Triodos Investment Management Bv Portfolio Stock Holdings
Triodos Investment Management Bv disclosed 49 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include TAIWAN SEMICONDUCTOR MFG LTD, ADVANCED DRAIN SYS INC DEL, and KLA CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 49
- Portfolio Value
- $1.3B
Holdings by Sector
Triodos Investment Management Bv Portfolio Holdings in Q1 2026
49 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 5.63% | 220,253 | -21,200 | -8.78% | $74,434,501 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 5.57% | 536,711 | -1,300 | -0.24% | $73,599,179 |
| KLA CORP | KLAC | Technology | 5.56% | 49,951 | -7,700 | -13.36% | $73,489,410 |
| NVIDIA CORPORATION | NVDA | Technology | 5.21% | 394,970 | -3,000 | -0.75% | $68,843,271 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 4.37% | 933,914 | +1,000 | +0.11% | $57,762,581 |
| FIRST SOLAR INC | FSLR | Technology | 4.14% | 277,600 | +28,200 | +11.31% | $54,731,616 |
| MASTERCARD INCORPORATED | MA | Financial Services | 3.83% | 101,364 | -1,000 | -0.98% | $50,647,536 |
| EBAY INC | EBAY | Consumer Cyclical | 3.70% | 538,198 | -6,000 | -1.10% | $48,992,164 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.42% | 282,500 | +62,900 | +28.64% | $45,287,575 |
| DEERE & CO | DE | Industrials | 3.22% | 75,500 | -350 | -0.46% | $42,529,150 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 3.04% | 501,858 | -3,000 | -0.59% | $40,188,789 |
| MILLICOM INTL CELLULAR S A | TIGO | Other | 2.93% | 518,000 | -89,000 | -14.66% | $38,782,660 |
| AT&T INC | T | Communication Services | 2.83% | 1,290,265 | +239,000 | +22.73% | $37,404,782 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.80% | 80,387 | -500 | -0.62% | $37,069,661 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 2.79% | 255,095 | - | - | $36,845,922 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 2.59% | 297,924 | - | - | $34,207,634 |
| GEN DIGITAL INC | GEN | Technology | 2.52% | 1,769,538 | +344,500 | +24.17% | $33,285,010 |
| CARLISLE COS INC | CSL | Industrials | 2.26% | 89,750 | -1,000 | -1.10% | $29,942,395 |
| XYLEM INC | XYL | Industrials | 2.16% | 238,500 | -2,000 | -0.83% | $28,500,750 |
| MUELLER WTR PRODS INC | MWA | Industrials | 2.10% | 1,008,000 | -82,000 | -7.52% | $27,709,920 |
| PLANET FITNESS INC | PLNT | Consumer Cyclical | 2.08% | 370,000 | +94,000 | +34.06% | $27,520,600 |
| RESMED INC | RMD | Healthcare | 2.02% | 119,100 | -1,500 | -1.24% | $26,735,568 |
| ACUITY INC | AYI | Industrials | 1.97% | 93,000 | +20,000 | +27.40% | $26,060,460 |
| VERALTO CORP | VLTO | Industrials | 1.97% | 294,500 | +108,500 | +58.33% | $26,039,690 |
| WATTS WATER TECHNOLOGIES INC | WTS | Industrials | 1.89% | 86,000 | - | - | $24,964,940 |
| ELI LILLY & CO | LLY | Healthcare | 1.74% | 25,080 | +2,600 | +11.57% | $23,067,832 |
| ALLEGION PLC | G0176J109 | Other | 1.59% | 145,000 | - | - | $21,067,050 |
| HA SUSTAINABLE INFRA CAP INC | HASI | Real Estate | 1.53% | 550,000 | - | - | $20,212,500 |
| MSA SAFETY INC | MSA | Industrials | 1.51% | 122,000 | - | - | $20,001,900 |
| CALIFORNIA WTR SVC GROUP | CWT | Utilities | 1.42% | 414,000 | - | - | $18,770,760 |
| STRATEGIC ED INC | STRA | Consumer Defensive | 1.38% | 220,000 | - | - | $18,222,600 |
| COOPER COS INC | COO | Healthcare | 1.34% | 248,250 | - | - | $17,742,428 |
| GENTEX CORP | GNTX | Consumer Cyclical | 1.32% | 801,000 | - | - | $17,501,850 |
| OWENS CORNING NEW | OC | Industrials | 1.28% | 156,000 | - | - | $16,882,320 |
| UNIVERSAL DISPLAY CORP | OLED | Technology | 1.11% | 161,000 | -24,000 | -12.97% | $14,733,110 |
| ZEBRA TECHNOLOGIES CORPORATI | ZBRA | Technology | 1.09% | 69,000 | +15,000 | +27.78% | $14,427,210 |
| BADGER METER INC | BMI | Technology | 0.75% | 65,000 | - | - | $9,902,750 |
| INGREDION INC | INGR | Consumer Defensive | 0.67% | 79,000 | - | - | $8,900,140 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 0.54% | 92,000 | +92,000 | +100.00% | $7,095,960 |
| HOLOGIC INC | HOLX | Healthcare | 0.36% | 62,750 | - | - | $4,740,135 |
| ZURN ELKAY WATER SOLNS CORP | ZWS | Industrials | 0.29% | 87,000 | +4,000 | +4.82% | $3,901,080 |
| REVVITY INC | RVTY | Healthcare | 0.25% | 37,500 | +1,000 | +2.74% | $3,285,375 |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | Consumer Cyclical | 0.24% | 38,500 | +7,500 | +24.19% | $3,162,005 |
| STRIDE INC | LRN | Consumer Defensive | 0.22% | 32,500 | +11,500 | +54.76% | $2,865,525 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.20% | 28,000 | +2,000 | +7.69% | $2,701,160 |
| BLACKBAUD INC | BLKB | Technology | 0.19% | 66,000 | +7,000 | +11.86% | $2,548,260 |
| ORTHOPEDIATRICS CORP | KIDS | Healthcare | 0.18% | 147,000 | - | - | $2,329,950 |
| LIFE360 INC | LIF | Technology | 0.13% | 42,000 | +10,500 | +33.33% | $1,714,440 |
| DUOLINGO INC | DUOL | Technology | 0.08% | 11,000 | - | - | $1,084,160 |