Lightrock Netherlands B.V. Top Holdings and 13F Report (2026) About Lightrock Netherlands B.V.Investment ActivityLightrock Netherlands B.V. has $478.18 million in total holdings as of September 30, 2026.Lightrock Netherlands B.V. owns shares of 36 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 11.38% of the portfolio was purchased this quarter.About 12.02% of the portfolio was sold this quarter.This quarter, Lightrock Netherlands B.V. has purchased 37 new stocks and bought additional shares in 17 stocks.Lightrock Netherlands B.V. sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPS Commerce $44,034,501Cabot $27,590,437Wintrust Financial $24,284,831Akamai Technologies $22,472,393Globus Medical $20,510,241 Largest New Holdings this Quarter G0692U109 - Axis Capital $6,069,682 Holding Largest Purchases this Quarter First Solar 512,737 shares (about $12.03M)First Solar 48,855 shares (about $8.56M)Axis Capital 64,434 shares (about $6.07M)Allegro MicroSystems 146,017 shares (about $5.31M)Globus Medical 66,684 shares (about $4.99M) Largest Sales this Quarter Brunswick 610,000 shares (about $9.18M)Blackbaud 200,780 shares (about $8.36M)SPS Commerce 79,029 shares (about $6.52M)WEX 33,990 shares (about $5.73M)Abercrombie & Fitch 39,018 shares (about $5.26M) 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$44,034,501$6,515,151 ▼-12.9%534,1409.2%TechnologyCBTCabot$27,590,437$3,000,715 ▲12.2%429,4905.8%MaterialsWTFCWintrust Financial$24,284,831$207,908 ▲0.9%171,2375.1%FinanceAKAMAkamai Technologies$22,472,393$2,530,492 ▲12.7%211,3064.7%TechnologyGMEDGlobus Medical$20,510,241$4,994,631 ▲32.2%273,8354.3%HealthcareENSEnersys$19,973,684$242,980 ▼-1.2%164,4064.2%IndustrialsJBLJabil$19,296,498$2,757,298 ▲16.7%67,2684.0%TechnologyRNRRenaissanceRe$18,488,870$3,530,300 ▼-16.0%1,125,9973.9%FinanceSTRAStrategic Education$15,674,427$648,311 ▼-4.0%201,8083.3%Consumer DiscretionaryBLKBBlackbaud$15,531,168$8,356,463 ▼-35.0%373,1663.2%TechnologyAYIAcuity$15,477,178$977,141 ▲6.7%49,9573.2%IndustrialsANFAbercrombie & Fitch$15,354,660$5,255,334 ▼-25.5%114,0003.2%Consumer DiscretionaryBCBrunswick$13,310,867$9,180,500 ▼-40.8%884,4432.8%Consumer DiscretionaryLNNLindsay$12,956,159$573,916 ▲4.6%115,7422.7%IndustrialsALGMAllegro MicroSystems$12,813,629$5,307,718 ▲70.7%352,5072.7%TechnologyFSLRFirst Solar$12,561,895$12,033,937 ▲2,279.3%535,2322.6%TechnologyMWAMueller Water Products$12,528,180$1,697,203 ▲15.7%589,8392.6%IndustrialsFSLRFirst Solar$12,497,666$8,557,442 ▲217.2%71,3502.6%TechnologyLITELumentum$12,462,237$2,781,689 ▼-18.2%12,8312.6%TechnologyCABOT CORP$11,916,666$69,219 ▲0.6%154,9432.5%COMCUBECubeSmart$11,816,018$573,040 ▲5.1%536,1172.5%Real EstateTOWNTowne Bank$11,578,906$178,250 ▼-1.5%324,7942.4%FinanceTNCTennant$10,123,197$201,660 ▼-2.0%150,5982.1%IndustrialsAVTRAvantor$9,455,119$349,485 ▼-3.6%311,1262.0%HealthcareWEXWEX$8,909,047$5,734,113 ▼-39.2%52,8101.9%FinancePFSIPennyMac Financial Services$8,492,672$932,774 ▼-9.9%137,6001.8%FinanceZBHZimmer Biomet$8,135,317$3,402,633 ▲71.9%91,5831.7%HealthcareTROXTronox$7,675,632$424,996 ▼-5.2%1,943,1981.6%MaterialsAXSAxis Capital$6,069,682$6,069,682 ▲New Holding64,4341.3%FinanceCOHUCohu$5,991,182$317,441 ▲5.6%163,7831.3%TechnologyDRHDiamondRock Hospitality$5,896,033$2,124,850 ▼-26.5%97,1181.2%Real EstateDARDarling Ingredients$5,484,951$112,740 ▼-2.0%145,9541.1%Consumer StaplesHEALTHPEAK PROPERTIES INC$5,471,780$1,617,570 ▼-22.8%274,0001.1%COMTRIPTripAdvisor$5,199,159$876,146 ▲20.3%621,1661.1%Communication ServicesEHCEncompass Health$4,078,800$386,448 ▼-8.7%330,0000.9%HealthcareIRTIndependence Realty Trust$4,068,400$469,232 ▲13.0%280,0000.9%Real EstateQDELQuidelOrtho$0$5,088,930 ▼-100.0%00.0%HealthcareTDCTeradata$0$3,808,312 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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