Question 1

How many shares of AMAT does VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. own?

Accepted Answer

As of 2026-Q2, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds 67,347 shares of AMAT (APPLIED MATERIALS INC).

Question 2

What is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s AMAT position worth?

Accepted Answer

As of 2026-Q2, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s AMAT position is worth $48.7M.

Question 3

Is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. buying or selling AMAT?

Accepted Answer

In 2026-Q2, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. decreased their AMAT position (-0.2% change in shares).

Question 4

When did VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first buy AMAT?

Accepted Answer

Based on available 13F filings, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first reported a position in AMAT in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	67,347	-0.2%	$48.7M	0.4%	$723.00	0
2026-Q1	Increased	67,456	+826.6%	$23.1M	0.2%	$341.37	55
2025-Q4	Decreased	7,280	-75.7%	$1.9M	0.0%	$256.35	0
2025-Q3	Decreased	29,905	-5.6%	$6.1M	0.1%	$203.83	0
2025-Q2	Decreased	31,681	-75.1%	$5.8M	0.1%	$181.74	0
2025-Q1	Decreased	127,363	-48.2%	$18.5M	0.2%	$143.65	0
2024-Q4	Decreased	245,781	-39.6%	$40M	0.4%	$160.62	0
2024-Q3	Decreased	407,012	-7.4%	$82.2M	0.8%	$199.08	0