TI

Triodos Investment Management BV

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.3B

Reporting period: 2026-03-31 · Number of holdings: 49

Triodos Investment Management BV disclosed 49 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.3B and a quarterly turnover rate of 17.6%.

Personality snowflake

Concentration
12.77
Portfolio Stability
17.63
Momentum/Contrarian
100
Sector conviction
63.28
Diversification
98
Sizing Uniformity
92.41

Recent moves

  • Add DAR

    +0.1%　$23.7M

  • Add T

    +22.7%　$11.3M

  • Add AKAM

    0.0%　$8.0M

  • Add DE

    -0.5%　$6.9M

  • Trim FSLR

    +11.3%　-$11.2M

  • Add VLTO

    +58.3%　$7.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1TSMTaiwan Semiconductor-sp AdrStock-Tech5.63%+0.40%-8.78%
2WMSAdvanced Drainage Systems InStock-Industrials5.57%-0.14%-0.24%
3KLACKla CORPStock-Tech5.56%+0.38%-13.36%
4NVDANvidia CORPStock-Tech5.21%-0.18%-0.75%
5DARDarling Ingredients INCStock-Consumer Staples4.37%+1.91%+0.11%
6FSLRFirst Solar INCStock-Tech4.14%-0.62%+11.31%
7MAMastercard INC - AStock-Financials3.83%-0.44%-0.98%
8EBAYEbay INCStock-Consumer Disc3.70%+0.27%-1.10%
9PANWPalo Alto Networks INCStock-Tech3.42%+0.45%+28.64%
10DEDeere & CoStock-Industrials3.22%+0.64%-0.46%
11EWEdwards Lifesciences CORPStock-Healthcare3.04%-0.11%-0.59%
12TIGOMillicom International Cellular S.A.Stock-Comm Services2.93%+0.51%-14.66%
13TAt&t INCStock-Comm Services2.83%+0.94%+22.73%
14ISRGIntuitive Surgical INCStock-Healthcare2.80%-0.55%-0.62%
15PGProcter & Gamble Co/theStock-Consumer Staples2.79%+0.13%—
16AKAMAkamai Technologies INCStock-Tech2.59%+0.70%—
17GENGen Digital INCStock-Tech2.52%-0.31%+24.17%
18CSLCarlisle Cos INCStock-Industrials2.26%+0.13%-1.10%
19XYLXylem INCStock-Industrials2.16%-0.23%-0.83%
20MWAMueller Water Products Inc-aStock-Industrials2.10%+0.19%-7.52%
21PLNTPlanet Fitness INC - Cl AStock-Consumer Disc2.08%-0.10%+34.06%
22RMDResmed INCStock-Healthcare2.02%-0.10%-1.24%
23AYIAcuity INCStock-Industrials1.97%+0.04%+27.40%
24VLTOVeralto CORPStock-Industrials1.97%+0.61%+58.33%
25WTSWatts Water Technologies-aStock-Industrials1.89%+0.15%—
26LLYEli Lilly & CoStock-Healthcare1.74%-0.01%+11.57%
27ALLEAllegion plcStock-Industrials1.59%-0.10%—
28HASIHa Sustainable InfrastructurStock-Financials1.53%+0.26%—
29MSAMsa Safety INCStock-Industrials1.51%+0.08%—
30CWTCalifornia Water Service GrpStock-Utilities1.42%+0.12%—
31STRAStrategic Education INCStock-Other1.38%+0.09%—
32COOCooper Cos Inc/theStock-Healthcare1.34%-0.14%—
33GNTXGentex CORPStock-Consumer Disc1.32%-0.04%—
34OCOwens CorningStock-Industrials1.28%——
35OLEDUniversal Display CORPStock-Tech1.11%-0.48%-12.97%
36ZBRAZebra Technologies Corp-cl AStock-Tech1.09%+0.13%+27.78%
37BMIBadger Meter INCStock-Tech0.75%-0.09%—
38INGRIngredion INCStock-Consumer Staples0.67%+0.04%—
39SFMSprouts Farmers Market INCStock-Consumer Staples0.54%+0.54%NEW
40HO1Hologic INCStock-Other0.36%+0.02%—
41ZWSZurn Elkay Water Solutions CStock-Industrials0.29%—+4.82%
42RVTYRevvity INCStock-Healthcare0.25%-0.01%+2.74%
43BFAMBright Horizons Family SolutStock-Consumer Disc0.24%—+24.19%
44LRNStride INCStock-Consumer Staples0.22%+0.12%+54.76%
45KMBKimberly-clark CORPStock-Consumer Staples0.20%+0.01%+7.69%
46BLKBBlackbaud INCStock-Other0.19%-0.08%+11.86%
47KIDSOrthopediatrics CORPStock-Other0.18%-0.01%—
48LIFLife360 INCStock-Other0.13%-0.02%+33.33%
49DUOLDuolingoStock-Tech0.08%-0.06%—

Holding changes this quarter

Triodos Investment Management BV's most significant position changes for 2026-03-31: Sold out: Adobe INC (ADBE); Sold out: Elevance Health INC (ELV); Sold out: Alexandria Real Estate Equit (ARE); New buy: Sprouts Farmers Market INC (SFM); Add: Darling Ingredients INC (DAR) — shares +0.11%.

Position changes disclosed by Triodos Investment Management BV for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DARDarling Ingredients INC+1.9%+0.11%Add
2TAt&t INC+0.9%+22.73%Add
3AKAMAkamai Technologies INC+0.7%—Unchanged
4DEDeere & Co+0.6%-0.46%Trim
5VLTOVeralto CORP+0.6%+58.33%Add
6TIGOMillicom International Cellular S.A.+0.5%-14.66%Trim
7PANWPalo Alto Networks INC+0.5%+28.64%Add
8TSMTaiwan Semiconductor-sp Adr+0.4%-8.78%Trim
9KLACKla CORP+0.4%-13.36%Trim
10EBAYEbay INC+0.3%-1.10%Trim
11HASIHa Sustainable Infrastructur+0.3%—Unchanged
12MWAMueller Water Products Inc-a+0.2%-7.52%Trim
13WTSWatts Water Technologies-a+0.2%—Unchanged
14ZBRAZebra Technologies Corp-cl A+0.1%+27.78%Add
15CSLCarlisle Cos INC+0.1%-1.10%Trim
16PGProcter & Gamble Co/the+0.1%—Unchanged
17LRNStride INC+0.1%+54.76%Add
18CWTCalifornia Water Service Grp+0.1%—Unchanged
19STRAStrategic Education INC+0.1%—Unchanged
20MSAMsa Safety INC+0.1%—Unchanged
21AYIAcuity INC0%+27.40%Add
22INGRIngredion INC0%—Unchanged
23HO1Hologic INC0%—Unchanged
24KMBKimberly-clark CORP0%+7.69%Add
25OCOwens Corning——Unchanged
26LLYEli Lilly & Co0%+11.57%Add
27KIDSOrthopediatrics CORP0%—Unchanged
28RVTYRevvity INC0%+2.74%Add
29LIFLife360 INC0%+33.33%Add
30GNTXGentex CORP0%—Unchanged
31DUOLDuolingo-0.1%—Unchanged
32BLKBBlackbaud INC-0.1%+11.86%Add
33BMIBadger Meter INC-0.1%—Unchanged
34PLNTPlanet Fitness INC - Cl A-0.1%+34.06%Add
35RMDResmed INC-0.1%-1.24%Trim
36ALLEAllegion plc-0.1%—Unchanged
37EWEdwards Lifesciences CORP-0.1%-0.59%Trim
38WMSAdvanced Drainage Systems In-0.1%-0.24%Trim
39COOCooper Cos Inc/the-0.1%—Unchanged
40NVDANvidia CORP-0.2%-0.75%Trim
41XYLXylem INC-0.2%-0.83%Trim
42GENGen Digital INC-0.3%+24.17%Add
43MAMastercard INC - A-0.4%-0.98%Trim
44OLEDUniversal Display CORP-0.5%-12.97%Trim
45ISRGIntuitive Surgical INC-0.6%-0.62%Trim
46FSLRFirst Solar INC-0.6%+11.31%Add
47ADBEAdobe INC—EXITSold out
48ELVElevance Health INC—EXITSold out
49AREAlexandria Real Estate Equit—EXITSold out
50SFMSprouts Farmers Market INC—NEWNew buy

FAQ

What is Triodos Investment Management BV and what type of investor is it?
Triodos Investment Management BV is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.3B, spread across 49 disclosed positions.
What are Triodos Investment Management BV's largest equity positions?
Based on the latest 13F filing, Triodos Investment Management BV's top holdings by market value are: 1. Taiwan Semiconductor-sp Adr (TSM) — $74.4M (5.6%) 2. Advanced Drainage Systems In (WMS) — $73.6M (5.6%) 3. Kla CORP (KLAC) — $73.5M (5.6%) 4. Nvidia CORP (NVDA) — $68.8M (5.2%) 5. Darling Ingredients INC (DAR) — $57.8M (4.4%)
What changes did Triodos Investment Management BV make in its most recent portfolio filing?
In the latest reported quarter, Triodos Investment Management BV made 34 notable position adjustments: 1 new positions were initiated, 15 existing holdings were added to, 15 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Adobe INC (ADBE); Sold out: Elevance Health INC (ELV); Sold out: Alexandria Real Estate Equit (ARE); New buy: Sprouts Farmers Market INC (SFM); Add: Darling Ingredients INC (DAR) — shares +0.11%
What sectors does Triodos Investment Management BV focus on?
Triodos Investment Management BV is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 32.8% • Industrials: 26.4% • Health Care: 11.4% • Consumer Staples: 9.0% • Consumer Discretionary: 7.5% • Communication Services: 5.9%