Triodos Investment Management BV 13F Holdings

CIK 0001748729 · DRIEBERGEN-RIJSENBURG, P7

As of Sep 30, 2025, Triodos Investment Management BV reported 50 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology446,670$83.3M6.03%
ADVANCED DRAINAGE SYSTEMS INCWMSBasic Materials546,011$75.7M5.48%
KLA CORPKLACTechnology66,401$71.5M5.17%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology251,853$70.3M5.09%
MASTERCARD INCMAFinancial Services102,264$58.2M4.21%
FIRST SOLAR INCFSLRTechnology259,200$57.1M4.13%
EBAY INCEBAYConsumer Cyclical617,698$56.2M4.06%
PALO ALTO NETWORKS INCPANWTechnology221,300$45.0M3.26%
GEN DIGITAL INCGENTechnology1,424,538$40.4M2.92%
INTUITIVE SURGICAL INCISRGHealthcare90,187$40.3M2.92%
EDWARDS LIFESCIENCES CORPEWHealthcare508,858$39.6M2.86%
PROCTER & GAMBLE COPGConsumer Defensive255,095$39.2M2.83%
XYLEM INCXYLIndustrials240,500$35.5M2.57%
DEERE & CODEIndustrials76,350$34.9M2.52%
MILLICOM INTERNATIONAL CELLULAR SATIGOCommunication Services709,000$34.4M2.49%
RESMED INCRMDHealthcare120,600$33.0M2.39%
PLANET FITNESS INCPLNTConsumer Cyclical297,000$30.8M2.23%
ADOBE INCADBETechnology86,037$30.3M2.19%
CARLISLE COMPANIES INCCSLBasic Materials90,750$29.9M2.16%
ELEVANCE HEALTH INCELVHealthcare92,080$29.8M2.15%
AT&T INCTCommunication Services1,051,265$29.7M2.15%
DARLING INGREDIENTS INCDARConsumer Defensive932,914$28.8M2.08%
MUELLER WATER PRODUCTS INCMWAIndustrials1,085,000$27.7M2.00%
UNIVERSAL DISPLAY CORPOLEDTechnology185,000$26.6M1.92%
ACUITY INC (DE)AYIIndustrials75,500$26.0M1.88%