Stock Taper 
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Sherwin-Williams Company | SHW | 26.34K | $9.07M |
 UnitedHealth Group Incorporated | UNH | 25.17K | $10.46M |
 Alphabet Inc. | GOOG | 25.04K | $8.85M |
 Gulfport Energy Corp | GPOR | 24.21K | $4.11M |
 Stryker Corporation | SYK | 23.71K | $7.46M |
 Equinix, Inc. | EQIX | 22.84K | $23.81M |
 Ryman Hospitality Properties, Inc. | RHP | 22.15K | $2.85M |
 Mid-America Apartment Communities, Inc. | MAA | 21.92K | $3.05M |
 The Goldman Sachs Group, Inc. | GS | 21.52K | $21.77M |
 Tyler Technologies, Inc. | TYL | 21.44K | $6.27M |
 AST SpaceMobile, Inc. | ASTS | 20.84K | $1.85M |
 Costco Wholesale Corporation | COST | 19.38K | $18.13M |
 NVR, Inc. | NVR | 18.02K | $122.76M |
 Medpace Holdings, Inc. | MEDP | 17.59K | $9.32M |
 Palantir Technologies Inc. | PLTR | 17.32K | $2.02M |
 Moody's Corporation | MCO | 16.54K | $7.49M |
 Trane Technologies plc | TT | 14.9K | $7.32M |
 Space Exploration Technologies Corp. | SPCX | 14.03K | $2.4M |
 Parker-Hannifin Corporation | PH | 13.79K | $13.49M |
 Motorola Solutions, Inc. | MSI | 11.44K | $4.75M |