Ownership Capital B.V.
Ownership Capital B.V. is a fundamental, long-term equity investment manager based in Amsterdam, Netherlands. Founded in 2013 as a spin-out from Dutch pension fund PGGM (where its strategy originated in 2008), the firm focuses on providing long-term investment services to pension funds, foundations, and endowments worldwide. The firm employs a team of specialized investment professionals and is registered with the Dutch Chamber of Commerce. Employee count is not publicly specified, but the firm operates as an independent boutique manager targeting institutional clients.
Investment Strategy
Ownership Capital pursues a fundamental, long-term equity investment approach that couples deep company analysis with active engagement and ESG (Environmental, Social, Governance) integration. Their philosophy, dubbed 'Ownership Investing', emphasizes rigorous, hands-on research and advocacy for sustainable business practices at portfolio companies. The firm aims to generate superior returns through patient capital, low portfolio turnover, and constructive corporate engagement, serving institutional investors that seek responsible, long-horizon investing.
Latest 13F Filing Activity
Ownership Capital B.V. filed their most recent 13F report on Jun 30, 2025 disclosing 21 equity positions with a total 13F market value of $2B. The fund increased holdings in Kla Corp., Synopsys, Intuit among other positions. Ownership Capital B.V. reduced exposure to Mastercard, Illumina, Thermo Fisher among others.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MA | Mastercard | 8.20% | $141.2M | 251,205 | $252.66 | $561.94 | -$57.2M |
E EW | Edwards | 8.12% | $139.7M | 1,786,254 | $84.10 | $78.21 | -$30.9M |
A ANSS | Ansys | 7.77% | $133.7M | 380,652 | $230.42 | $351.22 | -$25.1M |
I INTU | Intuit | 7.73% | $133.1M | 168,925 | $329.60 | $787.63 | -$3.6M |
W WDAY | Workday | 6.73% | $115.8M | 482,565 | $209.14 | $240.00 | -$32.7M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
| Partner | Columbus, OH , United States |