VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$8.0M
Holdings
215
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (215 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP COM | $534.3M |
GOOGLALPHABET INC CAP STK CL A | $440.6M |
KKRKKR & CO INC COM | $350.7M |
METAMETA PLATFORMS INC CL A | $229.8M |
MRKMERCK & CO INC COM | $229.0M |
NXPINXP SEMICONDUCTORS N V COM | $210.7M |
TRVCCITIGROUP INC COM NEW | $148.9M |
AMZNAMAZON COM INC COM | $147.0M |
VVISA INC COM CL A | $139.5M |
MDTMEDTRONIC PLC SHS | $130.5M |
PTCPTC INC COM | $128.3M |
JNJJOHNSON & JOHNSON COM | $115.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $108.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $106.8M |
KMXCARMAX INC COM | $105.3M |
BCBRUNSWICK CORP COM | $101.2M |
ADIANALOG DEVICES INC COM | $96.9M |
DHRDANAHER CORPORATION COM | $96.6M |
AMATAPPLIED MATLS INC COM | $82.0M |
MHKMOHAWK INDS INC COM | $78.5M |
DOCHEALTHPEAK PROPERTIES INC COM | $77.2M |
CRMSALESFORCE INC COM | $77.2M |
THRTHERMON GROUP HLDGS INC COM | $73.5M |
WFGWEST FRASER TIMBER CO LTD COM | $70.3M |
CROXCROCS INC COM | $70.3M |
FSLRFIRST SOLAR INC COM | $66.0M |
JBLJABIL INC COM | $64.6M |
AVTRAVANTOR INC COM | $63.6M |
TXNTEXAS INSTRS INC COM | $62.3M |
TRIPTRIPADVISOR INC COM | $60.7M |
GNTXGENTEX CORP COM | $58.7M |
MAMASTERCARD INCORPORATED CL A | $57.4M |
WF2WINTRUST FINL CORP COM | $57.0M |
NKENIKE INC CL B | $56.0M |
MRSHMARSH & MCLENNAN COS INC COM | $55.8M |
SPGIS&P GLOBAL INC COM | $55.5M |
STRASTRATEGIC ED INC COM | $52.7M |
AAPLAPPLE INC COM | $52.5M |
SYYSYSCO CORP COM | $52.2M |
TDCTERADATA CORP DEL COM | $51.3M |
EHCENCOMPASS HEALTH CORP COM | $50.6M |
HDHOME DEPOT INC COM | $49.8M |
JT5MUELLER WTR PRODS INC COM SER A | $48.8M |
RNRRENAISSANCERE HLDGS LTD COM | $47.5M |
NVSTENVISTA HOLDINGS CORPORATION COM | $47.2M |
CSCOCISCO SYS INC COM | $47.1M |
LITELUMENTUM HLDGS INC COM | $46.4M |
PGPROCTER AND GAMBLE CO COM | $45.1M |
UNPUNION PAC CORP COM | $42.8M |
RYROYAL BK CDA COM | $42.7M |
FERGFERGUSON PLC NEW SHS | $41.9M |
IQVIQVIA HLDGS INC COM | $41.8M |
TROXTRONOX HOLDINGS PLC SHS | $40.9M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $38.3M |
DEDEERE & CO COM | $38.0M |
AMHAMERICAN HOMES 4 RENT CL A | $38.0M |
GILDGILEAD SCIENCES INC COM | $37.9M |
DISDISNEY WALT CO COM | $35.8M |
PSXPHILLIPS 66 COM | $33.5M |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $33.2M |
AMEDAMEDISYS INC COM | $33.0M |
ALVAUTOLIV INC COM | $32.9M |
WMBWILLIAMS COS INC COM | $31.9M |
JPMJPMORGAN CHASE & CO COM | $30.5M |
KMIKINDER MORGAN INC DEL COM | $30.4M |
ELLAUDER ESTEE COS INC CL A | $30.1M |
NENOBLE CORP PLC ORD SHS A | $29.8M |
XYLXYLEM INC COM | $29.2M |
NEENEXTERA ENERGY INC COM | $28.1M |
PRUPRUDENTIAL FINL INC COM | $27.9M |
PLDPROLOGIS INC. COM | $27.8M |
CAHCARDINAL HEALTH INC COM | $27.3M |
LXFRLUXFER HLDGS PLC SHS | $27.3M |
AVBAVALONBAY CMNTYS INC COM | $27.2M |
CMECME GROUP INC COM | $26.6M |
KVUEKENVUE INC COM | $26.4M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $26.0M |
QDELQUIDELORTHO CORP COM | $25.9M |
TSLATESLA INC COM | $25.3M |
MSMMSC INDL DIRECT INC CL A | $24.4M |
EXREXTRA SPACE STORAGE INC COM | $23.8M |
KOCOCA COLA CO COM | $23.5M |
DRHDIAMONDROCK HOSPITALITY CO COM | $23.1M |
EHABENHABIT INC COM | $22.9M |
INVHINVITATION HOMES INC COM | $21.5M |
EWEDWARDS LIFESCIENCES CORP COM | $21.4M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $21.3M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $20.9M |
AWCAMERICAN WTR WKS CO INC NEW COM | $20.8M |
AMGNAMGEN INC COM | $20.6M |
ITWILLINOIS TOOL WKS INC COM | $20.3M |
SIGASIGA TECHNOLOGIES INC COM | $18.9M |
UNHUNITEDHEALTH GROUP INC COM | $18.8M |
ZTSZOETIS INC CL A | $18.8M |
IEXIDEX CORP COM | $18.8M |
OTISOTIS WORLDWIDE CORP COM | $18.8M |
SUISUN CMNTYS INC COM | $18.4M |
SHWSHERWIN WILLIAMS CO COM | $18.2M |
ICEINTERCONTINENTAL EXCHANGE IN COM | $18.0M |
ECLECOLAB INC COM | $16.8M |
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