Van Lanschot Kempen Investment Management N.V.
Van Lanschot Kempen Investment Management N.V., headquartered in Amsterdam, Netherlands, is a division of Van Lanschot Kempen — one of the oldest independent financial institutions in the Netherlands, with roots dating to 1737. The management company specializes in investment management and investment advisory services for institutional investors, managing UCITS and Alternative Investment Funds, and providing active and fiduciary solutions. As of December 2024, the wider Van Lanschot Kempen group manages approximately €149 billion in assets and employs around 2,200 people. The Investment Management division itself was incorporated on March 15, 1985.
Investment Strategy
Van Lanschot Kempen Investment Management employs active, high-conviction strategies, focusing on areas where it can provide value and outperform for clients. Its investment management approach includes fiduciary management, bespoke strategies for institutional clients, and risk-diversified investment in equities, fixed income, real estate, and cash. The firm seeks sustainable, long-term growth, incorporated through responsible investing and engagement with investee companies, and is dedicated to adapting to global investment megatrends such as deglobalisation and sustainability.
Latest 13F Filing Activity
Van Lanschot Kempen Investment Management N.V. filed their most recent 13F report on Jun 30, 2025 disclosing 236 equity positions with a total 13F market value of $10B. The fund increased holdings in Microsoft Corp. Com, Meta Platforms Inc. CL A, KKR & Co. Inc. Com among other positions. Van Lanschot Kempen Investment Management N.V. reduced exposure to Medtronic PLC SHS, Johnson & Johnson Com, Avantor Inc. Com among others.
Top Holdings
Equity Positions (236)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.40% | $671.4M | 1,349,790 | $317.12 | $497.41 | +$155.8M |
M META | META PLATFORMS INC CL A | 5.03% | $528.0M | 715,361 | $361.82 | $738.09 | +$150.2M |
K KKR | KKR & CO INC COM | 4.81% | $505.3M | 3,798,182 | $70.24 | $133.03 | +$119.5M |
| ALPHABET INC CAP STK CL A | 4.64% | $487.3M | 2,765,083 | $116.89 | $176.23 | +$56.8M | |
B BKNG | BOOKING HOLDINGS INC COM | 4.64% | $487.2M | 84,149 | $3037.26 | $5789.24 | +$104.4M |