Stock Taper 
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palantir Technologies Inc. | PLTR | 17.32K | $2.02M |
 Medpace Holdings, Inc. | MEDP | 17.59K | $9.32M |
 NVR, Inc. | NVR | 18.02K | $122.76M |
 Costco Wholesale Corporation | COST | 19.38K | $18.13M |
 AST SpaceMobile, Inc. | ASTS | 20.84K | $1.85M |
 Tyler Technologies, Inc. | TYL | 21.44K | $6.27M |
 The Goldman Sachs Group, Inc. | GS | 21.52K | $21.77M |
 Mid-America Apartment Communities, Inc. | MAA | 21.92K | $3.05M |
 Ryman Hospitality Properties, Inc. | RHP | 22.15K | $2.85M |
 Equinix, Inc. | EQIX | 22.84K | $23.81M |
 Stryker Corporation | SYK | 23.71K | $7.46M |
 Gulfport Energy Corp | GPOR | 24.21K | $4.11M |
 Alphabet Inc. | GOOG | 25.04K | $8.85M |
 UnitedHealth Group Incorporated | UNH | 25.17K | $10.46M |
 The Sherwin-Williams Company | SHW | 26.34K | $9.07M |
 Lumentum Holdings Inc. | LITE | 28.61K | $24.55M |
 GE Vernova Inc. | GEV | 29.27K | $34.39M |
 Garmin Ltd. | GRMN | 30.04K | $7.14M |
 Crown Castle Inc. | CCI | 33.2K | $2.51M |
 Mastercard Incorporated | MA | 33.26K | $17.08M |