VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | THR | 1.13M | $30.06M |
 | TSM | 1.09M | $305.70M |
 | LEN | 1.03M | $129.63M |
 | PTC | 1.02M | $207.47M |
 | LFUS | 943K | $244.32M |
 | GNTX | 926K | $26.20M |
 | BC | 909K | $57.48M |
 | ATS | 816K | $29.70M |
 | CSCO | 804K | $55.04M |
 | STAG | 700K | $24.71M |
 | META | 693K | $509.19M |
 | CPAY | 668K | $192.42M |
 | CB | 639K | $180.46M |
 | MRK | 607K | $50.92M |
 | FIS | 604K | $39.82M |
 | DHR | 587K | $116.43M |
 | V | 559K | $190.71M |
 | AAPL | 556K | $141.45M |
 | ADI | 552K | $135.74M |
 | SF | 541K | $61.41M |
Thermon Group Holdings, Inc.
THR
Shares Held
1.13M
Value
$30.06M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1.09M
Value
$305.70M
Lennar Corporation
LEN
Shares Held
1.03M
Value
$129.63M
PTC Inc.
PTC
Shares Held
1.02M
Value
$207.47M
Littelfuse, Inc.
LFUS
Shares Held
943K
Value
$244.32M
Gentex Corporation
GNTX
Shares Held
926K
Value
$26.20M
Brunswick Corporation
BC
Shares Held
909K
Value
$57.48M
ATS Corporation
ATS
Shares Held
816K
Value
$29.70M
Cisco Systems, Inc.
CSCO
Shares Held
804K
Value
$55.04M
STAG Industrial, Inc.
STAG
Shares Held
700K
Value
$24.71M
Meta Platforms, Inc.
META
Shares Held
693K
Value
$509.19M
Corpay, Inc.
CPAY
Shares Held
668K
Value
$192.42M
Chubb Limited
CB
Shares Held
639K
Value
$180.46M
Merck & Co., Inc.
MRK
Shares Held
607K
Value
$50.92M
Fidelity National Information Services, Inc.
FIS
Shares Held
604K
Value
$39.82M
Danaher Corporation
DHR
Shares Held
587K
Value
$116.43M
Visa Inc.
V
Shares Held
559K
Value
$190.71M
Apple Inc.
AAPL
Shares Held
556K
Value
$141.45M
Analog Devices, Inc.
ADI
Shares Held
552K
Value
$135.74M
Stifel Financial Corp.
SF
Shares Held
541K
Value
$61.41M