Triodos Investment Management BV

Est. AUM

$1.32B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$74.4M	220253	5.63%	SOLE
2	ADVANCED DRAIN SYS INC DEL	COM	$73.6M	536711	5.57%	SOLE
3	KLA CORP	COM NEW	$73.5M	49951	5.56%	SOLE
4	NVIDIA CORPORATION	COM	$68.8M	394970	5.21%	SOLE
5	DARLING INGREDIENTS INC	COM	$57.8M	933914	4.37%	SOLE
6	FIRST SOLAR INC	COM	$54.7M	277600	4.14%	SOLE
7	MASTERCARD INCORPORATED	CL A	$50.6M	101364	3.83%	SOLE
8	EBAY INC	COM	$49.0M	538198	3.70%	SOLE
9	PALO ALTO NETWORKS INC	COM	$45.3M	282500	3.42%	SOLE
10	DEERE & CO	COM	$42.5M	75500	3.22%	SOLE
11	EDWARDS LIFESCIENCES CORP	COM	$40.2M	501858	3.04%	SOLE
12	MILLICOM INTL CELLULAR S A	COM STK	$38.8M	518000	2.93%	SOLE
13	AT&T INC	COM	$37.4M	1290265	2.83%	SOLE
14	INTUITIVE SURGICAL INC	COM NEW	$37.1M	80387	2.80%	SOLE
15	PROCTER AND GAMBLE CO	COM	$36.8M	255095	2.79%	SOLE
16	AKAMAI TECHNOLOGIES INC	COM	$34.2M	297924	2.59%	SOLE
17	GEN DIGITAL INC	COM	$33.3M	1769538	2.52%	SOLE
18	CARLISLE COS INC	COM	$29.9M	89750	2.26%	SOLE
19	XYLEM INC	COM	$28.5M	238500	2.16%	SOLE
20	MUELLER WTR PRODS INC	COM SER A	$27.7M	1008000	2.10%	SOLE
21	PLANET FITNESS INC	CL A	$27.5M	370000	2.08%	SOLE
22	RESMED INC	COM	$26.7M	119100	2.02%	SOLE
23	ACUITY INC	COM	$26.1M	93000	1.97%	SOLE
24	VERALTO CORP	COM SHS	$26.0M	294500	1.97%	SOLE
25	WATTS WATER TECHNOLOGIES INC	CL A	$25.0M	86000	1.89%	SOLE
26	ELI LILLY & CO	COM	$23.1M	25080	1.74%	SOLE
27	ALLEGION PLC	ORD SHS	$21.1M	145000	1.59%	SOLE
28	HA SUSTAINABLE INFRA CAP INC	COM	$20.2M	550000	1.53%	SOLE
29	MSA SAFETY INC	COM	$20.0M	122000	1.51%	SOLE
30	CALIFORNIA WTR SVC GROUP	COM	$18.8M	414000	1.42%	SOLE
31	STRATEGIC ED INC	COM	$18.2M	220000	1.38%	SOLE
32	COOPER COS INC	COM	$17.7M	248250	1.34%	SOLE
33	GENTEX CORP	COM	$17.5M	801000	1.32%	SOLE
34	OWENS CORNING NEW	COM	$16.9M	156000	1.28%	SOLE
35	UNIVERSAL DISPLAY CORP	COM	$14.7M	161000	1.11%	SOLE
36	ZEBRA TECHNOLOGIES CORPORATI	CL A	$14.4M	69000	1.09%	SOLE
37	BADGER METER INC	COM	$9.9M	65000	0.75%	SOLE
38	INGREDION INC	COM	$8.9M	79000	0.67%	SOLE
39	SPROUTS FMRS MKT INC	COM	$7.1M	92000	0.54%	SOLE
40	HOLOGIC INC	COM	$4.7M	62750	0.36%	SOLE
41	ZURN ELKAY WATER SOLNS CORP	COM	$3.9M	87000	0.29%	SOLE
42	REVVITY INC	COM	$3.3M	37500	0.25%	SOLE
43	BRIGHT HORIZONS FAM SOL IN D	COM	$3.2M	38500	0.24%	SOLE
44	STRIDE INC	COM	$2.9M	32500	0.22%	SOLE
45	KIMBERLY-CLARK CORP	COM	$2.7M	28000	0.20%	SOLE
46	BLACKBAUD INC	COM	$2.5M	66000	0.19%	SOLE
47	ORTHOPEDIATRICS CORP	COM	$2.3M	147000	0.18%	SOLE
48	LIFE360 INC	COM	$1.7M	42000	0.13%	SOLE
49	DUOLINGO INC	CL A COM	$1.1M	11000	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.