VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$10.1B
Holdings
232
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (232 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP COM | $588.5M |
GOOGLALPHABET INC CAP STK CL A | $535.7M |
KKRKKR & CO INC COM | $456.1M |
BKNGBOOKING HOLDINGS INC COM | $413.0M |
METAMETA PLATFORMS INC CL A | $356.8M |
AMZNAMAZON COM INC COM | $355.9M |
NXPINXP SEMICONDUCTORS N V COM | $248.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $219.8M |
MKLMARKEL GROUP INC COM | $209.9M |
MRKMERCK & CO INC COM | $178.6M |
VVISA INC COM CL A | $178.3M |
TRVCCITIGROUP INC COM NEW | $173.1M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $161.3M |
NVDANVIDIA CORPORATION COM | $155.7M |
JNJJOHNSON & JOHNSON COM | $155.4M |
MDTMEDTRONIC PLC SHS | $149.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $134.6M |
PTCPTC INC COM | $129.3M |
CBCHUBB LIMITED COM | $127.4M |
DHRDANAHER CORPORATION COM | $127.1M |
SPOTSPOTIFY TECHNOLOGY S A SHS | $125.2M |
CPAYCORPAY INC COM SHS | $116.2M |
KMXCARMAX INC COM | $106.2M |
AAPLAPPLE INC COM | $105.3M |
LFUSLITTELFUSE INC COM | $104.2M |
AVTRAVANTOR INC COM | $99.0M |
DOCHEALTHPEAK PROPERTIES INC COM | $92.2M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $88.5M |
JBLJABIL INC COM | $88.0M |
WF2WINTRUST FINL CORP COM | $83.0M |
WFGWEST FRASER TIMBER CO LTD COM | $79.7M |
PNFPPINNACLE FINL PARTNERS INC COM | $78.1M |
DGXQUEST DIAGNOSTICS INC COM | $77.6M |
HBANHUNTINGTON BANCSHARES INC COM | $72.1M |
GNTXGENTEX CORP COM | $68.1M |
CRMSALESFORCE INC COM | $65.5M |
BCBRUNSWICK CORP COM | $64.0M |
BLKBLACKROCK INC COM | $60.9M |
NVSTENVISTA HOLDINGS CORPORATION COM | $60.1M |
ADIANALOG DEVICES INC COM | $59.1M |
SPGIS&P GLOBAL INC COM | $58.1M |
STRASTRATEGIC ED INC COM | $57.8M |
HSICHENRY SCHEIN INC COM | $57.0M |
AMHAMERICAN HOMES 4 RENT CL A | $56.5M |
RNRRENAISSANCERE HLDGS LTD COM | $54.5M |
MAMASTERCARD INCORPORATED CL A | $54.4M |
AVGOBROADCOM INC COM | $54.3M |
RYROYAL BK CDA COM | $54.2M |
LITELUMENTUM HLDGS INC COM | $52.0M |
CSCOCISCO SYS INC COM | $51.8M |
EHCENCOMPASS HEALTH CORP COM | $50.9M |
GMS1EURGMS INC COM | $50.6M |
JT5MUELLER WTR PRODS INC COM SER A | $49.7M |
THRTHERMON GROUP HLDGS INC COM | $49.3M |
INVHINVITATION HOMES INC COM | $48.1M |
MRSHMARSH & MCLENNAN COS INC COM | $46.2M |
EQIXEQUINIX INC COM | $43.3M |
JPMJPMORGAN CHASE & CO. COM | $43.3M |
QDELQUIDELORTHO CORP COM | $43.1M |
UNPUNION PAC CORP COM | $42.2M |
VSHVISHAY INTERTECHNOLOGY INC COM | $41.7M |
HDHOME DEPOT INC COM | $41.5M |
TSLATESLA INC COM | $41.1M |
PGPROCTER AND GAMBLE CO COM | $40.3M |
AMATAPPLIED MATLS INC COM | $40.0M |
FSLRFIRST SOLAR INC COM | $39.1M |
TRIPTRIPADVISOR INC COM | $38.2M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $37.9M |
TDCTERADATA CORP DEL COM | $35.7M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $35.4M |
KOCOCA COLA CO COM | $34.5M |
SYYSYSCO CORP COM | $34.2M |
DEDEERE & CO COM | $33.8M |
CNHICNH INDL N V SHS | $32.8M |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $32.6M |
PEPPEPSICO INC COM | $30.8M |
GILDGILEAD SCIENCES INC COM | $30.4M |
CAHCARDINAL HEALTH INC COM | $30.1M |
KVUEKENVUE INC COM | $28.9M |
ALVAUTOLIV INC COM | $28.8M |
PRUPRUDENTIAL FINL INC COM | $28.7M |
NTRNUTRIEN LTD COM | $28.5M |
TROXTRONOX HOLDINGS PLC SHS | $28.2M |
TXNTEXAS INSTRS INC COM | $27.9M |
ZTSZOETIS INC CL A | $27.7M |
NKENIKE INC CL B | $27.3M |
CBRECBRE GROUP INC CL A | $26.4M |
LNGCHENIERE ENERGY INC COM NEW | $26.0M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $25.7M |
NOWSERVICENOW INC COM | $25.4M |
NENOBLE CORP PLC ORD SHS A | $25.3M |
LXFRLUXFER HLDGS PLC SHS | $24.7M |
WMBWILLIAMS COS INC COM | $24.6M |
UNHUNITEDHEALTH GROUP INC COM | $24.1M |
KMIKINDER MORGAN INC DEL COM | $23.9M |
ADBEADOBE INC COM | $23.7M |
PLDPROLOGIS INC. COM | $23.5M |
MHKMOHAWK INDS INC COM | $23.2M |
EXREXTRA SPACE STORAGE INC COM | $23.1M |
VICIVICI PPTYS INC COM | $23.0M |
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