Skip to content
Disclosery

Triodos Investment Management BV

Follow

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

Triodos Investment Management BV reported $1,382,736,844 across 50 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-10. Its ten largest share positions make up 43.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001748729-25-000014

Period
2025-09-30
Reported value
$1.38B
Holdings
50
Top 10 weight
43.26%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ZBRAadded+19,000$5.64M
PLNTadded+41,000$4.26M
PGadded+17,400$2.67M
MAadded+4,500$2.56M
DUOLadded+2,450$789K

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
KLACreduced-8,700-$9.37M
NVDAreduced-44,600-$8.32M
TIGOreduced-99,000-$4.8M
EBAYreduced-46,500-$4.23M
FSLRreduced-14,900-$3.28M

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, Q3 2025

Share positions as resolved from 13F-HR 0001748729-25-000014, largest first. % of portfolio is the value over $1,382,736,844, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,270 shares; 2024Q4: 519,570 shares; 2025Q1: 525,070 shares; 2025Q2: 491,270 shares; 2025Q3: 446,670 shares 446,670$83.3M6.03%-44,600Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,311 shares; 2024Q4: 539,811 shares; 2025Q1: 552,061 shares; 2025Q2: 553,411 shares; 2025Q3: 546,011 shares 546,011$75.7M5.48%-7,400Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,101 shares; 2024Q4: 74,351 shares; 2025Q1: 74,651 shares; 2025Q2: 75,101 shares; 2025Q3: 66,401 shares 66,401$71.5M5.17%-8,700Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,753 shares; 2024Q4: 233,953 shares; 2025Q1: 250,953 shares; 2025Q2: 251,853 shares; 2025Q3: 251,853 shares 251,853$70.3M5.09%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,164 shares; 2024Q4: 97,264 shares; 2025Q1: 96,864 shares; 2025Q2: 97,764 shares; 2025Q3: 102,264 shares 102,264$58.2M4.21%+4,500Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,200 shares; 2024Q4: 208,450 shares; 2025Q1: 248,500 shares; 2025Q2: 274,100 shares; 2025Q3: 259,200 shares 259,200$57.1M4.13%-14,900Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,498 shares; 2024Q4: 657,998 shares; 2025Q1: 657,698 shares; 2025Q2: 664,198 shares; 2025Q3: 617,698 shares 617,698$56.2M4.06%-46,500Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,150 shares; 2024Q4: 222,500 shares; 2025Q1: 220,800 shares; 2025Q2: 221,500 shares; 2025Q3: 221,300 shares 221,300$45M3.26%-200Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402,038 shares; 2024Q4: 1,388,538 shares; 2025Q1: 1,401,738 shares; 2025Q2: 1,415,038 shares; 2025Q3: 1,424,538 shares 1,424,538$40.4M2.92%+9,500Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,737 shares; 2024Q4: 91,037 shares; 2025Q1: 89,987 shares; 2025Q2: 91,237 shares; 2025Q3: 90,187 shares 90,187$40.3M2.92%-1,050Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,258 shares; 2024Q4: 509,958 shares; 2025Q1: 507,758 shares; 2025Q2: 509,258 shares; 2025Q3: 508,858 shares 508,858$39.6M2.86%-400Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,295 shares; 2024Q4: 257,395 shares; 2025Q1: 255,195 shares; 2025Q2: 237,695 shares; 2025Q3: 255,095 shares 255,095$39.2M2.83%+17,400Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,700 shares; 2024Q4: 234,000 shares; 2025Q1: 239,500 shares; 2025Q2: 240,500 shares; 2025Q3: 240,500 shares 240,500$35.5M2.57%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,350 shares; 2024Q4: 102,450 shares; 2025Q1: 97,100 shares; 2025Q2: 76,900 shares; 2025Q3: 76,350 shares 76,350$34.9M2.52%-550Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886,500 shares; 2025Q2: 808,000 shares; 2025Q3: 709,000 shares 709,000$34.4M2.49%-99,000Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,200 shares; 2024Q4: 135,200 shares; 2025Q1: 134,400 shares; 2025Q2: 121,700 shares; 2025Q3: 120,600 shares 120,600$33M2.39%-1,100Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,000 shares; 2024Q4: 314,000 shares; 2025Q1: 291,000 shares; 2025Q2: 256,000 shares; 2025Q3: 297,000 shares 297,000$30.8M2.23%+41,000Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,137 shares; 2024Q4: 86,137 shares; 2025Q1: 85,737 shares; 2025Q2: 85,937 shares; 2025Q3: 86,037 shares 86,037$30.3M2.19%+100Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,600 shares; 2025Q1: 70,600 shares; 2025Q2: 90,750 shares; 2025Q3: 90,750 shares 90,750$29.9M2.16%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,030 shares; 2024Q4: 100,030 shares; 2025Q1: 98,730 shares; 2025Q2: 93,180 shares; 2025Q3: 92,080 shares 92,080$29.8M2.15%-1,100Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185,765 shares; 2024Q4: 1,154,765 shares; 2025Q1: 1,157,265 shares; 2025Q2: 1,056,265 shares; 2025Q3: 1,051,265 shares 1,051,265$29.7M2.15%-5,000Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,214 shares; 2024Q4: 852,714 shares; 2025Q1: 885,414 shares; 2025Q2: 932,914 shares; 2025Q3: 932,914 shares 932,914$28.8M2.08%0Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320,500 shares; 2024Q4: 1,324,500 shares; 2025Q1: 1,052,500 shares; 2025Q2: 1,080,000 shares; 2025Q3: 1,085,000 shares 1,085,000$27.7M2%+5,000Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,700 shares; 2024Q4: 137,700 shares; 2025Q1: 137,700 shares; 2025Q2: 185,000 shares; 2025Q3: 185,000 shares 185,000$26.6M1.92%0Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,800 shares; 2024Q4: 84,800 shares; 2025Q1: 84,800 shares; 2025Q2: 84,800 shares; 2025Q3: 75,500 shares 75,500$26M1.88%-9,300Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,000 shares; 2024Q4: 178,000 shares; 2025Q1: 178,000 shares; 2025Q2: 150,000 shares; 2025Q3: 145,000 shares 145,000$25.7M1.86%-5,000Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,000 shares; 2024Q4: 83,000 shares; 2025Q1: 90,000 shares; 2025Q2: 86,000 shares; 2025Q3: 86,000 shares 86,000$24M1.74%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,924 shares; 2024Q4: 301,924 shares; 2025Q1: 299,224 shares; 2025Q2: 299,924 shares; 2025Q3: 299,924 shares 299,924$22.7M1.64%0Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,000 shares; 2024Q4: 801,000 shares; 2025Q1: 801,000 shares; 2025Q2: 801,000 shares; 2025Q3: 801,000 shares 801,000$22.7M1.64%0Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,000 shares; 2024Q4: 493,000 shares; 2025Q1: 493,000 shares; 2025Q2: 493,000 shares; 2025Q3: 493,000 shares 493,000$22.6M1.64%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares; 2025Q2: 156,000 shares; 2025Q3: 156,000 shares 156,000$22.1M1.6%0Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,000 shares; 2024Q4: 102,000 shares; 2025Q1: 122,000 shares; 2025Q2: 122,000 shares; 2025Q3: 122,000 shares 122,000$21M1.52%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,250 shares; 2024Q4: 172,450 shares; 2025Q1: 177,100 shares; 2025Q2: 229,800 shares; 2025Q3: 227,800 shares 227,800$19M1.37%-2,000Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,000 shares; 2024Q4: 220,000 shares; 2025Q1: 220,000 shares; 2025Q2: 220,000 shares; 2025Q3: 220,000 shares 220,000$18.9M1.37%0Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: not reported; 2025Q1: 181,000 shares; 2025Q2: 248,000 shares; 2025Q3: 249,750 shares 249,750$17.1M1.24%+1,750Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,000 shares; 2024Q4: 550,000 shares; 2025Q1: 550,000 shares; 2025Q2: 550,000 shares; 2025Q3: 550,000 shares 550,000$16.9M1.22%0Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares; 2025Q3: 43,000 shares 43,000$12.8M0.92%+19,000Timeline
NOMDNOMAD FOODS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,079 shares; 2024Q4: 973,079 shares; 2025Q1: 956,479 shares; 2025Q2: 959,179 shares; 2025Q3: 959,179 shares 959,179$12.6M0.91%0Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,000 shares; 2024Q4: 65,000 shares; 2025Q1: 65,000 shares; 2025Q2: 65,000 shares; 2025Q3: 65,000 shares 65,000$11.6M0.84%0Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,000 shares; 2024Q4: 60,000 shares; 2025Q1: 79,000 shares; 2025Q2: 79,000 shares; 2025Q3: 79,000 shares 79,000$9.65M0.7%0Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,250 shares; 2024Q4: 42,000 shares; 2025Q1: 52,500 shares; 2025Q2: 61,000 shares; 2025Q3: 62,750 shares 62,750$4.23M0.31%+1,750Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,000 shares; 2024Q4: 76,000 shares; 2025Q1: 79,700 shares; 2025Q2: 88,000 shares; 2025Q3: 85,000 shares 85,000$4M0.29%-3,000Timeline
BLKBBLACKBAUD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,500 shares; 2024Q4: 35,000 shares; 2025Q1: 42,500 shares; 2025Q2: 50,000 shares; 2025Q3: 54,000 shares 54,000$3.47M0.25%+4,000Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 23,750 shares; 2025Q1: 29,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares 37,500$3.29M0.24%0Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 29,000 shares; 2025Q1: 26,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares 21,000$3.13M0.23%0Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 24,000 shares; 2025Q3: 28,500 shares 28,500$3.09M0.22%+4,500Timeline
LIFLIFE360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,500 shares; 2025Q2: 38,000 shares; 2025Q3: 28,000 shares 28,000$2.97M0.22%-10,000Timeline
KIDSORTHOPEDIATRICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,000 shares; 2024Q4: 93,000 shares; 2025Q1: 90,000 shares; 2025Q2: 112,500 shares; 2025Q3: 132,500 shares 132,500$2.45M0.18%+20,000Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 4,300 shares; 2025Q3: 6,750 shares 6,750$2.17M0.16%+2,450Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,234 shares; 2024Q4: 603,234 shares; 2025Q1: 8,700 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares 7,400$315K0.02%0Timeline

How Q3 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 0001748729-25-000014 base2025-11-10acceptance time not in the bulk data set