TRIODOS INVESTMENT MANAGEMENT BV
Q2 2026 Form 13-F
DRIEBERGEN-RIJSENBURG
CIK 0001748729
· Institutional investment manager
$1.6B Reported Value Total
Reported value
$1.6B
Quarter over quarter
+18.3%
Holdings
50
Top-10 concentration
46.3%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Anna Kourakli
Compliance Officer
Filing Navigation
13F Metrics
Loading 13F Metrics
Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 29, 2026 |
| Form | 13F-HR |
| Reported value | $1.6B |
| Positions | 50 |
| Change in reported value | +24.2% |
| New positions | 2 |
| Exited positions | 1 |
| Position turnover | 5.9% |
| Top-10 concentration | 46.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 29, 2026
|
50 | $1.6B |
|
Q1 2026 13F
Filed May 7, 2026
|
49 | $1.3B |
|
Q4 2025 13F
Filed Feb 10, 2026
|
51 | $1.4B |
|
Q3 2025 13F
Filed Nov 10, 2025
|
50 | $1.4B |
|
Q2 2025 13F
Filed Jul 24, 2025
|
50 | $1.3B |
|
Q1 2025 13F
Filed May 14, 2025
|
50 | $1.2B |
|
Q4 2024 13F
Filed Feb 12, 2025
|
49 | $1.2B |
|
Q3 2024 13F
Filed Nov 12, 2024
|
49 | $1.3B |
|
Q2 2024 13F
Filed Aug 1, 2024
|
47 | $1.1B |
|
Q1 2024 13F
Filed May 13, 2024
|
47 | $1.1B |
|
Q4 2023 13F
Filed Feb 8, 2024
|
46 | $1.0B |
|
Q3 2023 13F
Filed Nov 7, 2023
|
47 | $941.5M |
|
Q2 2023 13F
Filed Aug 9, 2023
|
45 | $1.0B |
|
Q1 2023 13F
Filed May 10, 2023
|
47 | $889.4M |
|
Q4 2022 13F
Filed Feb 8, 2023
|
43 | $759.3M |
|
Q3 2022 13F
Filed Nov 9, 2022
|
46 | $699.7M |
|
Q2 2022 13F
Filed Aug 8, 2022
|
47 | $710.0M |
|
Q1 2022 13F
Filed May 11, 2022
|
37 | $782.7M |
|
Q4 2021 13F
Filed Feb 8, 2022
|
36 | $765.2M |
|
Q3 2021 13F
Filed Nov 10, 2021
|
37 | $744.0M |
13 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | KLAC KLA CORP | $102.4M | 6.24% |
| 2 | TSM TAIWAN SEMICONDUCTOR MANUFAC | $98.9M | 6.02% |
| 3 | PANW PALO ALTO NETWORKS INC | $97.2M | 5.92% |
| 4 | WMS ADVANCED DRAIN SYS INC DEL | $82.9M | 5.05% |
| 5 | NVDA NVIDIA CORPORATION | $76.8M | 4.68% |
| 6 | FSLR FIRST SOLAR INC | $75.7M | 4.61% |
| 7 | MA MASTERCARD INCORPORATED | $60.8M | 3.71% |
| 8 | EBAY EBAY INC | $58.8M | 3.58% |
| 9 | DAR DARLING INGREDIENTS INC | $56.6M | 3.45% |
| 10 | GEN GEN DIGITAL INC | $50.5M | 3.07% |
| 11 | DE DEERE & CO | $47.0M | 2.86% |
| 12 | TIGO MILLICOM INTL CELLULAR S A | $45.7M | 2.78% |
| 13 | EW EDWARDS LIFESCIENCES CORP | $44.6M | 2.72% |
| 14 | WTS WATTS WATER TECHNOLOGIES INC | $41.1M | 2.5% |
| 15 | PG PROCTER & GAMBLE CO | $40.6M | 2.47% |
| 16 | CSL CARLISLE COS INC | $38.7M | 2.36% |
| 17 | LLY ELI LILLY & CO | $38.4M | 2.34% |
| 18 | ISRG INTUITIVE SURGICAL INC | $35.5M | 2.16% |
| 19 | VLTO VERALTO CORP | $35.2M | 2.14% |
| 20 | AYI ACUITY INC | $35.0M | 2.13% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.