VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$9.6B
Holdings
228
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (228 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP COM | $515.6M |
GOOGLALPHABET INC CAP STK CL A | $430.5M |
KKRKKR & CO INC COM | $385.8M |
BKNGBOOKING HOLDINGS INC COM | $382.8M |
METAMETA PLATFORMS INC CL A | $377.8M |
NXPINXP SEMICONDUCTORS N V COM | $328.9M |
AMZNAMAZON COM INC COM | $315.0M |
MKLMARKEL GROUP INC COM | $273.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $211.5M |
TRVCCITIGROUP INC COM NEW | $206.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $206.2M |
MDTMEDTRONIC PLC SHS | $189.0M |
VVISA INC COM CL A | $171.5M |
SPOTSPOTIFY TECHNOLOGY S A SHS | $168.7M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $160.0M |
CPAYCORPAY INC COM SHS | $158.5M |
PTCPTC INC COM | $156.0M |
CBCHUBB LIMITED COM | $154.7M |
JNJJOHNSON & JOHNSON COM | $149.9M |
AAPLAPPLE INC COM | $132.8M |
NVDANVIDIA CORPORATION COM | $131.2M |
LFUSLITTELFUSE INC COM | $121.6M |
DHRDANAHER CORPORATION COM | $114.4M |
ADIANALOG DEVICES INC COM | $108.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $103.8M |
KMXCARMAX INC COM | $102.5M |
AVTRAVANTOR INC COM | $89.3M |
DGXQUEST DIAGNOSTICS INC COM | $73.0M |
DOCHEALTHPEAK PROPERTIES INC COM | $70.7M |
JPMJPMORGAN CHASE & CO. COM | $65.2M |
PNFPPINNACLE FINL PARTNERS INC COM | $65.1M |
WF2WINTRUST FINL CORP COM | $64.0M |
JBLJABIL INC COM | $61.3M |
WFGWEST FRASER TIMBER CO LTD COM | $60.7M |
RNRRENAISSANCERE HLDGS LTD COM | $59.0M |
MAMASTERCARD INCORPORATED CL A | $57.0M |
HBANHUNTINGTON BANCSHARES INC COM | $56.9M |
BLKBLACKROCK INC COM | $56.3M |
AVGOBROADCOM INC COM | $55.3M |
CSCOCISCO SYS INC COM | $54.3M |
RYROYAL BK CDA COM | $52.6M |
AMHAMERICAN HOMES 4 RENT CL A | $51.1M |
DEDEERE & CO COM | $49.4M |
INVHINVITATION HOMES INC COM | $48.8M |
HSICHENRY SCHEIN INC COM | $48.3M |
NVSTENVISTA HOLDINGS CORPORATION COM | $47.0M |
STRASTRATEGIC ED INC COM | $45.7M |
MRKMERCK & CO INC COM | $45.2M |
MRSHMARSH & MCLENNAN COS INC COM | $44.8M |
EHCENCOMPASS HEALTH CORP COM | $43.8M |
LLYELI LILLY & CO COM | $41.9M |
SPGIS&P GLOBAL INC COM | $41.6M |
THRTHERMON GROUP HLDGS INC COM | $40.2M |
UNHUNITEDHEALTH GROUP INC COM | $38.6M |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $38.5M |
GILDGILEAD SCIENCES INC COM | $36.7M |
SYYSYSCO CORP COM | $36.4M |
UNPUNION PAC CORP COM | $35.9M |
CRMSALESFORCE INC COM | $35.5M |
CNHICNH INDL N V SHS | $35.3M |
GNTXGENTEX CORP COM | $34.9M |
TXNTEXAS INSTRS INC COM | $34.8M |
JT5MUELLER WTR PRODS INC COM SER A | $34.8M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $34.6M |
BCBRUNSWICK CORP COM | $34.5M |
VSHVISHAY INTERTECHNOLOGY INC COM | $34.5M |
TRIPTRIPADVISOR INC COM | $33.6M |
NTRNUTRIEN LTD COM | $32.2M |
NEENEXTERA ENERGY INC COM | $31.8M |
FISFIDELITY NATL INFORMATION SV COM | $31.6M |
PGPROCTER AND GAMBLE CO COM | $31.6M |
GMS1EURGMS INC COM | $31.4M |
PEPPEPSICO INC COM | $31.4M |
WMBWILLIAMS COS INC COM | $30.0M |
QDELQUIDELORTHO CORP COM | $28.7M |
PRUPRUDENTIAL FINL INC COM | $28.5M |
LITELUMENTUM HLDGS INC COM | $28.3M |
ALVAUTOLIV INC COM | $28.1M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $26.6M |
CMECME GROUP INC COM | $26.1M |
LNGCHENIERE ENERGY INC COM NEW | $25.0M |
MSMMSC INDL DIRECT INC CL A | $24.5M |
CVXCHEVRON CORP NEW COM | $24.3M |
HDHOME DEPOT INC COM | $24.3M |
EQIXEQUINIX INC COM | $24.0M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $23.9M |
ORCLORACLE CORP COM | $23.6M |
NENOBLE CORP PLC ORD SHS A | $23.5M |
LINLINDE PLC SHS | $22.7M |
ZTSZOETIS INC CL A | $22.6M |
AKAMAKAMAI TECHNOLOGIES INC COM | $21.9M |
CDNSCADENCE DESIGN SYSTEM INC COM | $20.5M |
VENVENTAS INC COM | $20.5M |
FSLRFIRST SOLAR INC COM | $20.4M |
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | $20.3M |
TROXTRONOX HOLDINGS PLC SHS | $20.2M |
EXREXTRA SPACE STORAGE INC COM | $20.2M |
PHPARKER-HANNIFIN CORP COM | $19.8M |
MHKMOHAWK INDS INC COM | $19.7M |
OREALTY INCOME CORP COM | $19.2M |
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