Lightrock Netherlands B.V. Top Holdings and 13F Report (2026) About Lightrock Netherlands B.V.Investment ActivityLightrock Netherlands B.V. has $468.07 million in total holdings as of March 31, 2026.Lightrock Netherlands B.V. owns shares of 39 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 10.35% of the portfolio was purchased this quarter.About 46.12% of the portfolio was sold this quarter.This quarter, Lightrock Netherlands B.V. has purchased 40 new stocks and bought additional shares in 12 stocks.Lightrock Netherlands B.V. sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Cabot $30,725,020Wintrust Financial $25,060,747SPS Commerce $24,587,713Globus Medical $22,163,971Tronox $20,622,438 Largest Purchases this Quarter SPS Commerce 358,771 shares (about $19.97M)Acuity 28,600 shares (about $8.01M)Enersys 50,800 shares (about $4.91M)Allegro MicroSystems 153,600 shares (about $4.84M)PennyMac Financial Services 27,900 shares (about $2.44M) Largest Sales this Quarter First Solar 646,112 shares (about $127.45M)Akamai Technologies 91,926 shares (about $10.56M)Tronox 940,494 shares (about $9.19M)Strategic Education 103,856 shares (about $8.62M)Lumentum 11,600 shares (about $8.15M) 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 PortfolioSectorCBTCabot$30,725,020$2,582,907 ▼-7.8%422,2796.6%Basic MaterialsWTFCWintrust Financial$25,060,747$156,863 ▼-0.6%180,3715.4%FinanceSPSCSPS Commerce$24,587,713$19,972,781 ▲432.8%441,6695.3%Business ServicesGMEDGlobus Medical$22,163,971$158,707 ▲0.7%257,2424.7%MedicalTROXTronox$20,622,438$9,188,626 ▼-30.8%2,110,7924.4%Basic MaterialsWFGWest Fraser Timber$20,051,548$887,908 ▼-4.2%306,7214.3%ConstructionAKAMAkamai Technologies$19,578,480$10,557,701 ▼-35.0%170,4704.2%Computer and TechnologyJBLJabil$16,953,038$750,670 ▼-4.2%63,8223.6%Computer and TechnologyRNRRenaissanceRe$16,321,159$2,228,673 ▲15.8%1,178,4233.5%FinanceALGMAllegro MicroSystems$16,016,925$4,843,008 ▲43.3%507,9903.4%Computer and TechnologyENSEnersys$14,955,038$4,913,884 ▲48.9%154,6063.2%IndustrialsFSLRFirst Solar$14,899,979$2,004,230 ▼-11.9%587,3073.2%EnergyLNNLindsay$14,183,023$1,583,631 ▼-10.0%119,1153.0%IndustrialsLITELumentum$13,578,026$8,152,016 ▼-37.5%19,3212.9%Computer and TechnologyPFSIPennyMac Financial Services$13,303,416$2,438,460 ▲22.4%152,2132.8%FinanceMWAMueller Water Products$13,051,812$604,780 ▼-4.4%474,7842.8%IndustrialsAYIAcuity$12,554,697$8,014,292 ▲176.5%44,8032.7%Business ServicesCUBECubeSmart$12,468,270$2,262,615 ▼-15.4%533,9732.7%FinanceANFAbercrombie & Fitch$11,967,094$2,192,880 ▲22.4%130,9742.6%Retail/WholesaleCABOT CORP$11,953,730$686,601 ▼-5.4%158,7272.6%COMSTRAStrategic Education$11,644,514$8,615,893 ▼-42.5%140,3632.5%Consumer DiscretionaryTOWNTowne Bank$11,203,760$50,505 ▲0.5%332,7522.4%FinanceTNCTennant$10,210,328$348,202 ▲3.5%153,7702.2%IndustrialsDRHDiamondRock Hospitality$9,383,016$6,809,747 ▼-42.1%151,7062.0%FinanceWEXWEX$9,182,400$382,600 ▼-4.0%60,0002.0%Business ServicesAVTRAvantor$9,175,238$1,707,531 ▲22.9%328,6262.0%MedicalBCBrunswick$6,761,036$1,583,657 ▲30.6%862,3771.4%Consumer DiscretionaryTRIPTripAdvisor$6,606,194$4,829,961 ▼-42.2%619,7181.4%Retail/WholesaleHEALTHPEAK PROPERTIES INC$6,457,335$123,225 ▼-1.9%393,0211.4%COMDARDarling Ingredients$6,375,561$684,182 ▼-9.7%173,9581.4%Consumer StaplesNVSTEnvista$6,017,487$7,869,516 ▼-56.7%34,6391.3%MedicalCOHUCohu$5,574,648$733,000 ▼-11.6%152,1051.2%Computer and TechnologyQDELQuidelOrtho$5,168,007$2,406,223 ▼-31.8%314,5471.1%MedicalFSLRFirst Solar$3,983,666$127,452,063 ▼-97.0%20,1950.9%EnergyGNTXGentex$3,970,713$232,877 ▼-5.5%181,7260.8%Auto/Tires/TrucksIRTIndependence Realty Trust$3,892,752$148,900 ▼-3.7%261,4340.8%FinanceEHCEncompass Health$3,783,287$245,813 ▼-6.1%403,7660.8%MedicalTDCTeradata$3,201,008$141,734 ▼-4.2%124,8930.7%Computer and TechnologyCMPCompass Minerals International$484,806$6,560,512 ▼-93.1%15,8330.1%Basic MaterialsTHRThermon Group$0$9,218,467 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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