Lightrock Netherlands B.V. Top Holdings and 13F Report (2026) About Lightrock Netherlands B.V.Investment ActivityLightrock Netherlands B.V. has $506.44 million in total holdings as of June 30, 2026.Lightrock Netherlands B.V. owns shares of 37 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 14.11% of the portfolio was purchased this quarter.About 14.79% of the portfolio was sold this quarter.This quarter, Lightrock Netherlands B.V. has purchased 39 new stocks and bought additional shares in 14 stocks.Lightrock Netherlands B.V. sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPS Commerce $35,054,871Cabot $32,245,302Wintrust Financial $27,285,595Jabil $22,225,234Akamai Technologies $22,165,793 Largest New Holdings this Quarter 09227Q100 - Blackbaud $17,000,280 Holding98956P102 - Zimmer Biomet $4,586,703 Holding Largest Purchases this Quarter Blackbaud 573,946 shares (about $17.00M)First Solar 562,290 shares (about $14.82M)SPS Commerce 171,500 shares (about $9.80M)Brunswick 632,066 shares (about $6.26M)Strategic Education 69,792 shares (about $5.35M) Largest Sales this Quarter Allegro MicroSystems 301,500 shares (about $20.99M)Globus Medical 50,091 shares (about $3.96M)Cabot 39,500 shares (about $3.33M)Lumentum 3,626 shares (about $3.11M)Jabil 6,166 shares (about $2.38M) 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 PortfolioSectorSPSCSPS Commerce$35,054,871$9,804,655 â–²38.8%613,1696.9%TechnologyCBTCabot$32,245,302$3,327,480 â–¼-9.4%382,7796.4%MaterialsWTFCWintrust Financial$27,285,595$1,703,632 â–¼-5.9%169,7715.4%FinanceJBLJabil$22,225,234$2,376,870 â–¼-9.7%57,6564.4%TechnologyAKAMAkamai Technologies$22,165,793$2,014,535 â–²10.0%187,5124.4%TechnologyRNRRenaissanceRe$18,961,697$2,298,796 â–²13.8%1,340,9973.7%FinanceAYIAcuity$17,628,817$753,320 â–²4.5%46,8033.5%IndustrialsBLKBBlackbaud$17,000,280$17,000,280 â–²New Holding573,9463.4%TechnologyENSEnersys$16,820,318$1,192,744 â–²7.6%166,4063.3%IndustrialsGMEDGlobus Medical$16,367,000$3,957,690 â–¼-19.5%207,1513.2%HealthcareSTRAStrategic Education$16,102,076$5,347,463 â–²49.7%210,1553.2%Consumer DiscretionaryCUBECubeSmart$15,879,942$742,637 â–¼-4.5%510,1173.1%Real EstateFSLRFirst Solar$15,348,479$14,816,341 â–²2,784.3%582,4853.0%TechnologyBCBrunswick$14,794,985$6,257,453 â–²73.3%1,494,4432.9%Consumer DiscretionaryALGMAllegro MicroSystems$14,375,833$20,990,429 â–¼-59.4%206,4902.8%TechnologyCABOT CORP$13,990,185$425,401 â–¼-3.0%154,0432.8%COMANFAbercrombie & Fitch$13,773,150$1,984,180 â–²16.8%153,0182.7%Consumer DiscretionaryLNNLindsay$13,694,137$1,052,300 â–¼-7.1%110,6152.7%IndustrialsLITELumentum$13,467,251$3,111,325 â–¼-18.8%15,6952.7%TechnologyTNCTennant$13,445,968$15,057 â–¼-0.1%153,5982.7%IndustrialsPFSIPennyMac Financial Services$13,301,302$43,550 â–²0.3%152,7132.6%FinanceMWAMueller Water Products$13,171,569$907,899 â–²7.4%509,9332.6%IndustrialsTROXTronox$12,919,989$378,000 â–¼-2.8%2,050,7922.6%MaterialsWEXWEX$12,246,612$3,781,212 â–²44.7%86,8002.4%FinanceTOWNTowne Bank$11,951,734$107,198 â–¼-0.9%329,7942.4%FinanceAVTRAvantor$10,814,423$201,120 â–¼-1.8%322,6262.1%HealthcareHEALTHPEAK PROPERTIES INC$7,597,000$813,649 â–¼-9.7%355,0001.5%COMDRHDiamondRock Hospitality$7,216,285$1,069,897 â–¼-12.9%132,1181.4%Real EstateTRIPTripAdvisor$7,081,064$1,415,270 â–¼-16.7%516,4891.4%Communication ServicesCOHUCohu$6,258,486$121,050 â–²2.0%155,1051.2%TechnologyDARDarling Ingredients$5,923,900$994,409 â–¼-14.4%148,9541.2%Consumer StaplesFSLRFirst Solar$5,307,920$542,708 â–²11.4%22,4951.0%TechnologyQDELQuidelOrtho$5,088,930$420,360 â–¼-7.6%290,5471.0%HealthcareZBHZimmer Biomet$4,586,703$4,586,703 â–²New Holding53,2780.9%HealthcareEHCEncompass Health$4,400,219$517,650 â–¼-10.5%361,2660.9%HealthcareIRTIndependence Realty Trust$4,134,213$229,120 â–¼-5.3%247,7060.8%Real EstateTDCTeradata$3,808,312$519,230 â–¼-12.0%109,9080.8%TechnologyWFGWest Fraser Timber$0$20,051,548 â–¼-100.0%00.0%MaterialsNVSTEnvista$0$6,017,487 â–¼-100.0%00.0%HealthcareGNTXGentex$0$3,970,713 â–¼-100.0%00.0%Consumer DiscretionaryCMPCompass Minerals International$0$484,806 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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