VL

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

13F
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Last update 2025-05-14 228 Stocks (23 new)
Value $9.58 Bil Turnover 13 %
Countries:
Top Holdings: MSFT(5.38%)GOOGL(4.50%)KKR(4.03%)BKNG(4.00%)META(3.95%)
Summary Stock Picks Current Portfolio
VAN LANSCHOT KEMPEN INVESTMENT... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
1,373,381
515,553.5
-1.63%
5.380
-0.10%
0.020
+35.37%
+20.48%
3,759,901.0
Software
GOOGL
Alphabet Inc
2,784,011
430,519.5
-1.63%
4.500
-0.09%
0.020
+22.60%
+0.73%
2,315,381.3
Interactive Media
KKR
KKR & Co Inc
3,337,243
385,818.7
+8.23%
4.030
+0.31%
0.370
+39.03%
+0.52%
132,046.6
Asset Management
BKNG
Booking Holdings Inc
83,089
382,783.5
-0.04%
4.000
0%
0.260
+21.46%
+15.89%
186,661.8
Travel & Leisure
META
Meta Platforms Inc
655,434
377,765.9
+7.56%
3.950
+0.28%
0.030
+37.26%
+22.08%
1,794,173.6
Interactive Media
NXPI
NXP Semiconductors NV
1,730,255
328,852.3
+44.69%
3.430
+1.06%
0.680
+24.82%
+9.15%
56,768.2
Semiconductors
AMZN
Amazon.com Inc
1,655,657
315,005.3
+2.07%
3.290
+0.07%
0.020
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
MKL
Markel Group Inc
146,076
273,105.2
+20.14%
2.850
+0.48%
1.150
+12.64%
+17.23%
25,670.4
Insurance
BRK.B
Berkshire Hathaway Inc
397,213
211,547.7
+33.79%
2.210
+0.56%
0.020
-8.39%
+6.48%
1,040,746.7
Insurance
C
Citigroup Inc
2,905,124
206,234.8
+18.11%
2.150
+0.33%
0.160
+45.94%
+38.41%
176,708.0
Banks

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s Historical Top Holdings Breakdowns

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPOT
Spotify Technology SA
2025-03-31
New Buy
New Buy
+1.76%
●
457.79 ($558.87) 648.32
$674.46
20.68%
New holding
306,710
306,710
MRK
Merck & Co Inc
2025-03-31
Reduce
Reduce
-1.30%
●
83.01 ($93.37) 101.02
$83.98
-10.06%
Reduce -71.98%
503,208
-1,292,388
NXPI
NXP Semiconductors NV
2025-03-31
Add
Add
+1.06%
●
189.99 ($213.32) 245.86
$224.71
5.34%
Add 44.69%
1,730,255
534,404
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.56%
●
442.66 ($486.15) 534.52
$482.63
-0.72%
Add 33.79%
397,213
100,323
ADI
Analog Devices Inc
2025-03-31
Add
Add
+0.54%
●
201.56 ($216.11) 243.82
$228.08
5.54%
Add 92.97%
536,843
258,639
PTC
PTC Inc
2025-03-31
Add
Add
+0.49%
●
153.3 ($171.97) 193.48
$201.36
17.09%
Add 43.18%
1,006,901
303,676
MKL
Markel Group Inc
2025-03-31
Add
Add
+0.48%
●
1660.14 ($1839.75) 2059.83
$2,023.73
10.00%
Add 20.14%
146,076
24,487
AAPL
Apple Inc
2025-03-31
Add
Add
+0.41%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Add 42.17%
598,056
177,383
CPAY
Corpay Inc
2025-03-31
Add
Add
+0.41%
●
324.66 ($361.31) 389.55
$344.14
-4.75%
Add 32.42%
454,604
111,305
LFUS
Littelfuse Inc
2025-03-31
Add
Add
+0.36%
●
196.74 ($228.88) 255.16
$232.48
1.57%
Add 39.88%
618,215
176,243

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Total Holding History ($B)

To

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s Asset Allocation

To

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s Hypothetical Growth since 2025-03-31

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s Yearly Returns

Year Portfolio % % Excess Gain %

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s Holdings Heat Map

Size field:

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s Holdings Bubble Chart

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. News

  • 1

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