account_balance
Investment manager · 13F filer · SEC CIK 1367401
Van Lanschot Kempen Investment Management N.v.
Reported value$13.1Bas of Jun 30, 2026
Positions241 20 new, 19 sold out
Top 10 weight42.3%NXPI alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NXPINXP Semiconductors N V Com
6.3%Added +6%
GOOGLAlphabet Inc Cap STK Cl A
5.4%
MSFTMicrosoft Corp Com
5.1%
BKNGBooking Holdings Inc Com
4.6%Added +2433%
TSMTaiwan Semiconductor Manufac Sponsored ADS
4.1%Added +18%
AMZNAmazon Com Inc Com
3.5%Added +8%
MKLMarkel Group Inc Com
3.4%
BROBrown & Brown Inc Com
3.3%Added +14%
METAMeta Platforms Inc Cl A
3.3%
LFUSLittelfuse Inc Com
3.3%Trimmed −5%
KKRKKR & Co Inc Com
3.1%
SPOTSpotify Technology S A SHS
2.9%Added +21%
NXPINXP Semiconductors N V Com
6.3%Added +6%
GOOGL5.4%MSFT5.1%BKNGBooking Holdings Inc Com
4.6%Added +2433%
TSMTaiwan Semiconductor Manufac Sponsored ADS
4.1%Added +18%
AMZN3.5%MKL3.4%BRO3.3%META3.3%LFUS3.3%KKR3.1%SPOT2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NXPI NXP Semiconductors N V Com 6.3% Added +6%GOOGL Alphabet Inc Cap STK Cl A 5.4% HeldMSFT Microsoft Corp Com 5.1% HeldBKNG Booking Holdings Inc Com 4.6% Added +2433%TSM Taiwan Semiconductor Manufac Sponsored ADS 4.1% Added +18%AMZN Amazon Com Inc Com 3.5% Added +8%MKL Markel Group Inc Com 3.4% HeldBRO Brown & Brown Inc Com 3.3% Added +14%META Meta Platforms Inc Cl A 3.3% HeldLFUS Littelfuse Inc Com 3.3% Trimmed −5%KKR KKR & Co Inc Com 3.1% HeldSPOT Spotify Technology S A SHS 2.9% Added +21%
What changed