Van Lanschot Kempen Investment Management N.V.
$13.1B
241
42.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NXPI | $818M | 6.26% | 1.15% | +5.5% | Q1 2023 |
 GOOGL | $712M | 5.44% | 0.02% | +0.7% | Q3 2018 |
 MSFT | $662M | 5.06% | 0.02% | +1.5% | Q2 2017 |
 BKNG | $603M | 4.61% | 0.44% | +1.3% | Q1 2018 |
 TSM | $538M | 4.11% | 0.00% | +18.2% | Q3 2015 |
 AMZN | $461M | 3.52% | 0.02% | +8.4% | Q2 2021 |
 MKL | $450M | 3.44% | 1.84% | +2.0% | Q1 2023 |
 BRO | $430M | 3.29% | 2.03% | +14.3% | Q3 2025 |
 META | $429M | 3.28% | Not reported | +1.1% | Q1 2023 |
 LFUS | $425M | 3.25% | 3.69% | -5.0% | Q2 2024 |
 KKR | $403M | 3.09% | 0.49% | +1.2% | Q4 2013 |
 SPOT | $376M | 2.87% | 0.40% | +20.6% | Q1 2025 |
 CPAY | $307M | 2.35% | 1.40% | +1.1% | Q4 2024 |
 V | $292M | 2.23% | 0.05% | +43.0% | Q2 2017 |
 LEN | $244M | 1.86% | Not reported | +1.1% | Q2 2025 |
 CB | $225M | 1.72% | 0.17% | +1.3% | Q4 2019 |
 TMO | $223M | 1.71% | 0.12% | +0.9% | Q4 2020 |
 NVDA | $209M | 1.60% | 0.00% | -2.6% | Q3 2019 |
 BRK.B | $196M | 1.50% | Not reported | +17.7% | Q2 2021 |
 PTC | $169M | 1.29% | 1.34% | +1.3% | Q4 2020 |
 AAPL | $169M | 1.29% | 0.00% | +3.2% | Q4 2013 |
 ICLR | $167M | 1.28% | 1.25% | +4.7% | Q4 2025 |
 ADI | $128M | 0.98% | 0.07% | -8.9% | Q1 2023 |
 NVR | $123M | 0.94% | 0.67% | +1.6% | Q2 2025 |
 AVGO | $99.7M | 0.76% | 0.01% | +6.0% | Q4 2023 |
| BRK.A | $98.1M | 0.75% | Not reported | +0.8% | Q1 2023 |
 AJG | $95.5M | 0.73% | 0.16% | New | Q2 2026 |
 BAC | $78.2M | 0.60% | 0.02% | +1.3% | Q1 2019 |
 PG | $71.7M | 0.55% | 0.02% | +22.2% | Q4 2013 |
 JPM | $69.1M | 0.53% | 0.01% | +1.3% | Q2 2017 |
 MU | $64.6M | 0.49% | 0.01% | +8.9% | Q1 2026 |
 GILD | $61.9M | 0.47% | 0.04% | +83.3% | Q2 2018 |
 INVH | $61.1M | 0.47% | 0.34% | +1.5% | Q3 2017 |
 LLY | $57.5M | 0.44% | 0.01% | +4.3% | Q4 2013 |
 JBL | $57.2M | 0.44% | 0.14% | -24.5% | Q3 2014 |
 WCC | $56.6M | 0.43% | 0.34% | -13.7% | Q2 2023 |
 PLD | $56.2M | 0.43% | 0.04% | +1.3% | Q2 2014 |
 CAT | $53.5M | 0.41% | 0.01% | -2.4% | Q4 2024 |
 LRCX | $53.4M | 0.41% | 0.01% | -17.2% | Q1 2021 |
 WTFC | $53M | 0.41% | 0.49% | +11.9% | Q1 2021 |
 VZ | $52.6M | 0.40% | 0.03% | +625.0% | Q2 2014 |
 DGX | $51.5M | 0.39% | 0.22% | -5.2% | Q2 2024 |
 MDT | $49.6M | 0.38% | 0.05% | +67.2% | Q4 2018 |
 BC | $48.7M | 0.37% | 0.89% | -4.1% | Q2 2015 |
 C | $48.7M | 0.37% | 0.02% | +4.6% | Q3 2018 |
 AMAT | $48.7M | 0.37% | 0.01% | -0.2% | Q2 2017 |
 CNH | $47M | 0.36% | 0.34% | +15.5% | Q3 2024 |
 PEP | $46.4M | 0.36% | 0.03% | +0.9% | Q2 2017 |
 EXE | $44.5M | 0.34% | 0.20% | +84.4% | Q2 2022 |
 RY | $44.1M | 0.34% | 0.01% | +0.2% | Q1 2021 |
| Q1 2026 | |||||
| MSFT | $648M | 5.68% | 0.02% | +28.6% | Q2 2017 |
| GOOGL | $568M | 4.99% | 0.02% | -13.2% | Q3 2018 |
| BKNG | $562M | 4.93% | 0.42% | +44.7% | Q1 2018 |
| NXPI | $543M | 4.76% | 1.09% | +31.6% | Q1 2023 |
| MKL | $433M | 3.80% | 1.80% | +10.4% | Q1 2023 |
| META | $431M | 3.78% | Not reported | +5.5% | Q1 2023 |
| KKR | $402M | 3.52% | 0.49% | +12.0% | Q4 2013 |
| BRO | $383M | 3.36% | 1.75% | +29.4% | Q3 2025 |
| AMZN | $371M | 3.26% | 0.02% | -2.0% | Q2 2021 |
| LFUS | $333M | 2.92% | 3.91% | +0.2% | Q2 2024 |
| SPOT | $329M | 2.89% | 0.33% | +61.1% | Q1 2025 |
| TSM | $322M | 2.82% | 0.00% | +0.2% | Q3 2015 |
| CPAY | $265M | 2.33% | 1.38% | +30.4% | Q4 2024 |
| LEN | $231M | 2.03% | Not reported | +35.6% | Q2 2025 |
| TMO | $217M | 1.90% | 0.12% | -1.2% | Q4 2020 |
| CB | $213M | 1.86% | 0.17% | +0.7% | Q4 2019 |
| PTC | $209M | 1.83% | 1.27% | +12.7% | Q4 2020 |
| NVDA | $187M | 1.64% | 0.00% | -8.9% | Q3 2019 |
| V | $180M | 1.58% | 0.03% | -0.3% | Q2 2017 |
| BRK.B | $160M | 1.40% | Not reported | -6.1% | Q2 2021 |
| AAPL | $143M | 1.26% | 0.00% | -8.0% | Q4 2013 |
 ZTS | $124M | 1.09% | 0.25% | -0.3% | Q4 2023 |
| NVR | $117M | 1.03% | 0.63% | +1.1% | Q2 2025 |
| ADI | $113M | 0.99% | 0.07% | -32.8% | Q1 2023 |
| ICLR | $102M | 0.89% | 1.20% | +23.6% | Q4 2025 |
| BRK.A | $93.4M | 0.82% | Not reported | Not reported | Q1 2023 |
| AVGO | $77.1M | 0.68% | 0.01% | -9.8% | Q4 2023 |
| BAC | $66M | 0.58% | 0.02% | +226.8% | Q1 2019 |
 MRK | $62.9M | 0.55% | 0.02% | -0.3% | Q4 2013 |
| JPM | $61.3M | 0.54% | 0.01% | -7.0% | Q2 2017 |
| PG | $57.8M | 0.51% | 0.02% | +119.4% | Q4 2013 |
| PLD | $54.1M | 0.47% | 0.04% | +1.5% | Q2 2014 |
| PEP | $52.8M | 0.46% | 0.02% | +6.6% | Q2 2017 |
| JBL | $52.2M | 0.46% | 0.19% | +19.6% | Q3 2014 |
| WCC | $52M | 0.46% | 0.39% | +2.1% | Q2 2023 |
| DGX | $50.2M | 0.44% | 0.23% | +46.3% | Q2 2024 |
| INVH | $49.5M | 0.43% | 0.34% | -4.0% | Q3 2017 |
 CACI | $49.5M | 0.43% | 0.41% | +24.0% | Q3 2025 |
 AKAM | $48.8M | 0.43% | 0.29% | +10.8% | Q1 2025 |
 NE | $47.6M | 0.42% | 0.61% | -19.3% | Q2 2021 |
 LYB | $47.4M | 0.42% | 0.18% | +19.7% | Q2 2017 |
 TXN | $46M | 0.40% | 0.03% | -9.9% | Q4 2019 |
 PEG | $44M | 0.39% | 0.11% | +6.6% | Q4 2013 |
| BC | $43.9M | 0.38% | 0.93% | -20.1% | Q2 2015 |
 FIS | $43.5M | 0.38% | 0.18% | +40.3% | Q1 2025 |
| LLY | $42.3M | 0.37% | 0.00% | -9.9% | Q4 2013 |
| WTFC | $40.9M | 0.36% | 0.44% | -10.9% | Q1 2021 |
 WMS | $40.4M | 0.35% | 0.41% | +47.6% | Q3 2025 |
 ACN | $40.2M | 0.35% | 0.03% | +36.3% | Q4 2019 |
| CNH | $39.9M | 0.35% | 0.29% | +16.3% | Q3 2024 |
| Q4 2025 | |||||
| GOOGL | $713M | 6.10% | 0.02% | -13.0% | Q3 2018 |
| MSFT | $658M | 5.64% | 0.02% | +1.8% | Q2 2017 |
| KKR | $494M | 4.23% | 0.44% | +2.1% | Q4 2013 |
| BKNG | $494M | 4.23% | 0.29% | +10.5% | Q1 2018 |
| META | $472M | 4.04% | Not reported | +3.1% | Q1 2023 |
| NXPI | $455M | 3.90% | 0.83% | +12.2% | Q1 2023 |
| MKL | $440M | 3.77% | 1.62% | +13.0% | Q1 2023 |
| AMZN | $420M | 3.60% | 0.02% | +2.9% | Q2 2021 |
| BRO | $362M | 3.10% | 1.35% | +132.8% | Q3 2025 |
| TSM | $289M | 2.47% | 0.00% | -13.1% | Q3 2015 |
| TMO | $259M | 2.21% | 0.12% | -13.8% | Q4 2020 |
| LFUS | $248M | 2.12% | 3.94% | +3.9% | Q2 2024 |
| SPOT | $245M | 2.10% | 0.20% | +28.9% | Q1 2025 |
| PTC | $227M | 1.94% | 1.09% | +27.3% | Q4 2020 |
| NVDA | $219M | 1.88% | 0.00% | +2.0% | Q3 2019 |
| CPAY | $210M | 1.80% | 1.02% | +4.7% | Q4 2024 |
| V | $209M | 1.79% | 0.03% | +6.6% | Q2 2017 |
| CB | $202M | 1.73% | 0.17% | +1.3% | Q4 2019 |
| LEN | $202M | 1.73% | Not reported | +90.9% | Q2 2025 |
| BRK.B | $178M | 1.53% | Not reported | +8.0% | Q2 2021 |
| AAPL | $167M | 1.43% | 0.00% | +10.4% | Q4 2013 |
| ADI | $143M | 1.22% | 0.11% | -4.6% | Q1 2023 |
 DHR | $136M | 1.17% | 0.08% | +1.4% | Q4 2023 |
| ICLR | $135M | 1.16% | 0.97% | New | Q4 2025 |
| ZTS | $133M | 1.14% | 0.25% | +680.1% | Q4 2023 |
| NVR | $128M | 1.10% | 0.63% | +0.3% | Q2 2025 |
| BRK.A | $98.1M | 0.84% | Not reported | Not reported | Q1 2023 |
| AVGO | $95.5M | 0.82% | 0.01% | -3.3% | Q4 2023 |
| RY | $74.7M | 0.64% | 0.02% | +18.4% | Q1 2021 |
| JPM | $72.2M | 0.62% | 0.01% | +3.4% | Q2 2017 |
| INVH | $57.7M | 0.49% | 0.34% | +7.4% | Q3 2017 |
| BC | $56M | 0.48% | 1.16% | -17.0% | Q2 2015 |
| MRK | $55.2M | 0.47% | 0.02% | -13.5% | Q4 2013 |
| LLY | $54.8M | 0.47% | 0.01% | +5.4% | Q4 2013 |
| C | $51.8M | 0.44% | 0.02% | -84.3% | Q3 2018 |
| PLD | $51.5M | 0.44% | 0.04% | -2.4% | Q2 2014 |
 LITE | $48.3M | 0.41% | 0.18% | -47.3% | Q2 2023 |
| WTFC | $46.2M | 0.40% | 0.49% | -29.9% | Q1 2021 |
| PEP | $45.8M | 0.39% | 0.02% | +19.7% | Q2 2017 |
| TXN | $45.6M | 0.39% | 0.03% | +9.7% | Q4 2019 |
| WCC | $45.5M | 0.39% | 0.38% | +74.8% | Q2 2023 |
 FSLR | $44.6M | 0.38% | 0.16% | -3.6% | Q4 2014 |
 SF | $44.1M | 0.38% | 0.34% | -34.9% | Q2 2025 |
| FIS | $43.9M | 0.38% | 0.13% | +9.5% | Q1 2025 |
| PEG | $41M | 0.35% | 0.10% | +19.1% | Q4 2013 |
| ACN | $39.9M | 0.34% | 0.02% | +66.8% | Q4 2019 |
| CACI | $39.1M | 0.34% | 0.33% | +11.4% | Q3 2025 |
 BLK | $38.5M | 0.33% | 0.02% | -13.1% | Q3 2017 |
| JBL | $37.4M | 0.32% | 0.15% | +7.1% | Q3 2014 |
 ALGN | $35.4M | 0.30% | 0.32% | +153.5% | Q1 2023 |
| Q3 2025 | |||||
| MSFT | $693M | 6.19% | 0.02% | -0.9% | Q2 2017 |
| GOOGL | $636M | 5.68% | 0.02% | -5.4% | Q3 2018 |
| META | $509M | 4.55% | Not reported | -3.1% | Q1 2023 |
| KKR | $494M | 4.41% | 0.43% | 0.0% | Q4 2013 |
| BKNG | $451M | 4.03% | 0.26% | -0.8% | Q1 2018 |
| NXPI | $426M | 3.80% | 0.74% | +3.3% | Q1 2023 |
| AMZN | $388M | 3.46% | 0.02% | +2.9% | Q2 2021 |
| MKL | $346M | 3.09% | 1.43% | +10.7% | Q1 2023 |
| TSM | $306M | 2.73% | 0.00% | -8.6% | Q3 2015 |
| C | $286M | 2.55% | 0.16% | -4.3% | Q3 2018 |
| TMO | $251M | 2.24% | 0.14% | -0.1% | Q4 2020 |
| LFUS | $244M | 2.18% | 3.81% | -0.9% | Q2 2024 |
| SPOT | $228M | 2.04% | 0.16% | +0.8% | Q1 2025 |
| NVDA | $215M | 1.92% | 0.00% | -3.4% | Q3 2019 |
| PTC | $207M | 1.85% | 0.85% | +0.1% | Q4 2020 |
| CPAY | $192M | 1.72% | 0.95% | +10.2% | Q4 2024 |
| V | $191M | 1.70% | 0.03% | +9.3% | Q2 2017 |
| BRO | $183M | 1.63% | 0.58% | New | Q3 2025 |
| CB | $180M | 1.61% | 0.16% | +9.2% | Q4 2019 |
| BRK.B | $165M | 1.48% | Not reported | -0.5% | Q2 2021 |
| AAPL | $141M | 1.26% | 0.00% | -5.1% | Q4 2013 |
| NVR | $141M | 1.25% | 0.61% | +25.3% | Q2 2025 |
| ADI | $136M | 1.21% | 0.11% | +0.9% | Q1 2023 |
| LEN | $130M | 1.16% | Not reported | +26.0% | Q2 2025 |
| DHR | $116M | 1.04% | 0.08% | -0.3% | Q4 2023 |
| BRK.A | $98M | 0.88% | Not reported | Not reported | Q1 2023 |
| AVGO | $94.2M | 0.84% | 0.01% | -1.9% | Q4 2023 |
| JPM | $68.3M | 0.61% | 0.01% | -16.0% | Q2 2017 |
| DGX | $65.1M | 0.58% | 0.31% | -16.3% | Q2 2024 |
| WTFC | $62.4M | 0.56% | 0.70% | +20.8% | Q1 2021 |
| SF | $61.4M | 0.55% | 0.52% | +33.5% | Q2 2025 |
 MHK | $60.5M | 0.54% | 0.76% | +113.7% | Q1 2023 |
| BC | $57.5M | 0.51% | 1.40% | +23.1% | Q2 2015 |
| INVH | $56.7M | 0.51% | 0.32% | +12.4% | Q3 2017 |
| RY | $55.3M | 0.49% | 0.02% | -0.4% | Q1 2021 |
 CSCO | $55M | 0.49% | 0.02% | +9.2% | Q4 2013 |
 EHC | $53.4M | 0.48% | 0.42% | +32.0% | Q4 2020 |
| MRK | $50.9M | 0.45% | 0.02% | +4.8% | Q4 2013 |
| BLK | $48.2M | 0.43% | 0.03% | -2.0% | Q3 2017 |
| PLD | $47.3M | 0.42% | 0.04% | +68.1% | Q2 2014 |
 AMH | $44.6M | 0.40% | Not reported | -15.6% | Q2 2018 |
| TXN | $44M | 0.39% | 0.03% | +42.4% | Q4 2019 |
 NVST | $41.6M | 0.37% | 1.24% | -12.3% | Q4 2023 |
 FHN | $41M | 0.37% | 0.36% | +39.3% | Q1 2025 |
| LITE | $40.4M | 0.36% | 0.35% | -59.7% | Q2 2023 |
| FIS | $39.8M | 0.36% | 0.12% | +30.6% | Q1 2025 |
 STRA | $39.5M | 0.35% | 1.96% | -8.1% | Q3 2018 |
| FSLR | $39.1M | 0.35% | 0.17% | -12.8% | Q4 2014 |
 MWA | $38.7M | 0.35% | 0.97% | +3.0% | Q3 2021 |
 VSH | $37.9M | 0.34% | 1.89% | +2.7% | Q3 2014 |