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Latest Triodos Investment Management BV Stock Portfolio

$1.64Billion | No. of Holdings #50

Triodos Investment Management BV Performance

2026 Q2+15.76%
YTD+12.96%
2025+12.57%

About Triodos Investment Management BV and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triodos Investment Management BV reported an equity portfolio of $1.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Triodos Investment Management BV are KLAC, TSM, PANW. The fund has invested 6.2% of it's portfolio in KLA CORP and 6% of portfolio in TAIWAN SEMICONDUCTOR MANUFAC. <br><br> The fund managers got completely rid off HOLOGIC INC (HOLX) stocks. They significantly reduced their stock positions in BRIGHT HORIZONS FAM SOL IN D (BFAM), KLA CORP (KLAC) and TAIWAN SEMICONDUCTOR MANUFAC (TSM). Triodos Investment Management BV opened new stock positions in SMURFIT WESTROCK PLC. The fund showed a lot of confidence in some stocks as they added substantially to SPROUTS FMRS MKT INC (SFM), DUOLINGO INC (DUOL) and BLACKBAUD INC (BLKB).
Triodos Investment Management BV Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$1.64Billion
  as of Jul 29, 2026

Triodos Investment Management BV Annual Return Estimates Vs S&P 500

Our best estimate is that Triodos Investment Management BV made a return of 15.76% in the last quarter. In trailing 12 months, it's portfolio return was 19.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
smurfit westrock plc27,122,900
mcgraw hill inc2,083,400
New stocks bought by Triodos Investment Management BV

Additions

Ticker% Inc.
sprouts fmrs mkt inc114
duolingo inc45.45
blackbaud inc39.39
veralto corp34.63
at&t inc29.45
eli lilly & co27.79
life360 inc23.81
stride inc23.08
Additions to existing portfolio by Triodos Investment Management BV

Reductions

Ticker% Reduced
bright horizons fam sol in d-55.84
kla corp-31.93
taiwan semiconductor manufac-5.95
millicom intl cellular s a-2.7
nvidia corporation-2.63
ebay inc-2.17
deere & co-1.92
edwards lifesciences corp-1.69
Triodos Investment Management BV reduced stake in above stock

Sold off

Ticker$ Sold
hologic inc-4,740,140
Triodos Investment Management BV got rid off the above stocks

Sector Distribution

Triodos Investment Management BV has about 26.6% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Others
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Real Estate
  • Utilities
Sector%
Technology26.6
Industrials22.7
Others16.2
Healthcare10.4
Consumer Defensive8.9
Consumer Cyclical6.3
Financial Services3.7
Communication Services2.1
Real Estate1.6
Utilities1.5

Market Cap. Distribution

Triodos Investment Management BV has about 66.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP41.1
MEGA-CAP25.4
UNALLOCATED16.2
MID-CAP15.9
SMALL-CAP1.4

Stocks belong to which Index?

About 63.8% of the stocks held by Triodos Investment Management BV either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50052.9
Others36.2
RUSSELL 200010.9
Top 5 Winners (%)%
PANW
palo alto networks inc
111.3 %
KLAC
kla corp
88.0 %
OC
owens corning new
46.9 %
TSM
taiwan semiconductor manufac
40.1 %
AYI
acuity inc
34.4 %
Top 5 Winners ($)$
KLAC
kla corp
64.7 M
PANW
palo alto networks inc
51.2 M
TSM
taiwan semiconductor manufac
29.8 M
FSLR
first solar inc
11.6 M
gen digital inc
11.5 M
Top 5 Losers (%)%
PLNT
planet fitness master issuer
-29.9 %
T
at&t inc
-26.2 %
BLKB
blackbaud inc
-20.8 %
INGR
ingredion inc
-15.9 %
ISRG
intuitive surgical inc
-13.2 %
Top 5 Losers ($)$
T
at&t inc
-12.3 M
PLNT
planet fitness master issuer
-8.2 M
DAR
darling ingredients inc
-7.1 M
ISRG
intuitive surgical inc
-5.4 M
RMD
resmed inc
-3.9 M

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 46.3% of the portfolio is in top 10 stocks. T proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for Triodos Investment Management BV last quarter.

$1.64BTotal Value
51.00Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Triodos Investment Management BV, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change