13F HOLDINGS REPORT
Triodos Investment Management BV
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001748729-25-000014
Total Value
$1.38B
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 446,670 | $83.3M | 6.03% |
| 2 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 546,011 | $75.7M | 5.48% |
| 3 | KLA CORP | KLAC | 66,401 | $71.5M | 5.17% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 251,853 | $70.3M | 5.09% |
| 5 | MASTERCARD INCORPORATED | MA | 102,264 | $58.2M | 4.21% |
| 6 | FIRST SOLAR INC | FSLR | 259,200 | $57.1M | 4.13% |
| 7 | EBAY INC | EBAY | 617,698 | $56.2M | 4.06% |
| 8 | PALO ALTO NETWORKS INC | PANW | 221,300 | $45.0M | 3.26% |
| 9 | GEN DIGITAL INC | GENVR | 1,424,538 | $40.4M | 2.92% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 90,187 | $40.3M | 2.92% |
| 11 | EDWARDS LIFESCIENCES CORP | EW | 508,858 | $39.6M | 2.86% |
| 12 | PROCTER AND GAMBLE CO | 742718109 | 255,095 | $39.2M | 2.83% |
| 13 | XYLEM INC | XYL | 240,500 | $35.5M | 2.57% |
| 14 | DEERE & CO | DE | 76,350 | $34.9M | 2.52% |
| 15 | MILLICOM INTL CELLULAR S A | L6388F110 | 709,000 | $34.4M | 2.49% |
| 16 | RESMED INC | RSMDF | 120,600 | $33.0M | 2.39% |
| 17 | PLANET FITNESS INC | PLNT | 297,000 | $30.8M | 2.23% |
| 18 | ADOBE INC | ADBE | 86,037 | $30.3M | 2.19% |
| 19 | CARLISLE COS INC | 142339100 | 90,750 | $29.9M | 2.16% |
| 20 | ELEVANCE HEALTH INC | ELV | 92,080 | $29.8M | 2.15% |
| 21 | AT&T INC | T-PC | 1,051,265 | $29.7M | 2.15% |
| 22 | DARLING INGREDIENTS INC | DAR | 932,914 | $28.8M | 2.08% |
| 23 | MUELLER WTR PRODS INC | 624758108 | 1,085,000 | $27.7M | 2.00% |
| 24 | UNIVERSAL DISPLAY CORP | OLED | 185,000 | $26.6M | 1.92% |
| 25 | ACUITY INC | AYI | 75,500 | $26.0M | 1.88% |
| 26 | ALLEGION PLC | ALLE | 145,000 | $25.7M | 1.86% |
| 27 | WATTS WATER TECHNOLOGIES INC | WTS | 86,000 | $24.0M | 1.74% |
| 28 | AKAMAI TECHNOLOGIES INC | AKAM | 299,924 | $22.7M | 1.64% |
| 29 | GENTEX CORP | GNTX | 801,000 | $22.7M | 1.64% |
| 30 | CALIFORNIA WTR SVC GROUP | 130788102 | 493,000 | $22.6M | 1.64% |
| 31 | OWENS CORNING NEW | OC | 156,000 | $22.1M | 1.60% |
| 32 | MSA SAFETY INC | MNESP | 122,000 | $21.0M | 1.52% |
| 33 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 227,800 | $19.0M | 1.37% |
| 34 | STRATEGIC ED INC | STRA | 220,000 | $18.9M | 1.37% |
| 35 | COOPER COS INC | 216648501 | 249,750 | $17.1M | 1.24% |
| 36 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 550,000 | $16.9M | 1.22% |
| 37 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 43,000 | $12.8M | 0.92% |
| 38 | NOMAD FOODS LTD | NOMD | 959,179 | $12.6M | 0.91% |
| 39 | BADGER METER INC | BMI | 65,000 | $11.6M | 0.84% |
| 40 | INGREDION INC | INGR | 79,000 | $9.6M | 0.70% |
| 41 | HOLOGIC INC | HOLX | 62,750 | $4.2M | 0.31% |
| 42 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 85,000 | $4.0M | 0.29% |
| 43 | BLACKBAUD INC | BLKB | 54,000 | $3.5M | 0.25% |
| 44 | REVVITY INC | RVTY | 37,500 | $3.3M | 0.24% |
| 45 | STRIDE INC | LRN | 21,000 | $3.1M | 0.23% |
| 46 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 28,500 | $3.1M | 0.22% |
| 47 | LIFE360 INC | LIFX | 28,000 | $3.0M | 0.22% |
| 48 | ORTHOPEDIATRICS CORP | KIDS | 132,500 | $2.5M | 0.18% |
| 49 | DUOLINGO INC | DUOL | 6,750 | $2.2M | 0.16% |
| 50 | SMURFIT WESTROCK PLC | SW | 7,400 | $315,018 | 0.02% |