VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

CIK 0001367401 · AMSTERDAM, P7 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. reported 241 positions worth $13.08B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NXPI (6.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$13.08B
2026 Q2
Positions
241
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.3%
Est. Net Flow (Q)
2026 Q2
10 / 241 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NXPINXP SEMICONDUCTORS N V COMSH$818.1M6.26%2,911,008
2GOOGLALPHABET INC CAP STK CL ASH$711.5M5.44%1,991,007
3MSFTMICROSOFT CORP COMSH$662.3M5.06%1,775,420
4BKNGBOOKING HOLDINGS INC COMSH$603.0M4.61%3,382,804
5TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSSH$537.8M4.11%1,126,067
6AMZNAMAZON COM INC COMSH$460.6M3.52%1,932,470
7MKLMARKEL GROUP INC COMSH$450.4M3.44%230,637
8BROBROWN & BROWN INC COMSH$430.4M3.29%6,709,042
9METAMETA PLATFORMS INC CL ASH$429.3M3.28%762,102
10LFUSLITTELFUSE INC COMSH$425.1M3.25%933,511

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. hold as of Q2 2026?

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. reported 241 positions worth $13.08B in its Q2 2026 13F filing. Largest positions: NXPI (6.3%), GOOGL (5.4%), MSFT (5.1%), BKNG (4.6%) and TSM (4.1%).

What did VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.