Triodos Investment Management BV

13F filer · CIK 0001748729

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$1.64BU.S. long equity reported on 13F

Positions502 new · 1 closed

Net flow last quarter+$78.5MBuys minus sells

Top 10 positions weight46.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202650 positions
KLACKla Corp	$102M	6.24%	0.03%	-31.9%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$98.9M	6.02%	0.00%	-6.0%	Q2 2018
PANWPalo Alto Networks Inc	$97.2M	5.92%	0.04%	+1.0%	Q1 2024
WMSAdvanced Drainage Systems, Inc.	$82.9M	5.05%	0.74%	-1.6%	Q4 2020
NVDANvidia Corp	$76.8M	4.68%	0.00%	-2.6%	Q2 2022
FSLRFirst Solar, Inc.	$75.7M	4.61%	0.30%	+15.7%	Q2 2018
MAMastercard Inc	$60.8M	3.71%	0.01%	+16.9%	Q4 2022
EBAYEbay Inc	$58.8M	3.58%	0.12%	-2.2%	Q4 2022
DARDarling Ingredients Inc.	$56.6M	3.45%	0.65%	+10.9%	Q3 2023
GENGen Digital Inc.	$50.5M	3.07%	0.34%	+14.7%	Q3 2020
DEDeere & Co	$47M	2.86%	0.03%	-1.9%	Q2 2024
TIGOMillicom International Cellular SA	$45.7M	2.78%	0.30%	-2.7%	Q1 2025
EWEdwards Lifesciences Corp	$44.6M	2.72%	0.09%	-1.7%	Q2 2018
WTSWatts Water Technologies Inc	$41.1M	2.50%	Not reported	+22.1%	Q3 2024
PGPROCTER & GAMBLE Co	$40.6M	2.47%	0.01%	+8.6%	Q2 2018
CSLCarlisle Companies Inc	$38.7M	2.36%	0.27%	+18.9%	Q4 2024
LLYELI LILLY & Co	$38.4M	2.34%	0.00%	+27.8%	Q4 2025
ISRGIntuitive Surgical Inc	$35.5M	2.16%	0.03%	+11.0%	Q1 2020
VLTOVeralto Corp	$35.2M	2.14%	0.16%	+34.6%	Q4 2025
AYIAcuity Inc. (De)	$35M	2.13%	0.31%	Not reported	Q2 2018
AKAMAkamai Technologies Inc	$34.7M	2.11%	0.20%	-1.6%	Q2 2022
TAt&T Inc.	$34.6M	2.11%	0.02%	+29.5%	Q1 2023
XYLXylem Inc.	$27.8M	1.70%	0.10%	-1.3%	Q2 2018
RMDResmed Inc	$27.7M	1.69%	0.10%	+19.2%	Q2 2018
SWSmurfit Westrock plc	$27.1M	1.65%	0.11%	Not reported	Q3 2024
MWAMueller Water Products, Inc.	$26.9M	1.64%	0.67%	+3.5%	Q1 2020
HASIHA Sustainable Infrastructure Capital, Inc.	$26.4M	1.61%	0.53%	+22.7%	Q2 2018
OCOwens Corning	$24.8M	1.51%	0.20%	Not reported	Q2 2018
CWTCalifornia Water Service Group	$24M	1.46%	0.80%	+19.1%	Q1 2024
GNTXGentex Corp	$23.8M	1.45%	0.44%	+17.5%	Q1 2023
MSAMSA Safety Inc	$23.7M	1.45%	0.35%	+11.5%	Q3 2024
COOCooper Companies, Inc.	$21.5M	1.31%	0.15%	+20.6%	Q3 2022
ZBRAZebra Technologies Corp	$20.5M	1.25%	0.16%	+13.0%	Q2 2025
ALLEAllegion plc	$20.4M	1.24%	0.17%	Not reported	Q1 2023
PLNTPlanet Fitness, Inc.	$19.3M	1.18%	370000.00%	Not reported	Q3 2023
STRAStrategic Education, Inc.	$16.8M	1.03%	0.99%	Not reported	Q4 2020
SFMSprouts Farmers Market, Inc.	$16.7M	1.01%	0.21%	+114.1%	Q2 2018
OLEDUniversal Display Corp \pa\	$13.9M	0.85%	0.35%	Not reported	Q2 2018
BMIBadger Meter Inc	$11.1M	0.68%	0.26%	+15.4%	Q2 2018
INGRIngredion Inc	$7.48M	0.46%	0.13%	Not reported	Q3 2024
ZWSZurn Elkay Water Solutions Corp	$5.05M	0.31%	0.06%	+14.9%	Q2 2022
RVTYRevvity, Inc.	$4.31M	0.26%	0.03%	+3.3%	Q1 2023
KMBKimberly Clark Corp	$3.68M	0.22%	0.01%	+19.6%	Q4 2025
LRNStride, Inc.	$3.45M	0.21%	0.10%	+23.1%	Q2 2022
KIDSOrthopediatrics Corp	$3.15M	0.19%	0.64%	+12.2%	Q2 2022
LIFLife360, Inc.	$2.88M	0.18%	0.06%	+23.8%	Q1 2025
BLKBBlackbaud Inc	$2.72M	0.17%	0.20%	+39.4%	Q2 2022
MHMcGraw Hill, Inc.	$2.08M	0.13%	0.12%	New	Q2 2026
DUOLDuolingo, Inc.	$1.84M	0.11%	0.10%	+45.5%	Q1 2025
BFAMBright Horizons Family Solutions Inc.	$1.2M	0.07%	0.03%	-55.8%	Q2 2022
Q1 2026Reported May 7, 202649 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$74.4M	5.63%	0.00%	-8.8%	Q2 2018
WMSAdvanced Drainage Systems, Inc.	$73.6M	5.57%	0.74%	-0.2%	Q4 2020
KLACKla Corp	$73.5M	5.56%	0.04%	-13.4%	Q1 2022
NVDANvidia Corp	$68.8M	5.21%	0.00%	-0.8%	Q2 2022
DARDarling Ingredients Inc.	$57.8M	4.37%	0.59%	+0.1%	Q3 2023
FSLRFirst Solar, Inc.	$54.7M	4.14%	0.26%	+11.3%	Q2 2018
MAMastercard Inc	$50.6M	3.83%	0.01%	-1.0%	Q4 2022
EBAYEbay Inc	$49M	3.70%	0.12%	-1.1%	Q4 2022
PANWPalo Alto Networks Inc	$45.3M	3.42%	0.03%	+28.6%	Q1 2024
DEDeere & Co	$42.5M	3.22%	0.03%	-0.5%	Q2 2024
EWEdwards Lifesciences Corp	$40.2M	3.04%	0.09%	-0.6%	Q2 2018
TIGOMillicom International Cellular SA	$38.8M	2.93%	0.31%	-14.7%	Q1 2025
TAt&T Inc.	$37.4M	2.83%	0.02%	+22.7%	Q1 2023
ISRGIntuitive Surgical Inc	$37.1M	2.80%	0.02%	-0.6%	Q1 2020
PGPROCTER & GAMBLE Co	$36.8M	2.79%	0.01%	Not reported	Q2 2018
AKAMAkamai Technologies Inc	$34.2M	2.59%	0.20%	Not reported	Q2 2022
GENGen Digital Inc.	$33.3M	2.52%	0.29%	+24.2%	Q3 2020
CSLCarlisle Companies Inc	$29.9M	2.26%	0.22%	-1.1%	Q4 2024
XYLXylem Inc.	$28.5M	2.16%	0.10%	-0.8%	Q2 2018
MWAMueller Water Products, Inc.	$27.7M	2.10%	0.64%	-7.5%	Q1 2020
PLNTPlanet Fitness, Inc.	$27.5M	2.08%	370000.00%	+34.1%	Q3 2023
RMDResmed Inc	$26.7M	2.02%	0.08%	-1.2%	Q2 2018
AYIAcuity Inc. (De)	$26.1M	1.97%	0.31%	+27.4%	Q2 2018
VLTOVeralto Corp	$26M	1.97%	0.12%	+58.3%	Q4 2025
WTSWatts Water Technologies Inc	$25M	1.89%	Not reported	Not reported	Q3 2024
LLYELI LILLY & Co	$23.1M	1.74%	0.00%	+11.6%	Q4 2025
ALLEAllegion plc	$21.1M	1.59%	0.17%	Not reported	Q1 2023
HASIHA Sustainable Infrastructure Capital, Inc.	$20.2M	1.53%	0.43%	Not reported	Q2 2018
MSAMSA Safety Inc	$20M	1.51%	0.32%	Not reported	Q3 2024
CWTCalifornia Water Service Group	$18.8M	1.42%	0.69%	Not reported	Q1 2024
STRAStrategic Education, Inc.	$18.2M	1.38%	0.97%	Not reported	Q4 2020
COOCooper Companies, Inc.	$17.7M	1.34%	0.13%	Not reported	Q3 2022
GNTXGentex Corp	$17.5M	1.32%	0.37%	Not reported	Q1 2023
OCOwens Corning	$16.9M	1.28%	0.19%	Not reported	Q2 2018
OLEDUniversal Display Corp \pa\	$14.7M	1.11%	0.34%	-13.0%	Q2 2018
ZBRAZebra Technologies Corp	$14.4M	1.09%	0.14%	+27.8%	Q2 2025
BMIBadger Meter Inc	$9.9M	0.75%	0.22%	Not reported	Q2 2018
INGRIngredion Inc	$8.9M	0.67%	0.13%	Not reported	Q3 2024
SFMSprouts Farmers Market, Inc.	$7.1M	0.54%	0.10%	Not reported	Q2 2018
HOLXHologic Inc	$4.74M	0.36%	0.03%	Not reported	Q2 2022
ZWSZurn Elkay Water Solutions Corp	$3.9M	0.29%	0.05%	+4.8%	Q2 2022
RVTYRevvity, Inc.	$3.29M	0.25%	0.03%	+2.7%	Q1 2023
BFAMBright Horizons Family Solutions Inc.	$3.16M	0.24%	0.07%	+24.2%	Q2 2022
LRNStride, Inc.	$2.87M	0.22%	0.08%	+54.8%	Q2 2022
KMBKimberly Clark Corp	$2.7M	0.20%	0.01%	+7.7%	Q4 2025
BLKBBlackbaud Inc	$2.55M	0.19%	0.14%	+11.9%	Q2 2022
KIDSOrthopediatrics Corp	$2.33M	0.18%	0.58%	Not reported	Q2 2022
LIFLife360, Inc.	$1.71M	0.13%	0.05%	+33.3%	Q1 2025
DUOLDuolingo, Inc.	$1.08M	0.08%	0.07%	Not reported	Q1 2025
Q4 2025Reported Feb 10, 202651 positions
WMSAdvanced Drainage Systems, Inc.	$79.1M	5.71%	0.74%	-1.5%	Q4 2020
NVDANvidia Corp	$74.6M	5.39%	0.00%	-10.9%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$72.3M	5.23%	0.00%	-4.1%	Q2 2018
KLACKla Corp	$71.7M	5.18%	0.04%	-13.2%	Q1 2022
FSLRFirst Solar, Inc.	$65.9M	4.76%	0.23%	-3.8%	Q2 2018
MAMastercard Inc	$59.1M	4.27%	0.01%	+0.1%	Q4 2022
EBAYEbay Inc	$47.4M	3.43%	0.12%	-11.9%	Q4 2022
ISRGIntuitive Surgical Inc	$46.3M	3.35%	0.02%	-10.3%	Q1 2020
EWEdwards Lifesciences Corp	$43.5M	3.15%	0.09%	-0.8%	Q2 2018
PANWPalo Alto Networks Inc	$41M	2.97%	0.03%	-0.8%	Q1 2024
GENGen Digital Inc.	$39.1M	2.83%	0.23%	0.0%	Q3 2020
PGPROCTER & GAMBLE Co	$36.7M	2.66%	0.01%	Not reported	Q2 2018
DEDeere & Co	$35.6M	2.58%	0.03%	-0.7%	Q2 2024
DARDarling Ingredients Inc.	$34.1M	2.46%	0.59%	Not reported	Q3 2023
TIGOMillicom International Cellular SA	$33.4M	2.42%	0.36%	-14.4%	Q1 2025
XYLXylem Inc.	$33.1M	2.39%	0.10%	Not reported	Q2 2018
ADBEAdobe Inc.	$30.2M	2.18%	0.02%	-0.6%	Q2 2018
PLNTPlanet Fitness, Inc.	$30.1M	2.18%	276000.00%	-7.1%	Q3 2023
CSLCarlisle Companies Inc	$29.4M	2.13%	0.22%	Not reported	Q4 2024
RMDResmed Inc	$29.3M	2.12%	0.08%	Not reported	Q2 2018
ELVElevance Health, Inc.	$28.4M	2.05%	0.04%	-11.6%	Q2 2018
AYIAcuity Inc. (De)	$26.6M	1.93%	0.24%	-3.3%	Q2 2018
MWAMueller Water Products, Inc.	$26.5M	1.91%	0.70%	+0.5%	Q1 2020
AKAMAkamai Technologies Inc	$26.2M	1.89%	0.21%	-0.7%	Q2 2022
TAt&T Inc.	$26.1M	1.89%	0.01%	Not reported	Q1 2023
LLYELI LILLY & Co	$24.3M	1.75%	0.00%	New	Q4 2025
WTSWatts Water Technologies Inc	$24.1M	1.74%	Not reported	Not reported	Q3 2024
ALLEAllegion plc	$23.4M	1.69%	0.17%	Not reported	Q1 2023
OLEDUniversal Display Corp \pa\	$22M	1.59%	0.39%	Not reported	Q2 2018
COOCooper Companies, Inc.	$20.5M	1.48%	0.13%	-0.6%	Q3 2022
MSAMSA Safety Inc	$19.8M	1.43%	0.31%	Not reported	Q3 2024
GNTXGentex Corp	$18.9M	1.36%	0.37%	Not reported	Q1 2023
VLTOVeralto Corp	$18.9M	1.36%	0.07%	New	Q4 2025
CWTCalifornia Water Service Group	$18M	1.30%	0.69%	-16.0%	Q1 2024
STRAStrategic Education, Inc.	$17.8M	1.29%	0.96%	Not reported	Q4 2020
OCOwens Corning	$17.7M	1.28%	0.19%	Not reported	Q2 2018
HASIHA Sustainable Infrastructure Capital, Inc.	$17.6M	1.27%	0.43%	Not reported	Q2 2018
ZBRAZebra Technologies Corp	$13.3M	0.96%	0.11%	+25.6%	Q2 2025
BMIBadger Meter Inc	$11.6M	0.84%	0.17%	Not reported	Q2 2018
AREAlexandria Real Estate Equities, Inc.	$11.2M	0.81%	0.13%	-0.9%	Q3 2024
INGRIngredion Inc	$8.78M	0.63%	0.12%	Not reported	Q3 2024
HOLXHologic Inc	$4.68M	0.34%	0.03%	Not reported	Q2 2022
ZWSZurn Elkay Water Solutions Corp	$3.93M	0.28%	0.05%	-2.4%	Q2 2022
BLKBBlackbaud Inc	$3.75M	0.27%	0.13%	+9.3%	Q2 2022
RVTYRevvity, Inc.	$3.56M	0.26%	0.03%	-2.7%	Q1 2023
BFAMBright Horizons Family Solutions Inc.	$3.17M	0.23%	0.06%	+8.8%	Q2 2022
KMBKimberly Clark Corp	$2.64M	0.19%	0.01%	New	Q4 2025
KIDSOrthopediatrics Corp	$2.64M	0.19%	0.59%	+10.9%	Q2 2022
LIFLife360, Inc.	$2.1M	0.15%	0.04%	+12.5%	Q1 2025
DUOLDuolingo, Inc.	$1.95M	0.14%	0.07%	+63.0%	Q1 2025

Q3 2025Reported Nov 10, 202550 positions
NVDANvidia Corp	$83.3M	6.03%	0.00%	-9.1%	Q2 2022
WMSAdvanced Drainage Systems, Inc.	$75.7M	5.48%	0.75%	-1.3%	Q4 2020
KLACKla Corp	$71.5M	5.17%	0.05%	-11.6%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$70.3M	5.09%	0.00%	Not reported	Q2 2018
MAMastercard Inc	$58.2M	4.21%	0.01%	+4.6%	Q4 2022
FSLRFirst Solar, Inc.	$57.1M	4.13%	0.24%	-5.4%	Q2 2018
EBAYEbay Inc	$56.2M	4.06%	0.14%	-7.0%	Q4 2022
PANWPalo Alto Networks Inc	$45M	3.26%	0.03%	-0.1%	Q1 2024
GENGen Digital Inc.	$40.4M	2.92%	0.23%	+0.7%	Q3 2020
ISRGIntuitive Surgical Inc	$40.3M	2.92%	0.03%	-1.2%	Q1 2020
EWEdwards Lifesciences Corp	$39.6M	2.86%	0.09%	-0.1%	Q2 2018
PGPROCTER & GAMBLE Co	$39.2M	2.83%	0.01%	+7.3%	Q2 2018
XYLXylem Inc.	$35.5M	2.57%	0.10%	Not reported	Q2 2018
DEDeere & Co	$34.9M	2.52%	0.03%	-0.7%	Q2 2024
TIGOMillicom International Cellular SA	$34.4M	2.49%	0.41%	-12.3%	Q1 2025
RMDResmed Inc	$33M	2.39%	0.08%	-0.9%	Q2 2018
PLNTPlanet Fitness, Inc.	$30.8M	2.23%	297000.00%	+16.0%	Q3 2023
ADBEAdobe Inc.	$30.3M	2.19%	0.02%	+0.1%	Q2 2018
CSLCarlisle Companies Inc	$29.9M	2.16%	0.22%	Not reported	Q4 2024
ELVElevance Health, Inc.	$29.8M	2.15%	0.04%	-1.2%	Q2 2018
TAt&T Inc.	$29.7M	2.15%	0.01%	-0.5%	Q1 2023
DARDarling Ingredients Inc.	$28.8M	2.08%	0.59%	Not reported	Q3 2023
MWAMueller Water Products, Inc.	$27.7M	2.00%	0.69%	+0.5%	Q1 2020
OLEDUniversal Display Corp \pa\	$26.6M	1.92%	0.39%	Not reported	Q2 2018
AYIAcuity Inc. (De)	$26M	1.88%	0.25%	-11.0%	Q2 2018
ALLEAllegion plc	$25.7M	1.86%	0.17%	-3.3%	Q1 2023
WTSWatts Water Technologies Inc	$24M	1.74%	Not reported	Not reported	Q3 2024
AKAMAkamai Technologies Inc	$22.7M	1.64%	0.21%	Not reported	Q2 2022
GNTXGentex Corp	$22.7M	1.64%	0.36%	Not reported	Q1 2023
CWTCalifornia Water Service Group	$22.6M	1.64%	0.83%	Not reported	Q1 2024
OCOwens Corning	$22.1M	1.60%	0.19%	Not reported	Q2 2018
MSAMSA Safety Inc	$21M	1.52%	0.31%	Not reported	Q3 2024
AREAlexandria Real Estate Equities, Inc.	$19M	1.37%	0.13%	-0.9%	Q3 2024
STRAStrategic Education, Inc.	$18.9M	1.37%	0.94%	Not reported	Q4 2020
COOCooper Companies, Inc.	$17.1M	1.24%	0.13%	+0.7%	Q3 2022
HASIHA Sustainable Infrastructure Capital, Inc.	$16.9M	1.22%	0.44%	Not reported	Q2 2018
ZBRAZebra Technologies Corp	$12.8M	0.92%	0.08%	+79.2%	Q2 2025
NOMDNomad Foods Ltd	$12.6M	0.91%	0.61%	Not reported	Q4 2020
BMIBadger Meter Inc	$11.6M	0.84%	0.22%	Not reported	Q2 2018
INGRIngredion Inc	$9.65M	0.70%	0.12%	Not reported	Q3 2024
HOLXHologic Inc	$4.23M	0.31%	0.03%	+2.9%	Q2 2022
ZWSZurn Elkay Water Solutions Corp	$4M	0.29%	0.05%	-3.4%	Q2 2022
BLKBBlackbaud Inc	$3.47M	0.25%	0.11%	+8.0%	Q2 2022
RVTYRevvity, Inc.	$3.29M	0.24%	0.03%	Not reported	Q1 2023
LRNStride, Inc.	$3.13M	0.23%	0.05%	Not reported	Q2 2022
BFAMBright Horizons Family Solutions Inc.	$3.09M	0.22%	0.05%	+18.8%	Q2 2022
LIFLife360, Inc.	$2.97M	0.22%	0.04%	-26.3%	Q1 2025
KIDSOrthopediatrics Corp	$2.45M	0.18%	0.53%	+17.8%	Q2 2022
DUOLDuolingo, Inc.	$2.17M	0.16%	0.04%	+57.0%	Q1 2025
SWSmurfit Westrock plc	$315K	0.02%	0.00%	Not reported	Q3 2024

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