Filed: 5/14/2025ACC: 0001748729-25-000007
📋 What this filing means
TRIODOS INVESTMENT MANAGEMENT BV filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$1.22B
Total AUM (reported)
15.11M
Total Shares
Allocation by class
COM$865.72M71.1%
CL A$118.69M9.8%
COM NEW$94.54M7.8%
SPONSORED ADS$41.47M3.4%
COM SER A$26.85M2.2%
COM STK$26.77M2.2%
ORD SHS$22.84M1.9%
Portfolio Concentration
Top 3$169.69M13.9%
4–10$310.90M25.5%
11–25$448.17M36.8%
Rest$288.60M23.7%
Top 3 weight
13.9%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 15.11M
Sole
Full voting authority
15.11M
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)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
ADVANCED DRAIN SYS INC DEL
SOLEShares552.06K
TypeSH
Market value$59.74M
4.91%
Sole
552.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares525.07K
TypeSH
Market value$57.58M
4.73%
Sole
525.07K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares96.86K
TypeSH
Market value$52.37M
4.30%
Sole
96.86K
Shared
0.00
None
0.00
KLA CORP
SOLEShares74.65K
TypeSH
Market value$50.28M
4.13%
Sole
74.65K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares97.10K
TypeSH
Market value$45.18M
3.71%
Sole
97.10K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares89.99K
TypeSH
Market value$44.26M
3.64%
Sole
89.99K
Shared
0.00
None
0.00
EBAY INC
SOLEShares657.70K
TypeSH
Market value$44.17M
3.63%
Sole
657.70K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares255.19K
TypeSH
Market value$42.88M
3.52%
Sole
255.19K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares98.73K
TypeSH
Market value$42.65M
3.50%
Sole
98.73K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares250.95K
TypeSH
Market value$41.47M
3.41%
Sole
250.95K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares220.80K
TypeSH
Market value$38.15M
3.13%
Sole
220.80K
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares1.40M
TypeSH
Market value$37.05M
3.04%
Sole
1.40M
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares507.76K
TypeSH
Market value$36.01M
2.96%
Sole
507.76K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares85.74K
TypeSH
Market value$33.07M
2.72%
Sole
85.74K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.16M
TypeSH
Market value$32.61M
2.68%
Sole
1.16M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares248.50K
TypeSH
Market value$31.64M
2.60%
Sole
248.50K
Shared
0.00
None
0.00
RESMED INC
SOLEShares134.40K
TypeSH
Market value$29.56M
2.43%
Sole
134.40K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares239.50K
TypeSH
Market value$28.61M
2.35%
Sole
239.50K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares291K
TypeSH
Market value$28.00M
2.30%
Sole
291K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares885.41K
TypeSH
Market value$27.93M
2.29%
Sole
885.41K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares1.05M
TypeSH
Market value$26.85M
2.21%
Sole
1.05M
Shared
0.00
None
0.00
MILLICOM INTL CELLULAR S A
SOLEShares886.50K
TypeSH
Market value$26.77M
2.20%
Sole
886.50K
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares70.60K
TypeSH
Market value$24.19M
1.99%
Sole
70.60K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares299.22K
TypeSH
Market value$23.95M
1.97%
Sole
299.22K
Shared
0.00
None
0.00
CALIFORNIA WTR SVC GROUP
SOLEShares493K
TypeSH
Market value$23.79M
1.95%
Sole
493K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED DRAIN SYS INC DELSOLE | COM | 552.06K | SH | $59.74M 4.91% | 552.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 525.07K | SH | $57.58M 4.73% | 525.07K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 96.86K | SH | $52.37M 4.30% | 96.86K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 74.65K | SH | $50.28M 4.13% | 74.65K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 97.10K | SH | $45.18M 3.71% | 97.10K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 89.99K | SH | $44.26M 3.64% | 89.99K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 657.70K | SH | $44.17M 3.63% | 657.70K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 255.19K | SH | $42.88M 3.52% | 255.19K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 98.73K | SH | $42.65M 3.50% | 98.73K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 250.95K | SH | $41.47M 3.41% | 250.95K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 220.80K | SH | $38.15M 3.13% | 220.80K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 1.40M | SH | $37.05M 3.04% | 1.40M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 507.76K | SH | $36.01M 2.96% | 507.76K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 85.74K | SH | $33.07M 2.72% | 85.74K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.16M | SH | $32.61M 2.68% | 1.16M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 248.50K | SH | $31.64M 2.60% | 248.50K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 134.40K | SH | $29.56M 2.43% | 134.40K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 239.50K | SH | $28.61M 2.35% | 239.50K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 291K | SH | $28.00M 2.30% | 291K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 885.41K | SH | $27.93M 2.29% | 885.41K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM SER A | 1.05M | SH | $26.85M 2.21% | 1.05M | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 886.50K | SH | $26.77M 2.20% | 886.50K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 70.60K | SH | $24.19M 1.99% | 70.60K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 299.22K | SH | $23.95M 1.97% | 299.22K | 0.00 | 0.00 |
CALIFORNIA WTR SVC GROUPSOLE | COM | 493K | SH | $23.79M 1.95% | 493K | 0.00 | 0.00 |
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