VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMT | 57K | $11.01M |
 | EA | 57K | $11.53M |
 | CPK | 57K | $7.67M |
 | PCG | 56K | $851.13K |
 | ANET | 56K | $8.17M |
 | PNR | 54K | $5.98M |
 | LRCX | 54K | $7.17M |
 | PCAR | 53K | $5.18M |
 | IQV | 52K | $9.85M |
 | ABBV | 49K | $11.39M |
 | LLY | 48K | $36.91M |
 | JKHY | 47K | $7.05M |
 | TSLA | 47K | $21.02M |
 | MMC | 46K | $9.30M |
 | RCI | 46K | $1.58M |
 | CRM | 45K | $10.67M |
 | WTRG | 45K | $1.80M |
 | TTWO | 45K | $11.58M |
 | MCD | 44K | $13.26M |
 | PGR | 44K | $10.74M |
American Tower Corporation
AMT
Shares Held
57K
Value
$11.01M
Electronic Arts Inc.
EA
Shares Held
57K
Value
$11.53M
Chesapeake Utilities Corporation
CPK
Shares Held
57K
Value
$7.67M
Pacific Gas & Electric Co.
PCG
Shares Held
56K
Value
$851.13K
Arista Networks, Inc.
ANET
Shares Held
56K
Value
$8.17M
Pentair plc
PNR
Shares Held
54K
Value
$5.98M
Lam Research Corporation
LRCX
Shares Held
54K
Value
$7.17M
PACCAR Inc
PCAR
Shares Held
53K
Value
$5.18M
IQVIA Holdings Inc.
IQV
Shares Held
52K
Value
$9.85M
AbbVie Inc.
ABBV
Shares Held
49K
Value
$11.39M
Eli Lilly and Company
LLY
Shares Held
48K
Value
$36.91M
Jack Henry & Associates, Inc.
JKHY
Shares Held
47K
Value
$7.05M
Tesla, Inc.
TSLA
Shares Held
47K
Value
$21.02M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
46K
Value
$9.30M
Rogers Communications Inc.
RCI
Shares Held
46K
Value
$1.58M
Salesforce, Inc.
CRM
Shares Held
45K
Value
$10.67M
Essential Utilities, Inc.
WTRG
Shares Held
45K
Value
$1.80M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
45K
Value
$11.58M
McDonald's Corporation
MCD
Shares Held
44K
Value
$13.26M
The Progressive Corporation
PGR
Shares Held
44K
Value
$10.74M