13F HOLDINGS REPORT
Triodos Investment Management BV
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001748729-26-000007
Total Value
$1.38B
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 538,011 | $79.1M | 5.71% |
| 2 | NVIDIA CORPORATION | NVDA | 397,970 | $74.6M | 5.39% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 241,453 | $72.3M | 5.23% |
| 4 | KLA CORP | KLAC | 57,651 | $71.7M | 5.18% |
| 5 | FIRST SOLAR INC | FSLR | 249,400 | $65.9M | 4.76% |
| 6 | MASTERCARD INCORPORATED | MA | 102,364 | $59.1M | 4.27% |
| 7 | EBAY INC | EBAY | 544,198 | $47.4M | 3.43% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 80,887 | $46.3M | 3.35% |
| 9 | EDWARDS LIFESCIENCES CORP | EW | 504,858 | $43.5M | 3.15% |
| 10 | PALO ALTO NETWORKS INC | PANW | 219,600 | $41.0M | 2.97% |
| 11 | GEN DIGITAL INC | GENVR | 1,425,038 | $39.1M | 2.83% |
| 12 | PROCTER AND GAMBLE CO | 742718109 | 255,095 | $36.7M | 2.66% |
| 13 | DEERE & CO | DE | 75,850 | $35.6M | 2.58% |
| 14 | DARLING INGREDIENTS INC | DAR | 932,914 | $34.1M | 2.46% |
| 15 | MILLICOM INTL CELLULAR S A | L6388F110 | 607,000 | $33.4M | 2.42% |
| 16 | XYLEM INC | XYL | 240,500 | $33.1M | 2.39% |
| 17 | ADOBE INC | ADBE | 85,537 | $30.2M | 2.18% |
| 18 | PLANET FITNESS INC | PLNT | 276,000 | $30.1M | 2.18% |
| 19 | CARLISLE COS INC | 142339100 | 90,750 | $29.4M | 2.13% |
| 20 | RESMED INC | RSMDF | 120,600 | $29.3M | 2.12% |
| 21 | ELEVANCE HEALTH INC FORMERLY | ELV | 81,380 | $28.4M | 2.05% |
| 22 | ACUITY INC | AYI | 73,000 | $26.6M | 1.93% |
| 23 | MUELLER WTR PRODS INC | 624758108 | 1,090,000 | $26.5M | 1.91% |
| 24 | AKAMAI TECHNOLOGIES INC | AKAM | 297,924 | $26.2M | 1.89% |
| 25 | AT&T INC | T-PC | 1,051,265 | $26.1M | 1.89% |
| 26 | ELI LILLY & CO | LLY | 22,480 | $24.3M | 1.75% |
| 27 | WATTS WATER TECHNOLOGIES INC | WTS | 86,000 | $24.1M | 1.74% |
| 28 | ALLEGION PLC | ALLE | 145,000 | $23.4M | 1.69% |
| 29 | UNIVERSAL DISPLAY CORP | OLED | 185,000 | $22.0M | 1.59% |
| 30 | COOPER COS INC | 216648501 | 248,250 | $20.5M | 1.48% |
| 31 | MSA SAFETY INC | MNESP | 122,000 | $19.8M | 1.43% |
| 32 | GENTEX CORP | GNTX | 801,000 | $18.9M | 1.36% |
| 33 | VERALTO CORP | VLTO | 186,000 | $18.9M | 1.36% |
| 34 | CALIFORNIA WTR SVC GROUP | 130788102 | 414,000 | $18.0M | 1.30% |
| 35 | STRATEGIC ED INC | STRA | 220,000 | $17.8M | 1.29% |
| 36 | OWENS CORNING NEW | OC | 156,000 | $17.7M | 1.28% |
| 37 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 550,000 | $17.6M | 1.27% |
| 38 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 54,000 | $13.3M | 0.96% |
| 39 | BADGER METER INC | BMI | 65,000 | $11.6M | 0.84% |
| 40 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 225,800 | $11.2M | 0.81% |
| 41 | INGREDION INC | INGR | 79,000 | $8.8M | 0.63% |
| 42 | HOLOGIC INC | HOLX | 62,750 | $4.7M | 0.34% |
| 43 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 83,000 | $3.9M | 0.28% |
| 44 | BLACKBAUD INC | BLKB | 59,000 | $3.7M | 0.27% |
| 45 | REVVITY INC | RVTY | 36,500 | $3.6M | 0.26% |
| 46 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 31,000 | $3.2M | 0.23% |
| 47 | KIMBERLY-CLARK CORP | KMB | 26,000 | $2.6M | 0.19% |
| 48 | ORTHOPEDIATRICS CORP | KIDS | 147,000 | $2.6M | 0.19% |
| 49 | LIFE360 INC | LIFX | 31,500 | $2.1M | 0.15% |
| 50 | DUOLINGO INC | DUOL | 11,000 | $1.9M | 0.14% |
| 51 | STRIDE INC | LRN | 21,000 | $1.4M | 0.10% |