Lightrock Netherlands B.V.
Lightrock Netherlands B.V. reported 37 holdings worth US$506M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Lightrock Netherlands B.V. reported 37 holdings worth US$506M as of Jun 30, 2026. Largest: Sps Commerce, Inc., Cabot Corporation and Wintrust Financial Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$506M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Sps Commerce, Inc. | 613K | US$35.1M | 6.9% |
| Cabot Corporation | 383K | US$32.2M | 6.4% |
| Wintrust Financial Corporation | 170K | US$27.3M | 5.4% |
| Jabil Inc. | 57,656 | US$22.2M | 4.4% |
| Akamai Technologies, Inc. | 188K | US$22.2M | 4.4% |
| First Solar, Inc. | 605K | US$20.7M | 4.1% |
| Acuity Inc. | 46,803 | US$17.6M | 3.5% |
| Blackbaud, Inc. | 574K | US$17M | 3.4% |
| Enersys | 166K | US$16.8M | 3.3% |
| Globus Medical, Inc. | 207K | US$16.4M | 3.2% |
| Strategic Education, Inc. | 210K | US$16.1M | 3.2% |
| Cubesmart | 510K | US$15.9M | 3.1% |
| Brunswick Corporation | 1.49M | US$14.8M | 2.9% |
| Allegro Microsystems, Inc. | 206K | US$14.4M | 2.8% |
| Caretrust Reit, Inc. | 154K | US$14M | 2.8% |
| Abercrombie & Fitch Company | 153K | US$13.8M | 2.7% |
| Lindsay Corporation | 111K | US$13.7M | 2.7% |
| Lumentum Holdings Inc. | 15,695 | US$13.5M | 2.7% |
| Tennant Company | 154K | US$13.4M | 2.7% |
| Pennymac Financial Services, Inc. | 153K | US$13.3M | 2.6% |
| Mueller Water Products | 510K | US$13.2M | 2.6% |
| Wex Inc. | 86,800 | US$12.2M | 2.4% |
| Towne Bank | 330K | US$12M | 2.4% |
| Avantor, Inc. | 323K | US$10.8M | 2.1% |
| Healthpeak Properties, Inc. | 355K | US$7.6M | 1.5% |
| Diamondrock Hospitality Company | 132K | US$7.22M | 1.4% |
| Tripadvisor, Inc. | 516K | US$7.08M | 1.4% |
| Cohu, Inc. | 155K | US$6.26M | 1.2% |
| Darling Ingredients Inc. | 149K | US$5.92M | 1.2% |
| Quidelortho Corporation | 291K | US$5.09M | 1.0% |
| Zimmer Biomet Holdings, Inc. | 53,278 | US$4.59M | 0.91% |
| Encompass Health Corporation | 361K | US$4.4M | 0.87% |
| Independence Realty Trust, Inc. | 248K | US$4.13M | 0.82% |
| Teradata Corporation | 110K | US$3.81M | 0.75% |
| Compass Minerals Intl Inc | 0 | US$0 | 0.00% |
| Envista Holdings Corporation | 0 | US$0 | 0.00% |
| Gentex Corporation | 0 | US$0 | 0.00% |
| West Fraser Timber Co. Ltd. | 0 | US$0 | 0.00% |
Source
View original at SEC
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