Triodos Investment Management BV

CIK
0001748729
City
ZEIST
State / Country
P7

Top Portfolio Positions

47 positions · $1,278,044,723 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
WMS
Advanced Drainage Systems, Inc.
Industrials
538,011 $77,920,133 6.10%
NVDA
Nvidia Corp
Technology
397,970 $74,221,405 5.81%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
241,453 $73,375,152 5.74%
KLAC
Kla Corp
Technology
57,651 $70,050,577 5.48%
FSLR
First Solar, Inc.
Technology
249,400 $65,150,762 5.10%
MA
Mastercard Inc
Financial Services
102,364 $58,437,560 4.57%
EBAY
Ebay Inc
Consumer Cyclical
544,198 $47,399,645 3.71%
ISRG
Intuitive Surgical Inc
Healthcare
80,887 $45,811,161 3.58%
EW
Edwards Lifesciences Corp
Healthcare
504,858 $43,039,144 3.37%
PANW
Palo Alto Networks Inc
Technology
219,600 $40,450,320 3.17%

Portfolio Trend

24 quarters · across all stocks

Holdings in OLED

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $21,604,300 185,000
2025-09-30 $26,571,550 185,000
2025-06-30 $28,575,100 185,000
2025-03-31 $19,206,396 137,700
2024-12-31 $20,131,740 137,700
2024-09-30 $28,903,230 137,700
2024-06-30 $28,951,425 137,700
2024-03-31 $24,509,475 145,500
2023-12-31 $27,828,330 145,500
2023-09-30 $25,275,390 161,000
2023-06-30 $24,502,100 170,000
2023-03-31 $26,372,100 170,000
2022-12-31 $18,366,800 170,000
2022-09-30 $16,039,500 170,000
2022-06-30 $14,159,600 140,000
2022-03-31 $20,868,750 125,000
2021-12-31 $20,628,750 125,000
2021-09-30 $12,822,000 75,000
2021-06-30 $11,116,500 50,000
2021-03-31 $10,654,650 45,000
2020-12-31 $10,341,000 45,000
2020-09-30 $7,229,600 40,000
2020-06-30 $4,488,600 30,000
2020-03-31 $1,976,700 15,000