Van Lanschot Kempen Investment Management N.V. Top Holdings and 13F Report (2026)

About Van Lanschot Kempen Investment Management N.V.

Investment Activity

Van Lanschot Kempen Investment Management N.V. has $13.08 billion in total holdings as of June 30, 2026.
Van Lanschot Kempen Investment Management N.V. owns shares of 241 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 13.23% of the portfolio was purchased this quarter.
About 5.49% of the portfolio was sold this quarter.
This quarter, Van Lanschot Kempen Investment Management N.V. has purchased 240 new stocks and bought additional shares in 122 stocks.
Van Lanschot Kempen Investment Management N.V. sold shares of 95 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

NXP Semiconductors: $818,080,578
Alphabet: $711,526,172
Microsoft: $662,267,168
Booking: $602,950,985
Taiwan Semiconductor Manufacturing: $537,775,817

Largest New Holdings this Quarter

363576109 - Arthur J. Gallagher & Co.: $95,487,575 Holding
125141101 - CECO Environmental: $29,703,558 Holding
007903107 - Advanced Micro Devices: $28,607,494 Holding
83601L102 - Sotera Health: $24,920,326 Holding
38141G104 - The Goldman Sachs Group: $21,765,694 Holding

Largest Purchases this Quarter

Booking: 3,249,266 shares (about $579.15M)
Arthur J. Gallagher & Co.: 415,941 shares (about $95.49M)
Visa: 255,543 shares (about $87.67M)
Taiwan Semiconductor Manufacturing: 173,445 shares (about $82.83M)
Spotify Technology: 139,564 shares (about $64.08M)

Largest Sales this Quarter

Zoetis: 996,046 shares (about $71.58M)
Vishay Intertechnology: 1,290,315 shares (about $69.39M)
Texas Instruments: 116,423 shares (about $34.70M)
Akamai Technologies: 261,662 shares (about $30.93M)
Merck & Co., Inc.: 191,123 shares (about $24.56M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NXPI NXP Semiconductors	$818,080,578	$42,670,752 â–²	5.5%	2,911,008	6.3%	Technology
GOOGL Alphabet	$711,526,172	$5,130,404 â–²	0.7%	1,991,007	5.4%	Communication Services
MSFT Microsoft	$662,267,168	$9,488,510 â–²	1.5%	1,775,420	5.1%	Technology
BKNG Booking	$602,950,985	$579,149,172 â–²	2,433.2%	3,382,804	4.6%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$537,775,817	$82,832,129 â–²	18.2%	1,126,067	4.1%	Technology
AMZN Amazon.com	$460,584,900	$35,649,467 â–²	8.4%	1,932,470	3.5%	Consumer Discretionary
MKL Markel Group	$450,436,367	$8,767,062 â–²	2.0%	230,637	3.4%	Finance
BRO Brown & Brown	$430,385,044	$53,746,602 â–²	14.3%	6,709,042	3.3%	Finance
META Meta Platforms	$429,284,436	$4,798,668 â–²	1.1%	762,102	3.3%	Communication Services
LFUS Littelfuse	$425,055,564	$22,403,602 â–¼	-5.0%	933,511	3.3%	Technology
KKR KKR & Co. Inc.	$403,472,681	$4,805,234 â–²	1.2%	4,396,085	3.1%	Finance
SPOT Spotify Technology	$375,832,340	$64,078,019 â–²	20.6%	818,575	2.9%	Communication Services
CORPAY INC COM SHS	$307,408,248	$3,430,348 â–²	1.1%	922,400	2.4%	SHS
V Visa	$291,559,597	$87,674,248 â–²	43.0%	849,805	2.2%	Finance
LEN Lennar	$243,623,150	$2,725,468 â–²	1.1%	2,692,266	1.9%	Consumer Discretionary
CB Chubb	$225,183,822	$2,951,490 â–²	1.3%	660,867	1.7%	Finance
TMO Thermo Fisher Scientific	$223,014,454	$2,053,069 â–²	0.9%	444,819	1.7%	Healthcare
NVDA NVIDIA	$209,005,010	$5,462,257 â–¼	-2.5%	1,044,555	1.6%	Technology
BRK.B Berkshire Hathaway	$196,359,541	$29,547,029 â–²	17.7%	392,413	1.5%	Finance
PTC PTC	$168,582,698	$2,101,217 â–²	1.3%	1,483,872	1.3%	Technology
AAPL Apple	$168,531,366	$5,227,867 â–²	3.2%	582,428	1.3%	Technology
ICLR Icon	$167,050,827	$7,461,192 â–²	4.7%	961,665	1.3%	Healthcare
ADI Analog Devices	$128,246,987	$12,543,423 â–¼	-8.9%	322,902	1.0%	Technology
NVR NVR	$122,757,028	$1,914,565 â–²	1.6%	18,017	0.9%	Consumer Discretionary
AVGO Broadcom	$99,717,312	$5,662,850 â–²	6.0%	263,977	0.8%	Technology
BRK.A Berkshire Hathaway	$98,099,350	$748,850 â–²	0.8%	131	0.8%	Finance
AJG Arthur J. Gallagher & Co.	$95,487,575	$95,487,575 â–²	New Holding	415,941	0.7%	Finance
BAC Bank of America	$78,208,013	$1,023,019 â–²	1.3%	1,372,552	0.6%	Finance
PG Procter & Gamble	$71,723,384	$13,019,139 â–²	22.2%	489,112	0.5%	Consumer Staples
JPM JPMorgan Chase & Co.	$69,063,029	$853,022 â–²	1.3%	210,989	0.5%	Finance
MU Micron Technology	$64,560,594	$5,287,802 â–²	8.9%	55,931	0.5%	Technology
GILD Gilead Sciences	$61,888,912	$28,123,916 â–²	83.3%	489,860	0.5%	Healthcare
INVH Invitation Home	$61,127,699	$913,399 â–²	1.5%	2,023,426	0.5%	Real Estate
LLY Eli Lilly and Company	$57,486,281	$2,346,085 â–²	4.3%	47,928	0.4%	Healthcare
JBL Jabil	$57,163,215	$18,551,225 â–¼	-24.5%	148,291	0.4%	Technology
WCC WESCO International	$56,634,976	$8,979,798 â–¼	-13.7%	163,955	0.4%	Industrials
PLD Prologis	$56,158,411	$718,939 â–²	1.3%	414,545	0.4%	Real Estate
CAT Caterpillar	$53,452,656	$1,315,152 â–¼	-2.4%	50,195	0.4%	Industrials
LAM RESEARCH CORP COM NEW	$53,370,223	$11,092,381 â–¼	-17.2%	123,163	0.4%	COM NEW
WTFC Wintrust Financial	$52,974,598	$5,615,235 â–²	11.9%	329,608	0.4%	Finance
VZ Verizon Communications	$52,621,253	$45,363,330 â–²	625.0%	1,242,826	0.4%	Communication Services
DGX Quest Diagnostics	$51,484,139	$2,838,222 â–¼	-5.2%	242,907	0.4%	Healthcare
MDT Medtronic	$49,554,794	$19,909,301 â–²	67.2%	633,450	0.4%	Healthcare
BC Brunswick	$48,712,285	$2,067,924 â–¼	-4.1%	578,256	0.4%	Consumer Discretionary
C Citigroup	$48,711,818	$2,132,850 â–²	4.6%	348,041	0.4%	Finance
AMAT Applied Materials	$48,691,881	$78,807 â–¼	-0.2%	67,347	0.4%	Technology
CNH INDL N V SHS	$47,007,500	$6,304,769 â–²	15.5%	4,185,886	0.4%	SHS
PEP PepsiCo	$46,426,900	$425,021 â–²	0.9%	342,887	0.4%	Consumer Staples
EXPAND ENERGY CORPORATION COM	$44,468,530	$20,357,347 â–²	84.4%	487,647	0.3%	COM
RY Royal Bank Of Canada	$44,128,680	$103,634 â–²	0.2%	152,441	0.3%	Finance
PEG Public Service Enterprise Group	$43,797,101	$328,860 â–¼	-0.7%	539,639	0.3%	Utilities
MRK Merck & Co., Inc.	$42,640,926	$24,559,306 â–¼	-36.5%	331,836	0.3%	Healthcare
FIS Fidelity National Information Services	$42,398,873	$6,335,146 â–²	17.6%	1,090,506	0.3%	Finance
BLACKROCK INC COM	$41,765,359	$6,837,653 â–²	19.6%	43,435	0.3%	COM
NXST Nexstar Media Group	$38,616,873	$7,360,408 â–²	23.5%	216,232	0.3%	Communication Services
VSH Vishay Intertechnology	$37,194,248	$69,393,141 â–¼	-65.1%	691,600	0.3%	Technology
OMC Omnicom Group	$36,698,236	$794,721 â–¼	-2.1%	503,889	0.3%	Communication Services
TXN Texas Instruments	$35,898,657	$34,702,204 â–¼	-49.2%	120,437	0.3%	Technology
YETI YETI	$35,590,523	$18,712,171 â–²	110.9%	718,130	0.3%	Consumer Discretionary
EHC Encompass Health	$34,396,513	$636,703 â–¼	-1.8%	340,290	0.3%	Healthcare
GE VERNOVA INC COM	$34,394,027	$175,054 â–²	0.5%	29,275	0.3%	COM
LYB LyondellBasell Industries	$33,992,209	$3,018,425 â–²	9.7%	645,626	0.3%	Materials
NE Noble	$33,594,432	$2,559,340 â–¼	-7.1%	900,655	0.3%	Energy
KO CocaCola	$33,294,937	$813,675 â–²	2.5%	409,683	0.3%	Consumer Staples
ALGN Align Technology	$32,761,024	$2,978,536 â–¼	-8.3%	194,243	0.3%	Healthcare
PINNACLE FINL PARTNERS INC COM	$32,613,697	$27,468,615 â–²	533.9%	323,292	0.2%	COM
ATS ATS	$32,524,905	$2,774,403 â–¼	-7.9%	795,619	0.2%	Industrials
MARSH & MCLENNAN COS INC COM	$31,768,969	$25,111,502 â–²	377.2%	190,610	0.2%	COM
WMS Advanced Drainage Systems	$30,925,829	$15,361,361 â–¼	-33.2%	197,030	0.2%	Industrials
WMB Williams Companies	$30,884,181	$1,078,227 â–²	3.6%	415,445	0.2%	Energy
AMH American Homes 4 Rent	$30,502,664	$7,909,782 â–²	35.0%	909,984	0.2%	Real Estate
CROX Crocs	$29,895,919	$12,514,590 â–²	72.0%	247,811	0.2%	Consumer Discretionary
CECO CECO Environmental	$29,703,558	$29,703,558 â–²	New Holding	327,348	0.2%	Industrials
STAG Stag Industrial	$29,037,420	$6,065,546 â–¼	-17.3%	762,938	0.2%	Real Estate
AMD Advanced Micro Devices	$28,607,494	$28,607,494 â–²	New Holding	49,246	0.2%	Technology
LINDE PLC SHS	$27,885,760	$239,231 â–²	0.9%	53,736	0.2%	SHS
SPG Simon Property Group	$27,469,140	$4,563,131 â–¼	-14.2%	122,822	0.2%	Real Estate
DE Deere & Company	$27,443,653	$233,433 â–²	0.9%	43,264	0.2%	Industrials
ACN Accenture	$27,204,202	$1,948,357 â–²	7.7%	218,613	0.2%	Technology
ALV Autoliv	$26,734,318	$2,442,823 â–¼	-8.4%	230,131	0.2%	Consumer Discretionary
MHK Mohawk Industries	$26,197,331	$9,699,120 â–¼	-27.0%	215,918	0.2%	Consumer Discretionary
CDNS Cadence Design Systems	$25,437,688	$404,595 â–²	1.6%	67,776	0.2%	Technology
TSLA Tesla	$25,153,562	$1,062,436 â–²	4.4%	59,804	0.2%	Consumer Discretionary
SHC Sotera Health	$24,920,326	$24,920,326 â–²	New Holding	1,403,962	0.2%	Healthcare
MSM MSC Industrial Direct	$24,895,759	$17,771,487 â–¼	-41.7%	209,296	0.2%	Industrials
LITE Lumentum	$24,546,522	$6,715,177 â–¼	-21.5%	28,607	0.2%	Technology
CACI CACI International	$24,036,708	$18,139,408 â–¼	-43.0%	51,886	0.2%	Industrials
GE GE Aerospace	$23,917,599	$834,913 â–²	3.6%	63,997	0.2%	Industrials
EQIX Equinix	$23,806,103	$1,528,144 â–¼	-6.0%	22,838	0.2%	Real Estate
SF Stifel Financial	$23,008,541	$915,731 â–²	4.1%	329,777	0.2%	Finance
ETR Entergy	$22,653,149	$573,266 â–²	2.6%	197,224	0.2%	Utilities
AIR AAR	$22,085,258	$3,255,945 â–²	17.3%	154,518	0.2%	Industrials
GS The Goldman Sachs Group	$21,765,694	$21,765,694 â–²	New Holding	21,521	0.2%	Finance
HSIC Henry Schein	$21,151,189	$4,397,495 â–¼	-17.2%	253,247	0.2%	Healthcare
ECL Ecolab	$21,034,776	$340,740 â–²	1.6%	75,499	0.2%	Materials
SPGI S&P Global	$20,915,652	$4,283,968 â–²	25.8%	51,357	0.2%	Finance
PPL PPL	$20,876,278	$4,658,798 â–²	28.7%	574,313	0.2%	Utilities
NKE NIKE	$20,401,070	$4,139,934 â–¼	-16.9%	496,981	0.2%	Consumer Discretionary
ORCL Oracle	$20,369,424	$1,485,577 â–²	7.9%	138,993	0.2%	Technology
TNC Tennant	$19,847,419	$319,959 â–²	1.6%	226,724	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Van Lanschot Kempen Investment Management N.V. Top Holdings and 13F Report (2026)

About Van Lanschot Kempen Investment Management N.V.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Van Lanschot Kempen Investment Management N.V. Top Holdings and 13F Report (2026)

About Van Lanschot Kempen Investment Management N.V.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVan Lanschot Kempen Investment Management N.V.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools