VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$10.5B
Holdings
239
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (239 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP COM | $671.4M |
METAMETA PLATFORMS INC CL A | $528.0M |
KKRKKR & CO INC COM | $505.3M |
GOOGLALPHABET INC CAP STK CL A | $487.3M |
BKNGBOOKING HOLDINGS INC COM | $487.2M |
NXPINXP SEMICONDUCTORS N V COM | $395.2M |
AMZNAMAZON COM INC COM | $377.0M |
MKLMARKEL GROUP INC COM | $327.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $271.3M |
TRVCCITIGROUP INC COM NEW | $250.4M |
SPOTSPOTIFY TECHNOLOGY S A SHS | $248.9M |
LFUSLITTELFUSE INC COM | $215.8M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $210.0M |
CPAYCORPAY INC COM SHS | $201.2M |
NVDANVIDIA CORPORATION COM | $188.6M |
VVISA INC COM CL A | $181.4M |
PTCPTC INC COM | $175.9M |
CBCHUBB LIMITED COM | $169.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $160.5M |
ADIANALOG DEVICES INC COM | $130.3M |
AAPLAPPLE INC COM | $120.1M |
DHRDANAHER CORPORATION COM | $116.3M |
NVRNVR INC COM | $103.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $94.7M |
LENLENNAR CORP CL A | $90.3M |
KMXCARMAX INC COM | $89.7M |
AVGOBROADCOM INC COM | $80.2M |
JPMJPMORGAN CHASE & CO. COM | $74.8M |
DGXQUEST DIAGNOSTICS INC COM | $73.3M |
JBLJABIL INC COM | $61.8M |
LITELUMENTUM HLDGS INC COM | $58.5M |
AMHAMERICAN HOMES 4 RENT CL A | $57.3M |
INVHINVITATION HOMES INC COM | $56.4M |
CSCOCISCO SYS INC COM | $51.1M |
HSICHENRY SCHEIN INC COM | $50.0M |
RYROYAL BK CDA COM | $48.7M |
WF2WINTRUST FINL CORP COM | $48.4M |
PNFPPINNACLE FINL PARTNERS INC COM | $46.2M |
MRKMERCK & CO INC COM | $45.8M |
NVSTENVISTA HOLDINGS CORPORATION COM | $45.5M |
BLKBLACKROCK INC COM | $44.2M |
WFGWEST FRASER TIMBER CO LTD COM | $44.2M |
STRASTRATEGIC ED INC COM | $42.6M |
SFSTIFEL FINL CORP COM | $42.1M |
BCBRUNSWICK CORP COM | $40.8M |
EHCENCOMPASS HEALTH CORP COM | $39.0M |
ALVAUTOLIV INC COM | $38.7M |
VSHVISHAY INTERTECHNOLOGY INC COM | $38.3M |
FISFIDELITY NATL INFORMATION SV COM | $37.6M |
SYYSYSCO CORP COM | $36.8M |
CNHICNH INDL N V SHS | $36.2M |
JT5MUELLER WTR PRODS INC COM SER A | $35.4M |
LLYELI LILLY & CO COM | $35.0M |
TXNTEXAS INSTRS INC COM | $35.0M |
DOCHEALTHPEAK PROPERTIES INC COM | $34.3M |
PEPPEPSICO INC COM | $33.7M |
RNRRENAISSANCERE HLDGS LTD COM | $33.7M |
FSLRFIRST SOLAR INC COM | $33.6M |
SPGSIMON PPTY GROUP INC NEW COM | $32.9M |
THRTHERMON GROUP HLDGS INC COM | $32.9M |
EQIXEQUINIX INC COM | $32.2M |
GNTXGENTEX CORP COM | $31.4M |
NENOBLE CORP PLC ORD SHS A | $31.1M |
OMCOMNICOM GROUP INC COM | $30.0M |
MDTMEDTRONIC PLC SHS | $29.9M |
GILDGILEAD SCIENCES INC COM | $29.9M |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $28.3M |
PGPROCTER AND GAMBLE CO COM | $28.2M |
MSMMSC INDL DIRECT INC CL A | $28.2M |
HOLXHOLOGIC INC COM | $28.1M |
FT2FIRST HORIZON CORPORATION COM | $27.6M |
PRUPRUDENTIAL FINL INC COM | $27.6M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $27.5M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $27.4M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $26.9M |
OREALTY INCOME CORP COM | $26.5M |
LNGCHENIERE ENERGY INC COM NEW | $26.4M |
PLDPROLOGIS INC. COM | $25.8M |
WMBWILLIAMS COS INC COM | $25.5M |
AKAMAKAMAI TECHNOLOGIES INC COM | $24.5M |
UNPUNION PAC CORP COM | $24.4M |
MHKMOHAWK INDS INC COM | $23.0M |
HBANHUNTINGTON BANCSHARES INC COM | $22.9M |
MRSHMARSH & MCLENNAN COS INC COM | $22.0M |
ZTSZOETIS INC CL A | $21.8M |
TRIPTRIPADVISOR INC COM | $21.8M |
DEDEERE & CO COM | $21.7M |
EXREXTRA SPACE STORAGE INC COM | $21.4M |
KOCOCA COLA CO COM | $21.0M |
AVBAVALONBAY CMNTYS INC COM | $20.8M |
VENVENTAS INC COM | $20.7M |
NTRNUTRIEN LTD COM | $20.3M |
CDNSCADENCE DESIGN SYSTEM INC COM | $20.3M |
NFLXNETFLIX INC COM | $20.3M |
TN1TENNANT CO COM | $20.2M |
CLCOLGATE PALMOLIVE CO COM | $19.5M |
HDHOME DEPOT INC COM | $19.1M |
ORCLORACLE CORP COM | $19.1M |
ISRGINTUITIVE SURGICAL INC COM NEW | $18.6M |
OTISOTIS WORLDWIDE CORP COM | $18.5M |
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