VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

$11.4B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1367401 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $11.4B
ALL retained default holdings for this (filer, period), including NULL-value ones: 240
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 16
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 26

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$10.6M	+388,691	$658M	$648M	1,361,292	1,749,983
position key `pos:15142` · issuer key `iss:89` CL A	TRIM	−$144M	−299,896	$713M	$568M	2,276,547	1,976,651
position key `pos:10854` · issuer key `iss:300` COM	ADD	+$68.0M	+41,251	$494M	$562M	92,287	133,538
position key `pos:14064` · issuer key `iss:2295` COM	ADD	+$88.2M	+663,052	$455M	$543M	2,096,119	2,759,171
position key `pos:11906` · issuer key `iss:1183` COM	ADD	−$7.5M	+21,287	$440M	$433M	204,861	226,148
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$40.5M	+39,003	$472M	$431M	714,580	753,583
position key `pos:11361` · issuer key `iss:1042` COM	ADD	−$92.5M	+465,935	$494M	$402M	3,877,794	4,343,729
position key `pos:16135` · issuer key `iss:332` COM	ADD	+$21.1M	+1,332,631	$362M	$383M	4,538,584	5,871,215
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$48.4M	−35,623	$420M	$371M	1,818,519	1,782,896
position key `pos:11388` · issuer key `iss:1133` COM	ADD	+$85.5M	+2,216	$248M	$333M	980,498	982,714
position key `pos:11788` · issuer key `iss:2269` SHS	ADD	+$84.4M	+257,398	$245M	$329M	421,613	679,011
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$33.0M	+1,909	$289M	$322M	950,713	952,622
position key `pos:17272` · issuer key `iss:521` SHS	ADD	+$54.9M	+212,631	$210M	$265M	699,476	912,107
position key `pos:15921` · issuer key `iss:1110` CL A	ADD	+$29.3M	+698,774	$202M	$231M	1,963,373	2,662,147
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$41.9M	−5,405	$259M	$217M	446,129	440,724
position key `pos:11267` · issuer key `iss:2257` COM	ADD	+$10.5M	+4,804	$202M	$213M	647,401	652,205
position key `pos:12678` · issuer key `iss:1400` COM	ADD	−$17.8M	+164,925	$227M	$209M	1,300,452	1,465,377
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$32.5M	−104,527	$219M	$187M	1,176,381	1,071,854
position key `pos:12848` · issuer key `iss:1921` CL A	TRIM	−$29.3M	−1,478	$209M	$180M	595,740	594,262
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$18.6M	−21,520	$178M	$160M	354,885	333,365
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$23.5M	−48,741	$167M	$143M	613,102	564,361
position key `pos:11897` · issuer key `iss:2010` CL A	TRIM	−$8.4M	−3,179	$133M	$124M	1,053,857	1,050,678
position key `pos:18081` · issuer key `iss:1268` COM	ADD	−$11.0M	+200	$128M	$117M	17,536	17,736
position key `pos:14307` · issuer key `iss:127` COM	TRIM	−$30.2M	−172,690	$143M	$113M	527,174	354,484
position key `pos:15581` · issuer key `iss:2131` SHS	ADD	−$33.8M	+175,165	$135M	$102M	743,548	918,713
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$18.4M	−26,957	$95.5M	$77.1M	275,943	248,986
position key `pos:13234` · issuer key `iss:230` COM	ADD	+$43.2M	+940,051	$22.8M	$66.0M	414,547	1,354,598
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$7.7M	−1,656	$55.2M	$62.9M	524,615	522,959
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$10.9M	−15,607	$72.2M	$61.3M	223,990	208,383
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$31.7M	+217,863	$26.1M	$57.8M	182,466	400,329
position key `pos:16195` · issuer key `iss:1493` COM	ADD	+$2.6M	+6,151	$51.5M	$54.1M	403,087	409,238
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$7.0M	+20,884	$45.8M	$52.8M	318,864	339,748
position key `pos:12665` · issuer key `iss:1026` COM	ADD	+$14.7M	+32,183	$37.4M	$52.2M	164,233	196,416
position key `pos:13559` · issuer key `iss:1959` COM	ADD	+$6.5M	+3,939	$45.5M	$52.0M	186,012	189,951
position key `pos:12433` · issuer key `iss:1513` COM	ADD	+$19.8M	+81,152	$30.4M	$50.2M	175,146	256,298
position key `pos:16201` · issuer key `iss:1002` COM	TRIM	−$8.2M	−83,230	$57.7M	$49.5M	2,076,421	1,993,191
position key `pos:12864` · issuer key `iss:369` CL A	ADD	+$10.4M	+17,619	$39.1M	$49.5M	73,423	91,042
position key `pos:17033` · issuer key `iss:60` COM	ADD	+$15.3M	+41,331	$33.4M	$48.8M	383,311	424,642
position key `pos:14467` · issuer key `iss:2173` SHS A	TRIM	+$13.6M	−232,327	$33.9M	$47.6M	1,201,597	969,270
position key `pos:17310` · issuer key `iss:2292` SHS - A -	ADD	+$26.1M	+96,892	$21.3M	$47.4M	491,404	588,296
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	+$371K	−26,057	$45.6M	$46.0M	262,917	236,860
position key `pos:15193` · issuer key `iss:1500` COM	ADD	+$3.1M	+33,630	$41.0M	$44.0M	510,061	543,691
position key `pos:15799` · issuer key `iss:335` COM	TRIM	−$12.1M	−151,242	$56.0M	$43.9M	754,046	602,804
position key `pos:17207` · issuer key `iss:732` COM	ADD	−$438K	+266,268	$43.9M	$43.5M	661,297	927,565
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$12.5M	−5,026	$54.8M	$42.3M	50,998	45,972
position key `pos:12987` · issuer key `iss:1979` COM	TRIM	−$5.3M	−35,854	$46.2M	$40.9M	330,524	294,670
position key `pos:11484` · issuer key `iss:48` COM	ADD	+$11.5M	+95,040	$28.9M	$40.4M	199,858	294,898
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	ADD	+$304K	+54,092	$39.9M	$40.2M	148,864	202,956
position key `pos:10661` · issuer key `iss:2286` SHS	ADD	+$11.1M	+508,089	$28.7M	$39.9M	3,116,375	3,624,464
position key `pos:12832` · issuer key `iss:1358` COM	ADD	+$3.9M	+83,159	$34.9M	$38.8M	431,642	514,801
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$14.0M	−110,903	$51.8M	$37.7M	443,705	332,802
position key `pos:10600` · issuer key `iss:821` COM	TRIM	+$4.4M	−447	$32.9M	$37.2M	267,702	267,255
position key `pos:16342` · issuer key `iss:2238` SHS	TRIM	+$18.5M	−593,387	$18.1M	$36.7M	4,347,134	3,753,747
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$5.8M	−2,050	$30.6M	$36.4M	53,480	51,430
position key `pos:14053` · issuer key `iss:73` COM	TRIM	+$927K	−14,796	$35.4M	$36.3M	226,699	211,903
position key `pos:12923` · issuer key `iss:1922` COM	ADD	+$16.9M	+688,245	$18.7M	$35.7M	1,293,670	1,981,915
position key `pos:11610` · issuer key `iss:287` COM	ADD	−$3.5M	+400	$38.5M	$34.9M	35,924	36,324
position key `pos:10712` · issuer key `iss:20` COM	ADD	+$3.0M	+48,455	$30.8M	$33.9M	815,031	863,486
position key `pos:18169` · issuer key `iss:1577` COM	TRIM	−$41.0M	−169,079	$74.7M	$33.7M	321,162	152,083
position key `pos:15818` · issuer key `iss:1742` COM	ADD	+$5.1M	+84,799	$28.5M	$33.6M	386,615	471,414
position key `pos:17319` · issuer key `iss:652` COM	ADD	+$11.7M	+140,512	$21.9M	$33.5M	206,077	346,589
position key `pos:12250` · issuer key `iss:1708` COM	ADD	+$11.2M	+320,957	$22.1M	$33.3M	601,349	922,306
position key `pos:14100` · issuer key `iss:1160` CL A	ADD	+$3.7M	+9,436	$29.4M	$33.1M	349,263	358,699
position key `pos:13406` · issuer key `iss:2156` SHS	ADD	−$1.7M	+19,231	$34.6M	$32.8M	359,722	378,953
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	−$2.2M	−49,664	$34.0M	$31.8M	198,425	148,761
position key `pos:18028` · issuer key `iss:1310` COM STK	ADD	−$3.5M	+1,950	$35.1M	$31.6M	173,068	175,018
position key `pos:13891` · issuer key `iss:1313` CL B	ADD	+$20.4M	+422,756	$11.2M	$31.6M	175,076	597,832
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$1.0M	−20,184	$29.4M	$30.4M	419,855	399,671
position key `pos:15560` · issuer key `iss:1973` COM	TRIM	+$3.1M	−33,589	$26.1M	$29.2M	434,530	400,941
position key `pos:11349` · issuer key `iss:1242` COM	TRIM	−$4.8M	−14,553	$33.9M	$29.1M	310,411	295,858
position key `pos:15270` · issuer key `iss:439` COM	ADD	+$6.7M	+62,104	$22.3M	$29.0M	202,302	264,406
position key `pos:12282` · issuer key `iss:1965` COM	ADD	+$11.1M	+8,389	$17.4M	$28.5M	235,919	244,308
position key `pos:16708` · issuer key `iss:1661` COM	ADD	+$3.6M	+18,308	$23.1M	$26.7M	124,917	143,225
position key `pos:15332` · issuer key `iss:194` COM	ADD	−$2.4M	+8,082	$28.9M	$26.4M	243,077	251,159
position key `pos:12681` · issuer key `iss:2154` SHS	TRIM	+$617K	−7,218	$25.8M	$26.4M	60,493	53,275
position key `sid:sec:prov:dc3adf0fd5cb09f56271b3a21f4b7d60` · issuer key `cusip6:88362T` COM	TRIM	+$402K	−173,206	$25.6M	$26.0M	689,677	516,471
position key `pos:17670` · issuer key `iss:1145` COM	TRIM	−$22.6M	−94,480	$48.3M	$25.6M	130,913	36,433
position key `pos:17386` · issuer key `iss:806` COM	TRIM	+$1.9M	−6,926	$23.6M	$25.4M	36,052	29,126
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$15.8M	+154,638	$9.0M	$24.8M	111,926	266,564
position key `pos:14621` · issuer key `iss:1723` COM	TRIM	−$3.1M	−49,250	$27.8M	$24.6M	346,230	296,980
position key `pos:13471` · issuer key `iss:562` COM	TRIM	+$2.8M	−2,959	$21.3M	$24.2M	45,855	42,896
position key `pos:11633` · issuer key `iss:673` COM	TRIM	−$5.3M	−13,645	$29.1M	$23.8M	37,949	24,304
position key `pos:12342` · issuer key `iss:1803` COM	TRIM	−$3.7M	−89,159	$27.1M	$23.5M	322,557	233,398
position key `pos:15755` · issuer key `iss:1719` COM	TRIM	−$20.7M	−35,716	$44.1M	$23.4M	352,368	316,652
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$21.2M	+60,176	$1.9M	$23.1M	7,280	67,456
position key `pos:14310` · issuer key `iss:1626` COM	ADD	−$51.7K	+6,925	$22.6M	$22.5M	298,974	305,899
position key `pos:11177` · issuer key `iss:1956` COM	TRIM	+$65.7K	−6,771	$21.5M	$21.6M	116,066	109,295
position key `pos:12048` · issuer key `iss:665` COM	ADD	+$11.1M	+78,163	$10.5M	$21.6M	114,070	192,233
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$5.3M	−1,873	$26.6M	$21.3M	59,151	57,278
position key `pos:14135` · issuer key `iss:1060` COM	TRIM	+$2.9M	−31,317	$18.1M	$21.1M	659,452	628,135
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	−$639K	−9,186	$20.9M	$20.3M	136,244	127,058
position key `pos:16716` · issuer key `iss:633` COM	TRIM	−$909K	−4,447	$20.7M	$19.8M	78,723	74,276
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$1.2M	−1,654	$18.1M	$19.2M	20,934	19,280
position key `pos:10822` · issuer key `iss:438` COM NEW	TRIM	+$3.5M	−12,732	$15.5M	$19.0M	79,535	66,803
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$8.1M	−9,933	$27.1M	$19.0M	138,789	128,856
position key `pos:10255` · issuer key `iss:106` CL A	TRIM	−$6.5M	−116,114	$25.4M	$18.8M	790,126	674,012
position key `pos:11663` · issuer key `iss:670` COM	TRIM	−$3.1M	−269,838	$22.0M	$18.8M	1,011,327	741,489
position key `pos:11814` · issuer key `iss:371` COM	TRIM	−$3.5M	−3,928	$22.1M	$18.5M	70,626	66,698
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$5.1M	−4,269	$23.4M	$18.4M	41,064	36,795
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	−$1.6M	−21,785	$19.8M	$18.2M	211,537	189,752

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 11

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$4.8M	$98.1M	$93.4M	130	130
position key `pos:10423` · issuer key `iss:387` COM	NO CHANGE	+$1.2M	$15.0M	$16.2M	148,284	148,284
position key `pos:11354` · issuer key `iss:506` COM	NO CHANGE	+$1.3M	$9.4M	$10.7M	94,213	94,213
position key `pos:12525` · issuer key `iss:1319` COM	NO CHANGE	−$63.8K	$10.7M	$10.7M	37,112	37,112
position key `pos:10213` · issuer key `iss:82` COM	NO CHANGE	+$834K	$8.0M	$8.9M	123,553	123,553
position key `pos:16667` · issuer key `iss:362` COM	NO CHANGE	+$790K	$6.0M	$6.8M	164,633	164,633
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	NO CHANGE	−$573K	$6.7M	$6.1M	21,220	21,220
position key `pos:14229` · issuer key `iss:1259` COM SER A	NO CHANGE	+$736K	$4.8M	$5.5M	200,572	200,572
position key `pos:10194` · issuer key `iss:1593` COM	NO CHANGE	+$700K	$3.5M	$4.2M	72,314	72,314
position key `pos:13287` · issuer key `iss:1548` COM	NO CHANGE	+$126K	$3.8M	$3.9M	17,841	17,841
position key `pos:16781` · issuer key `iss:575` COM	NO CHANGE	+$47.6K	$1.0M	$1.1M	116,142	116,142

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 238 issuers · $11.4B disclosed value over 240 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$648M

1,749,983

5.7%

—

ALPHABET INC CAP STK CL A

2 positions · 2 reported rows

Rows VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. reported for ALPHABET INC CAP STK CL A, as it reported them
ALPHABET INC CAP STK CL A · CL A CUSIP — src ↗	$568M	1,976,651
ALPHABET INC CAP STK CL C · CAP STK CL C CUSIP — src ↗	$6.1M	21,220

ticker not yet mapped

$574M

1,997,871

5.0%

—

BOOKING HOLDINGS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$562M

133,538

4.9%

—

NXP SEMICONDUCTORS N V COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$543M

2,759,171

4.8%

—

MARKEL GROUP INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$433M

226,148

3.8%

—

META PLATFORMS INC CL A · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$431M

753,583

3.8%

—

KKR & CO INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$402M

4,343,729

3.5%

—

BROWN & BROWN INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$383M

5,871,215

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$371M

1,782,896

3.3%

—

LITTELFUSE INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$333M

982,714

2.9%

—

SPOTIFY TECHNOLOGY S A SHS · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$329M

679,011

2.9%

—

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$322M

952,622

2.8%

—

CORPAY INC COM SHS · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$265M

912,107

2.3%

—

BERKSHIRE HATHAWAY INC DEL CL B NEW

2 positions · 2 reported rows

Rows VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. reported for BERKSHIRE HATHAWAY INC DEL CL B NEW, as it reported them
BERKSHIRE HATHAWAY INC DEL CL B NEW · CL B NEW CUSIP — src ↗	$160M	333,365
BERKSHIRE HATHAWAY INC DEL CL A · CL A CUSIP — src ↗	$93.4M	130

ticker not yet mapped

$253M

333,495

2.2%

—

LENNAR CORP CL A · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$231M

2,662,147

2.0%

—

THERMO FISHER SCIENTIFIC INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$217M

440,724

1.9%

—

CHUBB LTD SWITZ COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$213M

652,205

1.9%

—

PTC INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$209M

1,465,377

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$187M

1,071,854

1.6%

—

VISA INC COM CL A · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$180M

594,262

1.6%

—

APPLE INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$143M

564,361

1.3%

—

ZOETIS INC CL A · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$124M

1,050,678

1.1%

—

NVR INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$117M

17,736

1.0%

—

ANALOG DEVICES INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$113M

354,484

1.0%

—

ICON PLC SHS · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$102M

918,713

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$77.1M

248,986

0.7%

—

BANK AMERICA CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$66.0M

1,354,598

0.6%

—

MERCK & CO INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$62.9M

522,959

0.6%

—

JPMORGAN CHASE & CO COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$61.3M

208,383

0.5%

—

PROCTER & GAMBLE CO COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$57.8M

400,329

0.5%

—

PROLOGIS INC. COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$54.1M

409,238

0.5%

—

PEPSICO INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$52.8M

339,748

0.5%

—

JABIL INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$52.2M

196,416

0.5%

—

WESCO INTL INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$52.0M

189,951

0.5%

—

QUEST DIAGNOSTICS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$50.2M

256,298

0.4%

—

INVITATION HOMES INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$49.5M

1,993,191

0.4%

—

CACI INTL INC CL A · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$49.5M

91,042

0.4%

—

AKAMAI TECHNOLOGIES INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$48.8M

424,642

0.4%

—

NOBLE CORP PLC ORD SHS A · SHS A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$47.6M

969,270

0.4%

—

LYONDELLBASELL INDUSTRIES NV SHS - A - · SHS - A - CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$47.4M

588,296

0.4%

—

TEXAS INSTRS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$46.0M

236,860

0.4%

—

PUBLIC SVC ENTERPRISE GROUP COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$44.0M

543,691

0.4%

—

BRUNSWICK CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$43.9M

602,804

0.4%

—

FIDELITY NATL INFORMATION SV COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$43.5M

927,565

0.4%

—

ELI LILLY & CO COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$42.3M

45,972

0.4%

—

WINTRUST FINL CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$40.9M

294,670

0.4%

—

ADVANCED DRAIN SYS INC DEL COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$40.4M

294,898

0.4%

—

ACCENTURE PLC IRELAND SHS CLASS A · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$40.2M

202,956

0.4%

—

CNH INDL N V SHS · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$39.9M

3,624,464

0.3%

—

OMNICOM GROUP INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$38.8M

514,801

0.3%

—

CITIGROUP INC COM NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$37.7M

332,802

0.3%

—

GILEAD SCIENCES INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$37.2M

267,255

0.3%

—

TRONOX HOLDINGS PLC SHS · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$36.7M

3,753,747

0.3%

—

CATERPILLAR INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$36.4M

51,430

0.3%

—

ALIGN TECHNOLOGY INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$36.3M

211,903

0.3%

—

VISHAY INTERTECHNOLOGY INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$35.7M

1,981,915

0.3%

—

BLACKROCK INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$34.9M

36,324

0.3%

—

ATS CORPORATION COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.9M

863,486

0.3%

—

ROYAL BK CDA COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.7M

152,083

0.3%

—

SYSCO CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.6M

471,414

0.3%

—

ENCOMPASS HEALTH CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.5M

346,589

0.3%

—

STAG INDUSTRIAL INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.3M

922,306

0.3%

—

MSC INDL DIRECT INC CL A · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.1M

358,699

0.3%

—

MEDTRONIC PLC SHS · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$32.8M

378,953

0.3%

—

LAM RESEARCH CORP COM NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$31.8M

148,761

0.3%

—

NEXSTAR MEDIA GROUP INC COMMON STOCK · COM STK CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$31.6M

175,018

0.3%

—

NIKE INC CL B · CL B CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$31.6M

597,832

0.3%

—

COCA COLA CO COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$30.4M

399,671

0.3%

—

WILLIAMS COS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$29.2M

400,941

0.3%

—

MOHAWK INDS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$29.1M

295,858

0.3%

—

EXPAND ENERGY CORPORATION COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$29.0M

264,406

0.3%

—

WESTLAKE CORPORATION COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$28.5M

244,308

0.3%

—

SIMON PPTY GROUP INC NEW COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$26.7M

143,225

0.2%

—

AUTOLIV INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$26.4M

251,159

0.2%

—

LINDE PLC SHS · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$26.4M

53,275

0.2%

—

THERMON GROUP HLDGS INC COM · COM CUSIP 88362T103
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$26.0M

516,471

0.2%

—

LUMENTUM HLDGS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$25.6M

36,433

0.2%

—

GE VERNOVA INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$25.4M

29,126

0.2%

—

NEXTERA ENERGY INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$24.8M

266,564

0.2%

—

STRATEGIC ED INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$24.6M

296,980

0.2%

—

DEERE & CO COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$24.2M

42,896

0.2%

—

EQUINIX INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$23.8M

24,304

0.2%

—

TIMKEN CO COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$23.5M

233,398

0.2%

—

STIFEL FINL CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$23.4M

316,652

0.2%

—

APPLIED MATLS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$23.1M

67,456

0.2%

—

SCHEIN HENRY INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$22.5M

305,899

0.2%

—

WELLTOWER INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$21.6M

109,295

0.2%

—

ENTERGY CORP NEW COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$21.6M

192,233

0.2%

—

TESLA INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$21.3M

57,278

0.2%

—

KINDER MORGAN INC DEL COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$21.1M

628,135

0.2%

—

TJX COS INC NEW COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$20.3M

127,058

0.2%

—

ECOLAB INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$19.8M

74,276

0.2%

—

COSTCO WHOLESALE CORPORATION COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$19.2M

19,280

0.2%

—

CHENIERE ENERGY INC COM NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$19.0M

66,803

0.2%

—

ORACLE CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$19.0M

128,856

0.2%

—

AMERICAN HOMES 4 RENT CL A · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$18.8M

674,012

0.2%

—

ENVISTA HOLDINGS CORPORATION COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$18.8M

741,489

0.2%

—

CADENCE DESIGN SYSTEM INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$18.5M

66,698

0.2%

—

MASTERCARD INCORPORATED CL A · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$18.4M

36,795

0.2%

—

NETFLIX INC. COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$18.2M

189,752

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 66.5%below median 80.0%
Concentration index: 234 bpsbelow median 446 bps
Positions with value: 240 / 240median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 66.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 234 · QoQ moves: 266

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).