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Triodos Investment Management BV

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13F filer, CIK 1748729, DRIEBERGEN-RIJSENBURG, Netherlands

Triodos Investment Management BV reported $1,217,354,175 across 50 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 39.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001748729-25-000007

Period
2025-03-31
Reported value
$1.22B
Holdings
50
Top 10 weight
39.48%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TIGOnew+886,500$26.8M
COOnew+181,000$15.2M
CSLadded+19,000$6.51M
FSLRadded+40,050$5.1M
ENPHadded+60,850$3.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SWreduced-594,534-$26.5M
MWAreduced-272,000-$6.94M
HAINexited-620,000-$3.81M
THE COOPER COMPANIESexited-29,000-$2.67M
DEreduced-5,350-$2.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001748729-25-000007, largest first. % of portfolio is the value over $1,217,354,175, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,311 shares; 2024Q4: 539,811 shares; 2025Q1: 552,061 shares 552,061$59.7M4.91%+12,250Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,270 shares; 2024Q4: 519,570 shares; 2025Q1: 525,070 shares 525,070$57.6M4.73%+5,500Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,164 shares; 2024Q4: 97,264 shares; 2025Q1: 96,864 shares 96,864$52.4M4.3%-400Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,101 shares; 2024Q4: 74,351 shares; 2025Q1: 74,651 shares 74,651$50.3M4.13%+300Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,350 shares; 2024Q4: 102,450 shares; 2025Q1: 97,100 shares 97,100$45.2M3.71%-5,350Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,737 shares; 2024Q4: 91,037 shares; 2025Q1: 89,987 shares 89,987$44.3M3.64%-1,050Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,498 shares; 2024Q4: 657,998 shares; 2025Q1: 657,698 shares 657,698$44.2M3.63%-300Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,295 shares; 2024Q4: 257,395 shares; 2025Q1: 255,195 shares 255,195$42.9M3.52%-2,200Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,030 shares; 2024Q4: 100,030 shares; 2025Q1: 98,730 shares 98,730$42.7M3.5%-1,300Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,753 shares; 2024Q4: 233,953 shares; 2025Q1: 250,953 shares 250,953$41.5M3.41%+17,000Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,150 shares; 2024Q4: 222,500 shares; 2025Q1: 220,800 shares 220,800$38.1M3.13%-1,700Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402,038 shares; 2024Q4: 1,388,538 shares; 2025Q1: 1,401,738 shares 1,401,738$37M3.04%+13,200Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,258 shares; 2024Q4: 509,958 shares; 2025Q1: 507,758 shares 507,758$36M2.96%-2,200Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,137 shares; 2024Q4: 86,137 shares; 2025Q1: 85,737 shares 85,737$33.1M2.72%-400Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185,765 shares; 2024Q4: 1,154,765 shares; 2025Q1: 1,157,265 shares 1,157,265$32.6M2.68%+2,500Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,200 shares; 2024Q4: 208,450 shares; 2025Q1: 248,500 shares 248,500$31.6M2.6%+40,050Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,200 shares; 2024Q4: 135,200 shares; 2025Q1: 134,400 shares 134,400$29.6M2.43%-800Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,700 shares; 2024Q4: 234,000 shares; 2025Q1: 239,500 shares 239,500$28.6M2.35%+5,500Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,000 shares; 2024Q4: 314,000 shares; 2025Q1: 291,000 shares 291,000$28M2.3%-23,000Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,214 shares; 2024Q4: 852,714 shares; 2025Q1: 885,414 shares 885,414$27.9M2.29%+32,700Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320,500 shares; 2024Q4: 1,324,500 shares; 2025Q1: 1,052,500 shares 1,052,500$26.8M2.21%-272,000Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886,500 shares 886,500$26.8M2.2%newTimeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,600 shares; 2025Q1: 70,600 shares 70,600$24.2M1.99%+19,000Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,924 shares; 2024Q4: 301,924 shares; 2025Q1: 299,224 shares 299,224$24M1.97%-2,700Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,000 shares; 2024Q4: 493,000 shares; 2025Q1: 493,000 shares 493,000$23.8M1.95%0Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,000 shares; 2024Q4: 178,000 shares; 2025Q1: 178,000 shares 178,000$22.8M1.88%0Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,800 shares; 2024Q4: 84,800 shares; 2025Q1: 84,800 shares 84,800$22.2M1.82%0Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,700 shares; 2024Q4: 137,700 shares; 2025Q1: 137,700 shares 137,700$20M1.64%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares 140,000$20M1.64%0Timeline
NOMDNOMAD FOODS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,079 shares; 2024Q4: 973,079 shares; 2025Q1: 956,479 shares 956,479$19M1.56%-16,600Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,000 shares; 2024Q4: 220,000 shares; 2025Q1: 220,000 shares 220,000$18.8M1.55%0Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,000 shares; 2024Q4: 801,000 shares; 2025Q1: 801,000 shares 801,000$18.7M1.54%0Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,000 shares; 2024Q4: 83,000 shares; 2025Q1: 90,000 shares 90,000$18.4M1.51%+7,000Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,000 shares; 2024Q4: 102,000 shares; 2025Q1: 122,000 shares 122,000$18.1M1.48%+20,000Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,250 shares; 2024Q4: 172,450 shares; 2025Q1: 177,100 shares 177,100$16.9M1.39%+4,650Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,311 shares; 2024Q4: 209,311 shares; 2025Q1: 270,161 shares 270,161$16.7M1.37%+60,850Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,000 shares; 2024Q4: 550,000 shares; 2025Q1: 550,000 shares 550,000$16.2M1.33%0Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: not reported; 2025Q1: 181,000 shares 181,000$15.2M1.25%newTimeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,000 shares; 2024Q4: 65,000 shares; 2025Q1: 65,000 shares 65,000$12.4M1.02%0Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,000 shares; 2024Q4: 60,000 shares; 2025Q1: 79,000 shares 79,000$10.7M0.88%+19,000Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 29,000 shares; 2025Q1: 26,000 shares 26,000$3.28M0.27%-3,000Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,250 shares; 2024Q4: 42,000 shares; 2025Q1: 52,500 shares 52,500$3.22M0.26%+10,500Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 23,750 shares; 2025Q1: 29,500 shares 29,500$3.12M0.26%+5,750Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares 22,000$2.79M0.23%0Timeline
BLKBBLACKBAUD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,500 shares; 2024Q4: 35,000 shares; 2025Q1: 42,500 shares 42,500$2.64M0.22%+7,500Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,000 shares; 2024Q4: 76,000 shares; 2025Q1: 79,700 shares 79,700$2.63M0.22%+3,700Timeline
KIDSORTHOPEDIATRICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,000 shares; 2024Q4: 93,000 shares; 2025Q1: 90,000 shares 90,000$2.23M0.18%-3,000Timeline
LIFLIFE360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,500 shares 32,500$1.26M0.1%newTimeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares 3,500$1.1M0.09%newTimeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,234 shares; 2024Q4: 603,234 shares; 2025Q1: 8,700 shares 8,700$387K0.03%-594,534Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HAINHAIN CELESTIAL GROUP INC620,000$3.81Mshares
THE COOPER COMPANIESTHE COOPER COMPANIES29,000$2.67Mshares
TPICQTPI COMPOSITES INC COM934,000$1.77Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001748729-25-000007 base2025-05-14acceptance time not in the bulk data set