§ 13F · FUND PROFILE
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V..
AUM · $13.1B (13F)Positions · 241Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$305M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NXPI | NXP SEMICONDUCTORS N V COM | 2.91M | $818M | 6.3% | +6% |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 1.99M | $712M | 5.4% | +1% |
| 3 | MSFT | MICROSOFT CORP COM | 1.78M | $662M | 5.1% | +1% |
| 4 | BKNG | BOOKING HOLDINGS INC COM | 3.38M | $603M | 4.6% | +2433% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | 1.13M | $538M | 4.1% | +18% |
| 6 | AMZN | AMAZON COM INC COM | 1.93M | $461M | 3.5% | +8% |
| 7 | MKL | MARKEL GROUP INC COM | 231K | $450M | 3.4% | +2% |
| 8 | BRO | BROWN & BROWN INC COM | 6.71M | $430M | 3.3% | +14% |
| 9 | META | META PLATFORMS INC CL A | 762K | $429M | 3.3% | +1% |
| 10 | LFUS | LITTELFUSE INC COM | 934K | $425M | 3.3% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAN SIGNAL
AC read
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. is a Other fund managing $13.1 billion in assets. The fund runs a broad portfolio of 241 positions.
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