Filed: 8/14/2026ACC: 0001367401-26-000003
📋 What this filing means
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. filed this quarterly 13F‑HR report disclosing 241 equity positions with a total reported market value of $13.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
241
Positions
$13.08B
Total AUM (reported)
86.37M
Total Shares
Allocation by class
COM$9.00B68.8%
CL A$1.91B14.6%
SHS$1.07B8.2%
SPONSORED ADS$537.78M4.1%
CL B NEW$196.36M1.5%
COM NEW$179.62M1.4%
COM STK$41.01M0.3%
Portfolio Concentration
Top 3$2.19B16.8%
4–10$3.34B25.5%
11–25$3.33B25.5%
Rest$4.22B32.3%
Top 3 weight
16.8%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 86.37M
Sole
Full voting authority
45.63M
shares
% of voting shares52.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
40.74M
shares
% of voting shares47.2%
Investment Discretion (by position count)
Sole241
Shared0
Other0
Dominant voting typeSole · 52.8% of voting shares
Institutional Holdings241
Rows:
NXP SEMICONDUCTORS N V COM
SOLEShares2.91M
TypeSH
Market value$818.08M
6.26%
Sole
463.16K
Shared
0.00
None
2.45M
ALPHABET INC CAP STK CL A
SOLEShares1.99M
TypeSH
Market value$711.53M
5.44%
Sole
571.16K
Shared
0.00
None
1.42M
MICROSOFT CORP COM
SOLEShares1.78M
TypeSH
Market value$662.27M
5.06%
Sole
505.81K
Shared
0.00
None
1.27M
BOOKING HOLDINGS INC COM
SOLEShares3.38M
TypeSH
Market value$602.95M
4.61%
Sole
480.56K
Shared
0.00
None
2.90M
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
SOLEShares1.13M
TypeSH
Market value$537.78M
4.11%
Sole
167.06K
Shared
0.00
None
959.01K
AMAZON COM INC COM
SOLEShares1.93M
TypeSH
Market value$460.58M
3.52%
Sole
575.60K
Shared
0.00
None
1.36M
MARKEL GROUP INC COM
SOLEShares230.64K
TypeSH
Market value$450.44M
3.44%
Sole
30.16K
Shared
0.00
None
200.47K
BROWN & BROWN INC COM
SOLEShares6.71M
TypeSH
Market value$430.39M
3.29%
Sole
1.08M
Shared
0.00
None
5.63M
META PLATFORMS INC CL A
SOLEShares762.10K
TypeSH
Market value$429.28M
3.28%
Sole
142.82K
Shared
0.00
None
619.28K
LITTELFUSE INC COM
SOLEShares933.51K
TypeSH
Market value$425.06M
3.25%
Sole
95.31K
Shared
0.00
None
838.20K
KKR & CO INC COM
SOLEShares4.40M
TypeSH
Market value$403.47M
3.09%
Sole
556.36K
Shared
0.00
None
3.84M
SPOTIFY TECHNOLOGY S A SHS
SOLEShares818.58K
TypeSH
Market value$375.83M
2.87%
Sole
115.74K
Shared
0.00
None
702.83K
CORPAY INC COM SHS
SOLEShares922.40K
TypeSH
Market value$307.41M
2.35%
Sole
112.34K
Shared
0.00
None
810.06K
VISA INC COM CL A
SOLEShares849.80K
TypeSH
Market value$291.56M
2.23%
Sole
230.20K
Shared
0.00
None
619.61K
LENNAR CORP CL A
SOLEShares2.69M
TypeSH
Market value$243.62M
1.86%
Sole
276.30K
Shared
0.00
None
2.42M
CHUBB LIMITED COM
SOLEShares660.87K
TypeSH
Market value$225.18M
1.72%
Sole
88.10K
Shared
0.00
None
572.77K
THERMO FISHER SCIENTIFIC INC COM
SOLEShares444.82K
TypeSH
Market value$223.01M
1.71%
Sole
87.65K
Shared
0.00
None
357.17K
NVIDIA CORPORATION COM
SOLEShares1.04M
TypeSH
Market value$209.01M
1.60%
Sole
1.03M
Shared
0.00
None
9.56K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares392.41K
TypeSH
Market value$196.36M
1.50%
Sole
110.37K
Shared
0.00
None
282.05K
PTC INC COM
SOLEShares1.48M
TypeSH
Market value$168.58M
1.29%
Sole
150.96K
Shared
0.00
None
1.33M
APPLE INC COM
SOLEShares582.43K
TypeSH
Market value$168.53M
1.29%
Sole
575.09K
Shared
0.00
None
7.34K
ICON PUB LTD CO SHS
SOLEShares961.66K
TypeSH
Market value$167.05M
1.28%
Sole
140.62K
Shared
0.00
None
821.05K
ANALOG DEVICES INC COM
SOLEShares322.90K
TypeSH
Market value$128.25M
0.98%
Sole
31.65K
Shared
0.00
None
291.25K
NVR INC COM
SOLEShares18.02K
TypeSH
Market value$122.76M
0.94%
Sole
2.45K
Shared
0.00
None
15.57K
BROADCOM INC COM
SOLEShares263.98K
TypeSH
Market value$99.72M
0.76%
Sole
258.32K
Shared
0.00
None
5.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NXP SEMICONDUCTORS N V COMSOLE | COM | 2.91M | SH | $818.08M 6.26% | 463.16K | 0.00 | 2.45M |
ALPHABET INC CAP STK CL ASOLE | CL A | 1.99M | SH | $711.53M 5.44% | 571.16K | 0.00 | 1.42M |
MICROSOFT CORP COMSOLE | COM | 1.78M | SH | $662.27M 5.06% | 505.81K | 0.00 | 1.27M |
BOOKING HOLDINGS INC COMSOLE | COM | 3.38M | SH | $602.95M 4.61% | 480.56K | 0.00 | 2.90M |
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSSOLE | SPONSORED ADS | 1.13M | SH | $537.78M 4.11% | 167.06K | 0.00 | 959.01K |
AMAZON COM INC COMSOLE | COM | 1.93M | SH | $460.58M 3.52% | 575.60K | 0.00 | 1.36M |
MARKEL GROUP INC COMSOLE | COM | 230.64K | SH | $450.44M 3.44% | 30.16K | 0.00 | 200.47K |
BROWN & BROWN INC COMSOLE | COM | 6.71M | SH | $430.39M 3.29% | 1.08M | 0.00 | 5.63M |
META PLATFORMS INC CL ASOLE | CL A | 762.10K | SH | $429.28M 3.28% | 142.82K | 0.00 | 619.28K |
LITTELFUSE INC COMSOLE | COM | 933.51K | SH | $425.06M 3.25% | 95.31K | 0.00 | 838.20K |
KKR & CO INC COMSOLE | COM | 4.40M | SH | $403.47M 3.09% | 556.36K | 0.00 | 3.84M |
SPOTIFY TECHNOLOGY S A SHSSOLE | SHS | 818.58K | SH | $375.83M 2.87% | 115.74K | 0.00 | 702.83K |
CORPAY INC COM SHSSOLE | SHS | 922.40K | SH | $307.41M 2.35% | 112.34K | 0.00 | 810.06K |
VISA INC COM CL ASOLE | CL A | 849.80K | SH | $291.56M 2.23% | 230.20K | 0.00 | 619.61K |
LENNAR CORP CL ASOLE | CL A | 2.69M | SH | $243.62M 1.86% | 276.30K | 0.00 | 2.42M |
CHUBB LIMITED COMSOLE | COM | 660.87K | SH | $225.18M 1.72% | 88.10K | 0.00 | 572.77K |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 444.82K | SH | $223.01M 1.71% | 87.65K | 0.00 | 357.17K |
NVIDIA CORPORATION COMSOLE | COM | 1.04M | SH | $209.01M 1.60% | 1.03M | 0.00 | 9.56K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 392.41K | SH | $196.36M 1.50% | 110.37K | 0.00 | 282.05K |
PTC INC COMSOLE | COM | 1.48M | SH | $168.58M 1.29% | 150.96K | 0.00 | 1.33M |
APPLE INC COMSOLE | COM | 582.43K | SH | $168.53M 1.29% | 575.09K | 0.00 | 7.34K |
ICON PUB LTD CO SHSSOLE | SHS | 961.66K | SH | $167.05M 1.28% | 140.62K | 0.00 | 821.05K |
ANALOG DEVICES INC COMSOLE | COM | 322.90K | SH | $128.25M 0.98% | 31.65K | 0.00 | 291.25K |
NVR INC COMSOLE | COM | 18.02K | SH | $122.76M 0.94% | 2.45K | 0.00 | 15.57K |
BROADCOM INC COMSOLE | COM | 263.98K | SH | $99.72M 0.76% | 258.32K | 0.00 | 5.65K |
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