Triodos Investment Management BV
CIK 1748729
13F filing for Q2 2026・No. 1,881
- Holdings
- US$1.64B
- Quarter change
- +US$319.71M
- Entries
- 50
- Net bought (estimate)
- +US$123.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 1
- Cut 11
- Added 30
- Corporate actions 0
- Unchanged 7
Largest holdings
50 stocks worth US$1.64B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KLACKLA CORPCOM NEW | CutSplit 7:1 | 340,010 | US$102.41M | 6.24% |
| TSMTSMC ADRSPONSORED ADS | Cut | 207,153 | US$98.93M | 6.02% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 285,300 | US$97.17M | 5.92% |
| WMSADVANCED DRAIN SYS INC DELCOM | Cut | 528,311 | US$82.92M | 5.05% |
| NVDANvidiaCOM | Cut | 384,570 | US$76.82M | 4.68% |
| FSLRFIRST SOLAR INCCOM | Added | 321,250 | US$75.74M | 4.61% |
| MAMASTERCARD INCORPORATEDCL A | Added | 118,464 | US$60.84M | 3.71% |
| EBAYEBAY INCCOM | Cut | 526,498 | US$58.84M | 3.58% |
| DARDARLING INGREDIENTS INCCOM | Added | 1,035,914 | US$56.58M | 3.45% |
| GENGEN DIGITAL INCCOM | Added | 2,030,038 | US$50.49M | 3.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.