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
The top 10 stocks are 42.3% of this fund. 231 other stocks make up the rest.
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%
231 other stocks57.7%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed