Long-term investor
Van Lanschot Kempen Investment Management N.v. @vanlanschotkempeninvestm
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001367401).
Record
- Tracked since 2025-06-30 (449 days), 96 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -0.5% · 1 year n/a · all +1.6%
- Max drawdown n/a · win rate 57% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NXPI · 6.3% · long · since 2025-06-30
- 02079K305 · 5.4% · long · since 2025-06-30
- MSFT · 5.1% · long · since 2025-06-30
- BKNG · 4.6% · long · since 2025-06-30
- TSM · 4.1% · long · since 2025-06-30
- AMZN · 3.5% · long · since 2025-06-30
- MKL · 3.4% · long · since 2025-06-30
- BRO · 3.3% · long · since 2025-09-30
- META · 3.3% · long · since 2025-06-30
- LFUS · 3.3% · long · since 2025-06-30
- KKR · 3.1% · long · since 2025-06-30
- L8681T102 · 2.9% · long · since 2025-06-30