Triodos Investment Management BV
Q2 2026 13F filing
Updated 43 days ago50 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | K KLAC KLA CORP | $102.4M | 340.0K | 6.24% | Added(+580.7%) |
| 2 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $98.9M | 207.2K | 6.02% | Trimmed(-6.0%) |
| 3 | P PANW PALO ALTO NETWORKS INC | $97.2M | 285.3K | 5.92% | Added(+1.0%) |
| 4 | W WMS ADVANCED DRAIN SYS INC DEL | $82.9M | 528.3K | 5.05% | Trimmed(-1.6%) |
| 5 | N NVDA NVIDIA CORPORATION | $76.8M | 384.6K | 4.68% | Trimmed(-2.6%) |
| 6 | F FSLR FIRST SOLAR INC | $75.7M | 321.3K | 4.61% | Added(+15.7%) |
| 7 | M MA MASTERCARD INCORPORATED | $60.8M | 118.5K | 3.71% | Added(+16.9%) |
| 8 | E EBAY EBAY INC | $58.8M | 526.5K | 3.58% | Trimmed(-2.2%) |
| 9 | D DAR DARLING INGREDIENTS INC | $56.6M | 1.04M | 3.45% | Added(+10.9%) |
| 10 | G GENVR GEN DIGITAL INC | $50.5M | 2.03M | 3.07% | Added(+14.7%) |
| 11 | D DE DEERE & CO | $47M | 74.0K | 2.86% | Trimmed(-1.9%) |
| 12 | M MLCMF MILLICOM INTL CELLULAR S A | $45.7M | 504.0K | 2.78% | Trimmed(-2.7%) |
| 13 | E EW EDWARDS LIFESCIENCES CORP | $44.6M | 493.4K | 2.72% | Trimmed(-1.7%) |
| 14 | W WTS WATTS WATER TECHNOLOGIES INC | $41.1M | 105.0K | 2.50% | Added(+22.1%) |
| 15 | P PG PROCTER & GAMBLE CO | $40.6M | 277.1K | 2.47% | Added(+8.6%) |
| 16 | C CSL CARLISLE COS INC | $38.7M | 106.8K | 2.36% | Added(+18.9%) |
| 17 | L LLY ELI LILLY & CO | $38.4M | 32.0K | 2.34% | Added(+27.8%) |
| 18 | I ISRG INTUITIVE SURGICAL INC | $35.5M | 89.2K | 2.16% | Added(+10.9%) |
| 19 | V VLTO VERALTO CORP | $35.2M | 396.5K | 2.14% | Added(+34.6%) |
| 20 | A AYI ACUITY INC | $35M | 93.0K | 2.13% | Unchanged |
| 21 | A AKAM AKAMAI TECHNOLOGIES INC | $34.7M | 293.2K | 2.11% | Trimmed(-1.6%) |
| 22 | A APP AT&T INC | $34.6M | 1.67M | 2.11% | Added(+29.4%) |
| 23 | X XYL XYLEM INC | $27.8M | 235.5K | 1.70% | Trimmed(-1.3%) |
| 24 | R RSMDF RESMED INC | $27.7M | 142.0K | 1.69% | Added(+19.2%) |
| 25 | S SW SMURFIT WESTROCK PLC | $27.1M | 586.3K | 1.65% | — |
| 26 | M MWA MUELLER WTR PRODS INC | $26.9M | 1.04M | 1.64% | Added(+3.5%) |
| 27 | H HASI HA SUSTAINABLE INFRA CAP INC | $26.4M | 675.0K | 1.61% | Added(+22.7%) |
| 28 | O OC OWENS CORNING NEW | $24.8M | 156.0K | 1.51% | Unchanged |
| 29 | C CWT CALIFORNIA WTR SVC GROUP | $24M | 493.0K | 1.46% | Added(+19.1%) |
| 30 | G GNTX GENTEX CORP | $23.8M | 941.0K | 1.45% | Added(+17.5%) |
| 31 | M MNESP MSA SAFETY INC | $23.7M | 136.0K | 1.45% | Added(+11.5%) |
| 32 | C COO COOPER COS INC | $21.5M | 299.5K | 1.31% | Added(+20.6%) |
| 33 | Z ZBRA ZEBRA TECHNOLOGIES CORPORATI | $20.5M | 78.0K | 1.25% | Added(+13.0%) |
| 34 | A ALLE ALLEGION PLC | $20.4M | 145.0K | 1.24% | Unchanged |
| 35 | P PLNT PLANET FITNESS MASTER ISSUER | $19.3M | 370.0K | 1.18% | Unchanged |
| 36 | ? N/A STRATEGIC ED INC | $16.8M | 220.0K | 1.03% | Unchanged |
| 37 | S SFM SPROUTS FMRS MKT INC | $16.7M | 197.0K | 1.01% | Added(+114.1%) |
| 38 | O OLED UNIVERSAL DISPLAY CORP | $13.9M | 161.0K | 0.85% | Unchanged |
| 39 | B BMI BADGER METER INC | $11.1M | 75.0K | 0.68% | Added(+15.4%) |
| 40 | I INGR INGREDION INC | $7.5M | 79.0K | 0.46% | Unchanged |
| 41 | Z ZWS ZURN ELKAY WATER SOLNS CORP | $5.1M | 100.0K | 0.31% | Added(+14.9%) |
| 42 | R RVTY REVVITY INC | $4.3M | 38.8K | 0.26% | Added(+3.3%) |
| 43 | K KMB KIMBERLY-CLARK CORP | $3.7M | 33.5K | 0.22% | Added(+19.6%) |
| 44 | L LRN STRIDE INC | $3.4M | 40.0K | 0.21% | Added(+23.1%) |
| 45 | K KIDS ORTHOPEDIATRICS CORP | $3.2M | 165.0K | 0.19% | Added(+12.2%) |
| 46 | L LIFX LIFE360 INC | $2.9M | 52.0K | 0.18% | Added(+23.8%) |
| 47 | B BLKB BLACKBAUD INC | $2.7M | 92.0K | 0.17% | Added(+39.4%) |
| 48 | M MH MCGRAW HILL INC | $2.1M | 220.0K | 0.13% | — |
| 49 | D DUOL DUOLINGO INC | $1.8M | 16.0K | 0.11% | Added(+45.5%) |
| 50 | B BFAM BRIGHT HORIZONS FAM SOL IN D | $1.2M | 17.0K | 0.07% | Trimmed(-55.8%) |