StockDriftsStockDriftsTop 50 Van Lanschot Kempen Investment Management N V Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 5.68% | 1.75M | $647.8M | +28.55%(+388.69K) | $330.99(+27.47%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.99% | 1.98M | $568.4M | -13.17%(-299.90K) | $111.69(+255.26%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC COM | 4.93% | 133.5K | $562.2M | +44.70%(+41.25K) | $144.78(+6.46%) | 2026-03-31 | |
| NXPI | NXP SEMICONDUCTORS N V COM | 4.76% | 2.76M | $543.2M | +31.63%(+663.05K) | $204.81(+42.32%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC COM | 3.8% | 226.1K | $432.9M | +10.39%(+21.29K) | $1676.83(+9.97%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 3.78% | 753.6K | $431.1M | +5.46%(+39.00K) | $351.11(+74.94%) | 2026-03-31 | |
| KKR | KKR & CO INC COM | 3.52% | 4.34M | $401.8M | +12.02%(+465.94K) | $73.50(+31.93%) | 2026-03-31 | |
| BRO | BROWN & BROWN INC COM | 3.36% | 5.87M | $382.9M | +29.36%(+1.33M) | $88.68(-36.53%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.26% | 1.78M | $371.3M | -1.96%(-35.62K) | $160.77(+64.30%) | 2026-03-31 | |
| LFUS | LITTELFUSE INC COM | 2.92% | 982.7K | $333.5M | +0.23%(+2.22K) | $232.07(+92.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.17% | +56.78% |
| Top 20 Holdings Unweighted | +14.11% | +48.60% |
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