Triodos Investment Management BV

CIK

1748729

Location

DRIEBERGEN-RIJSENBURG, P7

Portfolio Value

Mid $1,322,694,123

Diversification

Diversified

Filing Date

Global Rank

#1,512 / 8,622 ▲ 3 · as of Mar 2026

Top Industry

Semiconductors 10.8%

3Y Alpha vs SPY

-10.4%

Period ended 4 months ago

Filed May 7, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+45.5%

SPY

+67.9%

Annualised alpha

-5.5%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

49 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.6%

−0.1 pts

Top 5

26.3%

+0.0 pts

Top 10

44.6%

+1.2 pts

HHI

319

Diversified+15

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.4%	$428,885,867	13
Industrials	25.8%	$341,198,834	12
Healthcare	11.7%	$155,161,202	8
Consumer Defensive	10.2%	$134,422,486	7
Consumer Cyclical	7.3%	$97,171,236	4
Communication Services	5.8%	$76,223,702	2
Financial Services	5.4%	$70,860,036	2
Utilities	1.4%	$18,770,760	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
GEN	Gen Digital Inc.	+344,500	1,769,538	$33,320,400
T	At&T Inc.	+239,000	1,290,265	$37,404,782
VLTO	Veralto Corp	+108,500	294,500	$26,039,690
PLNT	Planet Fitness, Inc.	+94,000	370,000	$27,520,600
PANW	Palo Alto Networks Inc	+62,900	282,500	$45,290,400
FSLR	First Solar, Inc.	+28,200	277,600	$54,759,376
AYI	Acuity Inc. (De)	+20,000	93,000	$26,060,460
ZBRA	Zebra Technologies Corp	+15,000	69,000	$14,426,520
LRN	Stride, Inc.	+11,500	32,500	$2,865,525
LIF	Life360, Inc.	+10,500	42,000	$1,714,440
BFAM	Bright Horizons Family Solutions Inc.	+7,500	38,500	$3,162,005
BLKB	Blackbaud Inc	+7,000	66,000	$2,548,260
ZWS	Zurn Elkay Water Solutions Corp	+4,000	87,000	$3,901,080
LLY	ELI LILLY & Co	+2,600	25,080	$23,067,831
KMB	Kimberly Clark Corp	+2,000	28,000	$2,701,160
RVTY	Revvity, Inc.	+1,000	37,500	$3,285,375
DAR	Darling Ingredients Inc.	+1,000	933,914	$57,762,580
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
TIGO	Millicom International Cellular SA	−89,000	518,000	$38,818,920
MWA	Mueller Water Products, Inc.	−82,000	1,008,000	$27,709,920
OLED	Universal Display Corp \Pa\	−24,000	161,000	$14,757,260
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−21,200	220,253	$74,434,501
KLAC	Kla Corp	−7,700	49,951	$73,548,351
EBAY	Ebay Inc	−6,000	538,198	$48,986,781
NVDA	Nvidia Corp	−3,000	394,970	$68,882,768
EW	Edwards Lifesciences Corp	−3,000	501,858	$40,188,788
XYL	Xylem Inc.	−2,000	238,500	$28,500,750
RMD	Resmed Inc	−1,500	119,100	$26,735,568
WMS	Advanced Drainage Systems, Inc.	−1,300	536,711	$73,599,179
MA	Mastercard Inc	−1,000	101,364	$50,647,536
CSL	Carlisle Companies Inc	−1,000	89,750	$29,942,395
ISRG	Intuitive Surgical Inc	−500	80,387	$37,057,603
DE	Deere & Co	−350	75,500	$42,529,150
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SFM	Sprouts Farmers Market, Inc.	92,000	$7,095,960
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	85,537	$29,937,094
ELV	Elevance Health, Inc.	81,380	$28,527,759
ARE	Alexandria Real Estate Equities, Inc.	225,800	$11,050,652
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $1,322,694,123 total · filing declares 49 positions · $1,322,436,264 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	220,253	-21,200	$74,434,501	+1.4%	5.63%
WMS	Advanced Drainage Systems, Inc. Industrials	Reduced	536,711	-1,300	$73,599,179	−5.5%	5.56%
KLAC	Kla Corp Technology	Reduced	49,951	-7,700	$73,548,351	+5.0%	5.56%
NVDA	Nvidia Corp Technology	Reduced	394,970	-3,000	$68,882,768	−7.2%	5.21%
DAR	Darling Ingredients Inc. Consumer Defensive	Added	933,914	+1,000	$57,762,580	+72.0%	4.37%
FSLR	First Solar, Inc. Technology	Added	277,600	+28,200	$54,759,376	−15.9%	4.14%
MA	Mastercard Inc Financial Services	Reduced	101,364	-1,000	$50,647,536	−13.3%	3.83%
EBAY	Ebay Inc Consumer Cyclical	Reduced	538,198	-6,000	$48,986,781	+3.3%	3.70%
PANW	Palo Alto Networks Inc Technology	Added	282,500	+62,900	$45,290,400	+12.0%	3.42%
DE	Deere & Co Industrials	Reduced	75,500	-350	$42,529,150	+20.4%	3.22%
EW	Edwards Lifesciences Corp Healthcare	Reduced	501,858	-3,000	$40,188,788	−6.6%	3.04%
TIGO	Millicom International Cellular SA Communication Services	Reduced	518,000	-89,000	$38,818,920	+15.4%	2.93%
T	At&T Inc. Communication Services	Added	1,290,265	+239,000	$37,404,782	+43.2%	2.83%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	80,387	-500	$37,057,603	−19.1%	2.80%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	255,095	0	$36,845,921	+0.8%	2.79%
AKAM	Akamai Technologies Inc Technology	Held	297,924	0	$34,216,571	+31.6%	2.59%
GEN	Gen Digital Inc. Technology	Added	1,769,538	+344,500	$33,320,400	−14.0%	2.52%
CSL	Carlisle Companies Inc Industrials	Reduced	89,750	-1,000	$29,942,395	+3.2%	2.26%
XYL	Xylem Inc. Industrials	Reduced	238,500	-2,000	$28,500,750	−13.0%	2.15%
MWA	Mueller Water Products, Inc. Industrials	Reduced	1,008,000	-82,000	$27,709,920	+6.7%	2.09%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Added	370,000	+94,000	$27,520,600	−8.1%	2.08%
RMD	Resmed Inc Healthcare	Reduced	119,100	-1,500	$26,735,568	−8.0%	2.02%
AYI	Acuity Inc. (De) Industrials	Added	93,000	+20,000	$26,060,460	−0.8%	1.97%
VLTO	Veralto Corp Industrials	Added	294,500	+108,500	$26,039,690	+40.3%	1.97%
WTS	Watts Water Technologies Inc Industrials	Held	86,000	0	$24,964,940	+5.2%	1.89%
LLY	ELI LILLY & Co Healthcare	Added	25,080	+2,600	$23,067,831	−4.5%	1.74%
ALLE	Allegion plc Industrials	Held	145,000	0	$21,067,050	−8.7%	1.59%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Held	550,000	0	$20,212,500	+16.9%	1.53%
MSA	MSA Safety Inc Industrials	Held	122,000	0	$20,001,900	+2.4%	1.51%
CWT	California Water Service Group Utilities	Held	414,000	0	$18,770,760	+4.6%	1.42%
STRA	Strategic Education, Inc. Consumer Defensive	Held	220,000	0	$18,251,200	+3.4%	1.38%
COO	Cooper Companies, Inc. Healthcare	Held	248,250	0	$17,749,875	−12.8%	1.34%
GNTX	Gentex Corp Consumer Cyclical	Held	801,000	0	$17,501,850	−6.1%	1.32%
OC	Owens Corning Industrials	Held	156,000	0	$16,882,320	−3.3%	1.28%
OLED	Universal Display Corp \Pa\ Technology	Reduced	161,000	-24,000	$14,757,260	−31.7%	1.12%
ZBRA	Zebra Technologies Corp Technology	Added	69,000	+15,000	$14,426,520	+10.0%	1.09%
BMI	Badger Meter Inc Technology	Held	65,000	0	$9,902,750	−12.6%	0.75%
INGR	Ingredion Inc Consumer Defensive	Held	79,000	0	$8,900,140	+2.2%	0.67%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	NEW	92,000	NEW	$7,095,960	NEW	0.54%
HOLX	HOLOGIC INC Healthcare	Held	62,750	0	$4,743,272	+1.5%	0.36%
ZWS	Zurn Elkay Water Solutions Corp Industrials	Added	87,000	+4,000	$3,901,080	+1.1%	0.29%
RVTY	Revvity, Inc. Healthcare	Added	37,500	+1,000	$3,285,375	−7.0%	0.25%
BFAM	Bright Horizons Family Solutions Inc. Consumer Cyclical	Added	38,500	+7,500	$3,162,005	+0.6%	0.24%
LRN	Stride, Inc. Consumer Defensive	Added	32,500	+11,500	$2,865,525	+110.2%	0.22%
KMB	Kimberly Clark Corp Consumer Defensive	Added	28,000	+2,000	$2,701,160	+3.0%	0.20%
BLKB	Blackbaud Inc Technology	Added	66,000	+7,000	$2,548,260	−31.8%	0.19%
KIDS	Orthopediatrics Corp Healthcare	Held	147,000	0	$2,332,890	−10.6%	0.18%
LIF	Life360, Inc. Technology	Added	42,000	+10,500	$1,714,440	−15.1%	0.13%
DUOL	Duolingo, Inc. Technology	Held	11,000	0	$1,084,270	−43.8%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.