Filed: 11/10/2025ACC: 0001748729-25-000014
📋 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 $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$1.38B
Total AUM (reported)
14.79M
Total Shares
Allocation by class
COM$949.77M68.7%
CL A$147.85M10.7%
COM NEW$111.88M8.1%
SPONSORED ADS$70.34M5.1%
COM STK$34.39M2.5%
COM SER A$27.69M2.0%
ORD SHS$25.72M1.9%
Portfolio Concentration
Top 3$230.61M16.7%
4–10$367.61M26.6%
11–25$476.07M34.4%
Rest$308.45M22.3%
Top 3 weight
16.7%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 14.79M
Sole
Full voting authority
14.79M
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
SOLEShares446.67K
TypeSH
Market value$83.34M
6.03%
Sole
446.67K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares546.01K
TypeSH
Market value$75.73M
5.48%
Sole
546.01K
Shared
0.00
None
0.00
KLA CORP
SOLEShares66.40K
TypeSH
Market value$71.55M
5.17%
Sole
66.40K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares251.85K
TypeSH
Market value$70.34M
5.09%
Sole
251.85K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares102.26K
TypeSH
Market value$58.17M
4.21%
Sole
102.26K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares259.20K
TypeSH
Market value$57.12M
4.13%
Sole
259.20K
Shared
0.00
None
0.00
EBAY INC
SOLEShares617.70K
TypeSH
Market value$56.17M
4.06%
Sole
617.70K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares221.30K
TypeSH
Market value$45.05M
3.26%
Sole
221.30K
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares1.42M
TypeSH
Market value$40.43M
2.92%
Sole
1.42M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares90.19K
TypeSH
Market value$40.33M
2.92%
Sole
90.19K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares508.86K
TypeSH
Market value$39.57M
2.86%
Sole
508.86K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares255.09K
TypeSH
Market value$39.20M
2.83%
Sole
255.09K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares240.50K
TypeSH
Market value$35.47M
2.57%
Sole
240.50K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares76.35K
TypeSH
Market value$34.91M
2.52%
Sole
76.35K
Shared
0.00
None
0.00
MILLICOM INTL CELLULAR S A
SOLEShares709K
TypeSH
Market value$34.39M
2.49%
Sole
709K
Shared
0.00
None
0.00
RESMED INC
SOLEShares120.60K
TypeSH
Market value$33.01M
2.39%
Sole
120.60K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares297K
TypeSH
Market value$30.83M
2.23%
Sole
297K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares86.04K
TypeSH
Market value$30.33M
2.19%
Sole
86.04K
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares90.75K
TypeSH
Market value$29.85M
2.16%
Sole
90.75K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares92.08K
TypeSH
Market value$29.75M
2.15%
Sole
92.08K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.05M
TypeSH
Market value$29.69M
2.15%
Sole
1.05M
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares932.91K
TypeSH
Market value$28.80M
2.08%
Sole
932.91K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares1.08M
TypeSH
Market value$27.69M
2.00%
Sole
1.08M
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares185K
TypeSH
Market value$26.56M
1.92%
Sole
185K
Shared
0.00
None
0.00
ACUITY INC
SOLEShares75.50K
TypeSH
Market value$26.00M
1.88%
Sole
75.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 446.67K | SH | $83.34M 6.03% | 446.67K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 546.01K | SH | $75.73M 5.48% | 546.01K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 66.40K | SH | $71.55M 5.17% | 66.40K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 251.85K | SH | $70.34M 5.09% | 251.85K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 102.26K | SH | $58.17M 4.21% | 102.26K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 259.20K | SH | $57.12M 4.13% | 259.20K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 617.70K | SH | $56.17M 4.06% | 617.70K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 221.30K | SH | $45.05M 3.26% | 221.30K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 1.42M | SH | $40.43M 2.92% | 1.42M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 90.19K | SH | $40.33M 2.92% | 90.19K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 508.86K | SH | $39.57M 2.86% | 508.86K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 255.09K | SH | $39.20M 2.83% | 255.09K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 240.50K | SH | $35.47M 2.57% | 240.50K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 76.35K | SH | $34.91M 2.52% | 76.35K | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 709K | SH | $34.39M 2.49% | 709K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 120.60K | SH | $33.01M 2.39% | 120.60K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 297K | SH | $30.83M 2.23% | 297K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 86.04K | SH | $30.33M 2.19% | 86.04K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 90.75K | SH | $29.85M 2.16% | 90.75K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 92.08K | SH | $29.75M 2.15% | 92.08K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.05M | SH | $29.69M 2.15% | 1.05M | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 932.91K | SH | $28.80M 2.08% | 932.91K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM SER A | 1.08M | SH | $27.69M 2.00% | 1.08M | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 185K | SH | $26.56M 1.92% | 185K | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 75.50K | SH | $26.00M 1.88% | 75.50K | 0.00 | 0.00 |
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