Filed: 11/14/2025ACC: 0001367401-25-000018
📋 What this filing means
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. filed this quarterly 13F‑HR report disclosing 244 equity positions with a total reported market value of $11.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
244
Positions
$11.20B
Total AUM (reported)
84.91M
Total Shares
Allocation by class
COM$8.21B73.3%
CL A$1.74B15.6%
SHS$562.12M5.0%
SPONSORED ADS$308.07M2.7%
CL B$186.33M1.7%
COM SER A$40.19M0.4%
SHS A$34.22M0.3%
Portfolio Concentration
Top 3$1.84B16.4%
4–10$2.70B24.1%
11–25$2.72B24.3%
Rest$3.95B35.2%
Top 3 weight
16.4%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 84.91M
Sole
Full voting authority
53.65M
shares
% of voting shares63.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
31.26M
shares
% of voting shares36.8%
Investment Discretion (by position count)
Sole244
Shared0
Other0
Dominant voting typeSole · 63.2% of voting shares
Institutional Holdings244
Rows:
MICROSOFT CORP COM
SOLEShares1.34M
TypeSH
Market value$692.93M
6.19%
Sole
518.53K
Shared
0.00
None
819.30K
ALPHABET INC CAP STK CL A
SOLEShares2.62M
TypeSH
Market value$635.93M
5.68%
Sole
793.57K
Shared
0.00
None
1.82M
META PLATFORMS INC CL A
SOLEShares693.36K
TypeSH
Market value$509.19M
4.55%
Sole
161.91K
Shared
0.00
None
531.45K
KKR & CO INC COM
SOLEShares3.80M
TypeSH
Market value$493.59M
4.41%
Sole
674.95K
Shared
0.00
None
3.12M
BOOKING HOLDINGS INC COM
SOLEShares83.52K
TypeSH
Market value$450.93M
4.03%
Sole
17.71K
Shared
0.00
None
65.81K
NXP SEMICONDUCTORS N V COM
SOLEShares1.87M
TypeSH
Market value$425.64M
3.80%
Sole
301.15K
Shared
0.00
None
1.57M
AMAZON COM INC COM
SOLEShares1.77M
TypeSH
Market value$388.09M
3.46%
Sole
647.03K
Shared
0.00
None
1.12M
MARKEL GROUP INC COM
SOLEShares181.23K
TypeSH
Market value$346.40M
3.09%
Sole
36.26K
Shared
0.00
None
144.97K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares1.09M
TypeSH
Market value$305.70M
2.73%
Sole
227.35K
Shared
0.00
None
867.22K
CITIGROUP INC COM
SOLEShares2.82M
TypeSH
Market value$285.93M
2.55%
Sole
793.22K
Shared
0.00
None
2.02M
THERMO FISHER SCIENTIFIC INC COM
SOLEShares517.26K
TypeSH
Market value$250.88M
2.24%
Sole
132.23K
Shared
0.00
None
385.04K
LITTELFUSE INC COM
SOLEShares943.29K
TypeSH
Market value$244.32M
2.18%
Sole
155.91K
Shared
0.00
None
787.38K
SPOTIFY TECHNOLOGY S A SHS
SOLEShares327K
TypeSH
Market value$228.25M
2.04%
Sole
79.32K
Shared
0.00
None
247.68K
NVIDIA CORPORATION COM
SOLEShares1.15M
TypeSH
Market value$215.13M
1.92%
Sole
1.15M
Shared
0.00
None
0.00
PTC INC COM
SOLEShares1.02M
TypeSH
Market value$207.47M
1.85%
Sole
131.21K
Shared
0.00
None
890.69K
CORPAY INC COM SHS
SOLEShares667.99K
TypeSH
Market value$192.42M
1.72%
Sole
114.19K
Shared
0.00
None
553.80K
VISA INC COM CL A
SOLEShares558.66K
TypeSH
Market value$190.71M
1.70%
Sole
200.48K
Shared
0.00
None
358.18K
BROWN & BROWN INC COM
SOLEShares1.95M
TypeSH
Market value$182.85M
1.63%
Sole
354.17K
Shared
0.00
None
1.60M
CHUBB LIMITED COM
SOLEShares639.37K
TypeSH
Market value$180.46M
1.61%
Sole
121.37K
Shared
0.00
None
518K
BERKSHIRE HATHAWAY INC DEL CL B
SOLEShares328.72K
TypeSH
Market value$165.26M
1.48%
Sole
117.45K
Shared
0.00
None
211.27K
APPLE INC COM
SOLEShares555.52K
TypeSH
Market value$141.45M
1.26%
Sole
555.52K
Shared
0.00
None
0.00
NVR INC COM
SOLEShares17.49K
TypeSH
Market value$140.53M
1.25%
Sole
3.49K
Shared
0.00
None
14K
ANALOG DEVICES INC COM
SOLEShares552.45K
TypeSH
Market value$135.74M
1.21%
Sole
73.14K
Shared
0.00
None
479.31K
LENNAR CORP CL A
SOLEShares1.03M
TypeSH
Market value$129.63M
1.16%
Sole
131.86K
Shared
0.00
None
896.66K
DANAHER CORPORATION COM
SOLEShares587.26K
TypeSH
Market value$116.43M
1.04%
Sole
137.76K
Shared
0.00
None
449.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 1.34M | SH | $692.93M 6.19% | 518.53K | 0.00 | 819.30K |
ALPHABET INC CAP STK CL ASOLE | CL A | 2.62M | SH | $635.93M 5.68% | 793.57K | 0.00 | 1.82M |
META PLATFORMS INC CL ASOLE | CL A | 693.36K | SH | $509.19M 4.55% | 161.91K | 0.00 | 531.45K |
KKR & CO INC COMSOLE | COM | 3.80M | SH | $493.59M 4.41% | 674.95K | 0.00 | 3.12M |
BOOKING HOLDINGS INC COMSOLE | COM | 83.52K | SH | $450.93M 4.03% | 17.71K | 0.00 | 65.81K |
NXP SEMICONDUCTORS N V COMSOLE | COM | 1.87M | SH | $425.64M 3.80% | 301.15K | 0.00 | 1.57M |
AMAZON COM INC COMSOLE | COM | 1.77M | SH | $388.09M 3.46% | 647.03K | 0.00 | 1.12M |
MARKEL GROUP INC COMSOLE | COM | 181.23K | SH | $346.40M 3.09% | 36.26K | 0.00 | 144.97K |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | SPONSORED ADS | 1.09M | SH | $305.70M 2.73% | 227.35K | 0.00 | 867.22K |
CITIGROUP INC COMSOLE | COM | 2.82M | SH | $285.93M 2.55% | 793.22K | 0.00 | 2.02M |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 517.26K | SH | $250.88M 2.24% | 132.23K | 0.00 | 385.04K |
LITTELFUSE INC COMSOLE | COM | 943.29K | SH | $244.32M 2.18% | 155.91K | 0.00 | 787.38K |
SPOTIFY TECHNOLOGY S A SHSSOLE | SHS | 327K | SH | $228.25M 2.04% | 79.32K | 0.00 | 247.68K |
NVIDIA CORPORATION COMSOLE | COM | 1.15M | SH | $215.13M 1.92% | 1.15M | 0.00 | 0.00 |
PTC INC COMSOLE | COM | 1.02M | SH | $207.47M 1.85% | 131.21K | 0.00 | 890.69K |
CORPAY INC COM SHSSOLE | SHS | 667.99K | SH | $192.42M 1.72% | 114.19K | 0.00 | 553.80K |
VISA INC COM CL ASOLE | CL A | 558.66K | SH | $190.71M 1.70% | 200.48K | 0.00 | 358.18K |
BROWN & BROWN INC COMSOLE | COM | 1.95M | SH | $182.85M 1.63% | 354.17K | 0.00 | 1.60M |
CHUBB LIMITED COMSOLE | COM | 639.37K | SH | $180.46M 1.61% | 121.37K | 0.00 | 518K |
BERKSHIRE HATHAWAY INC DEL CL BSOLE | CL B | 328.72K | SH | $165.26M 1.48% | 117.45K | 0.00 | 211.27K |
APPLE INC COMSOLE | COM | 555.52K | SH | $141.45M 1.26% | 555.52K | 0.00 | 0.00 |
NVR INC COMSOLE | COM | 17.49K | SH | $140.53M 1.25% | 3.49K | 0.00 | 14K |
ANALOG DEVICES INC COMSOLE | COM | 552.45K | SH | $135.74M 1.21% | 73.14K | 0.00 | 479.31K |
LENNAR CORP CL ASOLE | CL A | 1.03M | SH | $129.63M 1.16% | 131.86K | 0.00 | 896.66K |
DANAHER CORPORATION COMSOLE | COM | 587.26K | SH | $116.43M 1.04% | 137.76K | 0.00 | 449.50K |
Page 1 of 10
…