Latest Triodos Investment Management BV Stock Portfolio
Triodos Investment Management BV Performance:
2025 Q3: 3.91%YTD: 9.26%2024: 6.54%
Performance for 2025 Q3 is 3.91%, and YTD is 9.26%, and 2024 is 6.54%.
About Triodos Investment Management BV and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Triodos Investment Management BV reported an equity portfolio of $1.4 Billions as of 30 Sep, 2025.
The top stock holdings of Triodos Investment Management BV are NVDA, WMS, KLAC. The fund has invested 6% of it's portfolio in NVIDIA CORPORATION and 5.5% of portfolio in ADVANCED DRAIN SYS INC DEL.
They significantly reduced their stock positions in LIFE360 INC, KLA CORP (KLAC) and ACUITY INC (AYI). The fund showed a lot of confidence in some stocks as they added substantially to ZEBRA TECHNOLOGIES CORPORATI (ZBRA), DUOLINGO INC (DUOL) and BRIGHT HORIZONS FAM SOL IN D (BFAM).
The top stock holdings of Triodos Investment Management BV are NVDA, WMS, KLAC. The fund has invested 6% of it's portfolio in NVIDIA CORPORATION and 5.5% of portfolio in ADVANCED DRAIN SYS INC DEL.
They significantly reduced their stock positions in LIFE360 INC, KLA CORP (KLAC) and ACUITY INC (AYI). The fund showed a lot of confidence in some stocks as they added substantially to ZEBRA TECHNOLOGIES CORPORATI (ZBRA), DUOLINGO INC (DUOL) and BRIGHT HORIZONS FAM SOL IN D (BFAM).
Triodos Investment Management BV Annual Return Estimates Vs S&P 500
Our best estimate is that Triodos Investment Management BV made a return of 3.91% in the last quarter. In trailing 12 months, it's portfolio return was 1.18%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| zebra technologies corporati | 79.17 |
| duolingo inc | 56.98 |
| bright horizons fam sol in d | 18.75 |
| orthopediatrics corp | 17.78 |
| planet fitness inc | 16.02 |
| blackbaud inc | 8.00 |
| procter and gamble co | 7.32 |
| mastercard incorporated | 4.6 |
Additions to existing portfolio by Triodos Investment Management BV
Reductions
| Ticker | % Reduced |
|---|---|
| life360 inc | -26.32 |
| millicom intl cellular s a | -12.25 |
| kla corp | -11.58 |
| acuity inc | -10.97 |
| nvidia corporation | -9.08 |
| ebay inc | -7.00 |
| first solar inc | -5.44 |
| zurn elkay water solns corp | -3.41 |
Triodos Investment Management BV reduced stake in above stock
Sold off
Sector Distribution
Triodos Investment Management BV has about 26.5% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 26.5 |
| Industrials | 23.6 |
| Healthcare | 12 |
| Others | 11.9 |
| Consumer Cyclical | 8.2 |
| Consumer Defensive | 7.2 |
| Financial Services | 4.2 |
| Real Estate | 2.6 |
| Communication Services | 2.1 |
| Utilities | 1.6 |
Market Cap. Distribution
Triodos Investment Management BV has about 66.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 50.8 |
| MID-CAP | 21.9 |
| MEGA-CAP | 15.3 |
| UNALLOCATED | 11.9 |
Stocks belong to which Index?
About 66.7% of the stocks held by Triodos Investment Management BV either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 56.8 |
| Others | 33.3 |
| RUSSELL 2000 | 9.9 |
Triodos Investment Management BV Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Triodos Investment Management BV
Triodos Investment Management BV has 50 stocks in it's portfolio. About 43.3% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. FSLR was the most profitable stock for Triodos Investment Management BV last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ADBE | adobe inc | 2.19 | 86,037 | 30,333,200 | added | 0.12 | ||
| AKAM | akamai technologies inc | 1.64 | 299,924 | 22,707,200 | unchanged | 0.00 | ||
| ALLE | allegion plc | 1.86 | 145,000 | 25,715,800 | reduced | -3.33 | ||
| ARE | alexandria real estate eq in | 1.37 | 227,800 | 18,984,900 | reduced | -0.87 | ||
| AYI | acuity inc | 1.88 | 75,500 | 26,001,400 | reduced | -10.97 | ||
| BFAM | bright horizons fam sol in d | 0.22 | 28,500 | 3,094,240 | added | 18.75 | ||
| BLKB | blackbaud inc | 0.25 | 54,000 | 3,469,500 | added | 8.00 | ||
| BMI | badger meter inc | 0.84 | 65,000 | 11,607,700 | unchanged | 0.00 | ||
| COO | cooper cos inc | 1.24 | 249,750 | 17,115,400 | added | 0.71 | ||
| CSL | carlisle cos inc | 2.16 | 90,750 | 29,853,100 | unchanged | 0.00 | ||
| CWT | california wtr svc group | 1.64 | 493,000 | 22,623,800 | unchanged | 0.00 | ||
| DAR | darling ingredients inc | 2.08 | 932,914 | 28,799,100 | unchanged | 0.00 | ||
| DE | deere & co | 2.52 | 76,350 | 34,911,800 | reduced | -0.72 | ||
| DUOL | duolingo inc | 0.16 | 6,750 | 2,174,040 | added | 56.98 | ||
| EBAY | ebay inc | 4.06 | 617,698 | 56,173,500 | reduced | -7.00 | ||
| ELV | elevance health inc | 2.15 | 92,080 | 29,752,900 | reduced | -1.18 | ||
| EW | edwards lifesciences corp | 2.86 | 508,858 | 39,573,900 | reduced | -0.08 | ||
| FSLR | first solar inc | 4.13 | 259,200 | 57,119,900 | reduced | -5.44 | ||
| GNTX | gentex corp | 1.64 | 801,000 | 22,660,300 | unchanged | 0.00 | ||
| HASI | ha sustainable infra cap inc | 1.22 | 550,000 | 16,885,000 | unchanged | 0.00 | ||