VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
CIK 1367401
13F filing for Q2 2026・No. 480
- Holdings
- US$13.08B
- Quarter change
- +US$1.68B
- Entries
- 241
- Net bought (estimate)
- +US$510.43M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 19
- Cut 94
- Added 123
- Corporate actions 2
- Unchanged 4
Largest holdings
241 stocks worth US$13.08B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NXPINXP SEMICONDUCTORS N V COMCOM | Added | 2,911,008 | US$818.08M | 6.26% |
| GOOGLAlphabetCL A | Added | 1,991,007 | US$711.53M | 5.44% |
| MSFTMicrosoftCOM | Added | 1,775,420 | US$662.27M | 5.06% |
| BKNGBOOKING HOLDINGS INC COMCOM | AddedSplit 25:1 | 3,382,804 | US$602.95M | 4.61% |
| TSMTSMC ADRSPONSORED ADS | Added | 1,126,067 | US$537.78M | 4.11% |
| AMZNAmazonCOM | Added | 1,932,470 | US$460.58M | 3.52% |
| MKLMARKEL GROUP INC COMCOM | Added | 230,637 | US$450.44M | 3.44% |
| BROBROWN & BROWN INC COMCOM | Added | 6,709,042 | US$430.39M | 3.29% |
| METAMetaCL A | Added | 762,102 | US$429.28M | 3.28% |
| LFUSLITTELFUSE INC COMCOM | Cut | 933,511 | US$425.06M | 3.25% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.