VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRO | 4.54M | $361.73M |
 | TROX | 4.35M | $18.13M |
 | KKR | 3.88M | $494.34M |
 | GOOGL | 2.28M | $712.56M |
 | NXPI | 2.10M | $454.98M |
 | INVH | 2.08M | $57.70M |
 | LEN | 1.96M | $201.83M |
 | AMZN | 1.82M | $419.75M |
 | TRIP | 1.82M | $26.43M |
 | MSFT | 1.36M | $658.35M |
 | PTC | 1.30M | $226.55M |
 | VSH | 1.29M | $18.75M |
 | NE | 1.20M | $33.93M |
 | NVDA | 1.18M | $219.40M |
 | ZTS | 1.05M | $132.60M |
 | NVST | 1.01M | $21.96M |
 | FHN | 995K | $23.77M |
 | LXFR | 987K | $13.36M |
 | LFUS | 980K | $247.99M |
 | TSM | 951K | $288.91M |
Brown & Brown, Inc.
BRO
Shares Held
4.54M
Value
$361.73M
Tronox Holdings plc
TROX
Shares Held
4.35M
Value
$18.13M
KKR & Co. Inc.
KKR
Shares Held
3.88M
Value
$494.34M
Alphabet Inc.
GOOGL
Shares Held
2.28M
Value
$712.56M
NXP Semiconductors N.V.
NXPI
Shares Held
2.10M
Value
$454.98M
Invitation Homes Inc.
INVH
Shares Held
2.08M
Value
$57.70M
Lennar Corporation
LEN
Shares Held
1.96M
Value
$201.83M
Amazon.com, Inc.
AMZN
Shares Held
1.82M
Value
$419.75M
Tripadvisor, Inc.
TRIP
Shares Held
1.82M
Value
$26.43M
Microsoft Corporation
MSFT
Shares Held
1.36M
Value
$658.35M
PTC Inc.
PTC
Shares Held
1.30M
Value
$226.55M
Vishay Intertechnology, Inc.
VSH
Shares Held
1.29M
Value
$18.75M
Noble Corporation Plc
NE
Shares Held
1.20M
Value
$33.93M
NVIDIA Corporation
NVDA
Shares Held
1.18M
Value
$219.40M
Zoetis Inc.
ZTS
Shares Held
1.05M
Value
$132.60M
Envista Holdings Corp
NVST
Shares Held
1.01M
Value
$21.96M
First Horizon Corporation
FHN
Shares Held
995K
Value
$23.77M
Luxfer Holdings PLC
LXFR
Shares Held
987K
Value
$13.36M
Littelfuse, Inc.
LFUS
Shares Held
980K
Value
$247.99M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
951K
Value
$288.91M