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 5 of 12
Cheniere Energy, Inc.
LNG|16411R208
Shares:
108098(-10.6%)
Value:
$25.0B(-3.7%)
MSC INDUSTRIAL DIRECT CO INC
MSM|553530106
Shares:
315698(+15.8%)
Value:
$24.5B(+20.4%)
CHEVRON CORP
CVX|166764100
Shares:
145094(+19.7%)
Value:
$24.3B(+38.3%)
HOME DEPOT, INC.
HD|437076102
Shares:
66200(-37.9%)
Value:
$24.3B(-41.5%)
EQUINIX INC
EQIX|29444U700
Shares:
29392(-36.0%)
Value:
$24.0B(-44.7%)
Accenture plc
ACN|G1151C101
Shares:
76666(-28.8%)
Value:
$23.9B(-36.8%)
ORACLE CORP
ORCL|68389X105
Shares:
168981(+37.5%)
Value:
$23.6B(+15.4%)
Noble Corp plc
NE|G65431127
Shares:
991675(+23.1%)
Value:
$23.5B(-7.1%)
LINDE PLC
LIN|G54950103
Shares:
48831(+1.2%)
Value:
$22.7B(+12.5%)
Zoetis Inc.
ZTS|98978V103
Shares:
137539(-19.1%)
Value:
$22.6B(-18.2%)
AKAMAI TECHNOLOGIES INC
AKAM|00971T101
Shares:
272405
Value:
$21.9B
CADENCE DESIGN SYSTEMS INC
CDNS|127387108
Shares:
80605
Value:
$20.5B
Ventas, Inc.
VTR|92276F100
Shares:
297910
Value:
$20.5B
FIRST SOLAR, INC.
FSLR|336433107
Shares:
161247(-27.4%)
Value:
$20.4B(-47.9%)
Ferguson Enterprises Inc. /DE/
FERG|31488V107
Shares:
126948(+0.3%)
Value:
$20.3B(-7.4%)
Tronox Holdings plc
TROX|G9087Q102
Shares:
2868837(+2.5%)
Value:
$20.2B(-28.3%)
Extra Space Storage Inc.
EXR|30225T102
Shares:
135753(-12.1%)
Value:
$20.2B(-12.7%)
Parker-Hannifin Corp
PH|701094104
Shares:
32631(+2.7%)
Value:
$19.8B(-1.9%)
MOHAWK INDUSTRIES INC
MHK|608190104
Shares:
172528(-11.5%)
Value:
$19.7B(-15.2%)
REALTY INCOME CORP
O|756109104
Shares:
330364(+922.5%)
Value:
$19.2B(+1010.6%)