Filed: 5/15/2026ACC: 0001367401-26-000002
📋 What this filing means
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $11.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
240
Positions
$11.40B
Total AUM (reported)
82.81M
Total Shares
Allocation by class
COM$7.85B68.9%
CL A$1.78B15.6%
SHS$910.63M8.0%
SPONSORED ADS$326.31M2.9%
CL B NEW$159.75M1.4%
COM NEW$144.75M1.3%
SHS A$47.56M0.4%
Portfolio Concentration
Top 3$1.78B15.6%
4–10$2.90B25.4%
11–25$2.91B25.5%
Rest$3.82B33.5%
Top 3 weight
15.6%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 82.81M
Sole
Full voting authority
47.31M
shares
% of voting shares57.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
35.50M
shares
% of voting shares42.9%
Investment Discretion (by position count)
Sole240
Shared0
Other0
Dominant voting typeSole · 57.1% of voting shares
Institutional Holdings240
Rows:
MICROSOFT CORP COM
SOLEShares1.75M
TypeSH
Market value$647.78M
5.68%
Sole
552.11K
Shared
0.00
None
1.20M
ALPHABET INC CAP STK CL A
SOLEShares1.98M
TypeSH
Market value$568.40M
4.99%
Sole
642.29K
Shared
0.00
None
1.33M
BOOKING HOLDINGS INC COM
SOLEShares133.54K
TypeSH
Market value$562.24M
4.93%
Sole
24.31K
Shared
0.00
None
109.23K
NXP SEMICONDUCTORS N V COM
SOLEShares2.76M
TypeSH
Market value$543.17M
4.76%
Sole
548.06K
Shared
0.00
None
2.21M
MARKEL GROUP INC COM
SOLEShares226.15K
TypeSH
Market value$432.86M
3.80%
Sole
37.32K
Shared
0.00
None
188.82K
META PLATFORMS INC CL A
SOLEShares753.58K
TypeSH
Market value$431.15M
3.78%
Sole
171.47K
Shared
0.00
None
582.11K
KKR & CO INC COM
SOLEShares4.34M
TypeSH
Market value$401.79M
3.52%
Sole
739.66K
Shared
0.00
None
3.60M
BROWN & BROWN INC COM
SOLEShares5.87M
TypeSH
Market value$382.86M
3.36%
Sole
899.58K
Shared
0.00
None
4.97M
AMAZON COM INC COM
SOLEShares1.78M
TypeSH
Market value$371.32M
3.26%
Sole
615.97K
Shared
0.00
None
1.17M
LITTELFUSE INC COM
SOLEShares982.71K
TypeSH
Market value$333.48M
2.92%
Sole
158.66K
Shared
0.00
None
824.05K
SPOTIFY TECHNOLOGY S A SHS
SOLEShares679.01K
TypeSH
Market value$329.26M
2.89%
Sole
109.92K
Shared
0.00
None
569.09K
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
SOLEShares952.62K
TypeSH
Market value$321.94M
2.82%
Sole
189.55K
Shared
0.00
None
763.08K
CORPAY INC COM SHS
SOLEShares912.11K
TypeSH
Market value$265.41M
2.33%
Sole
148.01K
Shared
0.00
None
764.10K
LENNAR CORP CL A
SOLEShares2.66M
TypeSH
Market value$231.18M
2.03%
Sole
383.03K
Shared
0.00
None
2.28M
THERMO FISHER SCIENTIFIC INC COM
SOLEShares440.72K
TypeSH
Market value$216.63M
1.90%
Sole
105.47K
Shared
0.00
None
335.25K
CHUBB LTD SWITZ COM
SOLEShares652.21K
TypeSH
Market value$212.57M
1.86%
Sole
112.24K
Shared
0.00
None
539.97K
PTC INC COM
SOLEShares1.47M
TypeSH
Market value$208.80M
1.83%
Sole
211.25K
Shared
0.00
None
1.25M
NVIDIA CORPORATION COM
SOLEShares1.07M
TypeSH
Market value$186.92M
1.64%
Sole
1.06M
Shared
0.00
None
10.77K
VISA INC COM CL A
SOLEShares594.26K
TypeSH
Market value$179.60M
1.58%
Sole
216.69K
Shared
0.00
None
377.57K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares333.37K
TypeSH
Market value$159.75M
1.40%
Sole
120.58K
Shared
0.00
None
212.79K
APPLE INC COM
SOLEShares564.36K
TypeSH
Market value$143.22M
1.26%
Sole
557.09K
Shared
0.00
None
7.28K
ZOETIS INC CL A
SOLEShares1.05M
TypeSH
Market value$124.20M
1.09%
Sole
270K
Shared
0.00
None
780.68K
NVR INC COM
SOLEShares17.74K
TypeSH
Market value$116.88M
1.03%
Sole
3.05K
Shared
0.00
None
14.68K
ANALOG DEVICES INC COM
SOLEShares354.48K
TypeSH
Market value$112.78M
0.99%
Sole
50.91K
Shared
0.00
None
303.57K
ICON PLC SHS
SOLEShares918.71K
TypeSH
Market value$101.66M
0.89%
Sole
161.47K
Shared
0.00
None
757.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 1.75M | SH | $647.78M 5.68% | 552.11K | 0.00 | 1.20M |
ALPHABET INC CAP STK CL ASOLE | CL A | 1.98M | SH | $568.40M 4.99% | 642.29K | 0.00 | 1.33M |
BOOKING HOLDINGS INC COMSOLE | COM | 133.54K | SH | $562.24M 4.93% | 24.31K | 0.00 | 109.23K |
NXP SEMICONDUCTORS N V COMSOLE | COM | 2.76M | SH | $543.17M 4.76% | 548.06K | 0.00 | 2.21M |
MARKEL GROUP INC COMSOLE | COM | 226.15K | SH | $432.86M 3.80% | 37.32K | 0.00 | 188.82K |
META PLATFORMS INC CL ASOLE | CL A | 753.58K | SH | $431.15M 3.78% | 171.47K | 0.00 | 582.11K |
KKR & CO INC COMSOLE | COM | 4.34M | SH | $401.79M 3.52% | 739.66K | 0.00 | 3.60M |
BROWN & BROWN INC COMSOLE | COM | 5.87M | SH | $382.86M 3.36% | 899.58K | 0.00 | 4.97M |
AMAZON COM INC COMSOLE | COM | 1.78M | SH | $371.32M 3.26% | 615.97K | 0.00 | 1.17M |
LITTELFUSE INC COMSOLE | COM | 982.71K | SH | $333.48M 2.92% | 158.66K | 0.00 | 824.05K |
SPOTIFY TECHNOLOGY S A SHSSOLE | SHS | 679.01K | SH | $329.26M 2.89% | 109.92K | 0.00 | 569.09K |
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSSOLE | SPONSORED ADS | 952.62K | SH | $321.94M 2.82% | 189.55K | 0.00 | 763.08K |
CORPAY INC COM SHSSOLE | SHS | 912.11K | SH | $265.41M 2.33% | 148.01K | 0.00 | 764.10K |
LENNAR CORP CL ASOLE | CL A | 2.66M | SH | $231.18M 2.03% | 383.03K | 0.00 | 2.28M |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 440.72K | SH | $216.63M 1.90% | 105.47K | 0.00 | 335.25K |
CHUBB LTD SWITZ COMSOLE | COM | 652.21K | SH | $212.57M 1.86% | 112.24K | 0.00 | 539.97K |
PTC INC COMSOLE | COM | 1.47M | SH | $208.80M 1.83% | 211.25K | 0.00 | 1.25M |
NVIDIA CORPORATION COMSOLE | COM | 1.07M | SH | $186.92M 1.64% | 1.06M | 0.00 | 10.77K |
VISA INC COM CL ASOLE | CL A | 594.26K | SH | $179.60M 1.58% | 216.69K | 0.00 | 377.57K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 333.37K | SH | $159.75M 1.40% | 120.58K | 0.00 | 212.79K |
APPLE INC COMSOLE | COM | 564.36K | SH | $143.22M 1.26% | 557.09K | 0.00 | 7.28K |
ZOETIS INC CL ASOLE | CL A | 1.05M | SH | $124.20M 1.09% | 270K | 0.00 | 780.68K |
NVR INC COMSOLE | COM | 17.74K | SH | $116.88M 1.03% | 3.05K | 0.00 | 14.68K |
ANALOG DEVICES INC COMSOLE | COM | 354.48K | SH | $112.78M 0.99% | 50.91K | 0.00 | 303.57K |
ICON PLC SHSSOLE | SHS | 918.71K | SH | $101.66M 0.89% | 161.47K | 0.00 | 757.24K |
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