Van Lanschot Kempen Investment Management N.V.
242 holdingsFiling period: 2026-06-30Current AUM: $13.40Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Nxp Semiconductors N V.com | 2.91M | $818.1M | $818.1M | 6.10% | +151.8K | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc Cap Stk CL A | 1.99M | $711.5M | $638.3M | 4.76% | +14.4K | 2026-06-30 |
| 3 | MSFT | Microsoft Corp.com | 1.78M | $662.3M | $943.3M | 7.04% | +25.4K | 2026-06-30 |
| 4 | BKNG | Booking Holdings Inc.com | 3.38M | $603.0M | $507.9M | 3.79% | +3.25M | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufac Sponsored Ads | 1.13M | $537.8M | $491.9M | 3.67% | +173.4K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc.com | 1.93M | $460.6M | $489.1M | 3.65% | +149.6K | 2026-06-30 |
| 7 | MKL | Markel Group Inc.com | 230.6K | $450.4M | $428.7M | 3.20% | +4.5K | 2026-06-30 |
| 8 | BRO | Brown & Brown Inc.com | 6.71M | $430.4M | $453.2M | 3.38% | +837.8K | 2026-06-30 |
| 9 | META | Meta Platforms Inc CL A | 762.1K | $429.3M | $472.6M | 3.53% | +8.5K | 2026-06-30 |
| 10 | LFUS | Littelfuse Inc.com | 933.5K | $425.1M | $357.5M | 2.67% | -49,203 | 2026-06-30 |
| 11 | KKR | Kkr & Co Inc.com | 4.40M | $403.5M | $404.1M | 3.02% | +52.4K | 2026-06-30 |
| 12 | — | Spotify Technology S A Shs | 818.6K | $375.8M | $375.8M | 2.80% | +139.6K | 2026-06-30 |
| 13 | CPAY | Corpay Inc.com Shs | 922.4K | $307.4M | $366.2M | 2.73% | +10.3K | 2026-06-30 |
| 14 | V | Visa Inc.com CL A | 849.8K | $291.6M | $341.5M | 2.55% | +255.5K | 2026-06-30 |
| 15 | LEN | Lennar Corp CL A | 2.69M | $243.6M | $227.7M | 1.70% | +30.1K | 2026-06-30 |
| 16 | — | Chubb Limited.com | 660.9K | $225.2M | $225.2M | 1.68% | +8.7K | 2026-06-30 |
| 17 | TMO | Thermo Fisher Scientific Inc.com | 444.8K | $223.0M | $308.3M | 2.30% | +4.1K | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation.com | 1.04M | $209.0M | $227.7M | 1.70% | -27,299 | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc Del CL B New | 392.4K | $196.4M | $196.4M | 1.47% | +59.0K | 2026-06-30 |
| 20 | PTC | Ptc Inc.com | 1.48M | $168.6M | $288.8M | 2.15% | +18.5K | 2026-06-30 |
| 21 | AAPL | Apple Inc.com | 582.4K | $168.5M | $202.2M | 1.51% | +18.1K | 2026-06-30 |
| 22 | — | Icon Pub Ltd Co Shs | 961.7K | $167.1M | $167.1M | 1.25% | +43.0K | 2026-06-30 |
| 23 | ADI | Analog Devices Inc.com | 322.9K | $128.2M | $137.3M | 1.02% | -31,582 | 2026-06-30 |
| 24 | NVR | Nvr Inc.com | 18.0K | $122.8M | $104.6M | 0.78% | +281 | 2026-06-30 |
| 25 | AVGO | Broadcom Inc.com | 264.0K | $99.7M | $90.4M | 0.67% | +15.0K | 2026-06-30 |
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