Filed: 5/7/2026ACC: 0001748729-26-000009
📋 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 $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$1.32B
Total AUM (reported)
14.12M
Total Shares
Allocation by class
COM$905.20M68.4%
CL A$117.56M8.9%
COM NEW$110.56M8.4%
SPONSORED ADS$74.43M5.6%
COM STK$38.78M2.9%
COM SER A$27.71M2.1%
COM SHS$26.04M2.0%
Portfolio Concentration
Top 3$221.52M16.8%
4–10$368.79M27.9%
11–25$475.26M35.9%
Rest$256.86M19.4%
Top 3 weight
16.8%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 14.12M
Sole
Full voting authority
14.12M
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:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares220.25K
TypeSH
Market value$74.43M
5.63%
Sole
220.25K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares536.71K
TypeSH
Market value$73.60M
5.57%
Sole
536.71K
Shared
0.00
None
0.00
KLA CORP
SOLEShares49.95K
TypeSH
Market value$73.49M
5.56%
Sole
49.95K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares394.97K
TypeSH
Market value$68.84M
5.21%
Sole
394.97K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares933.91K
TypeSH
Market value$57.76M
4.37%
Sole
933.91K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares277.60K
TypeSH
Market value$54.73M
4.14%
Sole
277.60K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares101.36K
TypeSH
Market value$50.65M
3.83%
Sole
101.36K
Shared
0.00
None
0.00
EBAY INC
SOLEShares538.20K
TypeSH
Market value$48.99M
3.70%
Sole
538.20K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares282.50K
TypeSH
Market value$45.29M
3.42%
Sole
282.50K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares75.50K
TypeSH
Market value$42.53M
3.22%
Sole
75.50K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares501.86K
TypeSH
Market value$40.19M
3.04%
Sole
501.86K
Shared
0.00
None
0.00
MILLICOM INTL CELLULAR S A
SOLEShares518K
TypeSH
Market value$38.78M
2.93%
Sole
518K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.29M
TypeSH
Market value$37.40M
2.83%
Sole
1.29M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares80.39K
TypeSH
Market value$37.07M
2.80%
Sole
80.39K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares255.09K
TypeSH
Market value$36.85M
2.79%
Sole
255.09K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares297.92K
TypeSH
Market value$34.21M
2.59%
Sole
297.92K
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares1.77M
TypeSH
Market value$33.29M
2.52%
Sole
1.77M
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares89.75K
TypeSH
Market value$29.94M
2.26%
Sole
89.75K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares238.50K
TypeSH
Market value$28.50M
2.16%
Sole
238.50K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares1.01M
TypeSH
Market value$27.71M
2.10%
Sole
1.01M
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares370K
TypeSH
Market value$27.52M
2.08%
Sole
370K
Shared
0.00
None
0.00
RESMED INC
SOLEShares119.10K
TypeSH
Market value$26.74M
2.02%
Sole
119.10K
Shared
0.00
None
0.00
ACUITY INC
SOLEShares93K
TypeSH
Market value$26.06M
1.97%
Sole
93K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares294.50K
TypeSH
Market value$26.04M
1.97%
Sole
294.50K
Shared
0.00
None
0.00
WATTS WATER TECHNOLOGIES INC
SOLEShares86K
TypeSH
Market value$24.96M
1.89%
Sole
86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 220.25K | SH | $74.43M 5.63% | 220.25K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 536.71K | SH | $73.60M 5.57% | 536.71K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 49.95K | SH | $73.49M 5.56% | 49.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 394.97K | SH | $68.84M 5.21% | 394.97K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 933.91K | SH | $57.76M 4.37% | 933.91K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 277.60K | SH | $54.73M 4.14% | 277.60K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 101.36K | SH | $50.65M 3.83% | 101.36K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 538.20K | SH | $48.99M 3.70% | 538.20K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 282.50K | SH | $45.29M 3.42% | 282.50K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 75.50K | SH | $42.53M 3.22% | 75.50K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 501.86K | SH | $40.19M 3.04% | 501.86K | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 518K | SH | $38.78M 2.93% | 518K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.29M | SH | $37.40M 2.83% | 1.29M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 80.39K | SH | $37.07M 2.80% | 80.39K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 255.09K | SH | $36.85M 2.79% | 255.09K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 297.92K | SH | $34.21M 2.59% | 297.92K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 1.77M | SH | $33.29M 2.52% | 1.77M | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 89.75K | SH | $29.94M 2.26% | 89.75K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 238.50K | SH | $28.50M 2.16% | 238.50K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM SER A | 1.01M | SH | $27.71M 2.10% | 1.01M | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 370K | SH | $27.52M 2.08% | 370K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 119.10K | SH | $26.74M 2.02% | 119.10K | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 93K | SH | $26.06M 1.97% | 93K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 294.50K | SH | $26.04M 1.97% | 294.50K | 0.00 | 0.00 |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 86K | SH | $24.96M 1.89% | 86K | 0.00 | 0.00 |
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