Triodos Investment Management BV — 13F holdings

Triodos Investment Management BV reported 50 holdings worth $1.64B in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. KLAC KLA CORP — $102M (6.2%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $98.9M (6.0%)
3. PANW PALO ALTO NETWORKS INC — $97.2M (5.9%)
4. WMS ADVANCED DRAIN SYS INC DEL — $82.9M (5.0%)
5. NVDA NVIDIA CORPORATION — $76.8M (4.7%)
6. FSLR FIRST SOLAR INC — $75.7M (4.6%)
7. MA MASTERCARD INCORPORATED — $60.8M (3.7%)
8. EBAY EBAY INC. — $58.8M (3.6%)
9. DAR DARLING INGREDIENTS INC — $56.6M (3.4%)
10. GEN GEN DIGITAL INC — $50.5M (3.1%)