VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$11.2B
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
GOOGLALPHABET INC CAP STK CL A | $635.9M |
KKRKKR & CO INC COM | $493.6M |
NXPINXP SEMICONDUCTORS N V COM | $425.6M |
AMZNAMAZON COM INC COM | $388.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $305.7M |
TRVCCITIGROUP INC COM | $285.9M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $250.9M |
LFUSLITTELFUSE INC COM | $244.3M |
NVDANVIDIA CORPORATION COM | $215.1M |
PTCPTC INC COM | $207.5M |
CPAYCORPAY INC COM SHS | $192.4M |
VVISA INC COM CL A | $190.7M |
BROBROWN & BROWN INC COM | $182.8M |
CBCHUBB LIMITED COM | $180.5M |
AAPLAPPLE INC COM | $141.5M |
ADIANALOG DEVICES INC COM | $135.7M |
LENLENNAR CORP CL A | $129.6M |
DHRDANAHER CORPORATION COM | $116.4M |
AVGOBROADCOM INC COM | $94.2M |
JPMJPMORGAN CHASE & CO. COM | $68.3M |
DGXQUEST DIAGNOSTICS INC COM | $65.1M |
WF2WINTRUST FINL CORP COM | $62.4M |
SFSTIFEL FINL CORP COM | $61.4M |
MHKMOHAWK INDS INC COM | $60.5M |
BCBRUNSWICK CORP COM | $57.5M |
INVHINVITATION HOMES INC COM | $56.7M |
RYROYAL BK CDA COM | $55.3M |
CSCOCISCO SYS INC COM | $55.0M |
EHCENCOMPASS HEALTH CORP COM | $53.4M |
MRKMERCK & CO INC COM | $50.9M |
PLDPROLOGIS INC. COM | $47.3M |
AMHAMERICAN HOMES 4 RENT CL A | $44.6M |
TXNTEXAS INSTRS INC COM | $44.0M |
NVSTENVISTA HOLDINGS CORPORATION COM | $41.6M |
FT2FIRST HORIZON CORPORATION COM | $41.0M |
LITELUMENTUM HLDGS INC COM | $40.4M |
FISFIDELITY NATL INFORMATION SV COM | $39.8M |
STRASTRATEGIC ED INC COM | $39.5M |
FSLRFIRST SOLAR INC COM | $39.1M |
JT5MUELLER WTR PRODS INC COM SER A | $38.7M |
VSHVISHAY INTERTECHNOLOGY INC COM | $37.9M |
TRIPTRIPADVISOR INC COM | $37.7M |
PEPPEPSICO INC COM | $37.4M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $35.7M |
HSICHENRY SCHEIN INC COM | $34.9M |
OMCOMNICOM GROUP INC COM | $34.6M |
NENOBLE CORP PLC ORD SHS A | $34.2M |
MDTMEDTRONIC PLC SHS | $33.5M |
TKRTIMKEN CO COM | $33.4M |
JBLJABIL INC COM | $33.3M |
CNHICNH INDL N V SHS | $33.0M |
TN1TENNANT CO COM | $32.9M |
CA8ACACI INTL INC CL A | $32.9M |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $32.7M |
AKAMAKAMAI TECHNOLOGIES INC COM | $32.3M |
MSMMSC INDL DIRECT INC CL A | $31.3M |
SYYSYSCO CORP COM | $31.1M |
THRTHERMON GROUP HLDGS INC COM | $30.1M |
ATSATS CORPORATION COM | $29.7M |
GILDGILEAD SCIENCES INC COM | $29.4M |
ALVAUTOLIV INC COM | $28.9M |
SPGSIMON PPTY GROUP INC NEW COM | $28.3M |
ORCLORACLE CORP COM | $28.0M |
HOLXHOLOGIC INC COM | $27.7M |
PRUPRUDENTIAL FINL INC COM | $27.3M |
GNTXGENTEX CORP COM | $26.2M |
PGPROCTER AND GAMBLE CO COM | $25.9M |
WMBWILLIAMS COS INC COM | $25.7M |
DOCHEALTHPEAK PROPERTIES INC COM | $25.6M |
STAGSTAG INDL INC COM | $24.7M |
HDHOME DEPOT INC COM | $24.6M |
LNGCHENIERE ENERGY INC COM | $24.0M |
EXEEXPAND ENERGY CORPORATION COM | $24.0M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $24.0M |
CDNSCADENCE DESIGN SYSTEM INC COM | $22.8M |
WCCWESCO INTL INC COM | $22.5M |
BACBANK AMERICA CORP COM | $22.3M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $22.0M |
VENVENTAS INC COM | $21.1M |
TSLATESLA INC COM | $21.0M |
NTRNUTRIEN LTD COM | $20.9M |
PNFPPINNACLE FINL PARTNERS INC COM | $20.8M |
GEGE AEROSPACE COM | $20.5M |
EXREXTRA SPACE STORAGE INC COM | $20.1M |
KOCOCA COLA CO COM | $19.9M |
ZTSZOETIS INC CL A | $19.8M |
AVBAVALONBAY CMNTYS INC COM | $19.5M |
NKENIKE INC CL B | $19.5M |
ETRENTERGY CORP NEW COM | $19.4M |
DEDEERE & CO COM | $19.2M |
WELLWELLTOWER INC COM | $18.7M |
FERGFERGUSON ENTERPRISES INC COMMON STOCK | $18.4M |
LXFRLUXFER HLDGS PLC SHS | $18.2M |
ECLECOLAB INC COM | $18.1M |
LINLINDE PLC SHS | $18.0M |
OREALTY INCOME CORP COM | $18.0M |
CATCATERPILLAR INC COM | $17.8M |
WFGWEST FRASER TIMBER CO LTD COM | $17.7M |
OTISOTIS WORLDWIDE CORP COM | $16.9M |
TJXTJX COS INC NEW COM | $16.8M |
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