Stock Taper 
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Brown & Brown, Inc. | BRO | 6.71M | $430.39M |
 KKR & Co. Inc. | KKR | 4.4M | $403.47M |
 Booking Holdings Inc. | BKNG | 3.38M | $602.95M |
 NXP Semiconductors N.V. | NXPI | 2.91M | $818.08M |
 Lennar Corporation | LEN | 2.69M | $243.62M |
 Invitation Homes Inc. | INVH | 2.02M | $61.13M |
 Alphabet Inc. | GOOGL | 1.99M | $711.53M |
 Amazon.com, Inc. | AMZN | 1.93M | $460.58M |
 Microsoft Corporation | MSFT | 1.78M | $662.27M |
 PTC Inc. | PTC | 1.48M | $168.58M |
 Sotera Health Company | SHC | 1.4M | $24.92M |
 Bank of America Corporation | BAC | 1.37M | $78.21M |
 Tronox Holdings plc | TROX | 1.28M | $8.09M |
 Verizon Communications Inc. | VZ | 1.24M | $52.62M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.13M | $537.78M |
 Fidelity National Information Services, Inc. | FIS | 1.09M | $42.4M |
 NVIDIA Corporation | NVDA | 1.04M | $209.01M |
 ICON Public Limited Company | ICLR | 961.66K | $167.05M |
 Littelfuse, Inc. | LFUS | 933.51K | $425.06M |
 Corpay, Inc. | CPAY | 922.4K | $307.41M |