTH INC COM | $24K |
AMEDAMEDISYS INC COM | $24K |
EWEDWARDS LIFESCIENCES CORP COM | $24K |
KVUEKENVUE INC COM | $24K |
TSLATESLA INC COM | $24K |
CBRECBRE GROUP INC CL A | $23K |
NOWSERVICENOW INC COM | $23K |
EXREXTRA SPACE STORAGE INC COM | $23K |
VICIVICI PPTYS INC COM | $23K |
KMIKINDER MORGAN INC DEL COM | $22K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $21K |
KOCOCA COLA CO COM | $21K |
INVHINVITATION HOMES INC COM | $21K |
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