Filed: 7/29/2026ACC: 0001748729-26-000011
📋 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 $1.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$1.64B
Total AUM (reported)
16.72M
Total Shares
Allocation by class
COM$1.11B67.4%
CL A$141.78M8.6%
COM NEW$137.86M8.4%
SPONSORED ADS$98.93M6.0%
COM STK$45.68M2.8%
COM SHS$35.16M2.1%
SHS$27.12M1.7%
Portfolio Concentration
Top 3$298.51M18.2%
4–10$462.23M28.1%
11–25$553.69M33.7%
Rest$327.72M20.0%
Top 3 weight
18.2%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 16.72M
Sole
Full voting authority
16.72M
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:
KLA CORP
SOLEShares340.01K
TypeSH
Market value$102.41M
6.24%
Sole
340.01K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares207.15K
TypeSH
Market value$98.93M
6.02%
Sole
207.15K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares285.30K
TypeSH
Market value$97.17M
5.92%
Sole
285.30K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares528.31K
TypeSH
Market value$82.92M
5.05%
Sole
528.31K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares384.57K
TypeSH
Market value$76.82M
4.68%
Sole
384.57K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares321.25K
TypeSH
Market value$75.74M
4.61%
Sole
321.25K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares118.46K
TypeSH
Market value$60.84M
3.71%
Sole
118.46K
Shared
0.00
None
0.00
EBAY INC
SOLEShares526.50K
TypeSH
Market value$58.84M
3.58%
Sole
526.50K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares1.04M
TypeSH
Market value$56.58M
3.45%
Sole
1.04M
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares2.03M
TypeSH
Market value$50.49M
3.07%
Sole
2.03M
Shared
0.00
None
0.00
DEERE & CO
SOLEShares74.05K
TypeSH
Market value$46.97M
2.86%
Sole
74.05K
Shared
0.00
None
0.00
MILLICOM INTL CELLULAR S A
SOLEShares504K
TypeSH
Market value$45.68M
2.78%
Sole
504K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares493.36K
TypeSH
Market value$44.63M
2.72%
Sole
493.36K
Shared
0.00
None
0.00
WATTS WATER TECHNOLOGIES INC
SOLEShares105K
TypeSH
Market value$41.10M
2.50%
Sole
105K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares277.10K
TypeSH
Market value$40.63M
2.47%
Sole
277.10K
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares106.75K
TypeSH
Market value$38.72M
2.36%
Sole
106.75K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares32.05K
TypeSH
Market value$38.44M
2.34%
Sole
32.05K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares89.19K
TypeSH
Market value$35.46M
2.16%
Sole
89.19K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares396.50K
TypeSH
Market value$35.16M
2.14%
Sole
396.50K
Shared
0.00
None
0.00
ACUITY INC
SOLEShares93K
TypeSH
Market value$35.03M
2.13%
Sole
93K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares293.22K
TypeSH
Market value$34.65M
2.11%
Sole
293.22K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.67M
TypeSH
Market value$34.57M
2.11%
Sole
1.67M
Shared
0.00
None
0.00
XYLEM INC
SOLEShares235.50K
TypeSH
Market value$27.84M
1.70%
Sole
235.50K
Shared
0.00
None
0.00
RESMED INC
SOLEShares142K
TypeSH
Market value$27.67M
1.69%
Sole
142K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares586.31K
TypeSH
Market value$27.12M
1.65%
Sole
586.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLA CORPSOLE | COM NEW | 340.01K | SH | $102.41M 6.24% | 340.01K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 207.15K | SH | $98.93M 6.02% | 207.15K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 285.30K | SH | $97.17M 5.92% | 285.30K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 528.31K | SH | $82.92M 5.05% | 528.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 384.57K | SH | $76.82M 4.68% | 384.57K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 321.25K | SH | $75.74M 4.61% | 321.25K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 118.46K | SH | $60.84M 3.71% | 118.46K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 526.50K | SH | $58.84M 3.58% | 526.50K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 1.04M | SH | $56.58M 3.45% | 1.04M | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 2.03M | SH | $50.49M 3.07% | 2.03M | 0.00 | 0.00 |
DEERE & COSOLE | COM | 74.05K | SH | $46.97M 2.86% | 74.05K | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 504K | SH | $45.68M 2.78% | 504K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 493.36K | SH | $44.63M 2.72% | 493.36K | 0.00 | 0.00 |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 105K | SH | $41.10M 2.50% | 105K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 277.10K | SH | $40.63M 2.47% | 277.10K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 106.75K | SH | $38.72M 2.36% | 106.75K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 32.05K | SH | $38.44M 2.34% | 32.05K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 89.19K | SH | $35.46M 2.16% | 89.19K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 396.50K | SH | $35.16M 2.14% | 396.50K | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 93K | SH | $35.03M 2.13% | 93K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 293.22K | SH | $34.65M 2.11% | 293.22K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.67M | SH | $34.57M 2.11% | 1.67M | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 235.50K | SH | $27.84M 1.70% | 235.50K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 142K | SH | $27.67M 1.69% | 142K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 586.31K | SH | $27.12M 1.65% | 586.31K | 0.00 | 0.00 |
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