Filed: 2/10/2026ACC: 0001748729-26-000007
📋 What this filing means
TRIODOS INVESTMENT MANAGEMENT BV filed this quarterly 13F‑HR report disclosing 51 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.
51
Positions
$1.38B
Total AUM (reported)
13.71M
Total Shares
Allocation by class
COM$962.41M69.6%
CL A$126.65M9.2%
COM NEW$118.02M8.5%
SPONSORED ADS$72.33M5.2%
COM STK$33.44M2.4%
COM SER A$26.47M1.9%
ORD SHS$23.36M1.7%
Portfolio Concentration
Top 3$226.03M16.3%
4–10$374.99M27.1%
11–25$464.94M33.6%
Rest$317.52M23.0%
Top 3 weight
16.3%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 13.71M
Sole
Full voting authority
13.71M
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)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
ADVANCED DRAIN SYS INC DEL
SOLEShares538.01K
TypeSH
Market value$79.06M
5.71%
Sole
538.01K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares397.97K
TypeSH
Market value$74.64M
5.39%
Sole
397.97K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares241.45K
TypeSH
Market value$72.33M
5.23%
Sole
241.45K
Shared
0.00
None
0.00
KLA CORP
SOLEShares57.65K
TypeSH
Market value$71.70M
5.18%
Sole
57.65K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares249.40K
TypeSH
Market value$65.92M
4.76%
Sole
249.40K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares102.36K
TypeSH
Market value$59.11M
4.27%
Sole
102.36K
Shared
0.00
None
0.00
EBAY INC
SOLEShares544.20K
TypeSH
Market value$47.40M
3.43%
Sole
544.20K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares80.89K
TypeSH
Market value$46.32M
3.35%
Sole
80.89K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares504.86K
TypeSH
Market value$43.52M
3.15%
Sole
504.86K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares219.60K
TypeSH
Market value$41.03M
2.97%
Sole
219.60K
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares1.43M
TypeSH
Market value$39.13M
2.83%
Sole
1.43M
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares255.09K
TypeSH
Market value$36.75M
2.66%
Sole
255.09K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares75.85K
TypeSH
Market value$35.64M
2.58%
Sole
75.85K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares932.91K
TypeSH
Market value$34.08M
2.46%
Sole
932.91K
Shared
0.00
None
0.00
MILLICOM INTL CELLULAR S A
SOLEShares607K
TypeSH
Market value$33.44M
2.42%
Sole
607K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares240.50K
TypeSH
Market value$33.09M
2.39%
Sole
240.50K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares85.54K
TypeSH
Market value$30.15M
2.18%
Sole
85.54K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares276K
TypeSH
Market value$30.14M
2.18%
Sole
276K
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares90.75K
TypeSH
Market value$29.42M
2.13%
Sole
90.75K
Shared
0.00
None
0.00
RESMED INC
SOLEShares120.60K
TypeSH
Market value$29.32M
2.12%
Sole
120.60K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares81.38K
TypeSH
Market value$28.39M
2.05%
Sole
81.38K
Shared
0.00
None
0.00
ACUITY INC
SOLEShares73K
TypeSH
Market value$26.64M
1.93%
Sole
73K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares1.09M
TypeSH
Market value$26.47M
1.91%
Sole
1.09M
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares297.92K
TypeSH
Market value$26.21M
1.89%
Sole
297.92K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.05M
TypeSH
Market value$26.08M
1.89%
Sole
1.05M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED DRAIN SYS INC DELSOLE | COM | 538.01K | SH | $79.06M 5.71% | 538.01K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 397.97K | SH | $74.64M 5.39% | 397.97K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 241.45K | SH | $72.33M 5.23% | 241.45K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 57.65K | SH | $71.70M 5.18% | 57.65K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 249.40K | SH | $65.92M 4.76% | 249.40K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 102.36K | SH | $59.11M 4.27% | 102.36K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 544.20K | SH | $47.40M 3.43% | 544.20K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 80.89K | SH | $46.32M 3.35% | 80.89K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 504.86K | SH | $43.52M 3.15% | 504.86K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 219.60K | SH | $41.03M 2.97% | 219.60K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 1.43M | SH | $39.13M 2.83% | 1.43M | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 255.09K | SH | $36.75M 2.66% | 255.09K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 75.85K | SH | $35.64M 2.58% | 75.85K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 932.91K | SH | $34.08M 2.46% | 932.91K | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 607K | SH | $33.44M 2.42% | 607K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 240.50K | SH | $33.09M 2.39% | 240.50K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 85.54K | SH | $30.15M 2.18% | 85.54K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 276K | SH | $30.14M 2.18% | 276K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 90.75K | SH | $29.42M 2.13% | 90.75K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 120.60K | SH | $29.32M 2.12% | 120.60K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 81.38K | SH | $28.39M 2.05% | 81.38K | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 73K | SH | $26.64M 1.93% | 73K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM SER A | 1.09M | SH | $26.47M 1.91% | 1.09M | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 297.92K | SH | $26.21M 1.89% | 297.92K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.05M | SH | $26.08M 1.89% | 1.05M | 0.00 | 0.00 |
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