Triodos Investment Management BV
Triodos Investment Management BV reported 50 US-listed holdings worth $1.64 billion in its 13F for the quarter ended 30 June 2026, filed 29 July 2026. Its largest: KLA Corp. (6.2%), Taiwan Semiconductor Manufacturing Company Limited (6.0%) and Palo Alto Networks Inc. (5.9%). Against the quarter before, it opened 2 positions, added to 31, trimmed 10 and sold out of 1.
Reported holdings$1.64B+24.2% on Q1 2026
Positions50+1 on Q1 2026
The largest ten46.3%of its reported holdings
Latest 13FQ2 2026filed 29 July 2026
Added toTrimmed
The 14 largest of its 50 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 2Added 31Held 7Trimmed 10Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Smurfit Westrock plc SW$27.1 million
- McGraw Hill Inc. MH$2.1 million
Added to 31
- KLA Corp. KLAC+290,059 shares · +581%
- First Solar, Inc. FSLR+43,650 shares · +16%
- Veralto Corp. VLTO+102,000 shares · +35%
- Sprouts Farmers Market, Inc. SFM+105,000 shares · +114%
- Mastercard Inc. MA+17,100 shares · +17%
- Eli Lilly & Co. LLY+6,970 shares · +28%
- AT&T Inc. T+380,000 shares · +29%
- Watts Water Technologies Inc. WTS+19,000 shares · +22%
and 23 more in the table below
Trimmed 10
- Taiwan Semiconductor Manufacturing Company Limited TSM-13,100 shares · -6%
- NVIDIA Corp. NVDA-10,400 shares · -3%
- Bright Horizons Family Solutions Inc. BFAM-21,500 shares · -56%
- Advanced Drainage Systems, Inc. WMS-8,400 shares · -2%
- Ebay Inc. EBAY-11,700 shares · -2%
- Millicom Intl Cellular S A TIGO-14,000 shares · -3%
- Deere & Co. DE-1,450 shares · -2%
- Edwards Lifesciences Corp. EW-8,500 shares · -2%
and 2 more in the table below
Sold out of 1
- Hologic Inc. HOLX$4.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| KLA Corp. KLAC | 340,010 | $102.4 million | 6.24% | +290,059 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 207,153 | $98.9 million | 6.02% | -13,100 |
| Palo Alto Networks Inc. PANW | 285,300 | $97.2 million | 5.92% | +2,800 |
| Advanced Drainage Systems, Inc. WMS | 528,311 | $82.9 million | 5.05% | -8,400 |
| NVIDIA Corp. NVDA | 384,570 | $76.8 million | 4.68% | -10,400 |
| First Solar, Inc. FSLR | 321,250 | $75.7 million | 4.61% | +43,650 |
| Mastercard Inc. MA | 118,464 | $60.8 million | 3.71% | +17,100 |
| Ebay Inc. EBAY | 526,498 | $58.8 million | 3.58% | -11,700 |
| Darling Ingredients Inc. DAR | 1,035,914 | $56.6 million | 3.45% | +102,000 |
| Gen Digital Inc. GEN | 2,030,038 | $50.5 million | 3.07% | +260,500 |
| Deere & Co. DE | 74,050 | $47.0 million | 2.86% | -1,450 |
| Millicom Intl Cellular S A TIGO | 504,000 | $45.7 million | 2.78% | -14,000 |
| Edwards Lifesciences Corp. EW | 493,358 | $44.6 million | 2.72% | -8,500 |
| Watts Water Technologies Inc. WTS | 105,000 | $41.1 million | 2.50% | +19,000 |
| Procter & Gamble Co. PG | 277,095 | $40.6 million | 2.47% | +22,000 |
| Carlisle Companies Inc. CSL | 106,750 | $38.7 million | 2.36% | +17,000 |
| Eli Lilly & Co. LLY | 32,050 | $38.4 million | 2.34% | +6,970 |
| Intuitive Surgical Inc. ISRG | 89,187 | $35.5 million | 2.16% | +8,800 |
| Veralto Corp. VLTO | 396,500 | $35.2 million | 2.14% | +102,000 |
| Acuity Inc. (De) AYI | 93,000 | $35.0 million | 2.13% | no change |
| Akamai Technologies Inc. AKAM | 293,224 | $34.7 million | 2.11% | -4,700 |
| AT&T Inc. T | 1,670,265 | $34.6 million | 2.11% | +380,000 |
| Xylem Inc. XYL | 235,500 | $27.8 million | 1.70% | -3,000 |
| Resmed Inc. RMD | 142,000 | $27.7 million | 1.69% | +22,900 |
| Smurfit Westrock plc SW | 586,314 | $27.1 million | 1.65% | new |
| Mueller Water Products, Inc. MWA | 1,043,000 | $26.9 million | 1.64% | +35,000 |
| HA Sustainable Infrastructure Capital, Inc. HASI | 675,000 | $26.4 million | 1.61% | +125,000 |
| Owens Corning OC | 156,000 | $24.8 million | 1.51% | no change |
| California Water Service Group CWT | 493,000 | $24.0 million | 1.46% | +79,000 |
| Gentex Corp. GNTX | 941,000 | $23.8 million | 1.45% | +140,000 |
| MSA Safety Inc. MSA | 136,000 | $23.7 million | 1.45% | +14,000 |
| Cooper Companies, Inc. COO | 299,500 | $21.5 million | 1.31% | +51,250 |
| Zebra Technologies Corp. ZBRA | 78,000 | $20.5 million | 1.25% | +9,000 |
| Allegion plc ALLE | 145,000 | $20.4 million | 1.24% | no change |
| Planet Fitness, Inc. PLNT | 370,000 | $19.3 million | 1.18% | no change |
| Strategic Education, Inc. STRA | 220,000 | $16.8 million | 1.03% | no change |
| Sprouts Farmers Market, Inc. SFM | 197,000 | $16.7 million | 1.01% | +105,000 |
| Universal Display Corp. \Pa\ OLED | 161,000 | $13.9 million | 0.85% | no change |
| Badger Meter Inc. BMI | 75,000 | $11.1 million | 0.68% | +10,000 |
| Ingredion Inc. INGR | 79,000 | $7.5 million | 0.46% | no change |
| Zurn Elkay Water Solutions Corp. ZWS | 100,000 | $5.1 million | 0.31% | +13,000 |
| Revvity, Inc. RVTY | 38,750 | $4.3 million | 0.26% | +1,250 |
| Kimberly Clark Corp. KMB | 33,500 | $3.7 million | 0.22% | +5,500 |
| Stride, Inc. LRN | 40,000 | $3.4 million | 0.21% | +7,500 |
| Orthopediatrics Corp. KIDS | 165,000 | $3.2 million | 0.19% | +18,000 |
| Life360, Inc. LIF | 52,000 | $2.9 million | 0.18% | +10,000 |
| Blackbaud Inc. BLKB | 92,000 | $2.7 million | 0.17% | +26,000 |
| McGraw Hill Inc. MH | 220,000 | $2.1 million | 0.13% | new |
| Duolingo, Inc. DUOL | 16,000 | $1.8 million | 0.11% | +5,000 |
| Bright Horizons Family Solutions Inc. BFAM | 17,000 | $1.2 million | 0.07% | -21,500 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.