Lightrock Netherlands B.V. Top Holdings and 13F Report (2025) About Lightrock Netherlands B.V.Investment ActivityLightrock Netherlands B.V. has $363.64 million in total holdings as of June 30, 2025.Lightrock Netherlands B.V. owns shares of 39 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 12.04% of the portfolio was purchased this quarter.About 7.78% of the portfolio was sold this quarter.This quarter, Lightrock Netherlands B.V. has purchased 39 new stocks and bought additional shares in 16 stocks.Lightrock Netherlands B.V. sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Lumentum $26,617,043Brunswick $24,280,602Wintrust Financial $20,482,798Sally Beauty $15,334,967Lindsay $15,171,820 Largest Purchases this Quarter West Fraser Timber 237,239 shares (about $10.82M)Brunswick 106,750 shares (about $5.03M)Globus Medical 77,300 shares (about $3.89M)Sally Beauty 463,895 shares (about $3.66M)Avantor 287,500 shares (about $3.30M) Largest Sales this Quarter First Solar 57,223 shares (about $8.07M)Compass Minerals International 235,000 shares (about $4.02M)Encompass Health 20,000 shares (about $2.09M)Lumentum 24,901 shares (about $2.02M)Cohu 107,000 shares (about $1.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLightrock Netherlands B.V. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLITELumentum$26,617,043$2,017,291 ▼-7.0%328,5557.3%Computer and TechnologyBCBrunswick$24,280,602$5,025,456 ▲26.1%515,7656.7%Consumer DiscretionaryWTFCWintrust Financial$20,482,798$52,829 ▲0.3%193,8585.6%FinanceSBHSally Beauty$15,334,967$3,660,872 ▲31.4%1,943,2024.2%Retail/WholesaleLNNLindsay$15,171,8200.0%123,4154.2%IndustrialsPFSIPennyMac Financial Services$12,152,531$599,335 ▲5.2%143,1133.3%FinanceGMEDGlobus Medical$11,928,237$3,888,057 ▲48.4%237,1503.3%MedicalWFGWest Fraser Timber$11,828,882$10,822,367 ▲1,075.2%259,3033.3%ConstructionQDELQuidelOrtho$11,445,475$2,491,061 ▲27.8%466,0003.1%MedicalTRIPTripAdvisor$11,347,150$2,546,830 ▲28.9%1,020,2873.1%Retail/WholesaleNVSTEnvista$9,979,938$2,246,001 ▲29.0%599,3072.7%MedicalENSEnersys$9,797,618$857,042 ▼-8.0%134,0392.7%IndustrialsMWAMueller Water Products$9,522,249$1,229,248 ▼-11.4%464,7842.6%IndustrialsDARDarling Ingredients$9,435,110$1,455,003 ▼-13.4%291,8072.6%Consumer StaplesGNTXGentex$9,189,9980.0%490,3842.5%Auto/Tires/TrucksANFAbercrombie & Fitch$9,081,021$1,482,742 ▲19.5%128,6142.5%Retail/WholesaleCBTCabot$9,053,434$1,470,087 ▲19.4%141,6442.5%Basic MaterialsCMPCompass Minerals International$8,909,403$4,023,479 ▼-31.1%520,3732.5%Basic MaterialsJBLJabil$8,830,318$1,737,886 ▼-16.4%47,5082.4%Computer and TechnologyTNCTennant$8,793,656$1,914,880 ▲27.8%133,1762.4%IndustrialsEHCEncompass Health$8,674,813$2,090,165 ▼-19.4%83,0062.4%MedicalTOWNTowne Bank$8,236,2910.0%282,7522.3%FinanceTROXTronox$7,658,919$496,889 ▲6.9%1,772,5792.1%Basic MaterialsAMHAmerican Homes 4 Rent$7,454,9390.0%242,5182.1%FinanceCUBECubeSmart$7,065,562$144,878 ▼-2.0%195,0761.9%FinanceAKAMAkamai Technologies$6,902,4280.0%101,5461.9%Computer and TechnologyFSLRFirst Solar$6,861,713$8,072,861 ▼-54.1%48,6381.9%EnergySTRAStrategic Education$6,660,3670.0%91,8041.8%Consumer DiscretionaryTHRThermon Group$5,904,2420.0%246,7251.6%Computer and TechnologyPEAKHealthpeak Properties$5,826,783$119,380 ▼-2.0%390,4711.6%FinanceAVTRAvantor$5,764,147$3,297,895 ▲133.7%502,5001.6%MedicalCTRECareTrust REIT$5,387,8580.0%206,6051.5%FinanceCOHUCohu$4,922,777$1,754,457 ▼-26.3%300,2281.4%Computer and TechnologyWEXWEX$4,581,706$3,079,507 ▲205.0%36,6001.3%Business ServicesRNRRenaissanceRe$4,454,133$1,697,443 ▼-27.6%21,5171.2%FinanceAYIAcuity$4,173,0480.0%16,4131.1%Business ServicesALGMAllegro MicroSystems$4,013,756$1,602,565 ▼-28.5%137,7521.1%Computer and TechnologyIRTIndependence Realty Trust$3,565,951$701,027 ▲24.5%236,5341.0%FinanceDRHDiamondRock Hospitality$2,350,094$1,495,632 ▼-38.9%360,0000.6%FinanceShowing largest 100 holdings. 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