Triodos Investment Management BV
Top Portfolio Positions
49 positions ·
$1,322,694,123 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
220,253 | $74,434,501 | 5.63% | |
| WMS |
Advanced Drainage Systems, Inc.
Industrials
|
536,711 | $73,599,179 | 5.56% | |
| KLAC |
Kla Corp
Technology
|
49,951 | $73,548,351 | 5.56% | |
| NVDA |
Nvidia Corp
Technology
|
394,970 | $68,882,768 | 5.21% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
933,914 | $57,762,580 | 4.37% | |
| FSLR |
First Solar, Inc.
Technology
|
277,600 | $54,759,376 | 4.14% | |
| MA |
Mastercard Inc
Financial Services
|
101,364 | $50,647,536 | 3.83% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
538,198 | $48,986,781 | 3.70% | |
| PANW |
Palo Alto Networks Inc
Technology
|
282,500 | $45,290,400 | 3.42% | |
| DE |
Deere & Co
Industrials
|
75,500 | $42,529,150 | 3.22% |
Portfolio Trend
Holdings in ALLE
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,067,050 | 145,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,086,900 | 145,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,715,750 | 145,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,618,000 | 150,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $23,221,880 | 178,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,261,040 | 178,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $23,026,920 | 158,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,667,700 | 158,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $21,284,180 | 158,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $17,103,150 | 135,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $14,067,000 | 135,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $16,202,700 | 135,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,273,950 | 115,000 | Shares | Sole | 2023-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||