Filed: 8/7/2025ACC: 0001367401-25-000010
📋 What this filing means
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. filed this quarterly 13F‑HR report disclosing 239 equity positions with a total reported market value of $10.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
239
Positions
$10.50B
Total AUM (reported)
85.43M
Total Shares
Allocation by class
COM$7.39B70.5%
CL A$1.54B14.7%
SHS$587.07M5.6%
COM NEW$352.15M3.4%
SPONSORED ADS$274.75M2.6%
CL B NEW$160.55M1.5%
COM SER A$36.55M0.3%
Portfolio Concentration
Top 3$1.70B16.2%
4–10$2.60B24.7%
11–25$2.41B22.9%
Rest$3.79B36.1%
Top 3 weight
16.2%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 85.43M
Sole
Full voting authority
55.40M
shares
% of voting shares64.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
30.03M
shares
% of voting shares35.1%
Investment Discretion (by position count)
Sole239
Shared0
Other0
Dominant voting typeSole · 64.9% of voting shares
Institutional Holdings239
Rows:
MICROSOFT CORP COM
SOLEShares1.35M
TypeSH
Market value$671.40M
6.40%
Sole
532.54K
Shared
0.00
None
817.25K
META PLATFORMS INC CL A
SOLEShares715.36K
TypeSH
Market value$528.00M
5.03%
Sole
185.45K
Shared
0.00
None
529.91K
KKR & CO INC COM
SOLEShares3.80M
TypeSH
Market value$505.27M
4.81%
Sole
680.13K
Shared
0.00
None
3.12M
ALPHABET INC CAP STK CL A
SOLEShares2.77M
TypeSH
Market value$487.29M
4.64%
Sole
831.25K
Shared
0.00
None
1.93M
BOOKING HOLDINGS INC COM
SOLEShares84.15K
TypeSH
Market value$487.16M
4.64%
Sole
18.55K
Shared
0.00
None
65.60K
NXP SEMICONDUCTORS N V COM
SOLEShares1.81M
TypeSH
Market value$395.23M
3.77%
Sole
304.26K
Shared
0.00
None
1.50M
AMAZON COM INC COM
SOLEShares1.72M
TypeSH
Market value$377.03M
3.59%
Sole
731.93K
Shared
0.00
None
986.63K
MARKEL GROUP INC COM
SOLEShares163.78K
TypeSH
Market value$327.13M
3.12%
Sole
33.87K
Shared
0.00
None
129.91K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares1.20M
TypeSH
Market value$271.33M
2.59%
Sole
262.94K
Shared
0.00
None
935.02K
CITIGROUP INC COM NEW
SOLEShares2.94M
TypeSH
Market value$250.45M
2.39%
Sole
924.62K
Shared
0.00
None
2.02M
SPOTIFY TECHNOLOGY S A SHS
SOLEShares324.35K
TypeSH
Market value$248.88M
2.37%
Sole
78.42K
Shared
0.00
None
245.93K
LITTELFUSE INC COM
SOLEShares951.98K
TypeSH
Market value$215.84M
2.06%
Sole
168.98K
Shared
0.00
None
782.99K
THERMO FISHER SCIENTIFIC INC COM
SOLEShares517.86K
TypeSH
Market value$209.97M
2.00%
Sole
135.18K
Shared
0.00
None
382.68K
CORPAY INC COM SHS
SOLEShares606.30K
TypeSH
Market value$201.18M
1.92%
Sole
130.18K
Shared
0.00
None
476.12K
NVIDIA CORPORATION COM
SOLEShares1.19M
TypeSH
Market value$188.61M
1.80%
Sole
1.19M
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares510.94K
TypeSH
Market value$181.41M
1.73%
Sole
200.74K
Shared
0.00
None
310.20K
PTC INC COM
SOLEShares1.02M
TypeSH
Market value$175.86M
1.68%
Sole
133.77K
Shared
0.00
None
886.65K
CHUBB LIMITED COM
SOLEShares585.57K
TypeSH
Market value$169.65M
1.62%
Sole
117.31K
Shared
0.00
None
468.26K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares330.50K
TypeSH
Market value$160.55M
1.53%
Sole
121.62K
Shared
0.00
None
208.88K
ANALOG DEVICES INC COM
SOLEShares547.62K
TypeSH
Market value$130.35M
1.24%
Sole
74.75K
Shared
0.00
None
472.87K
APPLE INC COM
SOLEShares585.55K
TypeSH
Market value$120.14M
1.14%
Sole
585.55K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares588.95K
TypeSH
Market value$116.34M
1.11%
Sole
143.43K
Shared
0.00
None
445.51K
NVR INC COM
SOLEShares13.96K
TypeSH
Market value$103.12M
0.98%
Sole
3.17K
Shared
0.00
None
10.79K
BERKSHIRE HATHAWAY INC DEL CL A
SOLEShares130.00
TypeSH
Market value$94.74M
0.90%
Sole
0.00
Shared
0.00
None
130.00
LENNAR CORP CL A
SOLEShares816.58K
TypeSH
Market value$90.32M
0.86%
Sole
102.18K
Shared
0.00
None
714.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 1.35M | SH | $671.40M 6.40% | 532.54K | 0.00 | 817.25K |
META PLATFORMS INC CL ASOLE | CL A | 715.36K | SH | $528.00M 5.03% | 185.45K | 0.00 | 529.91K |
KKR & CO INC COMSOLE | COM | 3.80M | SH | $505.27M 4.81% | 680.13K | 0.00 | 3.12M |
ALPHABET INC CAP STK CL ASOLE | CL A | 2.77M | SH | $487.29M 4.64% | 831.25K | 0.00 | 1.93M |
BOOKING HOLDINGS INC COMSOLE | COM | 84.15K | SH | $487.16M 4.64% | 18.55K | 0.00 | 65.60K |
NXP SEMICONDUCTORS N V COMSOLE | COM | 1.81M | SH | $395.23M 3.77% | 304.26K | 0.00 | 1.50M |
AMAZON COM INC COMSOLE | COM | 1.72M | SH | $377.03M 3.59% | 731.93K | 0.00 | 986.63K |
MARKEL GROUP INC COMSOLE | COM | 163.78K | SH | $327.13M 3.12% | 33.87K | 0.00 | 129.91K |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | SPONSORED ADS | 1.20M | SH | $271.33M 2.59% | 262.94K | 0.00 | 935.02K |
CITIGROUP INC COM NEWSOLE | COM NEW | 2.94M | SH | $250.45M 2.39% | 924.62K | 0.00 | 2.02M |
SPOTIFY TECHNOLOGY S A SHSSOLE | SHS | 324.35K | SH | $248.88M 2.37% | 78.42K | 0.00 | 245.93K |
LITTELFUSE INC COMSOLE | COM | 951.98K | SH | $215.84M 2.06% | 168.98K | 0.00 | 782.99K |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 517.86K | SH | $209.97M 2.00% | 135.18K | 0.00 | 382.68K |
CORPAY INC COM SHSSOLE | SHS | 606.30K | SH | $201.18M 1.92% | 130.18K | 0.00 | 476.12K |
NVIDIA CORPORATION COMSOLE | COM | 1.19M | SH | $188.61M 1.80% | 1.19M | 0.00 | 0.00 |
VISA INC COM CL ASOLE | CL A | 510.94K | SH | $181.41M 1.73% | 200.74K | 0.00 | 310.20K |
PTC INC COMSOLE | COM | 1.02M | SH | $175.86M 1.68% | 133.77K | 0.00 | 886.65K |
CHUBB LIMITED COMSOLE | COM | 585.57K | SH | $169.65M 1.62% | 117.31K | 0.00 | 468.26K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 330.50K | SH | $160.55M 1.53% | 121.62K | 0.00 | 208.88K |
ANALOG DEVICES INC COMSOLE | COM | 547.62K | SH | $130.35M 1.24% | 74.75K | 0.00 | 472.87K |
APPLE INC COMSOLE | COM | 585.55K | SH | $120.14M 1.14% | 585.55K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | COM | 588.95K | SH | $116.34M 1.11% | 143.43K | 0.00 | 445.51K |
NVR INC COMSOLE | COM | 13.96K | SH | $103.12M 0.98% | 3.17K | 0.00 | 10.79K |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | CL A | 130.00 | SH | $94.74M 0.90% | 0.00 | 0.00 | 130.00 |
LENNAR CORP CL ASOLE | CL A | 816.58K | SH | $90.32M 0.86% | 102.18K | 0.00 | 714.40K |
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