VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRO | 5.87M | $382.86M |
 | KKR | 4.34M | $401.79M |
 | TROX | 3.75M | $36.67M |
 | NXPI | 2.76M | $543.17M |
 | LEN | 2.66M | $231.18M |
 | INVH | 1.99M | $49.53M |
 | VSH | 1.98M | $35.67M |
 | GOOGL | 1.98M | $568.40M |
 | AMZN | 1.78M | $371.32M |
 | MSFT | 1.75M | $647.78M |
 | PTC | 1.47M | $208.80M |
 | BAC | 1.35M | $66.03M |
 | NVDA | 1.07M | $186.92M |
 | ZTS | 1.05M | $124.20M |
 | LFUS | 983K | $333.48M |
 | NE | 969K | $47.56M |
 | TRIP | 953K | $10.16M |
 | TSM | 953K | $321.94M |
 | FIS | 928K | $43.51M |
 | STAG | 922K | $33.26M |
Brown & Brown, Inc.
BRO
Shares Held
5.87M
Value
$382.86M
KKR & Co. Inc.
KKR
Shares Held
4.34M
Value
$401.79M
Tronox Holdings plc
TROX
Shares Held
3.75M
Value
$36.67M
NXP Semiconductors N.V.
NXPI
Shares Held
2.76M
Value
$543.17M
Lennar Corporation
LEN
Shares Held
2.66M
Value
$231.18M
Invitation Homes Inc.
INVH
Shares Held
1.99M
Value
$49.53M
Vishay Intertechnology, Inc.
VSH
Shares Held
1.98M
Value
$35.67M
Alphabet Inc.
GOOGL
Shares Held
1.98M
Value
$568.40M
Amazon.com, Inc.
AMZN
Shares Held
1.78M
Value
$371.32M
Microsoft Corporation
MSFT
Shares Held
1.75M
Value
$647.78M
PTC Inc.
PTC
Shares Held
1.47M
Value
$208.80M
Bank of America Corporation
BAC
Shares Held
1.35M
Value
$66.03M
NVIDIA Corporation
NVDA
Shares Held
1.07M
Value
$186.92M
Zoetis Inc.
ZTS
Shares Held
1.05M
Value
$124.20M
Littelfuse, Inc.
LFUS
Shares Held
983K
Value
$333.48M
Noble Corporation Plc
NE
Shares Held
969K
Value
$47.56M
Tripadvisor, Inc.
TRIP
Shares Held
953K
Value
$10.16M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
953K
Value
$321.94M
Fidelity National Information Services, Inc.
FIS
Shares Held
928K
Value
$43.51M
STAG Industrial, Inc.
STAG
Shares Held
922K
Value
$33.26M