VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. — 13F holdings

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. reported 241 holdings worth $13.1B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NXPI NXP SEMICONDUCTORS N V — $818M (6.3%)
2. GOOGL ALPHABET INC — $712M (5.4%)
3. MSFT MICROSOFT CORP — $662M (5.1%)
4. BKNG BOOKING HOLDINGS INC — $603M (4.6%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $538M (4.1%)
6. AMZN AMAZON COM INC — $461M (3.5%)
7. MKL MARKEL GROUP INC — $450M (3.4%)
8. BRO BROWN & BROWN INC — $430M (3.3%)
9. META META PLATFORMS INC — $429M (3.3%)
10. LFUS LITTELFUSE INC — $425M (3.3%)