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
25 quarters · across all stocks
Holdings in OLED
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,757,260 | 161,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $21,604,300 | 185,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,571,550 | 185,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,575,100 | 185,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $19,206,396 | 137,700 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $20,131,740 | 137,700 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,903,230 | 137,700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $28,951,425 | 137,700 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $24,509,475 | 145,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $27,828,330 | 145,500 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $25,275,390 | 161,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $24,502,100 | 170,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $26,372,100 | 170,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $18,366,800 | 170,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $16,039,500 | 170,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,159,600 | 140,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $20,868,750 | 125,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $20,628,750 | 125,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,822,000 | 75,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,116,500 | 50,000 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $10,654,650 | 45,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,341,000 | 45,000 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,229,600 | 40,000 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,488,600 | 30,000 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,976,700 | 15,000 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||