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Triodos Investment Management Bv Top Holdings and 13F Report (2026)

About Triodos Investment Management Bv

Investment Activity

  • Triodos Investment Management Bv has $1.64 billion in total holdings as of June 30, 2026.
  • Triodos Investment Management Bv owns shares of 50 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 14.31% of the portfolio was purchased this quarter.
  • About 1.28% of the portfolio was sold this quarter.
  • This quarter, Triodos Investment Management Bv has purchased 49 new stocks and bought additional shares in 31 stocks.
  • Triodos Investment Management Bv sold shares of 10 stocks and completely divested from 1 stock this quarter.

Largest Holdings

KLA
$102,407,612
Palo Alto Networks
$97,173,180
NVIDIA
$76,821,703

Largest New Holdings this Quarter

G8267P108 - SMURFIT WESTROCK PLC
$27,122,886 Holding
580907103 - MCGRAW HILL INC
$2,083,400 Holding

Largest Purchases this Quarter

KLA
290,059 shares (about $87.36M)
SMURFIT WESTROCK PLC
586,314 shares (about $27.12M)
First Solar
43,650 shares (about $10.29M)
VERALTO CORP
102,000 shares (about $9.05M)
Sprouts Farmers Market
105,000 shares (about $8.88M)

Largest Sales this Quarter

Taiwan Semiconductor Manufacturing
13,100 shares (about $6.26M)
NVIDIA
10,400 shares (about $2.08M)
Bright Horizons Family Solutions
21,500 shares (about $1.52M)
Advanced Drainage Systems
8,400 shares (about $1.32M)
eBay
11,700 shares (about $1.31M)

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
KLA Corporation stock logo
KLAC
KLA
$102,407,612$87,362,870 â–²580.7%340,0106.2%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$98,930,058$6,256,167 â–¼-5.9%207,1536.0%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$97,173,180$953,680 â–²1.0%285,3005.9%Technology
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$82,923,695$1,318,464 â–¼-1.6%528,3115.0%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$76,821,703$2,077,504 â–¼-2.6%384,5704.7%Technology
First Solar, Inc. stock logo
FSLR
First Solar
$75,737,900$10,290,924 â–²15.7%321,2504.6%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$60,843,110$8,782,560 â–²16.9%118,4643.7%Finance
eBay Inc. stock logo
EBAY
eBay
$58,836,152$1,307,475 â–¼-2.2%526,4983.6%Consumer Discretionary
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$56,581,623$5,571,240 â–²10.9%1,035,9143.4%Consumer Staples
GEN DIGITAL INC
$50,487,045$6,478,635 â–²14.7%2,030,0383.1%COM
Deere & Company stock logo
DE
Deere & Company
$46,972,137$919,779 â–¼-1.9%74,0502.9%Industrials
Millicom International Cellular SA stock logo
TIGO
Millicom International Cellular
$45,677,520$1,268,820 â–¼-2.7%504,0002.8%Communication Services
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$44,629,165$768,910 â–¼-1.7%493,3582.7%Healthcare
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$41,102,250$7,437,550 â–²22.1%105,0002.5%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$40,633,211$3,226,080 â–²8.6%277,0952.5%Consumer Staples
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$38,723,563$6,166,750 â–²18.9%106,7502.4%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$38,441,732$8,360,027 â–²27.8%32,0502.3%Healthcare
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$35,456,292$3,498,440 â–²10.9%89,1872.2%Healthcare
VERALTO CORP
$35,161,620$9,045,360 â–²34.6%396,5002.1%COM SHS
Acuity, Inc. stock logo
AYI
Acuity
$35,029,3800.0%93,0002.1%Industrials
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$34,650,280$555,399 â–¼-1.6%293,2242.1%Technology
AT&T Inc. stock logo
T
AT&T
$34,574,486$7,866,000 â–²29.5%1,670,2652.1%Communication Services
Xylem Inc. stock logo
XYL
Xylem
$27,838,455$354,630 â–¼-1.3%235,5001.7%Industrials
ResMed Inc. stock logo
RMD
ResMed
$27,672,960$4,462,752 â–²19.2%142,0001.7%Healthcare
SMURFIT WESTROCK PLC
$27,122,886$27,122,886 â–²New Holding586,3141.7%SHS
Mueller Water Products stock logo
MWA
Mueller Water Products
$26,940,690$904,050 â–²3.5%1,043,0001.6%Industrials
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$26,358,750$4,881,250 â–²22.7%675,0001.6%Finance
Owens Corning Inc stock logo
OC
Owens Corning
$24,797,7600.0%156,0001.5%Industrials
California Water Service Group stock logo
CWT
California Water Service Group
$23,984,450$3,843,350 â–²19.1%493,0001.5%Utilities
Gentex Corporation stock logo
GNTX
Gentex
$23,779,070$3,537,800 â–²17.5%941,0001.4%Consumer Discretionary
MSA Safety Incorporporated stock logo
MSA
MSA Safety Incorporporated
$23,742,880$2,444,120 â–²11.5%136,0001.4%Industrials
COOPER COS INC
$21,477,145$3,675,138 â–²20.6%299,5001.3%COM
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$20,534,280$2,369,340 â–²13.0%78,0001.3%Technology
Allegion PLC stock logo
ALLE
Allegion
$20,371,0500.0%145,0001.2%Industrials
Planet Fitness, Inc. stock logo
PLNT
Planet Fitness
$19,302,9000.0%370,0001.2%Consumer Discretionary
Strategic Education Inc. stock logo
STRA
Strategic Education
$16,847,6000.0%220,0001.0%Consumer Discretionary
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$16,660,290$8,879,850 â–²114.1%197,0001.0%Consumer Staples
Universal Display Corporation stock logo
OLED
Universal Display
$13,940,9900.0%161,0000.8%Technology
Badger Meter, Inc. stock logo
BMI
Badger Meter
$11,128,500$1,483,800 â–²15.4%75,0000.7%Technology
Ingredion Incorporated stock logo
INGR
Ingredion
$7,482,0900.0%79,0000.5%Consumer Staples
Zurn Elkay Water Solutions Cor stock logo
ZWS
Zurn Elkay Water Solutions Cor
$5,053,000$656,890 â–²14.9%100,0000.3%Industrials
Revvity Inc. stock logo
RVTY
Revvity
$4,311,325$139,075 â–²3.3%38,7500.3%Healthcare
KIMBERLY-CLARK CORP
$3,676,290$603,570 â–²19.6%33,5000.2%COM
Stride, Inc. stock logo
LRN
Stride
$3,449,600$646,800 â–²23.1%40,0000.2%Consumer Discretionary
OrthoPediatrics Corp. stock logo
KIDS
OrthoPediatrics
$3,151,500$343,800 â–²12.2%165,0000.2%Healthcare
LIFE360 INC
$2,876,120$553,100 â–²23.8%52,0000.2%COM
Blackbaud, Inc. stock logo
BLKB
Blackbaud
$2,721,360$769,080 â–²39.4%92,0000.2%Technology
MCGRAW HILL INC
$2,083,400$2,083,400 â–²New Holding220,0000.1%COM
DUOLINGO INC
$1,841,280$575,400 â–²45.5%16,0000.1%CL A COM
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$1,204,960$1,523,920 â–¼-55.8%17,0000.1%Consumer Discretionary
Hologic, Inc. stock logo
HOLX
Hologic
$0$4,740,135 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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