Van Lanschot Kempen Investment Management
$13.1B 13F equity value
259 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Van Lanschot Kempen Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NXPI | NXP SEMICONDUCTORS N V COM | 2,911,008 | $818M | 6.3% |
| GOOGL | ALPHABET INC CAP STK CL A | 1,991,007 | $712M | 5.4% |
| MSFT | MICROSOFT CORP COM | 1,775,420 | $662M | 5.1% |
| BKNG | BOOKING HOLDINGS INC COM | 3,382,804 | $603M | 4.6% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | 1,126,067 | $538M | 4.1% |
| AMZN | AMAZON COM INC COM | 1,932,470 | $461M | 3.5% |
| MKL | MARKEL GROUP INC COM | 230,637 | $450M | 3.4% |
| BRO | BROWN & BROWN INC COM | 6,709,042 | $430M | 3.3% |
| META | META PLATFORMS INC CL A | 762,102 | $429M | 3.3% |
| LFUS | LITTELFUSE INC COM | 933,511 | $425M | 3.3% |
Track Van Lanschot Kempen Investment Management's 13F portfolio: $13.1B in reported holdings, 259 positions. Top holdings and quarterly changes on SentiSense.
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