Holders — by stockHoldings — by fund
Triodos Investment Management BV
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001748729
$1.64B
disclosed book value
50
positions
6.2%
largest position share
Positions, as of 2026-06-30
top 50 of 50 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | KLACKLA CORP | 340,010 | $102.4M | 6.2% |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 207,153 | $98.9M | 6% |
| 3 | PANWPALO ALTO NETWORKS INC | 285,300 | $97.2M | 5.9% |
| 4 | WMSADVANCED DRAIN SYS INC DEL | 528,311 | $82.9M | 5% |
| 5 | NVDANVIDIA CORPORATION | 384,570 | $76.8M | 4.7% |
| 6 | FSLRFIRST SOLAR INC | 321,250 | $75.7M | 4.6% |
| 7 | MAMASTERCARD INCORPORATED | 118,464 | $60.8M | 3.7% |
| 8 | EBAYEBAY INC | 526,498 | $58.8M | 3.6% |
| 9 | DARDARLING INGREDIENTS INC | 1.0M | $56.6M | 3.4% |
| 10 | GENGEN DIGITAL INC | 2.0M | $50.5M | 3.1% |
| 11 | DEDEERE & CO | 74,050 | $47.0M | 2.9% |
| 12 | TIGOMILLICOM INTL CELLULAR S A | 504,000 | $45.7M | 2.8% |
| 13 | EWEDWARDS LIFESCIENCES CORP | 493,358 | $44.6M | 2.7% |
| 14 | WTSWATTS WATER TECHNOLOGIES INC | 105,000 | $41.1M | 2.5% |
| 15 | PGPROCTER & GAMBLE CO | 277,095 | $40.6M | 2.5% |
| 16 | CSLCARLISLE COS INC | 106,750 | $38.7M | 2.4% |
| 17 | LLYELI LILLY & CO | 32,050 | $38.4M | 2.3% |
| 18 | ISRGINTUITIVE SURGICAL INC | 89,187 | $35.5M | 2.2% |
| 19 | VLTOVERALTO CORP | 396,500 | $35.2M | 2.1% |
| 20 | AYIACUITY INC | 93,000 | $35.0M | 2.1% |
| 21 | AKAMAKAMAI TECHNOLOGIES INC | 293,224 | $34.7M | 2.1% |
| 22 | TAT&T INC | 1.7M | $34.6M | 2.1% |
| 23 | XYLXYLEM INC | 235,500 | $27.8M | 1.7% |
| 24 | RMDRESMED INC | 142,000 | $27.7M | 1.7% |
| 25 | SWSMURFIT WESTROCK PLC | 586,314 | $27.1M | 1.7% |
| 26 | MWAMUELLER WTR PRODS INC | 1.0M | $26.9M | 1.6% |
| 27 | HASIHA SUSTAINABLE INFRA CAP INC | 675,000 | $26.4M | 1.6% |
| 28 | OCOWENS CORNING NEW | 156,000 | $24.8M | 1.5% |
| 29 | CWTCALIFORNIA WTR SVC GROUP | 493,000 | $24.0M | 1.5% |
| 30 | GNTXGENTEX CORP | 941,000 | $23.8M | 1.4% |
| 31 | MSAMSA SAFETY INC | 136,000 | $23.7M | 1.4% |
| 32 | COOCOOPER COS INC | 299,500 | $21.5M | 1.3% |
| 33 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 78,000 | $20.5M | 1.3% |
| 34 | ALLEALLEGION PLC | 145,000 | $20.4M | 1.2% |
| 35 | PLNTPLANET FITNESS MASTER ISSUER | 370,000 | $19.3M | 1.2% |
| 36 | STRASTRATEGIC ED INC | 220,000 | $16.8M | 1% |
| 37 | SFMSPROUTS FMRS MKT INC | 197,000 | $16.7M | 1% |
| 38 | OLEDUNIVERSAL DISPLAY CORP | 161,000 | $13.9M | 0.8% |
| 39 | BMIBADGER METER INC | 75,000 | $11.1M | 0.7% |
| 40 | INGRINGREDION INC | 79,000 | $7.5M | 0.5% |
| 41 | ZWSZURN ELKAY WATER SOLNS CORP | 100,000 | $5.1M | 0.3% |
| 42 | RVTYREVVITY INC | 38,750 | $4.3M | 0.3% |
| 43 | KMBKIMBERLY-CLARK CORP | 33,500 | $3.7M | 0.2% |
| 44 | LRNSTRIDE INC | 40,000 | $3.4M | 0.2% |
| 45 | KIDSORTHOPEDIATRICS CORP | 165,000 | $3.2M | 0.2% |
| 46 | LIFLIFE360 INC | 52,000 | $2.9M | 0.2% |
| 47 | BLKBBLACKBAUD INC | 92,000 | $2.7M | 0.2% |
| 48 | MHMCGRAW HILL INC | 220,000 | $2.1M | 0.1% |
| 49 | DUOLDUOLINGO INC | 16,000 | $1.8M | 0.1% |
| 50 | BFAMBRIGHT HORIZONS FAM SOL IN D | 17,000 | $1.2M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.