Filed: 2/12/2025ACC: 0001748729-25-000004
📋 What this filing means
TRIODOS INVESTMENT MANAGEMENT BV filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$1.24B
Total AUM (reported)
16.23M
Total Shares
Allocation by class
COM$895.22M72.4%
CL A$99.14M8.0%
COM NEW$94.37M7.6%
SPONSORED ADS$46.20M3.7%
SHS$32.49M2.6%
COM SER A$29.80M2.4%
ORD SHS$23.26M1.9%
Portfolio Concentration
Top 3$183.39M14.8%
4–10$308.38M24.9%
11–25$471.63M38.1%
Rest$273.40M22.1%
Top 3 weight
14.8%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 16.23M
Sole
Full voting authority
16.23M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
NVIDIA CORPORATION
SOLEShares519.57K
TypeSH
Market value$69.77M
5.64%
Sole
519.57K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares539.81K
TypeSH
Market value$62.40M
5.05%
Sole
539.81K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares97.26K
TypeSH
Market value$51.22M
4.14%
Sole
97.26K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares91.04K
TypeSH
Market value$47.52M
3.84%
Sole
91.04K
Shared
0.00
None
0.00
KLA CORP
SOLEShares74.35K
TypeSH
Market value$46.85M
3.79%
Sole
74.35K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares233.95K
TypeSH
Market value$46.20M
3.74%
Sole
233.95K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares102.45K
TypeSH
Market value$43.41M
3.51%
Sole
102.45K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares257.39K
TypeSH
Market value$43.15M
3.49%
Sole
257.39K
Shared
0.00
None
0.00
EBAY INC
SOLEShares658K
TypeSH
Market value$40.76M
3.30%
Sole
658K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares222.50K
TypeSH
Market value$40.49M
3.27%
Sole
222.50K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares86.14K
TypeSH
Market value$38.30M
3.10%
Sole
86.14K
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares1.39M
TypeSH
Market value$38.02M
3.07%
Sole
1.39M
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares509.96K
TypeSH
Market value$37.75M
3.05%
Sole
509.96K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares100.03K
TypeSH
Market value$36.90M
2.98%
Sole
100.03K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares208.45K
TypeSH
Market value$36.74M
2.97%
Sole
208.45K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares603.23K
TypeSH
Market value$32.49M
2.63%
Sole
603.23K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares314K
TypeSH
Market value$31.05M
2.51%
Sole
314K
Shared
0.00
None
0.00
RESMED INC
SOLEShares135.20K
TypeSH
Market value$30.92M
2.50%
Sole
135.20K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares1.32M
TypeSH
Market value$29.80M
2.41%
Sole
1.32M
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares301.92K
TypeSH
Market value$28.88M
2.33%
Sole
301.92K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares852.71K
TypeSH
Market value$28.73M
2.32%
Sole
852.71K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares234K
TypeSH
Market value$27.15M
2.20%
Sole
234K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.15M
TypeSH
Market value$26.29M
2.13%
Sole
1.15M
Shared
0.00
None
0.00
ACUITY BRANDS
SOLEShares84.80K
TypeSH
Market value$24.77M
2.00%
Sole
84.80K
Shared
0.00
None
0.00
OWENS CORNING NEW
SOLEShares140K
TypeSH
Market value$23.84M
1.93%
Sole
140K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 519.57K | SH | $69.77M 5.64% | 519.57K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 539.81K | SH | $62.40M 5.05% | 539.81K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 97.26K | SH | $51.22M 4.14% | 97.26K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 91.04K | SH | $47.52M 3.84% | 91.04K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 74.35K | SH | $46.85M 3.79% | 74.35K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 233.95K | SH | $46.20M 3.74% | 233.95K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 102.45K | SH | $43.41M 3.51% | 102.45K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 257.39K | SH | $43.15M 3.49% | 257.39K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 658K | SH | $40.76M 3.30% | 658K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 222.50K | SH | $40.49M 3.27% | 222.50K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 86.14K | SH | $38.30M 3.10% | 86.14K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 1.39M | SH | $38.02M 3.07% | 1.39M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 509.96K | SH | $37.75M 3.05% | 509.96K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 100.03K | SH | $36.90M 2.98% | 100.03K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 208.45K | SH | $36.74M 2.97% | 208.45K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 603.23K | SH | $32.49M 2.63% | 603.23K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 314K | SH | $31.05M 2.51% | 314K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 135.20K | SH | $30.92M 2.50% | 135.20K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM SER A | 1.32M | SH | $29.80M 2.41% | 1.32M | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 301.92K | SH | $28.88M 2.33% | 301.92K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 852.71K | SH | $28.73M 2.32% | 852.71K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 234K | SH | $27.15M 2.20% | 234K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.15M | SH | $26.29M 2.13% | 1.15M | 0.00 | 0.00 |
ACUITY BRANDSSOLE | COM | 84.80K | SH | $24.77M 2.00% | 84.80K | 0.00 | 0.00 |
OWENS CORNING NEWSOLE | COM | 140K | SH | $23.84M 1.93% | 140K | 0.00 | 0.00 |
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