Filed: 2/13/2026ACC: 0001367401-26-000001
📋 What this filing means
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $11.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
250
Positions
$11.68B
Total AUM (reported)
81.10M
Total Shares
Allocation by class
COM$8.12B69.5%
CL A$1.97B16.9%
SHS$771.40M6.6%
SPONSORED ADS$292.05M2.5%
CL B NEW$178.38M1.5%
COM NEW$168.71M1.4%
SHS CLASS A$39.94M0.3%
Portfolio Concentration
Top 3$1.87B16.0%
4–10$2.93B25.1%
11–25$2.91B25.0%
Rest$3.97B34.0%
Top 3 weight
16.0%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 81.10M
Sole
Full voting authority
45.12M
shares
% of voting shares55.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
35.98M
shares
% of voting shares44.4%
Investment Discretion (by position count)
Sole250
Shared0
Other0
Dominant voting typeSole · 55.6% of voting shares
Institutional Holdings250
Rows:
ALPHABET INC CAP STK CL A
SOLEShares2.28M
TypeSH
Market value$712.56M
6.10%
Sole
703.20K
Shared
0.00
None
1.57M
MICROSOFT CORP COM
SOLEShares1.36M
TypeSH
Market value$658.35M
5.64%
Sole
427K
Shared
0.00
None
934.29K
KKR & CO INC COM
SOLEShares3.88M
TypeSH
Market value$494.34M
4.23%
Sole
669.17K
Shared
0.00
None
3.21M
BOOKING HOLDINGS INC COM
SOLEShares92.29K
TypeSH
Market value$494.23M
4.23%
Sole
17.33K
Shared
0.00
None
74.95K
META PLATFORMS INC CL A
SOLEShares714.58K
TypeSH
Market value$471.69M
4.04%
Sole
163.07K
Shared
0.00
None
551.51K
NXP SEMICONDUCTORS N V COM
SOLEShares2.10M
TypeSH
Market value$454.98M
3.90%
Sole
341.34K
Shared
0.00
None
1.75M
MARKEL GROUP INC COM
SOLEShares204.86K
TypeSH
Market value$440.38M
3.77%
Sole
34.59K
Shared
0.00
None
170.27K
AMAZON COM INC COM
SOLEShares1.82M
TypeSH
Market value$419.75M
3.60%
Sole
573.16K
Shared
0.00
None
1.25M
BROWN & BROWN INC COM
SOLEShares4.54M
TypeSH
Market value$361.73M
3.10%
Sole
745.74K
Shared
0.00
None
3.79M
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares950.71K
TypeSH
Market value$288.91M
2.47%
Sole
197K
Shared
0.00
None
753.71K
THERMO FISHER SCIENTIFIC INC COM
SOLEShares446.13K
TypeSH
Market value$258.51M
2.21%
Sole
112.60K
Shared
0.00
None
333.53K
LITTELFUSE INC COM
SOLEShares980.50K
TypeSH
Market value$247.99M
2.12%
Sole
166.66K
Shared
0.00
None
813.84K
SPOTIFY TECHNOLOGY S A SHS
SOLEShares421.61K
TypeSH
Market value$244.83M
2.10%
Sole
72.26K
Shared
0.00
None
349.36K
PTC INC COM
SOLEShares1.30M
TypeSH
Market value$226.55M
1.94%
Sole
192.90K
Shared
0.00
None
1.11M
NVIDIA CORPORATION COM
SOLEShares1.18M
TypeSH
Market value$219.40M
1.88%
Sole
891.82K
Shared
0.00
None
284.56K
CORPAY INC COM SHS
SOLEShares699.48K
TypeSH
Market value$210.49M
1.80%
Sole
120.31K
Shared
0.00
None
579.16K
VISA INC COM CL A
SOLEShares595.74K
TypeSH
Market value$208.93M
1.79%
Sole
165.81K
Shared
0.00
None
429.93K
CHUBB LIMITED COM
SOLEShares647.40K
TypeSH
Market value$202.07M
1.73%
Sole
114.66K
Shared
0.00
None
532.74K
LENNAR CORP CL A
SOLEShares1.96M
TypeSH
Market value$201.83M
1.73%
Sole
288.06K
Shared
0.00
None
1.68M
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares354.88K
TypeSH
Market value$178.38M
1.53%
Sole
125.86K
Shared
0.00
None
229.02K
APPLE INC COM
SOLEShares613.10K
TypeSH
Market value$166.68M
1.43%
Sole
472.76K
Shared
0.00
None
140.34K
ANALOG DEVICES INC COM
SOLEShares527.17K
TypeSH
Market value$142.97M
1.22%
Sole
77.05K
Shared
0.00
None
450.12K
DANAHER CORPORATION COM
SOLEShares595.68K
TypeSH
Market value$136.36M
1.17%
Sole
106.40K
Shared
0.00
None
489.28K
ICON PLC SHS
SOLEShares743.55K
TypeSH
Market value$135.49M
1.16%
Sole
140.85K
Shared
0.00
None
602.70K
ZOETIS INC CL A
SOLEShares1.05M
TypeSH
Market value$132.60M
1.14%
Sole
249.95K
Shared
0.00
None
803.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CAP STK CL ASOLE | CL A | 2.28M | SH | $712.56M 6.10% | 703.20K | 0.00 | 1.57M |
MICROSOFT CORP COMSOLE | COM | 1.36M | SH | $658.35M 5.64% | 427K | 0.00 | 934.29K |
KKR & CO INC COMSOLE | COM | 3.88M | SH | $494.34M 4.23% | 669.17K | 0.00 | 3.21M |
BOOKING HOLDINGS INC COMSOLE | COM | 92.29K | SH | $494.23M 4.23% | 17.33K | 0.00 | 74.95K |
META PLATFORMS INC CL ASOLE | CL A | 714.58K | SH | $471.69M 4.04% | 163.07K | 0.00 | 551.51K |
NXP SEMICONDUCTORS N V COMSOLE | COM | 2.10M | SH | $454.98M 3.90% | 341.34K | 0.00 | 1.75M |
MARKEL GROUP INC COMSOLE | COM | 204.86K | SH | $440.38M 3.77% | 34.59K | 0.00 | 170.27K |
AMAZON COM INC COMSOLE | COM | 1.82M | SH | $419.75M 3.60% | 573.16K | 0.00 | 1.25M |
BROWN & BROWN INC COMSOLE | COM | 4.54M | SH | $361.73M 3.10% | 745.74K | 0.00 | 3.79M |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | SPONSORED ADS | 950.71K | SH | $288.91M 2.47% | 197K | 0.00 | 753.71K |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 446.13K | SH | $258.51M 2.21% | 112.60K | 0.00 | 333.53K |
LITTELFUSE INC COMSOLE | COM | 980.50K | SH | $247.99M 2.12% | 166.66K | 0.00 | 813.84K |
SPOTIFY TECHNOLOGY S A SHSSOLE | SHS | 421.61K | SH | $244.83M 2.10% | 72.26K | 0.00 | 349.36K |
PTC INC COMSOLE | COM | 1.30M | SH | $226.55M 1.94% | 192.90K | 0.00 | 1.11M |
NVIDIA CORPORATION COMSOLE | COM | 1.18M | SH | $219.40M 1.88% | 891.82K | 0.00 | 284.56K |
CORPAY INC COM SHSSOLE | SHS | 699.48K | SH | $210.49M 1.80% | 120.31K | 0.00 | 579.16K |
VISA INC COM CL ASOLE | CL A | 595.74K | SH | $208.93M 1.79% | 165.81K | 0.00 | 429.93K |
CHUBB LIMITED COMSOLE | COM | 647.40K | SH | $202.07M 1.73% | 114.66K | 0.00 | 532.74K |
LENNAR CORP CL ASOLE | CL A | 1.96M | SH | $201.83M 1.73% | 288.06K | 0.00 | 1.68M |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 354.88K | SH | $178.38M 1.53% | 125.86K | 0.00 | 229.02K |
APPLE INC COMSOLE | COM | 613.10K | SH | $166.68M 1.43% | 472.76K | 0.00 | 140.34K |
ANALOG DEVICES INC COMSOLE | COM | 527.17K | SH | $142.97M 1.22% | 77.05K | 0.00 | 450.12K |
DANAHER CORPORATION COMSOLE | COM | 595.68K | SH | $136.36M 1.17% | 106.40K | 0.00 | 489.28K |
ICON PLC SHSSOLE | SHS | 743.55K | SH | $135.49M 1.16% | 140.85K | 0.00 | 602.70K |
ZOETIS INC CL ASOLE | CL A | 1.05M | SH | $132.60M 1.14% | 249.95K | 0.00 | 803.91K |
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