Triodos Investment Management Bv Portfolio Stock Holdings
Triodos Investment Management Bv disclosed 50 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include KLA CORP, TAIWAN SEMICONDUCTOR MANUFAC, and PALO ALTO NETWORKS INC. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $1.6B
Holdings by Sector
Triodos Investment Management Bv Portfolio Holdings in Q2 2026
49 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KLA CORP | KLAC | Technology | 6.24% | 340,010 | +290,059 | +580.69% | $102,407,612 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 6.02% | 207,153 | -13,100 | -5.95% | $98,930,058 |
| PALO ALTO NETWORKS INC | PANW | Technology | 5.92% | 285,300 | +2,800 | +0.99% | $97,173,180 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 5.05% | 528,311 | -8,400 | -1.57% | $82,923,695 |
| NVIDIA CORPORATION | NVDA | Technology | 4.68% | 384,570 | -10,400 | -2.63% | $76,821,703 |
| FIRST SOLAR INC | FSLR | Technology | 4.61% | 321,250 | +43,650 | +15.72% | $75,737,900 |
| MASTERCARD INCORPORATED | MA | Financial Services | 3.71% | 118,464 | +17,100 | +16.87% | $60,843,110 |
| EBAY INC | EBAY | Consumer Cyclical | 3.58% | 526,498 | -11,700 | -2.17% | $58,836,152 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 3.45% | 1,035,914 | +102,000 | +10.92% | $56,581,623 |
| GEN DIGITAL INC | GEN | Technology | 3.07% | 2,030,038 | +260,500 | +14.72% | $50,487,045 |
| DEERE & CO | DE | Industrials | 2.86% | 74,050 | -1,450 | -1.92% | $46,972,137 |
| MILLICOM INTL CELLULAR S A | TIGO | Other | 2.78% | 504,000 | -14,000 | -2.70% | $45,677,520 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 2.72% | 493,358 | -8,500 | -1.69% | $44,629,165 |
| WATTS WATER TECHNOLOGIES INC | WTS | Industrials | 2.50% | 105,000 | +19,000 | +22.09% | $41,102,250 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 2.47% | 277,095 | +22,000 | +8.62% | $40,633,211 |
| CARLISLE COS INC | CSL | Industrials | 2.36% | 106,750 | +17,000 | +18.94% | $38,723,563 |
| ELI LILLY & CO | LLY | Healthcare | 2.34% | 32,050 | +6,970 | +27.79% | $38,441,732 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.16% | 89,187 | +8,800 | +10.95% | $35,456,292 |
| VERALTO CORP | VLTO | Industrials | 2.14% | 396,500 | +102,000 | +34.63% | $35,161,620 |
| ACUITY INC | AYI | Industrials | 2.13% | 93,000 | - | - | $35,029,380 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 2.11% | 293,224 | -4,700 | -1.58% | $34,650,280 |
| AT&T INC | T | Communication Services | 2.11% | 1,670,265 | +380,000 | +29.45% | $34,574,486 |
| XYLEM INC | XYL | Industrials | 1.70% | 235,500 | -3,000 | -1.26% | $27,838,455 |
| RESMED INC | RMD | Healthcare | 1.69% | 142,000 | +22,900 | +19.23% | $27,672,960 |
| SMURFIT WESTROCK PLC | SW | Other | 1.65% | 586,314 | +586,314 | +100.00% | $27,122,886 |
| MUELLER WTR PRODS INC | MWA | Industrials | 1.64% | 1,043,000 | +35,000 | +3.47% | $26,940,690 |
| HA SUSTAINABLE INFRA CAP INC | HASI | Real Estate | 1.61% | 675,000 | +125,000 | +22.73% | $26,358,750 |
| OWENS CORNING NEW | OC | Industrials | 1.51% | 156,000 | - | - | $24,797,760 |
| CALIFORNIA WTR SVC GROUP | CWT | Utilities | 1.46% | 493,000 | +79,000 | +19.08% | $23,984,450 |
| GENTEX CORP | GNTX | Consumer Cyclical | 1.45% | 941,000 | +140,000 | +17.48% | $23,779,070 |
| MSA SAFETY INC | MSA | Industrials | 1.45% | 136,000 | +14,000 | +11.48% | $23,742,880 |
| COOPER COS INC | COO | Healthcare | 1.31% | 299,500 | +51,250 | +20.64% | $21,477,145 |
| ZEBRA TECHNOLOGIES CORPORATI | ZBRA | Technology | 1.25% | 78,000 | +9,000 | +13.04% | $20,534,280 |
| ALLEGION PLC | G0176J109 | Other | 1.24% | 145,000 | - | - | $20,371,050 |
| PLANET FITNESS MASTER ISSUER | PLNT | Consumer Cyclical | 1.18% | 370,000 | - | - | $19,302,900 |
| STRATEGIC ED INC | STRA | Consumer Defensive | 1.03% | 220,000 | - | - | $16,847,600 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 1.01% | 197,000 | +105,000 | +114.13% | $16,660,290 |
| UNIVERSAL DISPLAY CORP | OLED | Technology | 0.85% | 161,000 | - | - | $13,940,990 |
| BADGER METER INC | BMI | Technology | 0.68% | 75,000 | +10,000 | +15.38% | $11,128,500 |
| INGREDION INC | INGR | Consumer Defensive | 0.46% | 79,000 | - | - | $7,482,090 |
| ZURN ELKAY WATER SOLNS CORP | ZWS | Industrials | 0.31% | 100,000 | +13,000 | +14.94% | $5,053,000 |
| REVVITY INC | RVTY | Healthcare | 0.26% | 38,750 | +1,250 | +3.33% | $4,311,325 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.22% | 33,500 | +5,500 | +19.64% | $3,676,290 |
| STRIDE INC | LRN | Consumer Defensive | 0.21% | 40,000 | +7,500 | +23.08% | $3,449,600 |
| ORTHOPEDIATRICS CORP | KIDS | Healthcare | 0.19% | 165,000 | +18,000 | +12.24% | $3,151,500 |
| LIFE360 INC | LIF | Technology | 0.18% | 52,000 | +10,000 | +23.81% | $2,876,120 |
| BLACKBAUD INC | BLKB | Technology | 0.17% | 92,000 | +26,000 | +39.39% | $2,721,360 |
| DUOLINGO INC | DUOL | Technology | 0.11% | 16,000 | +5,000 | +45.45% | $1,841,280 |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | Consumer Cyclical | 0.07% | 17,000 | -21,500 | -55.84% | $1,204,960 |