Lightrock Netherlands B.V. Top Holdings and 13F Report (2025) About Lightrock Netherlands B.V.Investment ActivityLightrock Netherlands B.V. has $379.97 million in total holdings as of March 31, 2025.Lightrock Netherlands B.V. owns shares of 39 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 35.02% of the portfolio was purchased this quarter.About 1.97% of the portfolio was sold this quarter.This quarter, Lightrock Netherlands B.V. has purchased 38 new stocks and bought additional shares in 34 stocks.Lightrock Netherlands B.V. sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Lumentum $22,071,171Brunswick $22,062,167Wintrust Financial $21,781,282Lindsay $15,640,490PennyMac Financial Services $13,643,167 Largest New Holdings this Quarter 05352A100 - Avantor $3,490,959 Holding96208T104 - WEX $1,887,380 Holding Largest Purchases this Quarter Lumentum 203,300 shares (about $12.69M)Brunswick 156,710 shares (about $8.45M)Wintrust Financial 73,915 shares (about $8.33M)First Solar 57,219 shares (about $7.25M)Tronox 750,145 shares (about $5.29M) Largest Sales this Quarter Jabil 36,641 shares (about $4.99M)West Fraser Timber 14,687 shares (about $1.13M)Allegro MicroSystems 10,681 shares (about $268.86K) 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$22,071,171$12,694,845 ▲135.4%353,4565.8%Computer and TechnologyBCBrunswick$22,062,167$8,452,898 ▲62.1%409,0155.8%Consumer DiscretionaryWTFCWintrust Financial$21,781,282$8,326,335 ▲61.9%193,3585.7%FinanceLNNLindsay$15,640,490$3,493,463 ▲28.8%123,4154.1%IndustrialsPFSIPennyMac Financial Services$13,643,167$4,844,575 ▲55.1%136,0553.6%FinanceFSLRFirst Solar$13,406,313$7,246,255 ▲117.6%105,8613.5%EnergySBHSally Beauty$13,380,406$5,273,264 ▲65.0%1,479,3073.5%Retail/WholesaleENSEnerSys$13,371,316$1,551,566 ▲13.1%145,7643.5%IndustrialsMWAMueller Water Products$13,362,243$2,348,802 ▲21.3%524,7843.5%IndustrialsQDELQuidelOrtho$12,770,506$4,907,497 ▲62.4%364,5773.4%MedicalGMEDGlobus Medical$11,720,522$4,253,116 ▲57.0%159,8503.1%MedicalTROXTronox$11,688,805$5,289,822 ▲82.7%1,657,5793.1%Basic MaterialsGNTXGentex$11,444,990$3,812,188 ▲49.9%490,3843.0%Auto/Tires/TrucksTRIPTripadvisor$11,231,224$3,957,478 ▲54.4%791,2873.0%Retail/WholesaleDARDarling Ingredients$10,539,387$2,846,483 ▲37.0%336,8072.8%Consumer StaplesEHCEncompass Health$10,449,835$2,583,394 ▲32.8%103,0062.8%MedicalCBTCabot$9,880,502$4,228,719 ▲74.8%118,6442.6%Basic MaterialsTOWNTowneBank$9,683,403$2,933,460 ▲43.5%282,7522.5%FinanceAMHAmerican Homes 4 Rent$9,184,888$1,911,565 ▲26.3%242,5182.4%FinanceCUBECubeSmart$8,516,707$2,552,710 ▲42.8%199,0762.2%FinanceTNCTennant$8,321,883$3,488,966 ▲72.2%104,1762.2%IndustrialsANFAbercrombie & Fitch$8,232,179$3,838,175 ▲87.4%107,6142.2%Retail/WholesaleAKAMAkamai Technologies$8,188,077$4,156,369 ▲103.1%101,5462.2%Computer and TechnologyPEAKHealthpeak Properties$8,070,512$2,413,998 ▲42.7%398,4712.1%FinanceNVSTEnvista$8,029,456$3,397,796 ▲73.4%464,4322.1%MedicalJBLJabil$7,749,563$4,994,051 ▼-39.2%56,8582.0%Computer and TechnologySTRAStrategic Education$7,720,710$3,577,779 ▲86.4%91,8042.0%Consumer DiscretionaryRNRRenaissanceRe$7,143,967$2,714,356 ▲61.3%29,7171.9%FinanceCMPCompass Minerals International$7,029,111$1,766,050 ▲33.6%755,3731.8%Basic MaterialsTHRThermon Group$6,882,743$2,062,884 ▲42.8%246,7251.8%Computer and TechnologyCOHUCohu$6,000,308$1,598,268 ▲36.3%407,2281.6%Computer and TechnologyCTRECareTrust REIT$5,914,612$1,960,563 ▲49.6%206,6051.6%FinanceALGMAllegro MicroSystems$4,851,931$268,861 ▼-5.3%192,7521.3%Computer and TechnologyDRHDiamondRock Hospitality$4,555,501$544,556 ▲13.6%589,1091.2%FinanceAYIAcuity Brands$4,329,567$1,677,434 ▲63.2%16,4131.1%ConstructionIRTIndependence Realty Trust$4,041,146$986,395 ▲32.3%190,0341.1%FinanceAVTRAvantor$3,490,959$3,490,959 ▲New Holding215,0000.9%MedicalWEXWEX$1,887,380$1,887,380 ▲New Holding12,0000.5%Business ServicesWFGWest Fraser Timber$1,700,434$1,131,901 ▼-40.0%22,0640.4%Basic MaterialsARHSArhaus$0$1,086,066 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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