Funds › VAN Lanschot Kempen Investment Management N.V.
VAN Lanschot Kempen Investment Management N.V.
13F for Q3 2026, filed Nov 13, 2026. 241 positions worth $13.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$13.4B
+$283.4M (2.2%) vs Q2 2026
Positions
241
241 in Q2 2026
Top 10 share
42.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 1.76M | $903.9M | 6.8% | -0.7% | 13F ↗ |
| 2 | NXPI NXP Semiconductors N.V. | 3.23M | $767.9M | 5.7% | +11.1% | 13F ↗ |
| 3 | GOOGL Alphabet Inc. Class A | 2.03M | $697.8M | 5.2% | +1.9% | 13F ↗ |
| 4 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1.18M | $536.2M | 4.0% | +4.4% | 13F ↗ |
| 5 | BKNG Booking Holdings Inc. | 3.19M | $519.1M | 3.9% | -5.8% | 13F ↗ |
| 6 | META Meta Platforms, Inc. | 707,057 | $512.7M | 3.8% | -7.2% | 13F ↗ |
| 7 | AMZN Amazon.com, Inc. | 2.05M | $510.9M | 3.8% | +6.1% | 13F ↗ |
| 8 | LFUS Littelfuse, Inc. | 1.01M | $426.6M | 3.2% | +7.8% | 13F ↗ |
| 9 | KKR KKR & Co. Inc. | 4.59M | $418.8M | 3.1% | +4.3% | 13F ↗ |
| 10 | BRO Brown & Brown, Inc. | 6.60M | $402.0M | 3.0% | -1.6% | 13F ↗ |
| 11 | SPOT Spotify Technology S.A. | 815,037 | $397.2M | 3.0% | -0.4% | 13F ↗ |
| 12 | CPAY Corpay, Inc. | 914,435 | $355.3M | 2.7% | -0.9% | 13F ↗ |
| 13 | V Visa Inc. | 901,224 | $323.8M | 2.4% | +6.1% | 13F ↗ |
| 14 | MKL Markel Group Inc. | 179,554 | $307.5M | 2.3% | -22.1% | 13F ↗ |
| 15 | NVDA NVIDIA Corporation | 1.04M | $237.9M | 1.8% | -0.3% | 13F ↗ |
| 16 | TMO Thermo Fisher Scientific Inc | 342,546 | $231.2M | 1.7% | -23.0% | 13F ↗ |
| 17 | PTC PTC Inc. | 1.62M | $227.0M | 1.7% | +9.0% | 13F ↗ |
| 18 | LEN Lennar Corporation Class A | 2.66M | $217.0M | 1.6% | -1.2% | 13F ↗ |
| 19 | CB Chubb Limited | 643,843 | $209.4M | 1.6% | -2.6% | 13F ↗ |
| 20 | AAPL Apple Inc. | 581,284 | $193.6M | 1.4% | -0.2% | 13F ↗ |
| 21 | BRK-B Berkshire Hathaway Inc. Class B | 371,750 | $185.1M | 1.4% | -5.3% | 13F ↗ |
| 22 | ICLR ICON plc | 952,189 | $161.9M | 1.2% | -1.0% | 13F ↗ |
| 23 | ADI Analog Devices, Inc. | 384,588 | $152.6M | 1.1% | +19.1% | 13F ↗ |
| 24 | AJG Arthur J. Gallagher & Co. | 655,788 | $149.6M | 1.1% | +57.7% | 13F ↗ |
| 25 | SPGI S&P Global Inc. | 362,547 | $143.0M | 1.1% | +606% | 13F ↗ |
| 26 | NVR NVR, Inc. | 17,637 | $108.5M | 0.8% | -2.1% | 13F ↗ |
| 27 | BRK-A Berkshire Hathaway Inc. Class A | 130 | $97.1M | 0.7% | -0.8% | 13F ↗ |
| 28 | AVGO Broadcom Inc. | 274,330 | $96.3M | 0.7% | +3.9% | 13F ↗ |
| 29 | BAC Bank of America Corporation | 1.39M | $75.4M | 0.6% | +1.0% | 13F ↗ |
| 30 | PG Procter & Gamble Company | 518,689 | $75.4M | 0.6% | +6.0% | 13F ↗ |
| 31 | GILD Gilead Sciences, Inc. | 472,181 | $70.4M | 0.5% | -3.6% | 13F ↗ |
| 32 | JPM JPMorgan Chase & Co. | 210,973 | $69.8M | 0.5% | Unchanged | 13F ↗ |
| 33 | INVH Invitation Homes Inc. | 2.33M | $61.3M | 0.5% | +15.1% | 13F ↗ |
| 34 | MRSH Marsh & McLennan Companies, Inc. | 356,295 | $60.8M | 0.5% | +86.9% | 13F ↗ |
| 35 | MU Micron Technology, Inc. | 56,778 | $60.5M | 0.5% | +1.5% | 13F ↗ |
| 36 | VZ Verizon Communications Inc. | 1.31M | $59.9M | 0.4% | +5.2% | 13F ↗ |
| 37 | LLY Eli Lilly and Company | 50,314 | $58.2M | 0.4% | +5.0% | 13F ↗ |
| 38 | PLD Prologis, Inc. | 431,344 | $56.0M | 0.4% | +4.1% | 13F ↗ |
| 39 | MDT Medtronic plc. | 638,282 | $55.1M | 0.4% | +0.8% | 13F ↗ |
| 40 | PEG Public Service Enterprise Group Incorporated | 808,421 | $54.4M | 0.4% | +49.8% | 13F ↗ |
| 41 | TXN Texas Instruments Incorporated | 188,187 | $52.7M | 0.4% | +56.3% | 13F ↗ |
| 42 | PEP PepsiCo, Inc. | 410,228 | $52.0M | 0.4% | +19.6% | 13F ↗ |
| 43 | WCC WESCO International, Inc. | 131,768 | $47.4M | 0.4% | -19.6% | 13F ↗ |
| 44 | LYB LyondellBasell Industries NV · Shs - A - | 786,190 | $45.2M | 0.3% | +21.8% | 13F ↗ |
| 45 | DGX Quest Diagnostics Incorporated | 193,776 | $45.2M | 0.3% | -20.2% | 13F ↗ |
| 46 | C Citigroup, Inc. | 346,320 | $44.8M | 0.3% | -0.5% | 13F ↗ |
| 47 | BLK BlackRock, Inc. | 41,997 | $44.4M | 0.3% | -3.3% | 13F ↗ |
| 48 | RY Royal Bank of Canada | 157,808 | $43.9M | 0.3% | +3.5% | 13F ↗ |
| 49 | PNFP Pinnacle Financial Partners, Inc. | 451,381 | $42.3M | 0.3% | +39.6% | 13F ↗ |
| 50 | EXE Expand Energy Corporation | 499,116 | $42.0M | 0.3% | +2.4% | 13F ↗ |
Showing the top 50 of 241 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
11 new, 103 added to, 107 trimmed, 11 exited, 20 unchanged. By estimated dollars.
New positions (11)
| SPSC SPS Commerce, Inc. | 495,529 | New | $40.9M |
| ARES Ares Management Corporation | 194,131 | New | $22.6M |
| RGLD Royal Gold, Inc. | 86,953 | New | $20.5M |
| DIS Walt Disney Company | 84,275 | New | $8.8M |
| BNL Broadstone Net Lease, Inc. | 280,054 | New | $5.2M |
| VNO Vornado Realty Trust · Sh Ben Int | 125,135 | New | $4.2M |
| APP AppLovin Corporation | 12,314 | New | $3.6M |
| VMRK Vivmark Residential · Sh Ben Int | 54,096 | New | $3.3M |
| WDC Western Digital Corporation | 4,184 | New | $1.9M |
| MRP Millrose Properties, Inc. | 22,893 | New | $594.5K |
Added to (103)
| SPGI S&P Global Inc. | 362,547 | +606% | $122.8M |
| NXPI NXP Semiconductors N.V. | 3.23M | +11.1% | $76.4M |
| AJG Arthur J. Gallagher & Co. | 655,788 | +57.7% | $54.7M |
| LFUS Littelfuse, Inc. | 1.01M | +7.8% | $31.0M |
| AMZN Amazon.com, Inc. | 2.05M | +6.1% | $29.4M |
| MRSH Marsh & McLennan Companies, Inc. | 356,295 | +86.9% | $28.3M |
| ADI Analog Devices, Inc. | 384,588 | +19.1% | $24.5M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1.18M | +4.4% | $22.5M |
| TXN Texas Instruments Incorporated | 188,187 | +56.3% | $19.0M |
| PTC PTC Inc. | 1.62M | +9.0% | $18.8M |
Trimmed (107)
| MKL Markel Group Inc. | 179,554 | -22.1% | -$87.5M |
| TMO Thermo Fisher Scientific Inc | 342,546 | -23.0% | -$69.0M |
| META Meta Platforms, Inc. | 707,057 | -7.2% | -$39.9M |
| BKNG Booking Holdings Inc. | 3.19M | -5.8% | -$32.0M |
| CNH CNH Industrial N.V. | 2.33M | -44.4% | -$23.9M |
| LITE Lumentum Holdings Inc. | 11,810 | -58.7% | -$16.3M |
| WTFC Wintrust Financial Corporation | 228,131 | -30.8% | -$14.4M |
| WCC WESCO International, Inc. | 131,768 | -19.6% | -$11.6M |
| DGX Quest Diagnostics Incorporated | 193,776 | -20.2% | -$11.5M |
| LRCX Lam Research Corporation | 90,717 | -26.3% | -$10.7M |
Exited (11)
| PPL PPL Corporation | 574,313 | Exited | -$20.9M |
| Avalonbay Communities Inc Reit | 75,993 | Exited | -$14.3M |
| TROX Tronox Holdings plc | 1.28M | Exited | -$8.1M |
| RHP Ryman Hospitality Properties, Inc. | 22,148 | Exited | -$2.8M |
| CCI Crown Castle Inc. | 33,200 | Exited | -$2.5M |
| PLTR Palantir Technologies Inc. | 17,325 | Exited | -$2.0M |
| DRH Diamondrock Hospitality Company | 107,886 | Exited | -$1.3M |
| LXP Lxp Industrial Trust | 9,374 | Exited | -$505.1K |
| Electronic Arts Inc | 534 | Exited | -$109.5K |
| APLE Apple Hospitality REIT, Inc. · Reit | 5,496 | Exited | -$92.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 241 | $13.4B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 241 | $13.1B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 240 | $11.4B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 250 | $11.7B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 244 | $11.2B | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 239 | $10.5B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 228 | $9.6B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer