Triodos Investment Management BV
Triodos Investment Management BV reported 50 holdings worth US$1.64B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Triodos Investment Management BV reported 50 holdings worth US$1.64B as of Jun 30, 2026. Largest: Kla Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Palo Alto Networks, Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$1.64B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Kla Corporation | 340K | US$102M | 6.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 207K | US$98.9M | 6.0% |
| Palo Alto Networks, Inc. | 285K | US$97.2M | 5.9% |
| Advanced Drainage Systems, Inc. | 528K | US$82.9M | 5.0% |
| Nvidia Corporation | 385K | US$76.8M | 4.7% |
| First Solar, Inc. | 321K | US$75.7M | 4.6% |
| Mastercard Incorporated | 118K | US$60.8M | 3.7% |
| Ebay Inc. | 526K | US$58.8M | 3.6% |
| Darling Ingredients Inc. | 1.04M | US$56.6M | 3.4% |
| Gen Digital Inc. | 2.03M | US$50.5M | 3.1% |
| Deere & Company | 74,050 | US$47M | 2.9% |
| Edwards Lifesciences Corporation | 493K | US$44.6M | 2.7% |
| Watts Water Technologies, Inc. | 105K | US$41.1M | 2.5% |
| Procter & Gamble Company (the) | 277K | US$40.6M | 2.5% |
| Carlisle Companies Incorporated | 107K | US$38.7M | 2.4% |
| Eli Lilly And Company | 32,050 | US$38.4M | 2.3% |
| Intuitive Surgical, Inc. | 89,187 | US$35.5M | 2.2% |
| Veralto Corp | 397K | US$35.2M | 2.1% |
| Acuity Inc. | 93,000 | US$35M | 2.1% |
| Akamai Technologies, Inc. | 293K | US$34.7M | 2.1% |
| At&t Inc. | 1.67M | US$34.6M | 2.1% |
| Xylem Inc. | 236K | US$27.8M | 1.7% |
| Resmed Inc. | 142K | US$27.7M | 1.7% |
| Mueller Water Products | 1.04M | US$26.9M | 1.6% |
| Ha Sustainable Infrastructure Capital, Inc. | 675K | US$26.4M | 1.6% |
| Owens Corning Inc | 156K | US$24.8M | 1.5% |
| California Water Service Group | 493K | US$24M | 1.5% |
| Gentex Corporation | 941K | US$23.8M | 1.4% |
| Msa Safety Incorporated | 136K | US$23.7M | 1.4% |
| The Cooper Companies, Inc. | 300K | US$21.5M | 1.3% |
| Zebra Technologies Corporation | 78,000 | US$20.5M | 1.3% |
| Planet Fitness, Inc. | 370K | US$19.3M | 1.2% |
| Strategic Education, Inc. | 220K | US$16.8M | 1.0% |
| Sprouts Farmers Market, Inc. | 197K | US$16.7M | 1.0% |
| Universal Display Corporation | 161K | US$13.9M | 0.85% |
| Badger Meter, Inc. | 75,000 | US$11.1M | 0.68% |
| Ingredion Incorporated | 79,000 | US$7.48M | 0.46% |
| Zurn Elkay Water Solutions Corporation | 100K | US$5.05M | 0.31% |
| Revvity, Inc. | 38,750 | US$4.31M | 0.26% |
| Kimberly-clark Corporation | 33,500 | US$3.68M | 0.22% |
| Stride, Inc. | 40,000 | US$3.45M | 0.21% |
| Orthopediatrics Corp. | 165K | US$3.15M | 0.19% |
| Life360, Inc. | 52,000 | US$2.88M | 0.18% |
| Blackbaud, Inc. | 92,000 | US$2.72M | 0.17% |
| Mcgraw Hill, Inc. | 220K | US$2.08M | 0.13% |
| Duolingo, Inc. | 16,000 | US$1.84M | 0.11% |
| Bright Horizons Family Solutions Inc. | 17,000 | US$1.2M | 0.07% |
Source
View original at SEC
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