Van Lanschot Kempen Investment Management N.v.
Van Lanschot Kempen Investment Management N.v. reported 241 stocks worth $13.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NXPI (6.3%), GOOGL (5.4%) and MSFT (5.1%). Compared with Q1 2026, the fund opened new positions in AJG, CECO and AMD, added to NXPI, GOOGL and MSFT, trimmed LFUS, NVDA and ADI and sold out of SYY, EMA and WPC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NXPI Nxp Semiconductors N V | $818M | 6.3% | 2.9M | +152K (+6%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $712M | 5.4% | 2M | +14K (+1%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $662M | 5.1% | 1.8M | +25K (+1%) | 8 of 8 | |
| 4 |  BKNG Booking Hldgs Inc | $603M | 4.6% | 3.4M | +3.2M (+2433%) | 8 of 8 | |
| 5 |  TSM Taiwan Semiconductor Mfg Ltd | $538M | 4.1% | 1.1M | +173K (+18%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $461M | 3.5% | 1.9M | +150K (+8%) | 8 of 8 | |
| 7 |  MKL Markel Group Inc | $450M | 3.4% | 231K | +4,489 (+2%) | 8 of 8 | |
| 8 |  BRO Brown & Brown Inc | $430M | 3.3% | 6.7M | +838K (+14%) | 4 of 8 | |
| 9 |  META Meta Platforms Inc | $429M | 3.3% | 762K | +8,519 (+1%) | 8 of 8 | |
| 10 |  LFUS Littelfuse Inc | $425M | 3.3% | 934K | −49K (−5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SYY Sysco Corp | $33.6M | 471K |
THERMON GROUP HLDGS INC | $26M | 516K |
 EMA Emera Inc | $11.7M | 163K |
 WPC WP Carey Inc | $10.5M | 155K |
 JKHY Jack Henry | $6.5M | 41K |
🔒 Free account: see all 19.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Van Lanschot Kempen Investment Management N.v. 13F FAQ
What does Van Lanschot Kempen Investment Management N.v. own?
Van Lanschot Kempen Investment Management N.v. reported 241 stocks worth $13.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Van Lanschot Kempen Investment Management N.v. buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 122 added to, 95 trimmed and 19 sold out. New positions include AJG, CECO and AMD. It sold all of SYY, EMA and WPC.
When will Van Lanschot Kempen Investment Management N.v. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Van Lanschot Kempen Investment Management N.v.'s portfolio worth?
The Q2 2026 filing reports $13.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.