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Triodos Investment Management BV

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

Triodos Investment Management BV reported $1,322,436,264 across 49 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 44.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001748729-26-000009

Period
2026-03-31
Reported value
$1.32B
Holdings
49
Top 10 weight
44.64%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PANWadded+62,900$10.1M
VLTOadded+108,500$9.59M
SFMnew+92,000$7.1M
PLNTadded+94,000$6.99M
Tadded+239,000$6.93M

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
ADBEexited-85,537-$30.2M
ELVexited-81,380-$28.4M
KLACreduced-7,700-$11.3M
AREexited-225,800-$11.2M
TSMreduced-21,200-$7.16M

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 2026

Share positions as resolved from 13F-HR 0001748729-26-000009, largest first. % of portfolio is the value over $1,322,436,264, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,753 shares; 2024Q4: 233,953 shares; 2025Q1: 250,953 shares; 2025Q2: 251,853 shares; 2025Q3: 251,853 shares; 2025Q4: 241,453 shares; 2026Q1: 220,253 shares 220,253$74.4M5.63%-21,200Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,311 shares; 2024Q4: 539,811 shares; 2025Q1: 552,061 shares; 2025Q2: 553,411 shares; 2025Q3: 546,011 shares; 2025Q4: 538,011 shares; 2026Q1: 536,711 shares 536,711$73.6M5.57%-1,300Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,101 shares; 2024Q4: 74,351 shares; 2025Q1: 74,651 shares; 2025Q2: 75,101 shares; 2025Q3: 66,401 shares; 2025Q4: 57,651 shares; 2026Q1: 49,951 shares 49,951$73.5M5.56%-7,700Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591,270 shares; 2024Q4: 519,570 shares; 2025Q1: 525,070 shares; 2025Q2: 491,270 shares; 2025Q3: 446,670 shares; 2025Q4: 397,970 shares; 2026Q1: 394,970 shares 394,970$68.8M5.21%-3,000Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852,214 shares; 2024Q4: 852,714 shares; 2025Q1: 885,414 shares; 2025Q2: 932,914 shares; 2025Q3: 932,914 shares; 2025Q4: 932,914 shares; 2026Q1: 933,914 shares 933,914$57.8M4.37%+1,000Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,200 shares; 2024Q4: 208,450 shares; 2025Q1: 248,500 shares; 2025Q2: 274,100 shares; 2025Q3: 259,200 shares; 2025Q4: 249,400 shares; 2026Q1: 277,600 shares 277,600$54.7M4.14%+28,200Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,164 shares; 2024Q4: 97,264 shares; 2025Q1: 96,864 shares; 2025Q2: 97,764 shares; 2025Q3: 102,264 shares; 2025Q4: 102,364 shares; 2026Q1: 101,364 shares 101,364$50.6M3.83%-1,000Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710,498 shares; 2024Q4: 657,998 shares; 2025Q1: 657,698 shares; 2025Q2: 664,198 shares; 2025Q3: 617,698 shares; 2025Q4: 544,198 shares; 2026Q1: 538,198 shares 538,198$49M3.7%-6,000Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,150 shares; 2024Q4: 222,500 shares; 2025Q1: 220,800 shares; 2025Q2: 221,500 shares; 2025Q3: 221,300 shares; 2025Q4: 219,600 shares; 2026Q1: 282,500 shares 282,500$45.3M3.42%+62,900Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,350 shares; 2024Q4: 102,450 shares; 2025Q1: 97,100 shares; 2025Q2: 76,900 shares; 2025Q3: 76,350 shares; 2025Q4: 75,850 shares; 2026Q1: 75,500 shares 75,500$42.5M3.22%-350Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509,258 shares; 2024Q4: 509,958 shares; 2025Q1: 507,758 shares; 2025Q2: 509,258 shares; 2025Q3: 508,858 shares; 2025Q4: 504,858 shares; 2026Q1: 501,858 shares 501,858$40.2M3.04%-3,000Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886,500 shares; 2025Q2: 808,000 shares; 2025Q3: 709,000 shares; 2025Q4: 607,000 shares; 2026Q1: 518,000 shares 518,000$38.8M2.93%-89,000Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,051,265 shares; 2026Q1: 1,290,265 shares 1,290,265$37.4M2.83%+239,000Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,737 shares; 2024Q4: 91,037 shares; 2025Q1: 89,987 shares; 2025Q2: 91,237 shares; 2025Q3: 90,187 shares; 2025Q4: 80,887 shares; 2026Q1: 80,387 shares 80,387$37.1M2.8%-500Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,295 shares; 2024Q4: 257,395 shares; 2025Q1: 255,195 shares; 2025Q2: 237,695 shares; 2025Q3: 255,095 shares; 2025Q4: 255,095 shares; 2026Q1: 255,095 shares 255,095$36.8M2.79%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,924 shares; 2024Q4: 301,924 shares; 2025Q1: 299,224 shares; 2025Q2: 299,924 shares; 2025Q3: 299,924 shares; 2025Q4: 297,924 shares; 2026Q1: 297,924 shares 297,924$34.2M2.59%0Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,425,038 shares; 2026Q1: 1,769,538 shares 1,769,538$33.3M2.52%+344,500Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,600 shares; 2025Q1: 70,600 shares; 2025Q2: 90,750 shares; 2025Q3: 90,750 shares; 2025Q4: 90,750 shares; 2026Q1: 89,750 shares 89,750$29.9M2.26%-1,000Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,700 shares; 2024Q4: 234,000 shares; 2025Q1: 239,500 shares; 2025Q2: 240,500 shares; 2025Q3: 240,500 shares; 2025Q4: 240,500 shares; 2026Q1: 238,500 shares 238,500$28.5M2.16%-2,000Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,090,000 shares; 2026Q1: 1,008,000 shares 1,008,000$27.7M2.1%-82,000Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,000 shares; 2024Q4: 314,000 shares; 2025Q1: 291,000 shares; 2025Q2: 256,000 shares; 2025Q3: 297,000 shares; 2025Q4: 276,000 shares; 2026Q1: 370,000 shares 370,000$27.5M2.08%+94,000Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,200 shares; 2024Q4: 135,200 shares; 2025Q1: 134,400 shares; 2025Q2: 121,700 shares; 2025Q3: 120,600 shares; 2025Q4: 120,600 shares; 2026Q1: 119,100 shares 119,100$26.7M2.02%-1,500Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,800 shares; 2024Q4: 84,800 shares; 2025Q1: 84,800 shares; 2025Q2: 84,800 shares; 2025Q3: 75,500 shares; 2025Q4: 73,000 shares; 2026Q1: 93,000 shares 93,000$26.1M1.97%+20,000Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,000 shares; 2026Q1: 294,500 shares 294,500$26M1.97%+108,500Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,000 shares; 2024Q4: 83,000 shares; 2025Q1: 90,000 shares; 2025Q2: 86,000 shares; 2025Q3: 86,000 shares; 2025Q4: 86,000 shares; 2026Q1: 86,000 shares 86,000$25M1.89%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,480 shares; 2026Q1: 25,080 shares 25,080$23.1M1.74%+2,600Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,000 shares; 2024Q4: 178,000 shares; 2025Q1: 178,000 shares; 2025Q2: 150,000 shares; 2025Q3: 145,000 shares; 2025Q4: 145,000 shares; 2026Q1: 145,000 shares 145,000$21.1M1.59%0Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,000 shares; 2024Q4: 550,000 shares; 2025Q1: 550,000 shares; 2025Q2: 550,000 shares; 2025Q3: 550,000 shares; 2025Q4: 550,000 shares; 2026Q1: 550,000 shares 550,000$20.2M1.53%0Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,000 shares; 2024Q4: 102,000 shares; 2025Q1: 122,000 shares; 2025Q2: 122,000 shares; 2025Q3: 122,000 shares; 2025Q4: 122,000 shares; 2026Q1: 122,000 shares 122,000$20M1.51%0Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,000 shares; 2024Q4: 493,000 shares; 2025Q1: 493,000 shares; 2025Q2: 493,000 shares; 2025Q3: 493,000 shares; 2025Q4: 414,000 shares; 2026Q1: 414,000 shares 414,000$18.8M1.42%0Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,000 shares; 2024Q4: 220,000 shares; 2025Q1: 220,000 shares; 2025Q2: 220,000 shares; 2025Q3: 220,000 shares; 2025Q4: 220,000 shares; 2026Q1: 220,000 shares 220,000$18.2M1.38%0Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: not reported; 2025Q1: 181,000 shares; 2025Q2: 248,000 shares; 2025Q3: 249,750 shares; 2025Q4: 248,250 shares; 2026Q1: 248,250 shares 248,250$17.7M1.34%0Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,000 shares; 2024Q4: 801,000 shares; 2025Q1: 801,000 shares; 2025Q2: 801,000 shares; 2025Q3: 801,000 shares; 2025Q4: 801,000 shares; 2026Q1: 801,000 shares 801,000$17.5M1.32%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares; 2025Q2: 156,000 shares; 2025Q3: 156,000 shares; 2025Q4: 156,000 shares; 2026Q1: 156,000 shares 156,000$16.9M1.28%0Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,700 shares; 2024Q4: 137,700 shares; 2025Q1: 137,700 shares; 2025Q2: 185,000 shares; 2025Q3: 185,000 shares; 2025Q4: 185,000 shares; 2026Q1: 161,000 shares 161,000$14.7M1.11%-24,000Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares; 2025Q3: 43,000 shares; 2025Q4: 54,000 shares; 2026Q1: 69,000 shares 69,000$14.4M1.09%+15,000Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,000 shares; 2024Q4: 65,000 shares; 2025Q1: 65,000 shares; 2025Q2: 65,000 shares; 2025Q3: 65,000 shares; 2025Q4: 65,000 shares; 2026Q1: 65,000 shares 65,000$9.9M0.75%0Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,000 shares; 2024Q4: 60,000 shares; 2025Q1: 79,000 shares; 2025Q2: 79,000 shares; 2025Q3: 79,000 shares; 2025Q4: 79,000 shares; 2026Q1: 79,000 shares 79,000$8.9M0.67%0Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,000 shares 92,000$7.1M0.54%newTimeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,250 shares; 2024Q4: 42,000 shares; 2025Q1: 52,500 shares; 2025Q2: 61,000 shares; 2025Q3: 62,750 shares; 2025Q4: 62,750 shares; 2026Q1: 62,750 shares 62,750$4.74M0.36%0Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,000 shares; 2024Q4: 76,000 shares; 2025Q1: 79,700 shares; 2025Q2: 88,000 shares; 2025Q3: 85,000 shares; 2025Q4: 83,000 shares; 2026Q1: 87,000 shares 87,000$3.9M0.29%+4,000Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 23,750 shares; 2025Q1: 29,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 36,500 shares; 2026Q1: 37,500 shares 37,500$3.29M0.25%+1,000Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 24,000 shares; 2025Q3: 28,500 shares; 2025Q4: 31,000 shares; 2026Q1: 38,500 shares 38,500$3.16M0.24%+7,500Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 29,000 shares; 2025Q1: 26,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 32,500 shares 32,500$2.87M0.22%+11,500Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,000 shares; 2026Q1: 28,000 shares 28,000$2.7M0.2%+2,000Timeline
BLKBBLACKBAUD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,500 shares; 2024Q4: 35,000 shares; 2025Q1: 42,500 shares; 2025Q2: 50,000 shares; 2025Q3: 54,000 shares; 2025Q4: 59,000 shares; 2026Q1: 66,000 shares 66,000$2.55M0.19%+7,000Timeline
KIDSORTHOPEDIATRICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,000 shares; 2024Q4: 93,000 shares; 2025Q1: 90,000 shares; 2025Q2: 112,500 shares; 2025Q3: 132,500 shares; 2025Q4: 147,000 shares; 2026Q1: 147,000 shares 147,000$2.33M0.18%0Timeline
LIFLIFE360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,500 shares; 2025Q2: 38,000 shares; 2025Q3: 28,000 shares; 2025Q4: 31,500 shares; 2026Q1: 42,000 shares 42,000$1.71M0.13%+10,500Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 4,300 shares; 2025Q3: 6,750 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000$1.08M0.08%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ADBEADOBE INC85,537$30.2Mshares
ELVELEVANCE HEALTH INC FORMERLY81,380$28.4Mshares
AREALEXANDRIA REAL ESTATE EQ IN225,800$11.2Mshares

How Q1 2026 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 0001748729-26-000009 base2026-05-07acceptance time not in the bulk data set