EdgeMarket › What Triodos Investment Management Bv reported owning

What Triodos Investment Management Bv reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.3B

Positions

49

Quarter

2026-03-31

Shown below

49
largest by value
holdingvalue% of booksharesprice1y
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
74.4M5.6%220.3K418.95+83.3%
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
73.6M5.6%536.7K143.73+1.4%
KLAC
KLA CORP
73.5M5.6%50.0K183.99+109.5%
NVDA
NVIDIA CORP
68.8M5.2%395.0K214.72+22.4%
DAR
DARLING INGREDIENTS INC.
57.8M4.4%933.9K65.74+113.4%
FSLR
FIRST SOLAR, INC.
54.7M4.1%277.6K214.28+3.8%
MA
Mastercard Inc
50.6M3.8%101.4K580.63-2.0%
EBAY
EBAY INC
49.0M3.7%538.2K104.13+5.0%
PANW
Palo Alto Networks Inc
45.3M3.4%282.5K357.87+94.0%
DE
DEERE & CO
42.5M3.2%75.5K647.47+31.4%
EW
Edwards Lifesciences Corp
40.2M3.0%501.9K89.79+10.3%
TIGO
MILLICOM INTERNATIONAL CELLULAR SA
38.8M2.9%518.0K93.68+106.4%
T
AT&T INC.
37.4M2.8%1.3M25.29-13.6%
ISRG
INTUITIVE SURGICAL INC
37.1M2.8%80.4K378.81-21.2%
PG
PROCTER & GAMBLE Co
36.8M2.8%255.1K144.68-9.3%
AKAM
AKAMAI TECHNOLOGIES INC
34.2M2.6%297.9K110.42+45.2%
GEN
Gen Digital Inc.
33.3M2.5%1.8M28.93-8.0%
CSL
CARLISLE COMPANIES INC
29.9M2.3%89.8K367.68-4.2%
XYL
Xylem Inc.
28.5M2.2%238.5K113.42-20.1%
MWA
Mueller Water Products, Inc.
27.7M2.1%1.0M24.94-5.1%
PLNT
Planet Fitness, Inc.
27.5M2.1%370.0K54.20-49.6%
RMD
RESMED INC
26.7M2.0%119.1K231.52-19.9%
AYI
ACUITY INC. (DE)
26.1M2.0%93.0K343.10+9.3%
VLTO
Veralto Corp
26.0M2.0%294.5K98.77-9.3%
WTS
WATTS WATER TECHNOLOGIES INC
25.0M1.9%86.0K375.57+35.9%
LLY
ELI LILLY & Co
23.1M1.7%25.1K1,255.40+78.0%
ALLE
Allegion plc
21.1M1.6%145.0K162.31-3.7%
HASI
HA Sustainable Infrastructure Capital, Inc.
20.2M1.5%550.0K39.48+41.6%
MSA
MSA Safety Inc
20.0M1.5%122.0K189.43+11.1%
CWT
CALIFORNIA WATER SERVICE GROUP
18.8M1.4%414.0K49.55+6.1%
STRA
Strategic Education, Inc.
18.2M1.4%220.0K83.42+5.1%
COO
COOPER COMPANIES, INC.
17.7M1.3%248.2K76.22+3.7%
GNTX
GENTEX CORP
17.5M1.3%801.0K23.64-13.6%
OC
Owens Corning
16.9M1.3%156.0K148.06-0.4%
OLED
UNIVERSAL DISPLAY CORP \PA\
14.7M1.1%161.0K85.84-38.8%
ZBRA
ZEBRA TECHNOLOGIES CORP
14.4M1.1%69.0K368.51+20.9%
BMI
BADGER METER INC
9.9M0.7%65.0K131.81-29.7%
INGR
Ingredion Inc
8.9M0.7%79.0K106.84-15.7%
SFM
Sprouts Farmers Market, Inc.
7.1M0.5%92.0K81.08-46.3%
unmapped CUSIP 4364401014.7M0.4%62.8K
ZWS
Zurn Elkay Water Solutions Corp
3.9M0.3%87.0K49.01+8.4%
RVTY
REVVITY, INC.
3.3M0.2%37.5K124.75+36.0%
BFAM
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
3.2M0.2%38.5K72.88-40.5%
LRN
Stride, Inc.
2.9M0.2%32.5K84.36-48.3%
KMB
KIMBERLY CLARK CORP
2.7M0.2%28.0K109.31-18.0%
BLKB
BLACKBAUD INC
2.5M0.2%66.0K47.52-26.4%
KIDS
ORTHOPEDIATRICS CORP
2.3M0.2%147.0K25.65+31.7%
LIF
Life360, Inc.
1.7M0.1%42.0K44.66-47.6%
DUOL
Duolingo, Inc.
1.1M0.1%11.0K146.13-56.9%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

The whole archive is one click away.

Screener, filings, insider flow, backtests and the AI — open without an account.

Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →