Triodos Investment Management Bv

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 50Value: $1.2BLatest: 2025Q1

Triodos Investment Management BV is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 50 holdings worth $1.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LIF",
  "AKAM",
  "ADBE",
  "MWA",
  "T",
  "AYI",
  "EBAY",
  "STRA",
  "TIGO",
  "ISRG",
  "INGR",
  "MA",
  "BMI",
  "DUOL",
  "ENPH",
  "HOLX",
  "KLAC",
  "PANW",
  "NVDA",
  "PG",
  "WMS",
  "NOMD",
  "TSM",
  "LRN",
  "RMD",
  "EW",
  "HASI",
  "MSA",
  "ARE",
  "WTS",
  "ALLE",
  "FSLR",
  "XYL",
  "OC",
  "GNTX",
  "KIDS",
  "GEN",
  "SW",
  "PLNT",
  "RVTY",
  "ZWS",
  "OLED",
  "BLKB",
  "BFAM",
  "CWT",
  "CSL",
  "COO",
  "DAR",
  "DE",
  "ELV"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 50
Total Value: 1217354175
Accession Number: 0001748729-25-000007
Form Type: 13F-HR
CIK: triodos-investment-management-bv
Manager Name: Triodos-Investment-Management-Bv

Data Enrichment

100% identified

50 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

Shares:552.1K

Value:$59.7M

% of Portfolio:4.9% ($59.7M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:525.1K

Value:$57.6M

% of Portfolio:4.7% ($57.6M/$1.2B)

Mastercard Inc

MA|57636Q104

Shares:96.9K

Value:$52.4M

% of Portfolio:4.3% ($52.4M/$1.2B)

KLA CORP

KLAC|482480100

Shares:74.7K

Value:$50.3M

% of Portfolio:4.1% ($50.3M/$1.2B)

DEERE & CO

DE|244199105

Shares:97.1K

Value:$45.2M

% of Portfolio:3.7% ($45.2M/$1.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:90.0K

Value:$44.3M

% of Portfolio:3.6% ($44.3M/$1.2B)

EBAY INC

EBAY|278642103

Shares:657.7K

Value:$44.2M

% of Portfolio:3.6% ($44.2M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:255.2K

Value:$42.9M

% of Portfolio:3.5% ($42.9M/$1.2B)

Elevance Health, Inc.

ELV|036752103

Shares:98.7K

Value:$42.7M

% of Portfolio:3.5% ($42.7M/$1.2B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:251.0K

Value:$41.5M

% of Portfolio:3.4% ($41.5M/$1.2B)

Palo Alto Networks Inc

PANW|697435105

Shares:220.8K

Value:$38.1M

% of Portfolio:3.1% ($38.1M/$1.2B)

Gen Digital Inc.

GEN|668771108

Shares:1.4M

Value:$37.0M

% of Portfolio:3.0% ($37.0M/$1.2B)

Edwards Lifesciences Corp

EW|28176E108

Shares:507.8K

Value:$36.0M

% of Portfolio:3.0% ($36.0M/$1.2B)

ADOBE INC.

ADBE|00724F101

Shares:85.7K

Value:$33.1M

% of Portfolio:2.7% ($33.1M/$1.2B)

AT&T INC.

T|00206R102

Shares:1.2M

Value:$32.6M

% of Portfolio:2.7% ($32.6M/$1.2B)

FIRST SOLAR, INC.

FSLR|336433107

Shares:248.5K

Value:$31.6M

% of Portfolio:2.6% ($31.6M/$1.2B)

RESMED INC

RMD|761152107

Shares:134.4K

Value:$29.6M

% of Portfolio:2.4% ($29.6M/$1.2B)

Xylem Inc.

XYL|98419M100

Shares:239.5K

Value:$28.6M

% of Portfolio:2.3% ($28.6M/$1.2B)

Planet Fitness, Inc.

PLNT|72703H101

Shares:291.0K

Value:$28.0M

% of Portfolio:2.3% ($28.0M/$1.2B)

DARLING INGREDIENTS INC.

DAR|237266101

Shares:885.4K

Value:$27.9M

% of Portfolio:2.3% ($27.9M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ADVANCED DRAINAGE SYSTEMS, INC.(WMScusip00790R104)	552.1K	QoQ +2.26% (-12.3K) YoY +11.95% (-59.0K)	All Managers (Combined)	$59.7M	4.9% ($59.7M/$1.2B)	QoQ -4.26% (-$2.7M) YoY -29.66% (-$25.2M)
NVIDIA CORP(NVDAcusip67066G104)	525.1K	QoQ +1.05% (-5.5K) YoY +580.78% (-447.9K)	All Managers (Combined)	$57.6M	4.7% ($57.6M/$1.2B)	QoQ -17.46% (-$12.2M) YoY -17.36% (-$12.1M)
Mastercard Inc(MAcusip57636Q104)	96.9K	QoQ -0.41% (-400) YoY +21.24% (+17.0K)	All Managers (Combined)	$52.4M	4.3% ($52.4M/$1.2B)	QoQ +2.24% (-$1.1M) YoY +36.11% (+$13.9M)
KLA CORP(KLACcusip482480100)	74.7K	QoQ +0.40% (+300) YoY +19.53% (+12.2K)	All Managers (Combined)	$50.3M	4.1% ($50.3M/$1.2B)	QoQ +7.33% (+$3.4M) YoY +15.26% (+$6.7M)
DEERE & CO(DEcusip244199105)	97.1K	QoQ -5.22% (-5.3K) YoY NEW(+97.1K)	All Managers (Combined)	$45.2M	3.7% ($45.2M/$1.2B)	QoQ +4.08% (-$1.8M) YoY NEW(+$45.2M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	90.0K	QoQ -1.15% (-1.1K) YoY -21.46% (-24.6K)	All Managers (Combined)	$44.3M	3.6% ($44.3M/$1.2B)	QoQ -6.85% (-$3.3M) YoY -3.21% (-$1.5M)
EBAY INC(EBAYcusip278642103)	657.7K	QoQ -0.04% (-300) YoY +18.82% (+104.2K)	All Managers (Combined)	$44.2M	3.6% ($44.2M/$1.2B)	QoQ +8.36% (-$3.4M) YoY +51.19% (+$15.0M)
PROCTER & GAMBLE Co(PGcusip742718109)	255.2K	QoQ -0.85% (-2.2K) YoY -8.69% (-24.3K)	All Managers (Combined)	$42.9M	3.5% ($42.9M/$1.2B)	QoQ -0.62% (-$271.9K) YoY -5.58% (-$2.5M)
Elevance Health, Inc.(ELVcusip036752103)	98.7K	QoQ -1.29% (-1.3K) YoY -1.10% (-1.1K)	All Managers (Combined)	$42.7M	3.5% ($42.7M/$1.2B)	QoQ +15.58% (-$5.8M) YoY -17.60% (-$9.1M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	251.0K	QoQ +7.26% (-17.0K) YoY +3.16% (+7.7K)	All Managers (Combined)	$41.5M	3.4% ($41.5M/$1.2B)	QoQ -10.24% (-$4.7M) YoY +25.30% (+$8.4M)
Palo Alto Networks Inc(PANWcusip697435105)	220.8K	QoQ -0.76% (-1.7K) YoY +170.25% (+139.1K)	All Managers (Combined)	$38.1M	3.1% ($38.1M/$1.2B)	QoQ -5.78% (-$2.3M) YoY +64.32% (+$14.9M)
Gen Digital Inc.(GENcusip668771108)	1.4M	QoQ +0.95% (-13.2K) YoY +19.53% (+229.1K)	All Managers (Combined)	$37.0M	3.0% ($37.0M/$1.2B)	QoQ -2.55% (-$970.2K) YoY +41.04% (+$10.8M)
Edwards Lifesciences Corp(EWcusip28176E108)	507.8K	QoQ -0.43% (-2.2K) YoY +24.46% (-99.8K)	All Managers (Combined)	$36.0M	3.0% ($36.0M/$1.2B)	QoQ -4.62% (-$1.7M) YoY -7.64% (-$3.0M)
ADOBE INC.(ADBEcusip00724F101)	85.7K	QoQ -0.46% (-400) YoY +38.06% (+23.6K)	All Managers (Combined)	$33.1M	2.7% ($33.1M/$1.2B)	QoQ -13.66% (-$5.2M) YoY +5.53% (+$1.7M)
AT&T INC.(Tcusip00206R102)	1.2M	QoQ +0.21% (+2.5K) YoY -3.21% (-38.5K)	All Managers (Combined)	$32.6M	2.7% ($32.6M/$1.2B)	QoQ +24.02% (+$6.3M) YoY +54.91% (-$11.6M)
FIRST SOLAR, INC.(FSLRcusip336433107)	248.5K	QoQ +19.21% (-40.0K) YoY +125.90% (+138.5K)	All Managers (Combined)	$31.6M	2.6% ($31.6M/$1.2B)	QoQ -13.87% (-$5.1M) YoY +70.39% (+$13.1M)
RESMED INC(RMDcusip761152107)	134.4K	QoQ -0.59% (-800) YoY +17.37% (+19.9K)	All Managers (Combined)	$29.6M	2.4% ($29.6M/$1.2B)	QoQ -4.39% (-$1.4M) YoY +30.36% (+$6.9M)
Xylem Inc.(XYLcusip98419M100)	239.5K	QoQ +2.35% (+5.5K) YoY +53.52% (+83.5K)	All Managers (Combined)	$28.6M	2.3% ($28.6M/$1.2B)	QoQ +5.36% (+$1.5M) YoY +41.88% (+$8.4M)
Planet Fitness, Inc.(PLNTcusip72703H101)	291.0K	QoQ -7.32% (-23.0K) YoY -24.02% (-92.0K)	All Managers (Combined)	$28.0M	2.3% ($28.0M/$1.2B)	QoQ -9.80% (-$3.0M) YoY +16.72% (-$4.0M)
DARLING INGREDIENTS INC.(DARcusip237266101)	885.4K	QoQ +3.83% (-32.7K) YoY +4.20% (-35.7K)	All Managers (Combined)	$27.9M	2.3% ($27.9M/$1.2B)	QoQ -2.76% (-$793.1K) YoY -29.31% (-$11.6M)