Institutional Manager · CIK 0001748729
Triodos Investment Management BV
DRIEBERGEN-RIJSENBURG, P7 · File #028-18867
Latest AUM
$1.38B
Positions
51
Top-10 Concentration
43.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202551 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Sep 202550 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Jun 202550 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Mar 202550 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Dec 202449 pos · $1.24B
- 13F HOLDINGS REPORTQ/E Sep 202449 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Jun 202447 pos · $1.14B
- 13F HOLDINGS REPORTQ/E Mar 202447 pos · $1.11B
- 13F HOLDINGS REPORTQ/E Dec 202347 pos · $941.5M
- 13F HOLDINGS REPORTQ/E Sep 202345 pos · $1.0M
- 13F HOLDINGS REPORTQ/E Jun 202347 pos · $889,448
- 13F HOLDINGS REPORTQ/E Mar 202343 pos · $759,272
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 538,011 | $79.1M | 5.72% |
| 2 | NVIDIA CORPORATION | NVDA | 397,970 | $74.6M | 5.40% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 241,453 | $72.3M | 5.23% |
| 4 | KLA CORP | KLAC | 57,651 | $71.7M | 5.19% |
| 5 | FIRST SOLAR INC | FSLR | 249,400 | $65.9M | 4.77% |
| 6 | MASTERCARD INCORPORATED | MA | 102,364 | $59.1M | 4.28% |
| 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 | 2.47% |
| 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% |