Van Lanschot Kempen Investment Management N.v.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
228
Total Value
9575590342
Accession Number
0001367401-25-000008
Form Type
13F-HR
CIK
0001367401
Manager Name
Van Lanschot Kempen Investment Management N.v.
Data Enrichment
99% identified
225 identified3 unidentified

Holdings

228 positions
Manager:
SEC
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Page 1 of 12
MICROSOFT CORP
MSFT|594918104
Shares:
1373381(-1.6%)
Value:
$515.6B(-12.4%)
Alphabet Inc.
GOOGL|02079K305
Shares:
2784011(-1.6%)
Value:
$430.5B(-19.6%)
KKR & Co. Inc.
KKR|48251W104
Shares:
3337243(+8.2%)
Value:
$385.8B(-15.4%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
83089(-0.0%)
Value:
$382.8B(-7.3%)
Meta Platforms, Inc.
META|30303M102
Shares:
655434(+7.5%)
Value:
$377.8B(+5.9%)
NXP Semiconductors N.V.
NXPI|N6596X109
Shares:
1730255(+44.7%)
Value:
$328.9B(+32.3%)
AMAZON COM INC
AMZN|023135106
Shares:
1655657(+2.1%)
Value:
$315.0B(-11.5%)
MARKEL GROUP INC.
MKL|570535104
Shares:
146076(+20.1%)
Value:
$273.1B(+30.1%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
397213(+33.8%)
Value:
$211.5B(+57.2%)
CITIGROUP INC
C|172967424
Shares:
2905124(+18.1%)
Value:
$206.2B(+19.1%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
1242183(+11.6%)
Value:
$206.2B(-6.2%)
Medtronic plc
MDT|G5960L103
Shares:
2103050(+12.2%)
Value:
$189.0B(+26.2%)
VISA INC.
V|92826C839
Shares:
489233(-13.3%)
Value:
$171.5B(-3.9%)
Spotify Technology S.A.
SPOT|L8681T102
Shares:
306710
Value:
$168.7B
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
321514(+3.7%)
Value:
$160.0B(-0.8%)
CORPAY, INC.
CPAY|219948106
Shares:
454604(+32.4%)
Value:
$158.5B(+36.5%)
PTC INC.
PTC|69370C100
Shares:
1006901(+43.2%)
Value:
$156.0B(+20.7%)
Chubb Ltd
CB|H1467J104
Shares:
512291(+11.1%)
Value:
$154.7B(+21.4%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
904093(-15.8%)
Value:
$149.9B(-3.5%)
Apple Inc.
AAPL|037833100
Shares:
598056(+42.2%)
Value:
$132.8B(+26.1%)