§ 13F · FUND PROFILE
Triodos Investment Management BV.
AUM · $1.6B (13F)Positions · 50Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORP | 340K | $102M | 6.2% | +581% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 207K | $99M | 6.0% | −6% |
| 3 | PANW | PALO ALTO NETWORKS INC | 285K | $97M | 5.9% | +1% |
| 4 | WMS | ADVANCED DRAIN SYS INC DEL | 528K | $83M | 5.0% | −2% |
| 5 | NVDA | NVIDIA CORPORATION | 385K | $77M | 4.7% | −3% |
| 6 | FSLR | FIRST SOLAR INC | 321K | $76M | 4.6% | +16% |
| 7 | MA | MASTERCARD INCORPORATED | 118K | $61M | 3.7% | +17% |
| 8 | EBAY | EBAY INC | 526K | $59M | 3.6% | −2% |
| 9 | DAR | DARLING INGREDIENTS INC | 1.04M | $57M | 3.4% | +11% |
| 10 | GEN | GEN DIGITAL INC | 2.03M | $50M | 3.1% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIODOS SIGNAL
AC read
Triodos Investment Management BV is a Other fund managing $1.6 billion in assets. The fund runs a portfolio of 50 positions.
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