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.
Triodos Investment Management BV (CIK 1748729) reported $1.32B across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($74.4M, 5.63%), WMS ($73.6M, 5.57%), KLAC ($73.5M, 5.56%), NVDA ($68.8M, 5.21%), DAR ($57.8M, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $74.4M | 5.63% | 220,253 | Trimmed |
| 2 | WMS | ADVANCED DRAIN SYS INC DEL | $73.6M | 5.57% | 536,711 | Trimmed |
| 3 | KLAC | KLA CORP | $73.5M | 5.56% | 49,951 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $68.8M | 5.21% | 394,970 | Trimmed |
| 5 | DAR | DARLING INGREDIENTS INC | $57.8M | 4.37% | 933,914 | Added |
| 6 | FSLR | FIRST SOLAR INC | $54.7M | 4.14% | 277,600 | Added |
| 7 | MA | MASTERCARD INCORPORATED | $50.6M | 3.83% | 101,364 | Trimmed |
| 8 | EBAY | EBAY INC | $49.0M | 3.70% | 538,198 | Trimmed |
| 9 | PANW | PALO ALTO NETWORKS INC | $45.3M | 3.42% | 282,500 | Added |
| 10 | DE | DEERE & CO | $42.5M | 3.22% | 75,500 | Trimmed |
| 11 | EW | EDWARDS LIFESCIENCES CORP | $40.2M | 3.04% | 501,858 | Trimmed |
| 12 | TIGO | MILLICOM INTL CELLULAR S A | $38.8M | 2.93% | 518,000 | Trimmed |
| 13 | T | AT&T INC | $37.4M | 2.83% | 1.3M | Added |
| 14 | ISRG | INTUITIVE SURGICAL INC | $37.1M | 2.80% | 80,387 | Trimmed |
| 15 | PG | PROCTER AND GAMBLE CO | $36.8M | 2.79% | 255,095 | Hold |
| 16 | AKAM | AKAMAI TECHNOLOGIES INC | $34.2M | 2.59% | 297,924 | Hold |
| 17 | GEN | GEN DIGITAL INC | $33.3M | 2.52% | 1.8M | Added |
| 18 | CSL | CARLISLE COS INC | $29.9M | 2.26% | 89,750 | Trimmed |
| 19 | XYL | XYLEM INC | $28.5M | 2.16% | 238,500 | Trimmed |
| 20 | MWA | MUELLER WTR PRODS INC | $27.7M | 2.10% | 1.0M | Trimmed |
| 21 | PLNT | PLANET FITNESS INC | $27.5M | 2.08% | 370,000 | Added |
| 22 | RMD | RESMED INC | $26.7M | 2.02% | 119,100 | Trimmed |
| 23 | AYI | ACUITY INC | $26.1M | 1.97% | 93,000 | Added |
| 24 | VLTO | VERALTO CORP | $26.0M | 1.97% | 294,500 | Added |
| 25 | WTS | WATTS WATER TECHNOLOGIES INC | $25.0M | 1.89% | 86,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31