Triodos Investment Management BV — 13F Holdings & Portfolio
CIK 1748729 · latest 13F-HR filed 2026-07-29
Triodos Investment Management BV manages $1.64B in 13F-reported U.S. long-equity assets across 50 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are KLAC (6.24%), TSM (6.02%), PANW (5.92%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 1; 35 existing positions rose in reported value and 6 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-07-29
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 46.3%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Apr 8, 2026.
DRIEBERGEN-RIJSENBURG 3972 LA
Netherlands
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Kuiper, Hadewych, Christine Elisabeth Control | MANAGING DIRECTOR since Feb 2022 | Less than 5% | Individual |
| TRIODOS BANK NV Control | SHAREHOLDER since Jan 2001 | 75% or more | Foreign Entity |
| Van Ommeren, Dirk, Jan Control | MANAGING DIRECTOR since Feb 2016 | Less than 5% | Individual |
| van Oort, Martijn Control | MANAGING DIRECTOR since May 2025 | Less than 5% | Individual |
| STICHTING ADMINISTRATIEKANTOOR AANDELEN TRIODOS BANK Control Indirect owner via TRIODOS BANK NV | SHAREHOLDER since Jun 1980 | 75% or more | Foreign Entity |
Ownership & leadership changes · 3 filings with changes since Feb 28, 2020
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- Addedvan Oort, Martijn · MANAGING DIRECTOR · Less than 5% · control person
- No longer listedBosscher, Kornelis · MANAGING DIRECTOR RISK & FINANCE · Less than 5% · control person · listed since Mar 2018
- No longer listedMinaar, Jacobus, Johannes · CHAIR OF MANAGEMENT BOARD · Less than 5% · control person · listed since Jun 2017
- AddedKuiper, Hadewych, Christine Elisabeth · MANAGING DIRECTOR · Less than 5% · control person
- ListedBosscher, Kornelis · MANAGING DIRECTOR RISK & FINANCE · Less than 5% · control person
- ListedMinaar, Jacobus, Johannes · CHAIR OF MANAGEMENT BOARD · Less than 5% · control person
- ListedSTICHTING ADMINISTRATIEKANTOOR AANDELEN TRIODOS BANK · SHAREHOLDER · 75% or more · indirect via TRIODOS BANK NV · control person
- ListedTRIODOS BANK NV · SHAREHOLDER · 75% or more · control person
- ListedVan Ommeren, Dirk, Jan · MANAGING DIRECTOR · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC$51.9M +114.6%
- KLA CORP$28.9M +39.4%
- TAIWAN SEMICONDUCTOR MANUFAC$24.5M +32.9%
- FIRST SOLAR INC$21.0M +38.4%
- GEN DIGITAL INC$17.2M +51.7%
Top Trims
- PLANET FITNESS MASTER ISSUER-$8.2M -29.9%
- AT&T INC-$2.8M -7.6%
- BRIGHT HORIZONS FAM SOL IN D-$2.0M -61.9%
- INGREDION INC-$1.4M -15.9%
- STRATEGIC ED INC-$1.4M -7.5%
Triodos Investment Management BV Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | KLA CORP | KLAC | 482480100 | $102.4M | 6.24% | 340,010 | SH |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $98.9M | 6.02% | 207,153 | SH |
| 3 | PALO ALTO NETWORKS INC | PANW | 697435105 | $97.2M | 5.92% | 285,300 | SH |
| 4 | ADVANCED DRAIN SYS INC DEL | WMS | 00790R104 | $82.9M | 5.05% | 528,311 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $76.8M | 4.68% | 384,570 | SH |
| 6 | FIRST SOLAR INC | FSLR | 336433107 | $75.7M | 4.61% | 321,250 | SH |
| 7 | MASTERCARD INCORPORATED | MA | 57636Q104 | $60.8M | 3.71% | 118,464 | SH |
| 8 | EBAY INC | EBAY | 278642103 | $58.8M | 3.58% | 526,498 | SH |
| 9 | DARLING INGREDIENTS INC | DAR | 237266101 | $56.6M | 3.45% | 1,035,914 | SH |
| 10 | GEN DIGITAL INC | GEN | 668771108 | $50.5M | 3.07% | 2,030,038 | SH |
| 11 | DEERE & CO | DE | 244199105 | $47.0M | 2.86% | 74,050 | SH |
| 12 | MILLICOM INTL CELLULAR S A | TIGO | L6388F110 | $45.7M | 2.78% | 504,000 | SH |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $44.6M | 2.72% | 493,358 | SH |
| 14 | WATTS WATER TECHNOLOGIES INC | WTS | 942749102 | $41.1M | 2.50% | 105,000 | SH |
| 15 | PROCTER & GAMBLE CO | PG | 742718109 | $40.6M | 2.47% | 277,095 | SH |
| 16 | CARLISLE COS INC | CSL | 142339100 | $38.7M | 2.36% | 106,750 | SH |
| 17 | ELI LILLY & CO | LLY | 532457108 | $38.4M | 2.34% | 32,050 | SH |
| 18 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $35.5M | 2.16% | 89,187 | SH |
| 19 | VERALTO CORP | VLTO | 92338C103 | $35.2M | 2.14% | 396,500 | SH |
| 20 | ACUITY INC | AYI | 00508Y102 | $35.0M | 2.13% | 93,000 | SH |
| 21 | AKAMAI TECHNOLOGIES INC | AKAM | 00971T101 | $34.7M | 2.11% | 293,224 | SH |
| 22 | AT&T INC | T | 00206R102 | $34.6M | 2.11% | 1,670,265 | SH |
| 23 | XYLEM INC | XYL | 98419M100 | $27.8M | 1.70% | 235,500 | SH |
| 24 | RESMED INC | RMD | 761152107 | $27.7M | 1.69% | 142,000 | SH |
| 25 | SMURFIT WESTROCK PLC | SW | G8267P108 | $27.1M | 1.65% | 586,314 | SH |
| 26 | MUELLER WTR PRODS INC | MWA | 624758108 | $26.9M | 1.64% | 1,043,000 | SH |
| 27 | HA SUSTAINABLE INFRA CAP INC | HASI | 41068X100 | $26.4M | 1.61% | 675,000 | SH |
| 28 | OWENS CORNING NEW | OC | 690742101 | $24.8M | 1.51% | 156,000 | SH |
| 29 | CALIFORNIA WTR SVC GROUP | CWT | 130788102 | $24.0M | 1.46% | 493,000 | SH |
| 30 | GENTEX CORP | GNTX | 371901109 | $23.8M | 1.45% | 941,000 | SH |
| 31 | MSA SAFETY INC | MSA | 553498106 | $23.7M | 1.45% | 136,000 | SH |
| 32 | COOPER COS INC | COO | 216648501 | $21.5M | 1.31% | 299,500 | SH |
| 33 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 989207105 | $20.5M | 1.25% | 78,000 | SH |
| 34 | ALLEGION PLC | ALLE | G0176J109 | $20.4M | 1.24% | 145,000 | SH |
| 35 | PLANET FITNESS MASTER ISSUER | PLNT | 72703H101 | $19.3M | 1.18% | 370,000 | SH |
| 36 | STRATEGIC ED INC | STRA | 86272C103 | $16.8M | 1.03% | 220,000 | SH |
| 37 | SPROUTS FMRS MKT INC | SFM | 85208M102 | $16.7M | 1.01% | 197,000 | SH |
| 38 | UNIVERSAL DISPLAY CORP | OLED | 91347P105 | $13.9M | 0.85% | 161,000 | SH |
| 39 | BADGER METER INC | BMI | 056525108 | $11.1M | 0.68% | 75,000 | SH |
| 40 | INGREDION INC | INGR | 457187102 | $7.5M | 0.46% | 79,000 | SH |
| 41 | ZURN ELKAY WATER SOLNS CORP | ZWS | 98983L108 | $5.1M | 0.31% | 100,000 | SH |
| 42 | REVVITY INC | RVTY | 714046109 | $4.3M | 0.26% | 38,750 | SH |
| 43 | KIMBERLY-CLARK CORP | KMB | 494368103 | $3.7M | 0.22% | 33,500 | SH |
| 44 | STRIDE INC | LRN | 86333M108 | $3.4M | 0.21% | 40,000 | SH |
| 45 | ORTHOPEDIATRICS CORP | KIDS | 68752L100 | $3.2M | 0.19% | 165,000 | SH |
| 46 | LIFE360 INC | LIF | 532206109 | $2.9M | 0.18% | 52,000 | SH |
| 47 | BLACKBAUD INC | BLKB | 09227Q100 | $2.7M | 0.17% | 92,000 | SH |
| 48 | MCGRAW HILL INC | MH | 580907103 | $2.1M | 0.13% | 220,000 | SH |
| 49 | DUOLINGO INC | DUOL | 26603R106 | $1.8M | 0.11% | 16,000 | SH |
| 50 | BRIGHT HORIZONS FAM SOL IN D | BFAM | 109194100 | $1.2M | 0.07% | 17,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $1.64B | 50 | 0001748729-26-000011 |
| 2026-03-31 | 2026-05-07 | $1.32B | 49 | 0001748729-26-000009 |
| 2025-12-31 | 2026-02-10 | $1.38B | 51 | 0001748729-26-000007 |
DRIEBERGEN-RIJSENBURG, P7 3700AB