VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$9.8M
Holdings
215
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (215 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP COM | $615K |
GOOGLALPHABET INC CAP STK CL A | $488K |
KKRKKR & CO INC COM | $473K |
BKNGBOOKING HOLDINGS INC COM | $364K |
METAMETA PLATFORMS INC CL A | $357K |
AMZNAMAZON COM INC COM | $305K |
NXPINXP SEMICONDUCTORS N V COM | $240K |
MRKMERCK & CO INC COM | $204K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $199K |
MKLMARKEL GROUP INC COM | $160K |
JNJJOHNSON & JOHNSON COM | $156K |
TRVCCITIGROUP INC COM NEW | $152K |
PTCPTC INC COM | $150K |
MDTMEDTRONIC PLC SHS | $148K |
VVISA INC COM CL A | $147K |
NVDANVIDIA CORPORATION COM | $140K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $138K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $134K |
CBCHUBB LIMITED COM | $113K |
LFUSLITTELFUSE INC COM | $112K |
DHRDANAHER CORPORATION COM | $110K |
DOCHEALTHPEAK PROPERTIES INC COM | $104K |
KMXCARMAX INC COM | $104K |
BCBRUNSWICK CORP COM | $102K |
AAPLAPPLE INC COM | $100K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $90K |
WFGWEST FRASER TIMBER CO LTD COM | $83K |
AMATAPPLIED MATLS INC COM | $82K |
CRMSALESFORCE INC COM | $80K |
JBLJABIL INC COM | $76K |
CROXCROCS INC COM | $75K |
AVTRAVANTOR INC COM | $75K |
LITELUMENTUM HLDGS INC COM | $73K |
MRSHMARSH & MCLENNAN COS INC COM | $70K |
MAMASTERCARD INCORPORATED CL A | $69K |
WF2WINTRUST FINL CORP COM | $68K |
MHKMOHAWK INDS INC COM | $67K |
RNRRENAISSANCERE HLDGS LTD COM | $66K |
GNTXGENTEX CORP COM | $65K |
SPGIS&P GLOBAL INC COM | $64K |
ADIANALOG DEVICES INC COM | $63K |
NVSTENVISTA HOLDINGS CORPORATION COM | $63K |
BLKCHFBLACKROCK INC COM | $62K |
DGXQUEST DIAGNOSTICS INC COM | $61K |
AMHAMERICAN HOMES 4 RENT CL A | $61K |
THRTHERMON GROUP HLDGS INC COM | $59K |
CSCOCISCO SYS INC COM | $57K |
RYROYAL BK CDA COM | $57K |
EHCENCOMPASS HEALTH CORP COM | $56K |
HSICHENRY SCHEIN INC COM | $55K |
NKENIKE INC CL B | $54K |
GMS1EURGMS INC COM | $52K |
TXNTEXAS INSTRS INC COM | $52K |
WMBWILLIAMS COS INC COM | $52K |
STRASTRATEGIC ED INC COM | $51K |
DEDEERE & CO COM | $49K |
HDHOME DEPOT INC COM | $49K |
JT5MUELLER WTR PRODS INC COM SER A | $49K |
EQIXEQUINIX INC COM | $47K |
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | $46K |
PGPROCTER AND GAMBLE CO COM | $45K |
NEENEXTERA ENERGY INC COM | $45K |
JPMJPMORGAN CHASE & CO. COM | $43K |
UNPUNION PAC CORP COM | $42K |
GILDGILEAD SCIENCES INC COM | $42K |
QDELQUIDELORTHO CORP COM | $41K |
TROXTRONOX HOLDINGS PLC SHS | $39K |
TDCTERADATA CORP DEL COM | $38K |
XYLXYLEM INC COM | $38K |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $37K |
KOCOCA COLA CO COM | $37K |
AVBAVALONBAY CMNTYS INC COM | $36K |
SYYSYSCO CORP COM | $35K |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $35K |
TRIPTRIPADVISOR INC COM | $34K |
AVGOBROADCOM INC COM | $34K |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $33K |
LXFRLUXFER HLDGS PLC SHS | $33K |
CBRECBRE GROUP INC CL A | $32K |
TSLATESLA INC COM | $31K |
KVUEKENVUE INC COM | $31K |
UNHUNITEDHEALTH GROUP INC COM | $30K |
CNHICNH INDL N V SHS | $30K |
PLDPROLOGIS INC. COM | $30K |
IQVIQVIA HLDGS INC COM | $29K |
NENOBLE CORP PLC ORD SHS A | $29K |
NTRNUTRIEN LTD COM | $29K |
ADBEADOBE INC COM | $29K |
EXREXTRA SPACE STORAGE INC COM | $29K |
PRUPRUDENTIAL FINL INC COM | $29K |
LNGCHENIERE ENERGY INC COM NEW | $28K |
CAHCARDINAL HEALTH INC COM | $28K |
VSHVISHAY INTERTECHNOLOGY INC COM | $28K |
VICIVICI PPTYS INC COM | $27K |
FSLRFIRST SOLAR INC COM | $27K |
CMECME GROUP INC COM | $26K |
NOWSERVICENOW INC COM | $26K |
PEPPEPSICO INC COM | $25K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $25K |
KMIKINDER MORGAN INC DEL COM | $25K |
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