VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.: 13F holdings
CIK 13674012026Q2
| Positions | 241 |
|---|
| Reported value | $13.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 241 (+1 vs prior quarter) |
|---|
| Reported value | $13.1bn (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NXP SEMICONDUCTORS N V COM | 2,911,008 | $818.1m | 6.3% |
| GOOGL ALPHABET INC CAP STK CL A | 1,991,007 | $711.5m | 5.4% |
| MSFT MICROSOFT CORP COM | 1,775,420 | $662.3m | 5.1% |
| BKNG BOOKING HOLDINGS INC COM | 3,382,804 | $603.0m | 4.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | 1,126,067 | $537.8m | 4.1% |
| AMZN AMAZON COM INC COM | 1,932,470 | $460.6m | 3.5% |
| MKL MARKEL GROUP INC COM | 230,637 | $450.4m | 3.4% |
| BRO BROWN & BROWN INC COM | 6,709,042 | $430.4m | 3.3% |
| META META PLATFORMS INC CL A | 762,102 | $429.3m | 3.3% |
| LFUS LITTELFUSE INC COM | 933,511 | $425.1m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1367401")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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