Filed: 7/24/2025ACC: 0001748729-25-000009
📋 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 $1.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$1.33B
Total AUM (reported)
14.92M
Total Shares
Allocation by class
COM$929.07M69.8%
CL A$132.85M10.0%
COM NEW$116.81M8.8%
SPONSORED ADS$57.04M4.3%
COM STK$30.24M2.3%
COM SER A$25.96M1.9%
ORD SHS$21.62M1.6%
Portfolio Concentration
Top 3$208.34M15.6%
4–10$343.22M25.8%
11–25$486.62M36.5%
Rest$293.79M22.1%
Top 3 weight
15.6%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 14.92M
Sole
Full voting authority
14.92M
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:
NVIDIA CORPORATION
SOLEShares491.27K
TypeSH
Market value$77.55M
5.82%
Sole
491.27K
Shared
0.00
None
0.00
KLA CORP
SOLEShares75.10K
TypeSH
Market value$67.23M
5.05%
Sole
75.10K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares553.41K
TypeSH
Market value$63.56M
4.77%
Sole
553.41K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares251.85K
TypeSH
Market value$57.04M
4.28%
Sole
251.85K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares97.76K
TypeSH
Market value$54.94M
4.12%
Sole
97.76K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares91.24K
TypeSH
Market value$49.58M
3.72%
Sole
91.24K
Shared
0.00
None
0.00
EBAY INC
SOLEShares664.20K
TypeSH
Market value$49.44M
3.71%
Sole
664.20K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares274.10K
TypeSH
Market value$45.34M
3.40%
Sole
274.10K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares221.50K
TypeSH
Market value$45.31M
3.40%
Sole
221.50K
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares1.42M
TypeSH
Market value$41.57M
3.12%
Sole
1.42M
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares509.26K
TypeSH
Market value$39.83M
2.99%
Sole
509.26K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares76.90K
TypeSH
Market value$39.10M
2.94%
Sole
76.90K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares237.69K
TypeSH
Market value$37.87M
2.84%
Sole
237.69K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares93.18K
TypeSH
Market value$36.24M
2.72%
Sole
93.18K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares932.91K
TypeSH
Market value$35.39M
2.66%
Sole
932.91K
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares90.75K
TypeSH
Market value$33.89M
2.54%
Sole
90.75K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares85.94K
TypeSH
Market value$33.23M
2.50%
Sole
85.94K
Shared
0.00
None
0.00
RESMED INC
SOLEShares121.70K
TypeSH
Market value$31.40M
2.36%
Sole
121.70K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares240.50K
TypeSH
Market value$31.11M
2.34%
Sole
240.50K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.06M
TypeSH
Market value$30.57M
2.29%
Sole
1.06M
Shared
0.00
None
0.00
MILLICOM INTL CELLULAR S A
SOLEShares808K
TypeSH
Market value$30.24M
2.27%
Sole
808K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares185K
TypeSH
Market value$28.56M
2.14%
Sole
185K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares256K
TypeSH
Market value$27.92M
2.10%
Sole
256K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares1.08M
TypeSH
Market value$25.96M
1.95%
Sole
1.08M
Shared
0.00
None
0.00
ACUITY INC
SOLEShares84.80K
TypeSH
Market value$25.30M
1.90%
Sole
84.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 491.27K | SH | $77.55M 5.82% | 491.27K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 75.10K | SH | $67.23M 5.05% | 75.10K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 553.41K | SH | $63.56M 4.77% | 553.41K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 251.85K | SH | $57.04M 4.28% | 251.85K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 97.76K | SH | $54.94M 4.12% | 97.76K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 91.24K | SH | $49.58M 3.72% | 91.24K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 664.20K | SH | $49.44M 3.71% | 664.20K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 274.10K | SH | $45.34M 3.40% | 274.10K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 221.50K | SH | $45.31M 3.40% | 221.50K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 1.42M | SH | $41.57M 3.12% | 1.42M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 509.26K | SH | $39.83M 2.99% | 509.26K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 76.90K | SH | $39.10M 2.94% | 76.90K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 237.69K | SH | $37.87M 2.84% | 237.69K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 93.18K | SH | $36.24M 2.72% | 93.18K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 932.91K | SH | $35.39M 2.66% | 932.91K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 90.75K | SH | $33.89M 2.54% | 90.75K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 85.94K | SH | $33.23M 2.50% | 85.94K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 121.70K | SH | $31.40M 2.36% | 121.70K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 240.50K | SH | $31.11M 2.34% | 240.50K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.06M | SH | $30.57M 2.29% | 1.06M | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 808K | SH | $30.24M 2.27% | 808K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 185K | SH | $28.56M 2.14% | 185K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 256K | SH | $27.92M 2.10% | 256K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM SER A | 1.08M | SH | $25.96M 1.95% | 1.08M | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 84.80K | SH | $25.30M 1.90% | 84.80K | 0.00 | 0.00 |
Page 1 of 2