Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. (CIK 1367401) reported $11.40B across 239 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($647.8M, 5.68%), GOOGL ($568.4M, 4.99%), BKNG ($562.2M, 4.93%), NXPI ($543.2M, 4.76%), MKL ($432.9M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $647.8M | 5.68% | 1.7M | Added |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $568.4M | 4.99% | 2.0M | Trimmed |
| 3 | BKNG | BOOKING HOLDINGS INC COM | $562.2M | 4.93% | 133,538 | Added |
| 4 | NXPI | NXP SEMICONDUCTORS N V COM | $543.2M | 4.76% | 2.8M | Added |
| 5 | MKL | MARKEL GROUP INC COM | $432.9M | 3.80% | 226,148 | Added |
| 6 | META | META PLATFORMS INC CL A | $431.1M | 3.78% | 753,583 | Added |
| 7 | KKR | KKR & CO INC COM | $401.8M | 3.52% | 4.3M | Added |
| 8 | BRO | BROWN & BROWN INC COM | $382.9M | 3.36% | 5.9M | Added |
| 9 | AMZN | AMAZON COM INC COM | $371.3M | 3.26% | 1.8M | Trimmed |
| 10 | LFUS | LITTELFUSE INC COM | $333.5M | 2.92% | 982,714 | Added |
| 11 | SPOT | SPOTIFY TECHNOLOGY S A SHS | $329.3M | 2.89% | 679,011 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $321.9M | 2.82% | 952,622 | Added |
| 13 | CPAY | CORPAY INC COM SHS | $265.4M | 2.33% | 912,107 | Added |
| 14 | LEN | LENNAR CORP CL A | $231.2M | 2.03% | 2.7M | Added |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC COM | $216.6M | 1.90% | 440,724 | Trimmed |
| 16 | CB | CHUBB LTD SWITZ COM | $212.6M | 1.86% | 652,205 | Added |
| 17 | PTC | PTC INC COM | $208.8M | 1.83% | 1.5M | Added |
| 18 | NVDA | NVIDIA CORPORATION COM | $186.9M | 1.64% | 1.1M | Trimmed |
| 19 | V | VISA INC COM CL A | $179.6M | 1.58% | 594,262 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $159.7M | 1.40% | 333,365 | Trimmed |
| 21 | AAPL | APPLE INC COM | $143.2M | 1.26% | 564,361 | Trimmed |
| 22 | ZTS | ZOETIS INC CL A | $124.2M | 1.09% | 1.1M | Trimmed |
| 23 | NVR | NVR INC COM | $116.9M | 1.03% | 17,736 | Added |
| 24 | ADI | ANALOG DEVICES INC COM | $112.8M | 0.99% | 354,484 | Trimmed |
| 25 | ICLR | ICON PLC SHS | $101.7M | 0.89% | 918,713 | Added |
Source: SEC Form 13F filings · as of 2026-03-31