Triodos Investment Management BV 13F Holdings · Q2 2026
Triodos Investment Management BV reported 50 securities worth $1.64B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: KLAC (6.24%), TSM (6.02%), PANW (5.92%). Among its top 25 positions this quarter: 1 new, 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORP | $102.4M | 6.24% | 340,010 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $98.9M | 6.02% | 207,153 | Trimmed |
| 3 | PANW | PALO ALTO NETWORKS INC | $97.2M | 5.92% | 285,300 | Added |
| 4 | WMS | ADVANCED DRAIN SYS INC DEL | $82.9M | 5.05% | 528,311 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $76.8M | 4.68% | 384,570 | Trimmed |
| 6 | FSLR | FIRST SOLAR INC | $75.7M | 4.61% | 321,250 | Added |
| 7 | MA | MASTERCARD INCORPORATED | $60.8M | 3.71% | 118,464 | Added |
| 8 | EBAY | EBAY INC | $58.8M | 3.58% | 526,498 | Trimmed |
| 9 | DAR | DARLING INGREDIENTS INC | $56.6M | 3.45% | 1.0M | Added |
| 10 | GEN | GEN DIGITAL INC | $50.5M | 3.07% | 2.0M | Added |
| 11 | DE | DEERE & CO | $47.0M | 2.86% | 74,050 | Trimmed |
| 12 | TIGO | MILLICOM INTL CELLULAR S A | $45.7M | 2.78% | 504,000 | Trimmed |
| 13 | EW | EDWARDS LIFESCIENCES CORP | $44.6M | 2.72% | 493,358 | Trimmed |
| 14 | WTS | WATTS WATER TECHNOLOGIES INC | $41.1M | 2.50% | 105,000 | Added |
| 15 | PG | PROCTER & GAMBLE CO | $40.6M | 2.47% | 277,095 | Added |
| 16 | CSL | CARLISLE COS INC | $38.7M | 2.36% | 106,750 | Added |
| 17 | LLY | ELI LILLY & CO | $38.4M | 2.34% | 32,050 | Added |
| 18 | ISRG | INTUITIVE SURGICAL INC | $35.5M | 2.16% | 89,187 | Added |
| 19 | VLTO | VERALTO CORP | $35.2M | 2.14% | 396,500 | Added |
| 20 | AYI | ACUITY INC | $35.0M | 2.13% | 93,000 | Hold |
| 21 | AKAM | AKAMAI TECHNOLOGIES INC | $34.7M | 2.11% | 293,224 | Trimmed |
| 22 | T | AT&T INC | $34.6M | 2.11% | 1.7M | Added |
| 23 | XYL | XYLEM INC | $27.8M | 1.70% | 235,500 | Trimmed |
| 24 | RMD | RESMED INC | $27.7M | 1.69% | 142,000 | Added |
| 25 | SW | SMURFIT WESTROCK PLC | $27.1M | 1.65% | 586,314 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR