Triodos Investment Management Bv
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.32B
Q ending 2026-03-31
Prior quarter
$1.38B
Q ending 2025-12-31
Change
-4.4% QoQ · +8.6% YoY
Positions
49
reported holdings
Largest positions
All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $74.4M | 220K |
| Advanced Drain Sys Inc Del | WMS | Shares | $73.6M | 537K |
| Kla Corp | KLAC | Shares | $73.5M | 50K |
| Nvidia Corporation | NVDA | Shares | $68.8M | 395K |
| Darling Ingredients Inc | DAR | Shares | $57.8M | 934K |
| First Solar Inc | FSLR | Shares | $54.7M | 278K |
| Mastercard Incorporated | MA | Shares | $50.6M | 101K |
| Ebay Inc | EBAY | Shares | $49.0M | 538K |
| Palo Alto Networks Inc | PANW | Shares | $45.3M | 283K |
| Deere & Co | DE | Shares | $42.5M | 76K |
| Edwards Lifesciences Corp | EW | Shares | $40.2M | 502K |
| Millicom Intl Cellular S A | Shares | $38.8M | 518K | |
| At&T Inc | T | Shares | $37.4M | 1.3M |
| Intuitive Surgical Inc | ISRG | Shares | $37.1M | 80K |
| Procter And Gamble Co | PG | Shares | $36.8M | 255K |
| Akamai Technologies Inc | AKAM | Shares | $34.2M | 298K |
| Gen Digital Inc | GEN | Shares | $33.3M | 1.8M |
| Carlisle Cos Inc | CSL | Shares | $29.9M | 90K |
| Xylem Inc | XYL | Shares | $28.5M | 239K |
| Mueller Wtr Prods Inc | MWA | Shares | $27.7M | 1.0M |
| Planet Fitness Inc | PLNT | Shares | $27.5M | 370K |
| Resmed Inc | RMD | Shares | $26.7M | 119K |
| Acuity Inc | AYI | Shares | $26.1M | 93K |
| Veralto Corp | VLTO | Shares | $26.0M | 295K |
| Watts Water Technologies Inc | WTS | Shares | $25.0M | 86K |
| Eli Lilly & Co | LLY | Shares | $23.1M | 25K |
| Allegion Plc | Shares | $21.1M | 145K | |
| Ha Sustainable Infra Cap Inc | HASI | Shares | $20.2M | 550K |
| Msa Safety Inc | MSA | Shares | $20.0M | 122K |
| California Wtr Svc Group | CWT | Shares | $18.8M | 414K |
| Strategic Ed Inc | STRA | Shares | $18.2M | 220K |
| Cooper Cos Inc | COO | Shares | $17.7M | 248K |
| Gentex Corp | GNTX | Shares | $17.5M | 801K |
| Owens Corning New | OC | Shares | $16.9M | 156K |
| Universal Display Corp | OLED | Shares | $14.7M | 161K |
| Zebra Technologies Corporati | ZBRA | Shares | $14.4M | 69K |
| Badger Meter Inc | BMI | Shares | $9.9M | 65K |
| Ingredion Inc | INGR | Shares | $8.9M | 79K |
| Sprouts Fmrs Mkt Inc | SFM | Shares | $7.1M | 92K |
| Hologic Inc | HOLX | Shares | $4.7M | 63K |
| Zurn Elkay Water Solns Corp | ZWS | Shares | $3.9M | 87K |
| Revvity Inc | RVTY | Shares | $3.3M | 38K |
| Bright Horizons Fam Sol In D | BFAM | Shares | $3.2M | 39K |
| Stride Inc | LRN | Shares | $2.9M | 33K |
| Kimberly-Clark Corp | KMB | Shares | $2.7M | 28K |
| Blackbaud Inc | BLKB | Shares | $2.5M | 66K |
| Orthopediatrics Corp | KIDS | Shares | $2.3M | 147K |
| Life360 Inc | LIF | Shares | $1.7M | 42K |
| Duolingo Inc | DUOL | Shares | $1.1M | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.