Lightrock Netherlands B.V.
Top Portfolio Positions
37 positions ·
$980,592,380 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RNR |
Renaissancere Holdings Ltd
Financial Services
|
1,178,423 | $350,262,668 | 35.72% | |
| FSLR |
First Solar, Inc.
Technology
|
607,502 | $119,835,843 | 12.22% | |
| BC |
Brunswick Corp
Consumer Cyclical
|
862,377 | $62,746,550 | 6.40% | |
| EHC |
Encompass Health Corp
Healthcare
|
403,766 | $39,056,285 | 3.98% | |
| CBT |
Cabot Corp
Basic Materials
|
422,279 | $31,801,831 | 3.24% | |
| ENS |
EnerSys
Industrials
|
154,606 | $26,858,154 | 2.74% | |
| WTFC |
Wintrust Financial Corp
Financial Services
|
180,371 | $25,060,746 | 2.56% | |
| SPSC |
Sps Commerce Inc
Technology
|
441,669 | $24,587,713 | 2.51% | |
| GMED |
Globus Medical Inc
Healthcare
|
257,242 | $22,163,970 | 2.26% | |
| TROX |
Tronox Holdings plc
Basic Materials
|
2,110,792 | $20,622,437 | 2.10% |
Portfolio Trend
6 quarters · across all stocks
Holdings in COHU
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,657,455 | 152,105 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,004,883 | 172,105 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,755,992 | 283,128 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,776,386 | 300,228 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,990,323 | 407,228 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,976,811 | 298,757 | Shares | Sole | 2025-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||