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Triodos Investment Management Bv Top Holdings and 13F Report (2025)

About Triodos Investment Management Bv

Investment Activity

  • Triodos Investment Management Bv has $1.33 billion in total holdings as of June 30, 2025.
  • Triodos Investment Management Bv owns shares of 50 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 3.50% of the portfolio was purchased this quarter.
  • About 4.20% of the portfolio was sold this quarter.
  • This quarter, Triodos Investment Management Bv has purchased 50 new stocks and bought additional shares in 29 stocks.
  • Triodos Investment Management Bv sold shares of 12 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NVIDIA
$77,551,882
KLA
$67,226,660
Mastercard
$54,937,502

Largest New Holdings this Quarter

989207105 - Zebra Technologies
$7,400,640 Holding

Largest Purchases this Quarter

Carlisle Companies
20,150 shares (about $7.52M)
Zebra Technologies
24,000 shares (about $7.40M)
Universal Display
47,300 shares (about $7.30M)
COOPER COS INC
67,000 shares (about $4.77M)
First Solar
25,600 shares (about $4.23M)

Largest Sales this Quarter

Deere & Company
20,200 shares (about $10.27M)
NVIDIA
33,800 shares (about $5.34M)
Allegion
28,000 shares (about $4.04M)
Planet Fitness
35,000 shares (about $3.82M)
ResMed
12,700 shares (about $3.28M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTriodos Investment Management Bv

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$77,551,882$5,335,668 -6.4%491,2705.8%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$67,226,660$402,817 0.6%75,1015.0%Computer and Technology
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$63,564,787$155,061 0.2%553,4114.8%Construction
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$57,042,186$203,841 0.4%251,8534.3%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$54,937,502$505,746 0.9%97,7644.1%Business Services
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$49,579,098$679,262 1.4%91,2373.7%Medical
eBay Inc. stock logo
EBAY
eBay
$49,436,257$483,795 1.0%664,1983.7%Retail/Wholesale
First Solar, Inc. stock logo
FSLR
First Solar
$45,341,622$4,234,752 10.3%274,1003.4%Energy
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$45,307,825$143,185 0.3%221,5003.4%Computer and Technology
Genesis Healthcare, Inc. stock logo
GEN
Genesis Healthcare
$41,573,816$390,754 0.9%1,415,0383.1%Business Services
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$39,829,068$117,315 0.3%509,2583.0%Medical
Deere & Company stock logo
DE
Deere & Company
$39,102,881$10,271,498 -20.8%76,9002.9%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$37,869,567$2,788,100 -6.9%237,6952.8%Consumer Staples
Elevance Health, Inc. stock logo
ELV
Elevance Health
$36,243,293$2,158,728 -5.6%93,1802.7%Medical
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$35,394,757$1,802,150 5.4%932,9142.7%Consumer Staples
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$33,886,050$7,524,010 28.5%90,7502.5%Multi-Sector Conglomerates
Adobe Inc. stock logo
ADBE
Adobe
$33,232,697$77,342 0.2%85,9372.5%Computer and Technology
ResMed Inc. stock logo
RMD
ResMed
$31,398,600$3,276,600 -9.4%121,7002.4%Medical
Xylem Inc. stock logo
XYL
Xylem
$31,111,080$129,360 0.4%240,5002.3%Business Services
AT&T Inc. stock logo
T
AT&T
$30,568,309$2,922,940 -8.7%1,056,2652.3%Computer and Technology
Millicom International Cellular SA stock logo
TIGO
Millicom International Cellular
$30,243,440$2,938,255 -8.9%808,0002.3%Computer and Technology
Universal Display Corporation stock logo
OLED
Universal Display
$28,558,450$7,301,701 34.4%185,0002.1%Computer and Technology
Planet Fitness, Inc. stock logo
PLNT
Planet Fitness
$27,916,800$3,816,750 -12.0%256,0002.1%Consumer Discretionary
Mueller Water Products stock logo
MWA
Mueller Water Products
$25,963,200$661,100 2.6%1,080,0001.9%Industrials
Acuity, Inc. stock logo
AYI
Acuity
$25,299,2320.0%84,8001.9%Business Services
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$23,915,940$55,818 0.2%299,9241.8%Computer and Technology
California Water Service Group stock logo
CWT
California Water Service Group
$22,421,6400.0%493,0001.7%Utilities
Allegion PLC stock logo
ALLE
Allegion
$21,618,000$4,035,360 -15.7%150,0001.6%Industrials
Owens Corning Inc stock logo
OC
Owens Corning
$21,453,120$2,200,320 11.4%156,0001.6%Construction
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$21,146,540$983,560 -4.4%86,0001.6%Computer and Technology
MSA Safety Incorporporated stock logo
MSA
MSA Safety Incorporporated
$20,438,6600.0%122,0001.5%Industrials
Strategic Education Inc. stock logo
STRA
Strategic Education
$18,728,6000.0%220,0001.4%Consumer Discretionary
COOPER COS INC
$17,647,680$4,767,720 37.0%248,0001.3%COM
Gentex Corporation stock logo
GNTX
Gentex
$17,605,9800.0%801,0001.3%Auto/Tires/Trucks
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$16,690,374$3,827,601 29.8%229,8001.3%Finance
Nomad Foods Limited stock logo
NOMD
Nomad Foods
$16,296,451$45,873 0.3%959,1791.2%Consumer Staples
Badger Meter, Inc. stock logo
BMI
Badger Meter
$15,921,7500.0%65,0001.2%Computer and Technology
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$14,773,0000.0%550,0001.1%Finance
Ingredion Incorporated stock logo
INGR
Ingredion
$10,713,9800.0%79,0000.8%Consumer Staples
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$7,400,640$7,400,640 New Holding24,0000.6%Industrials
Hologic, Inc. stock logo
HOLX
Hologic
$3,973,540$553,690 16.2%61,0000.3%Medical
Revvity Inc. stock logo
RVTY
Revvity
$3,627,000$773,760 27.1%37,5000.3%Medical
Zurn Elkay Water Solutions Cor stock logo
ZWS
Zurn Elkay Water Solutions Cor
$3,218,160$303,531 10.4%88,0000.2%Business Services
Blackbaud, Inc. stock logo
BLKB
Blackbaud
$3,210,500$481,575 17.6%50,0000.2%Computer and Technology
Stride, Inc. stock logo
LRN
Stride
$3,048,990$725,950 -19.2%21,0000.2%Consumer Discretionary
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$2,966,160$247,180 9.1%24,0000.2%Business Services
LIFE360 INC
$2,477,980$358,655 16.9%38,0000.2%COM
OrthoPediatrics Corp. stock logo
KIDS
OrthoPediatrics
$2,415,375$483,075 25.0%112,5000.2%Medical
DUOLINGO INC
$1,761,151$327,656 22.9%4,3000.1%CL A COM
SMURFIT WESTROCK PLC
$318,644$55,978 -14.9%7,4000.0%SHS
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$0$16,655,426 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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