Filed: 5/14/2025ACC: 0001367401-25-000008
📋 What this filing means
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. filed this quarterly 13F‑HR report disclosing 228 equity positions with a total reported market value of $9.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
228
Positions
$9.58B
Total AUM (reported)
94.18M
Total Shares
Allocation by class
COM$6.78B70.8%
CL A$1.27B13.2%
SHS$623.04M6.5%
COM NEW$293.74M3.1%
CL B NEW$211.55M2.2%
SPONSORED ADS$209.26M2.2%
COM STK$38.49M0.4%
Portfolio Concentration
Top 3$1.33B13.9%
4–10$2.10B21.9%
11–25$2.23B23.3%
Rest$3.92B41.0%
Top 3 weight
13.9%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 94.18M
Sole
Full voting authority
59.75M
shares
% of voting shares63.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
34.43M
shares
% of voting shares36.6%
Investment Discretion (by position count)
Sole228
Shared0
Other0
Dominant voting typeSole · 63.4% of voting shares
Institutional Holdings228
Rows:
MICROSOFT CORP COM
SOLEShares1.37M
TypeSH
Market value$515.55M
5.38%
Sole
564.89K
Shared
0.00
None
808.49K
ALPHABET INC CAP STK CL A
SOLEShares2.78M
TypeSH
Market value$430.52M
4.50%
Sole
1M
Shared
0.00
None
1.78M
KKR & CO INC COM
SOLEShares3.34M
TypeSH
Market value$385.82M
4.03%
Sole
521.51K
Shared
0.00
None
2.82M
BOOKING HOLDINGS INC COM
SOLEShares83.09K
TypeSH
Market value$382.78M
4.00%
Sole
18.35K
Shared
0.00
None
64.73K
META PLATFORMS INC CL A
SOLEShares655.43K
TypeSH
Market value$377.77M
3.95%
Sole
165.91K
Shared
0.00
None
489.52K
NXP SEMICONDUCTORS N V COM
SOLEShares1.73M
TypeSH
Market value$328.85M
3.43%
Sole
295.29K
Shared
0.00
None
1.43M
AMAZON COM INC COM
SOLEShares1.66M
TypeSH
Market value$315.01M
3.29%
Sole
668.70K
Shared
0.00
None
986.96K
MARKEL GROUP INC COM
SOLEShares146.08K
TypeSH
Market value$273.11M
2.85%
Sole
27.16K
Shared
0.00
None
118.92K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares397.21K
TypeSH
Market value$211.55M
2.21%
Sole
120.72K
Shared
0.00
None
276.49K
CITIGROUP INC COM NEW
SOLEShares2.91M
TypeSH
Market value$206.23M
2.15%
Sole
922.98K
Shared
0.00
None
1.98M
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares1.24M
TypeSH
Market value$206.20M
2.15%
Sole
322.75K
Shared
0.00
None
919.44K
MEDTRONIC PLC SHS
SOLEShares2.10M
TypeSH
Market value$188.98M
1.97%
Sole
702.92K
Shared
0.00
None
1.40M
VISA INC COM CL A
SOLEShares489.23K
TypeSH
Market value$171.46M
1.79%
Sole
139.89K
Shared
0.00
None
349.34K
SPOTIFY TECHNOLOGY S A SHS
SOLEShares306.71K
TypeSH
Market value$168.70M
1.76%
Sole
63.84K
Shared
0.00
None
242.87K
THERMO FISHER SCIENTIFIC INC COM
SOLEShares321.51K
TypeSH
Market value$159.99M
1.67%
Sole
134.63K
Shared
0.00
None
186.88K
CORPAY INC COM SHS
SOLEShares454.60K
TypeSH
Market value$158.53M
1.66%
Sole
87.13K
Shared
0.00
None
367.47K
PTC INC COM
SOLEShares1.01M
TypeSH
Market value$156.02M
1.63%
Sole
232.95K
Shared
0.00
None
773.95K
CHUBB LIMITED COM
SOLEShares512.29K
TypeSH
Market value$154.71M
1.62%
Sole
110.35K
Shared
0.00
None
401.94K
JOHNSON & JOHNSON COM
SOLEShares904.09K
TypeSH
Market value$149.93M
1.57%
Sole
184.46K
Shared
0.00
None
719.63K
APPLE INC COM
SOLEShares598.06K
TypeSH
Market value$132.85M
1.39%
Sole
598.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares1.21M
TypeSH
Market value$131.16M
1.37%
Sole
1.21M
Shared
0.00
None
0.00
LITTELFUSE INC COM
SOLEShares618.22K
TypeSH
Market value$121.63M
1.27%
Sole
128.82K
Shared
0.00
None
489.40K
DANAHER CORPORATION COM
SOLEShares558.20K
TypeSH
Market value$114.43M
1.20%
Sole
141.29K
Shared
0.00
None
416.91K
ANALOG DEVICES INC COM
SOLEShares536.84K
TypeSH
Market value$108.27M
1.13%
Sole
72.49K
Shared
0.00
None
464.35K
BERKSHIRE HATHAWAY INC DEL CL A
SOLEShares130.00
TypeSH
Market value$103.80M
1.08%
Sole
0.00
Shared
0.00
None
130.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 1.37M | SH | $515.55M 5.38% | 564.89K | 0.00 | 808.49K |
ALPHABET INC CAP STK CL ASOLE | CL A | 2.78M | SH | $430.52M 4.50% | 1M | 0.00 | 1.78M |
KKR & CO INC COMSOLE | COM | 3.34M | SH | $385.82M 4.03% | 521.51K | 0.00 | 2.82M |
BOOKING HOLDINGS INC COMSOLE | COM | 83.09K | SH | $382.78M 4.00% | 18.35K | 0.00 | 64.73K |
META PLATFORMS INC CL ASOLE | CL A | 655.43K | SH | $377.77M 3.95% | 165.91K | 0.00 | 489.52K |
NXP SEMICONDUCTORS N V COMSOLE | COM | 1.73M | SH | $328.85M 3.43% | 295.29K | 0.00 | 1.43M |
AMAZON COM INC COMSOLE | COM | 1.66M | SH | $315.01M 3.29% | 668.70K | 0.00 | 986.96K |
MARKEL GROUP INC COMSOLE | COM | 146.08K | SH | $273.11M 2.85% | 27.16K | 0.00 | 118.92K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 397.21K | SH | $211.55M 2.21% | 120.72K | 0.00 | 276.49K |
CITIGROUP INC COM NEWSOLE | COM NEW | 2.91M | SH | $206.23M 2.15% | 922.98K | 0.00 | 1.98M |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | SPONSORED ADS | 1.24M | SH | $206.20M 2.15% | 322.75K | 0.00 | 919.44K |
MEDTRONIC PLC SHSSOLE | SHS | 2.10M | SH | $188.98M 1.97% | 702.92K | 0.00 | 1.40M |
VISA INC COM CL ASOLE | CL A | 489.23K | SH | $171.46M 1.79% | 139.89K | 0.00 | 349.34K |
SPOTIFY TECHNOLOGY S A SHSSOLE | SHS | 306.71K | SH | $168.70M 1.76% | 63.84K | 0.00 | 242.87K |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 321.51K | SH | $159.99M 1.67% | 134.63K | 0.00 | 186.88K |
CORPAY INC COM SHSSOLE | SHS | 454.60K | SH | $158.53M 1.66% | 87.13K | 0.00 | 367.47K |
PTC INC COMSOLE | COM | 1.01M | SH | $156.02M 1.63% | 232.95K | 0.00 | 773.95K |
CHUBB LIMITED COMSOLE | COM | 512.29K | SH | $154.71M 1.62% | 110.35K | 0.00 | 401.94K |
JOHNSON & JOHNSON COMSOLE | COM | 904.09K | SH | $149.93M 1.57% | 184.46K | 0.00 | 719.63K |
APPLE INC COMSOLE | COM | 598.06K | SH | $132.85M 1.39% | 598.06K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 1.21M | SH | $131.16M 1.37% | 1.21M | 0.00 | 0.00 |
LITTELFUSE INC COMSOLE | COM | 618.22K | SH | $121.63M 1.27% | 128.82K | 0.00 | 489.40K |
DANAHER CORPORATION COMSOLE | COM | 558.20K | SH | $114.43M 1.20% | 141.29K | 0.00 | 416.91K |
ANALOG DEVICES INC COMSOLE | COM | 536.84K | SH | $108.27M 1.13% | 72.49K | 0.00 | 464.35K |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | CL A | 130.00 | SH | $103.80M 1.08% | 0.00 | 0.00 | 130.00 |
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