Van Lanschot Kempen Investment Management N.V. 13F 持仓 · 2026年Q2
Van Lanschot Kempen Investment Management N.V. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 241 只证券，申报市值合计 130.77 亿美元。前几大持仓：NXPI（6.26%）、GOOGL（5.44%）、MSFT（5.06%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NXPI | NXP SEMICONDUCTORS N V COM | $818.1M | 6.26% | 2.9M | 增持 |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $711.5M | 5.44% | 2.0M | 增持 |
| 3 | MSFT | MICROSOFT CORP COM | $662.3M | 5.06% | 1.8M | 增持 |
| 4 | BKNG | BOOKING HOLDINGS INC COM | $603.0M | 4.61% | 3.4M | 增持 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $537.8M | 4.11% | 1.1M | 增持 |
| 6 | AMZN | AMAZON COM INC COM | $460.6M | 3.52% | 1.9M | 增持 |
| 7 | MKL | MARKEL GROUP INC COM | $450.4M | 3.44% | 230,637 | 增持 |
| 8 | BRO | BROWN & BROWN INC COM | $430.4M | 3.29% | 6.7M | 增持 |
| 9 | META | META PLATFORMS INC CL A | $429.3M | 3.28% | 762,102 | 增持 |
| 10 | LFUS | LITTELFUSE INC COM | $425.1M | 3.25% | 933,511 | 减持 |
| 11 | KKR | KKR & CO INC COM | $403.5M | 3.09% | 4.4M | 增持 |
| 12 | SPOT | SPOTIFY TECHNOLOGY S A SHS | $375.8M | 2.87% | 818,575 | 增持 |
| 13 | CPAY | CORPAY INC COM SHS | $307.4M | 2.35% | 922,400 | 增持 |
| 14 | V | VISA INC COM CL A | $291.6M | 2.23% | 849,805 | 增持 |
| 15 | LEN | LENNAR CORP CL A | $243.6M | 1.86% | 2.7M | 增持 |
| 16 | CB | CHUBB LIMITED COM | $225.2M | 1.72% | 660,867 | 增持 |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC COM | $223.0M | 1.71% | 444,819 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION COM | $209.0M | 1.60% | 1.0M | 减持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $196.4M | 1.50% | 392,413 | 增持 |
| 20 | AAPL | APPLE INC COM | $168.5M | 1.29% | 582,428 | 增持 |
| 21 | PTC | PTC INC COM | $168.6M | 1.29% | 1.5M | 增持 |
| 22 | ICLR | ICON PUB LTD CO SHS | $167.1M | 1.28% | 961,665 | 增持 |
| 23 | ADI | ANALOG DEVICES INC COM | $128.2M | 0.98% | 322,902 | 减持 |
| 24 | NVR | NVR INC COM | $122.8M | 0.94% | 18,017 | 增持 |
| 25 | AVGO | BROADCOM INC COM | $99.7M | 0.76% | 263,977 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR