Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lightrock Netherlands B.V. (CIK 2041485) reported $468.1M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CBT ($30.7M, 6.56%), WTFC ($25.1M, 5.35%), SPSC ($24.6M, 5.25%), GMED ($22.2M, 4.74%), TROX ($20.6M, 4.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CBT | BRUNSWICK CORP | $30.7M | 6.56% | 422,279 | Trimmed |
| 2 | WTFC | WINTRUST FINANCIAL CORP | $25.1M | 5.35% | 180,371 | Trimmed |
| 3 | SPSC | SPS COMM INC | $24.6M | 5.25% | 441,669 | Added |
| 4 | GMED | GLOBUS MEDICAL INC - A | $22.2M | 4.74% | 257,242 | Added |
| 5 | TROX | TRONOX HOLDINGS PLC | $20.6M | 4.41% | 2.1M | Trimmed |
| 6 | WFG | WEST FRASER TIMBER CO LTD | $20.1M | 4.28% | 306,721 | Trimmed |
| 7 | AKAM | AKAMAI TECHNOLOGIES INC | $19.6M | 4.18% | 170,470 | Trimmed |
| 8 | FSLR | ENVISTA HOLDINGS CORP | $18.9M | 4.03% | 607,502 | Trimmed |
| 9 | JBL | JABIL INC | $17.0M | 3.62% | 63,822 | Trimmed |
| 10 | RNR | SALLY BEAUTY HOLDINGS INC | $16.3M | 3.49% | 1.2M | Added |
| 11 | ALGM | ALLEGRO MICROSYSTEMS INC | $16.0M | 3.42% | 507,990 | Added |
| 12 | ENS | ENCOMPASS HEALTH CORP | $15.0M | 3.20% | 154,606 | Added |
| 13 | LNN | LINDSAY CORP | $14.2M | 3.03% | 119,115 | Trimmed |
| 14 | LITE | LUMENTUM HOLDINGS INC | $13.6M | 2.90% | 19,321 | Trimmed |
| 15 | PFSI | PENNYMAC FINANCIAL SERVICES | $13.3M | 2.84% | 152,213 | Added |
| 16 | MWA | MUELLER WATER PRODUCTS INC-A | $13.1M | 2.79% | 474,784 | Trimmed |
| 17 | AYI | ACUITY INC | $12.6M | 2.68% | 44,803 | Added |
| 18 | CUBE | COMPASS MINERALS INTERNATION | $12.5M | 2.66% | 533,973 | Trimmed |
| 19 | ANF | ABERCROMBIE & FITCH CO-CL A | $12.0M | 2.56% | 130,974 | Added |
| 20 | CTRE | CABOT CORP | $12.0M | 2.55% | 158,727 | Trimmed |
| 21 | STRA | STRATEGIC EDUCATION INC | $11.6M | 2.49% | 140,363 | Trimmed |
| 22 | TOWN | TOWNE BANK | $11.2M | 2.39% | 332,752 | Added |
| 23 | TNC | TENNANT CO | $10.2M | 2.18% | 153,770 | Added |
| 24 | DRH | DARLING INGREDIENTS INC | $9.4M | 2.00% | 151,706 | Trimmed |
| 25 | WEX | WEX INC | $9.2M | 1.96% | 60,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31